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Bitcoin ETFs: Bullish or Bearish? with Alex Thorn
1 november 2023 · 1 uur 13 min
Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto. Lees meer
Today we talked to Alex about the bull vs. bear case for the BTC ETF.
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https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
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TIMESTAMPS0:00 Intro
7:25 Spot BTC Interests
9:15 Breaking Down Alex's Thread
18:20 Spot BTC Pipeline & Next Steps
28:00 Inflows Into Bitcoin ETF
30:00 Predicting How Investors Will Invest
32:30 BTC Price Impact
42:20 Estimated BTC Price Prediction
46:15 Predicting Timeline
49:40 BTC ETF Marketing
52:00 The Bear Case for BTC ETF
1:02:30 Marijuana Analogy
1:04:30 ETH ETF Argument
1:09:50 Galaxy Brains
1:11:30 Closing & Disclaimers------
RESOURCESAlex
https://twitter.com/intangiblecoinsGalaxy Brains Podcast
https://www.galaxy.com/insights/podcasts/galaxy-brains/------
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
194 - How Crypto Saves The Internet | Li Jin & Eugene Wei
30 oktober 2023 · 1 uur 50 min
Many of our listeners are familiar with Li Jin, an investor and co-founder of Variant Fund and is one of our favorite thinkers on crypto and the creator economy. Li is also joined by Eugene Wei. He’s a web2 product visionary. Listeners may be familiar with some of his incredible blog posts such as, “Status as a Service”, “Invisible Asymptotes”, “Why Information Grows” and more. Lees meer
In today’s episode, these two gigabrains, one from web2 social, one from web3 crypto, talk about the future of status as a service, psychological ownership, and the future ties between social and crypto.
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-li-jin-eugene-wei-----
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TIMESTAMPS0:00 Intro
8:00 Web2 Social History
18:55 Is Web2 Ending?
24:50 Network Effect Theory
27:45 3 Paths to Break Free
32:17 The Internet’s Good, Bad, & Ugly
41:48 The Algorithm’s Constraints
46:25 Web2 to Web3 Learning Lessons
54:40 Love vs. Fame
1:00:24 Web3’s Potential
1:07:00 Crypto's Social vs. Financial Problem
1:19:30 Ethereum’s Social Network
1:25:14 Increasing Psychological Ownership
1:31:25 Price vs. Psychological Ownership
1:35:00 Eugene’s Advice to Crypto Builders
1:42:00 Li’s Take on Crypto’s Potential
Closing & Disclaimers-----
RESOURCESLi Jin
https://twitter.com/ljin18
https://li.substack.com/p/the-ownership-economy-2022
https://www.youtube.com/watch?v=N6AJlmB2h8k
https://li.substack.com/p/building-psychological-attachment
https://li.substack.com/p/love-vs-fame-a-framework-for-socialEugene Wei
https://twitter.com/eugenewei
https://www.eugenewei.com/blog/2019/2… -
ROLLUP: WSJ Lies About Crypto | SBF Testifies | Markets Pumping
27 oktober 2023 · 1 uur 32 min
Bankless Weekly Rollup (Halloween Special)
Final Week of October
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Timestamps & Resources
0:00 Intro7:01 MARKETS
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd11:20 Market Advice
https://x.com/RyanSAdams/status/1717212229395784125?s=2013:22 Arthur Hayes Take
https://cryptohayes.substack.com/p/the-periphery17:04 BTC Halving Countdown
https://www.nicehash.com/countdown/btc-halving-2024-05-10-12-0022:33 Bitcoin Spot ETF
https://twitter.com/EricBalchunas/status/171648757358807072825:46 How Much Will This Pump Price
https://twitter.com/EleanorTerrett/status/1716911938142105694
https://twitter.com/intangiblecoins/status/1716840402894881133
https://twitter.com/NateGeraci/status/1716266912630407210?s=20
https://twitter.com/WatcherGuru/status/1716473871430222292?s=2030:50 ETH Spot ETF
https://x.com/JSeyff/status/1714736564805214375?s=20
https://twitter.com/NateGeraci/status/171653876406172912334:08 WSJ Lies!
https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a
https://twitter.com/samcallah/status/1715854073461604555
https://www.warren.senate.gov/imo/media/doc/2023.10.17%20Letter%20to%20Treasury%20and%20White%20House%20re%20Hamas%20crypto%20security.pdf
https://twitter.com/chainalysis/status/171474870470229645742:47 SBF Will Take The Stand!
https://www.theblock.co/post/259553/sam-bankman-fried-gets-chance-to-dispel-cartoon-villain-narrative-as-he-prepares-to-take-stand48:14 Was DCG Bigger Than Enron?
https://www.c… -
The Bull Case for $LINK (Chainlink) | ChainLinkGod & Fishy Catfish
25 oktober 2023 · 1 uur 34 min
Chainlink’s community is anything but weak. Today we brought on two of Chainlink’s most prominent community members, ChainLinkGod, a Chainlink Community Ambassador and FishyCatfish, a miner, investor, and all around crypto enthusiast. The two of them are here to give us the bull case for $LINK. Lees meer
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https://bankless.cc/Arbitrum 🔗 CELO | CEL2 COMING SOON
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TIMESTAMPS0:00 Intro
7:00 What is Chainlink?
8:32 Ultimate Vision of Blockchains
10:19 Why We Need Chainlink
16:15 $LINK Genesis Story
25:41 Role of $LINK
30:12 Chainlink Validating & Value Prop
35:02 Bonds & Yield
39:30 Chainlink Service Fees
44:53 Fee Price Discovery
50:42 Decentralized Computing Marketplace
54:39 Chainlink’s Unique Value
1:02:05 Composabilty & Scope of Fees
1:08:00 $LINK the Capital Asset
1:11:00 Chainlink Yield Hooks
1:12:10 Collateral Equilibrium
1:13:07 Tokenization of RWAs
1:20:24 Numbers to Focus On
1:25:25 David’s Bull Case For Chainlink
1:26:27 Chainlink’s Next 3 Big Bets
1:31:38 Get Further $LINK-pilled
1:33:00 Closing & Disclaimers------
RESOURCESSergey’s Bankless Episode
https://youtu.be/AzQnY0CqHOwChainlinkLinkGod
https://twitter.com/ChainLinkGodFishy Catfish
https://twitter.com/CatfishFishy------
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
Is the Crypto Bull Market Back? with Up Only's Ledger
24 oktober 2023 · 1 uur 10 min
On the show today is Ledger! Ledger is no stranger to market cycles and is here to answer the question... Are we back? Lees meer
Join us as we walk through charts, discuss market catalysts and get a full break down on how ledger is navigating these market conditions.
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https://bankless.cc/Arbitrum 🔗 CELO | CEL2 COMING SOON
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RESOURCESLedger
https://twitter.com/ledgerstatus
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CHAPTERS
0:00 Intro
5:30 Are We Back?
11:21 Charting Bitcoin
24:39 ETH/BTC Pair
29:22 Four Year Cycles
34:29 Chainlink
36:13 DeFi Winners vs Losers
39:38 Solana
40:29 Beating Bitcoin
46:04 Important Future Events
49:03 Plan for Black Swans
54:18 Advice For Investors
58:45 Frontrunning Narratives
1:05:11 Ledger's Trading Strategy
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Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
The US Government is Trying to Kill Crypto | Miller Whitehouse-Levine and Jason Schwartz
24 oktober 2023 · 59 min
🚨LEAVE A COMMENT🚨
https://treasuryraid.lexpunk.army/ Lees meerWe need to stop the US from killing crypto. The new IRS proposals could effectively destroy DeFi and other crypto use cases.
The good news? We can change this. 5 minutes is all it takes to leave a comment and get the interpretation delayed.
In this episode, we bring on Miller Whitehouse-Levine of the DeFi Education Fund and tax lawyer Jason Schwartz to discuss the proposed rules and their catastrophic implications.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
6:30 Miller and Jason
8:15 The Broker Laws
15:30 Proposed Regulation
20:50 Endgame Oversight
26:00 They Hate Crypto
31:00 The Comment Process
36:40 New Crypto Tax Tools
42:00 So What Happens…
46:30 Pressuring the Departments
50:50 How We Can Win
56:20 What We Have to Do———
RESOURCESMiller Whitehouse-Levine
https://x.com/millercwl?s=20Jason Schwartz
https://x.com/CryptoTaxGuyETH?s=20Get Involved
https://x.com/LeXpunK_Army/status/1713186443445629429?s=20
https://x.com/CryptoTaxGuyETH/status/1695603888957641154?s=20
https://x.com/fund_defi/status/1713929569030275285?s=20------
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
193 - Lyn Alden's Masterclass On Money
23 oktober 2023 · 1 uur 52 min
When we think of people to walk us through the history of money and where it's all headed, it's hard to think of a guest more qualified than Lyn Alden. Lees meer
This episode is a masterclass where we answer seemingly simple questions like "What is Money?" to the future of money and how Lyn thinks the next great transfer of wealth will play out.
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-lyn-alden-and-the-history-of-money
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CHAPTERS
0:00 Intro
6:34 What is Money?
10:03 Double Coincidence of Wants
14:18 How Does Money Emerge?
19:46 Progression Of Money Over Time
28:00 Society vs Society
33:14 The Transition to Fiat
39:07 Settlement Time Of Gold
47:53 What Are Banks?
59:14 The Technology Arc
1:04:26 How Nation States Impact Money
1:13:33 Ledger's and Army's
1:16:36 Bretton Woods
1:31:01 Is The Fiat Era Ending?
1:38:13 The Crypto Future
1:44:05 Future Predictions
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RESOURCESLyn Alden
https://twitter.com/LynAldenContactBroken Money
https://www.lynalden.com/broken-money/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: BTC ETF Rumors | Uniswap Fee Switch | SBF Trial Continued
20 oktober 2023 · 1 uur 28 min
Bankless Weekly Rollup
3rd Week of October Lees meer-----
🧥 Take the Survey and Win the Bankless Jacket!
https://bankless.cc/survey------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS & RESOURCES0:00 Intro
3:20 Markets
5:15 Janet Yellen on War
https://news.sky.com/story/we-can-certainly-afford-two-wars-us-treasury-secretary-says-12985335
7:50 A Trade War
https://x.com/KobeissiLetter/status/1714280042547806316
9:10 Treasuries vs Bitcoin
https://twitter.com/robustus/status/1714303541077020770
10:30 Vance on Young People
https://x.com/pythianism/status/1714697205259325511
12:22 Commodity-Like Money
https://x.com/MikeIppolito_/status/1714710556865597816
12:50 Vitalik Not Dumping
https://warpcast.com/vitalik.eth/0xb8ccf84d
13:45 Crypto Dollars
https://twitter.com/sebventures/status/1714226872471470452
https://twitter.com/MikeIppolito_/status/171434525984756152618:00 BTC ETF Flub
https://pbs.twimg.com/media/F8kL82PX0AAC0dm?format=jpg&name=medium
https://twitter.com/watcherguru/status/1713921987783885072
19:20 How it Happened
https://cointelegraph.com/news/clarification-sharing-false-spot-bitcoin-etf-news
21:10 Surprisingly Bullish
https://twitter.com/0xfoobar/status/1713931735086313788
22:40 Analyzing the Trade
https://twitter.com/john_j_brown/status/1713927067337646410
23:30 Larry Fink
https://twitter.com/pythianism/status/1714026700894359838
24:50 SEC Getting Involved
https://x.com/JSeyff/status/171498706566476630325:50 Uniswap Fees
https://twitter.com/haydenzadams/status/1713987105666265113
27:40 People are Upset
https://x.com/econoar/status/1713998895079145858
https://twitter.com/NTmo… -
Crypto in Hong Kong with Sandy Peng
18 oktober 2023 · 58 min
Joining us today from Hong Kong is Sandy Peng. Sandy is here to tell us what crypto is like on the other side of the world, walking us through regulations, adoptions and bringing us fully up to speed on the landscape in Hong Kong. Lees meer
For many of us this episode is a 0 to 1 moment in understanding around crypto in Hong Kong and more broadly China.
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https://bankless.cc/Arbitrum 🔗 CELO | CEL2 COMING SOON
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RESOURCESSandy
https://twitter.com/SandyPeng1
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CHAPTERS
0:00 Intro
5:53 Hong Kong History
10:08 What is Hong Kong Like
12:27 Why Hong Kong is Successful
15:28 Innovators and Regulators
19:11 HK & China Relationship
26:35 Why is HK opening its Doors to Crypto
28:52 Crypto in HK
37:21 Has HK Put Its Foot on The Gas?
40:42 The Silicon Valley Of China
43:08 Stablecoin Legislation
45:08 How Crypto Friendly is HK?
46:54 Why Move To HK?
50:50 DeFi
54:46 Crypto Projects in HK
56:33 Watch The Debrief
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Scroll zkEVM Mainnet Launch with Sandy & Toghrul
17 oktober 2023 · 52 min
The rollup wars are alive well! Scroll just launched their zkEVM to Ethereum mainnet. We invited Scroll's Co-Founder, Sandy Peng and Scroll's Senior Researcher, Toghrul Toghrul Maharramov on the show. Lees meer
In today's episode, we discuss why Sroll is exciting, how it is different than other rollups. what’s next, and of course, wen token.
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https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo-----
TIMESTAMPS:0:00 Intro
6:04 Scroll Mainnet Live
6:30 Why Is Scroll Mainnet Unique?
9:25 EVM Equivalence Importance
16:30 Apps Compatibility
17:50 Importance of Scroll Rollup
20:17 Why ZK is the Holy Grail
26:30 What to do on Scroll & Why Scroll
32:47 Stitching L2s Together
39:40 What's Next For Scroll
44:30 Toghrul Disagreements
49:00 Wen Token?
50:00 Closing & Disclosures-----
RESOURCES:Sandy
https://twitter.com/SandyPeng1Toghrul
https://twitter.com/toghrulmaharram-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
192 - Cryptodollars Are the New Eurodollars with Nic Carter
16 oktober 2023 · 1 uur 31 min
Cryptodollars are the new Eurodollars. What are Eurodollars, though? Well, we get into that in today’s episode with 8-time repeat Bankless guest, Nic Carter. Nic is a partner at Castle Island Ventures, Fidelity alumni, co-founder and board member of Coin Metrics, and a prolific writer of editorials and academic articles alike, Nic is also a believer that the halvening is always priced in, he’s a stablecoin connoisseur, an onchain wizard, and an unlicensed vespa driver. Lees meer
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-nic-carter-stablecoinsThere’s over $10 trillion dollars worth of Cryptodollars out there and Nic believes that number could grow even bigger. Stablecoins are often called crypto’s killer app, however, Nic thinks we aint seen nothing yet!
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https://k.xyz/bankless-pod-q4🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
8:25 Stablecoin Tribe
10:20 The State of Stablecoins in 2023
13:40 Stablecoin’s Product Market Fit
17:16 Stabelcoin Haters
19:00 Growth of the Euro-Dollar Market
21:04 Euro vs. Crypto Dollars
24:30 Federal Reserve History
34:45 Stablecoin Incentives
37:00 Euro-Dollar vs. U.S.-Dollar Backing
43:00 Circle
45:40 PYUSD
46:56 Crypto-Dollars vs. Euro-Dollars
51:15 Why the Rise of Stablecoins?
55:57 Democratic Inclusion of Crypto-Dollarization
59:19 Chart
1:03:05 Tokenized Treasury
1:07:16 Regulatory Idea Maze
1:15:00 Big Banks
1:19:30 Stablecoin Roa… -
ROLLUP: SBF vs Caroline Ellison | Sam Altman on Joe Rogan | ETH Predictions
12 oktober 2023 · 1 uur 22 min
Bankless Weekly Rollup
2nd Week of October Lees meer-----
🎁 Check your wallet with our brand new tool: Claimables
https://bankless.cc/GetClaimables
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📚 a16z Startup School | Applications are now open!
https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS & RESOURCES0:00 Intro
3:30 Markets
6:30 Inflation
https://www.cnbc.com/2023/10/12/cpi-september-2023.html11:00 Why Americans Have Crypto
https://twitter.com/jp_koning/status/171171422466418694314:05 ETH Validator Queue
https://www.validatorqueue.com/16:45 Friend.tech Surpassed Bitcoin
https://twitter.com/tokenterminal/status/171002429299216388917:45 Tron vs Bankless
https://www.bankless.com/tron-trx-bull-bear22:00 ETH Predictions
https://www.theblock.co/post/255860/ethereum-eth-price-standard-chartered-bank27:00 SBF Trial
https://compote.slate.com/images/c8708922-4b13-418c-a8be-af557e45079e.jpeg28:20 Gary Wang
https://twitter.com/emilydparker/status/1711797258302243182?s=4633:00 Caroline Ellison vs SBF
https://www.nytimes.com/2023/10/10/technology/caroline-ellison-sam-bankman-fried-trial.html41:30 Thai Escorts (Not Taiwanese, David!)
44:05 SBF’s Ambitions
https://x.com/innercitypress/status/1711806222117027840?s=20
https://twitter.com/byzgeneral/status/171186401256709328747:45 Hamas Crypto Accounts
https://www.theblock.co/post/255679/israeli-authorities-have-frozen-hamas-linked-crypto-accounts-report
https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b913… -
Introducing Rainbow Wallet Browser Extension With Mike Demarais
11 oktober 2023 · 42 min
Today we welcome to the show today Mike (Rainbow) Demarais. The co-founder of Rainbow Wallet who is here to walk us through Rainbow's newest creation, the browser extension.
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https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
4:33 Why Did You Make Rainbow?
7:54 Reading The Market
9:49 Solving Wallet Management
11:34 Wallet Management
13:07 Using Ledger's
14:32 Rainbow Walkthrough
18:30 Network Switching
22:07 Bridging
25:04 Fiat Onramp
30:25 Rainbow Roadmap
33:06 Design in Web3
36:23 Rainbow Kit
39:17 Public Good?-----
RESOURCESRainbow:
https://rainbow.me/Mike:
https://twitter.com/mikedemarais-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What the ETH Futures Approvals Mean for Crypto with Eric Balchunas
10 oktober 2023 · 58 min
Last week was unprecedented, to say the least. Several, yes that’s right, not 1, not 2, but several ETH Futures ETFs launched last week for the first time in the U.S.! Lees meer
What does this mean for crypto? Volumes have been surprisingly low. Is it a surprise? Will volumes pick up? Regardless, of whether they do or don't, what do all of these ETH ETFs mean for crypto? Are Bitcoin ETFs next?
We brought on Eric Balchunas to help us answer the above and much more. is an analyst at Bloomberg Intelligence focused on exchange-traded funds. Eric is an analyst at Bloomberg Intelligence focused on exchange-traded funds.
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https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:12 Why ETF Week Was Unprecedented
11:15 Magnitude of Many Launches
16:40 Futures Less Than Spot?
18:25 ETHE vs. Futures
23:43 Is ETH a Security?
28:28 Why Do We Care About ETH ETFs?
32:40 Spot Approval Interpretation
37:23 Scope of the Opportunity
46:50 Timing Predictions of Spot Approvals
51:00 Gensler Preventing Spot Approval?
55:30 Eric’s Twitter
57:00 Closing & Disclaimers-----
RESOURCESEric Balchunas
https://twitter.com/EricBalchunas-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
191 - Danny Ryan's Case Against Lido
9 oktober 2023 · 1 uur 34 min
Danny Ryan is a coordinator at the Ethereum Foundation. He’s been on Bankless many times before. Usually, we’re talking about the Ethereum roadmap and what’s coming next. This time we’re talking about something different…a risk to Ethereum that Danny sees. A little over a year ago, Danny wrote a blog post titled “The Risk of LSDs”... discussing the various risk vectors that a dominant LSD presents to Ethereum…even naming Lido specifically in the process. Lees meer
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-danny-ryan------
A lot of people have decided that liquid staking with Lido is the place to do it. At the time of recording Lido has over 30% of all staked Ether. Does this present a systemic risk to Ethereum?We did an episode called, “In Defense of Lido” with researcher Hasu who argued that Lido does not pose a systemic risk to Ethereum. In fact, Lido’s dominance is better than many other alternatives. We left that conversation half-finished when we published it in August 2023.
In today’s episode, we cover part two of that debate with Ethereum researcher and guest Danny Ryan who argues the opposite. Lido is a systemic risk to Ethereum and what to do about it.
We believe our role as podcasters for issues like this is to voice both sides of the argument in long-form conversations and healthy debate. It is exactly the kind of thing you don’t get on Twitter. That’s why we’ve given voice to both sides of this issue.
We think there are good actors who care about this ecosystem at Lido and in the broader Ethereum community and we’re sure this episode won’t be the last word on this subject.
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ROLLUP: SBF Trial Underway | ETH ETFs Are Here | Ripple Wins Again
6 oktober 2023 · 1 uur 12 min
WRU 1st Week of October
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📚 a16z Startup School | Applications are now open!
https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css
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BANKLESS SPONSOR TOOLS: Lees meer🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS & RESOURCES0:00 Intro
4:57 MARKETS
https://www.growthepie.xyz/8:14 Uptober or Rektober?
https://twitter.com/stackhodler/status/170842149026416675411:00 Arthurs Take
https://twitter.com/cryptohayes/status/1709775837271388267?s=46&t=LKBC7Qtm18FnZ380xCF2pA12:14 US Debt is Insane
https://x.com/zerohedge/status/1709321746673786896?s=2013:40 China is Selling
https://apolloacademy.com/wp-content/uploads/2023/10/China_Outlook_Oct3_2023.pdf
https://www.cfr.org/blog/how-hide-your-foreign-exchange-reserves-users-guide18:43 SBF Trial Has Begun!
https://www.cnn.com/2023/10/03/investing/sbf-trial-jury-selection/index.html
https://twitter.com/lex_node/status/170931877607887707125:24 Day 2
30:45 Michael Lewis Takes
36:24 Anthropic Plot Twist
https://www.theblock.co/post/254667/anthropics-new-raise-could-mean-full-payout-for-ftx-creditors-lawyer38:05 ETH Futures Derby
https://x.com/EricBalchunas/status/1708841958020366838?s=20
https://x.com/EricBalchunas/status/1708953284495708559?s=20
https://x.com/vaneck_us/status/1708113739881337125?s=20
https://x.com/vaneck_us/status/1707888396171977036?s=2041:30 ETF Takes
https://x.com/EricBalchunas/status/1708865693481836849?s=20
https://x.com/EricBalchunas/status/1709187579352875039?s=20
https… -
The 2023 Recession with Coinbase's David Duong
3 oktober 2023 · 1 uur 9 min
Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu.
We’re talking yield curves, election fears, US equities, and if macro economics is even real. Lees meerAnd finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here?
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo-----
RESOURCESDavid Duong
https://www.linkedin.com/in/david-duong-cfa/Quarterly Outlook: Crypto Markets in 10 Charts
https://www.coinbase.com/institutional/research-insights
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Chapters:
0:00 Intro
9:38 Is Everything Going Alright?
13:09 Is Macro Economics even Real?
16:43 Government Fiscal Spending
21:44 Election Impact
24:11 US Exceptionalism?
29:14 The Impact of Fiscal Stimulus
38:30 How important is Cash?
45:29 US Equities
52:23 Student Loans
56:39 Recession Talk
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
190 - Sergey Nazarov on Chainlink’s CCIP
2 oktober 2023 · 1 uur 46 min
Sergey Nazarov is the co-founder of Chainlink. Chainlink, you might know as the price oracles for DeFi… providing DeFi with the data it needs to know prices. More ambitious than just prices, Chainlink is aiming to become the interoperability layer between all of TradFi and all of DeFi, acting as a gateway between onchain and offchain data. We’re going to explore that vision today on Bankless. Lees meer
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-sergey-nazarov-chainlink-----
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📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:30 The Chainlink Vision
13:59 Offchain Computation
20:35 Why Chainlink Is Here
28:20 Offchain Trust Maximization Technicalities
31:31 Oracle Networks
38:53 Dynamic Automated Inception Marketplaces
45:45 CCIP
1:08:20 Why Swift Is Important
1:14:45 Banks to Blockchains
1:25:18 DTCC Explained
1:31:58 5 Levels of Crosschain Security
1:38:40 Crypto in 2030
1:44:40 Closing & Disclaimers-----
RESOURCESChainlink
https://chain.linkCCIP
https://chain.link/cross-chainThe Five Layers of Cross-Chain Security
https://blog.chain.link/five-levels-cross-chain-security/SmartCon Virtual Signup
https://smartcon.chain.link/virtual-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Coinbase Crashes DC | Gary Grilled By Congress | Vitalik Deepfakes
29 september 2023 · 1 uur 31 min
WRU Last Week of September
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Check your wallet with our brand new tool: Claimables 🎁
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📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo-----
TIMESTAMPS & RESOURCES0:00 Intro
2:49 MARKETS
https://twitter.com/kobeissiletter/status/1707104500341731367?s=468:05 JP Morgan Dissapointed With Ethereum
https://www.theblock.co/post/252470/jpmorgan-ethereum-shanghai-disappointing
https://twitter.com/pythianism/status/1706373977944289470?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g13:54 SEC Decision Delayed
https://twitter.com/JSeyff/status/1706771264596050073
https://twitter.com/EricBalchunas/status/170676536934238219719:49 ETF Futures Next Week?
https://x.com/EricBalchunas/status/1707394842827882826?s=2017:25 Gary Grilled By Congress
https://www.sec.gov/news/testimony/gensler-testimony-committee-financial-services-092723
https://x.com/BanklessHQ/status/1707042914520473953?s=20
https://x.com/BanklessHQ/status/1707060955257987256?s=20
https://x.com/BanklessHQ/status/1707072356802232697?s=20
https://twitter.com/BanklessHQ/status/1707040759059206493/photo/1
27:54 Gary's Identical Twin29:08 Coinbase In Washington DC
https://x.com/coinbase/status/1707184983599677793?s=20
https://x.com/YahooFinance/status/1707121790223258075?s=20
https://twitter.com/blockchaintpsht/status/1707162437512839345
https://twitter.com/haydenzadams/status/1707225322595262929?s=46&t=X0oQ26a3ezptVAZLp1QFaw32:32 Kevin Owocki's Highlights
https://twitter.com/owocki/status/170721755993254308535:05 …
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Fidelity's Bull Case For Ethereum
27 september 2023 · 1 uur 13 min
Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report. Lees meer
On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.
Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:07 Intro to Chris and Jack
8:50 About Fidelity Assets
12:00 Analyzing Crypto Risk as an Institution
16:42 What do Institutions Think of Ether?
19:17 Comparing Other Assets
23:5 5How Others Can Join Ether and Bitcoin
25:58 Ether and Ethereum
29:44 Is Ether a Money?
40:14 What is Money?
44:13 What Else Competes for Money?
48:38 Thesis Two
51:19 Ether Cash Flow
55:51 The Value of Metrics
1:00:41 Modeling Future Cash Flows
1:08:11 How Has The Report Been Recieved?
1:10:21 Whats Next For Fidelity?
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RESOURCESFidelity's Report on Ethereum:
https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Synthetix: A New Hope with Kain Warwick
26 september 2023 · 1 uur 10 min
In today’s episode, we’re exploring the frontier of the multi-chain Ethereum roadmap. Synthetix has been leading this charge as it pertains to the application layer of Ethereum. Lees meer
David is joined by Synthetix’s Founder, Kain Warwick in person in David’s Brooklyn studio.
“Synthetix, A New Hope,” is a recent blog post Kain wrote and is a main focus for today’s episode.
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https://bankless.cc/GetClaimables------
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https://bankless.cc/layer-zero------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:08 Synthetix Networks
8:50 Growth Complexity
9:50 Phases of Complexity of Apps
14:00 Elaborating the Problem Layers
15:25 Paramartizing Risk
19:00 Defining the Problem(s)
21:00 Likelihood of Solution(s)
24:05 3 Paths of Fragmented Liquitidy
31:40 Chainlink’s CCIP
32:50 Optimism
36:00 MakerDAO
36:55 dYdX Model
44:25 Free Market Model
47:00 Other Solution Tools
55:15 Cross-Chain Shared Execution
57:50 Kain & Synthetix Main Focuses
59:00 Timeline
59:50 Other Components of Synthetix
1:02:25 Kain’s Thoughts on Regulation
1:08:13 Final Messages
1:09:15 Closing & Disclaimers-----
RESOURCESKain Warwick
https://twitter.com/kaiynneSynthetix, A New Hope
https://mirror.xyz/kain.eth/tAXGVKMTYM8K2gUOQq9JDQ1wyV_5Msdlrn_AtmiCGEI-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
189 - Taking Treasury Bills Onchain with Martin Carrica
25 september 2023 · 1 uur 23 min
The overnight fed funds rate is 5.3% but how much are you getting from that in your bank account? How much are you getting from your stablecoins? Lees meer
Today on the show Martin Carrica walks us through a world in which we can tokenize treasuries instead of just dollars.
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-onchain-t-bills/-----
Check your wallet with our brand new tool: Claimables 🎁
https://bankless.cc/GetClaimables------
📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo
------
TIMESTAMPS0:00 Intro
7:16 Intro To Martin
10:37 Risk Free Rate of Return
16:06 Inflation Experience in Argentina
20:41 Why Don't We have Onchain TBills?
22:44 Laws Around Treasuries
27:08 Do The Fed's Want This?
31:53 Don't we Already Have Onchain Treasuries?
37:18 The Next Evolution Of Stablecoins
40:01 How Big Could This Be?
50:12 Cutting Out Commercial Banking
52:21 Explaining The Product
55:57 Onchain Vs Traditional TBills
1:02:51 How Big Can This Get?
1:04:10 Identifying Legit Onchain TBills
1:05:49 Why Doesn't Circle Do This?
1:11:50 Dealing With US Regulation
1:15:02 Central Bank Digital Currency
1:19:02 Can This Start a Bull Market?-----
RESOURCESMartin on Twitter:
https://twitter.com/mcarricaMartin's article on Stablecoins:
https://mcarrica.substack.com/p/stablecoins-are-cryptos-hidden-money-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Ethereum Absorbs Alt-L1s | SEC vs. Stoner Cats | Mark Cuban's -$870k Wallet Hack
22 september 2023 · 1 uur 27 min
WRU 4th Week of September Lees meer
-----
Check your wallet with our brand new tool: Claimables 🎁
https://bankless.cc/GetClaimables------
📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo-----
TIMESTAMPS & RESOURCES0:00 Intro
2:50 MARKETS
9:15 Fed Rate - No change! (5.25-5.5%)
https://www.nytimes.com/live/2023/09/20/business/fed-meeting-interest-rates
12:10 U.S. Americans Own Crypto?
https://www.coinbase.com/blog/a-call-to-action-mobilizing-52-million-crypto-owners-into-an-army-of-1
15:20 Ethereum’s 1st Merge anniversary!
https://twitter.com/sassal0x/status/1702629393984803041?s=46
16:25 Bye bye ultra-sound money?
https://ultrasound.money/#gas
17:30 L1 is shrinking, but layer-2 networks are maintaining healthy activity
https://l2beat.com/scaling/activity20:39 Are all the chains moving to Ethereum?
Rollup Migration to Ethereum - 3 New Ethereum Rollups coming from non-Ethereum ecosystems
21:00 1.1 - Astar Network
Sandeep Take
https://twitter.com/sandeepnailwal/status/1701990949319254345
23:00 1.2 - Canto
https://twitter.com/CantoPublic/status/1703809950290718871
24:00 1.3 - Eclipse
https://twitter.com/EclipseFND/status/1704178668543824309
27:35 Ryan Take
https://twitter.com/RyanSAdams/status/1703882356468117703
28:40 Mert Take
https://x.com/0xMert_/status/1704229795079365101
30:00 Frankie Take
https://twitter.com/frankieislost/status/170426275040558724837:58 SEC is coming after the Stoner Cats - Gary. V. Cats
https://www.sec.gov/news/press-release/2023-178
https://x.com/MikeSeligEsq/status/17019781724… -
SVM L2 on Ethereum: Bullish or Bearish SOL? with Neel Somani, Founder, Eclipse
20 september 2023 · 1 uur 3 min
Solana on Ethereum? Solana has a virtual machine called the SVM. Proponents say it’s much better than the Ethereum EVM…multi-threaded execution…now it’s coming to Ethereum in the form of an L2. Lees meer
Today on the show, we brought on CEO & Co-Founder of Eclipse, Neel Somani. Eclipse is not only a new L2 on the scene, it’s also an L2 framework, kind of like the OP Stack. It’s a superchain contender.
This poses some very interesting questions….who wins? Does this kill Solana?
------
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📣 AAVE V3 is Here!
http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo-----
TIMESTAMPS0:00 Intro
7:10 Motivations For Eclipse
10:50 Why is the SVM Great?
16:00 How Fee Markets Work?
19:20 Ethereum & Eclipse Pairing
20:25 What Kind of L2 is Eclipse?
23:25 Celestia For Data Availability?
25:30 Security Trade-Offs?
27:30 Transactions on Eclipse
28:00 Economics on Data Availability
33:50 RISC Zero & Eclipse
36:10 Modular Thesis
41:00 Eclipses's Superchain?
44:35 Eclipse Today?
45:20 Winners vs. Losers
46:40 Eclipse vs. Solana
49:00 Bad for $SOL?
52:45 Eclipse Team
53:45 Solana as an L2
55:00 Eclipse Token?
55:45 Future Ecosystems
57:05 Naming This New Tech
58:50 Roadmap
1:00:30 Neel's Bio
1:01:50 Closing & Disclaimers-----
RESOURCESNeel Somani
https://twitter.com/neelsalami-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Vitalik Buterin: Ethereum For The Future
19 september 2023 · 50 min
Vitalik live from Permissionless! On this Episode we discuss what's next for Ethereum. What type of use cases can we create because of the unique properties of crypto? What would Vitalik's new startup be? And we explore what it will look like to successfully navigate the next bull market. Lees meer
This episode was filmed at permissionless. For the full episode in video form, check out the recording here: https://blockworks.co/event/permissionless-2023/livestreams?room=37736
------
🎁 Check your wallet with our brand new tool: Claimables
https://bankless.cc/GetClaimables------
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http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
6:12 Improving Existing Things vs Building New
16:55 Has Vitaliks Expectation of Ethereum Changed?
30:44 Where Would Vitalik Start a Startup
36:27 What Fear is Being Missed?
47:20 Navigating the Next Bull Market
-----
RESOURCESVitalik:
https://twitter.com/VitalikButerin
-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
188 - The Next Ethereum Upgrade: Blobspace 101 with Domothy
18 september 2023 · 1 uur 36 min
Dom, aka Domothy, is a researcher at the Ethereum Foundation who is working on the research and development of some key Ethereum protocol upgrades like EIP4844, danksharding, and MEV Burn. We last had Dom on Bankless about that last one, MEV Burn, and this time we’re bringing him around to fully understand an incoming new property of Ethereum that EIP4844 is going to introduce… a new resource market… called BLOBspace… kind of like Blockspace… but for Blobs! Lees meer
What are blobs? What is Blobspace? How is it different from blockspace and blockspace markets? What will it do for Ethereum and its rollups? These are the questions we explore with Dom today.
------
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-blobspaceYou know how we say blockchains sell blocks? Well, soon Ethereum’s going to be selling more than just blocks. It’s going to be selling blobs too.
We’re just a few months out from the biggest Ethereum release since the merge and no one’s fully mapped out the implications. But it’s going to be huge.
- Ethereum’s getting a new product to sell… it’s called Blobspace
- The cost of transacting on L2s is about to drop toward zero…
- The economics of ETH gas and the burn are about to change forever…Blobspace, EIP4844, proto-danksharding…that’s what the geeks call this new ETH feature upgrade.
This is everything you need to know about Blobspace with Ethereum Researcher Domothy in this absolute banger of an episode.
------
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https://bankless.cc/GetClaimables------
📣 AAVE V3 is Here!
http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap…
-
Why MetaMask Snaps is a Big Deal with Co-Founder, Dan FinIay
15 september 2023 · 56 min
MetaMask just released MetaMask Snaps at Permissionless II. Why is this such a big deal? Is this crypto’s “Chrome extension” moment? Is this how we onboard crypto’s next billion users? We welcome creator and Co-Founder of MetaMask, Dan Finlay on the show to help us explore all of these questions and much more. Lees meer
------
🎁 Check your wallet with our brand new tool: Claimables
https://bankless.cc/GetClaimables------
📣 AAVE V3 is Here!
http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
5:05 MetaMask Snaps Explained
7:55 Extensions
10:50 MetaMask Snap Demo
22:40 Sci-Fi Snaps
26:23 Mobile
27:10 Chrome Extensions
28:45 Permissionless Snaps?
32:34 Snaps Multi-Year Journey
38:28 Are Snaps Secure?
42:55 What Info Should Snaps Have?
46:30 Smart Contract Wallets
48:25 Account Abstraction Wallet
50:24 Safe UX
52:50 What Devs Need to Know
54:50 Closing & Disclaimers-----
RESOURCESDan FinIay
https://twitter.com/danfinlayMetaMask Snaps
https://metamask.io/snaps/-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: CFTC's Attack On Crypto | FTX Offloading Billions | Live From Permissionless!
14 september 2023 · 1 uur 13 min
WRU 3rd Week of September Live From Permissionless!
-----
Check your wallet with our brand new tool Claimables 🎁
https://bankless.cc/GetClaimables
------
📣 AAVE V3 is Here!
http://app.aave.com/
------
BANKLESS SPONSOR TOOLS: Lees meer🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS & RESOURCES0:00 Intro
3:45 Permissionless Recap
9:06 MARKETS
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://pro.kraken.com/app/trade/eth-btc12:08 Friend.Tech vs Ordinals
https://twitter.com/tyler_did_it/status/1700515163906912637?s=46
https://dune.com/dgtl_assets/bitcoin-ordinals-analysis
https://twitter.com/0xcygaar/status/1700557505330307308?s=4619:43 CFTC settled charges against DeFi
https://www.cftc.gov/PressRoom/PressReleases/8774-23
https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090723
https://twitter.com/lex_node/status/1699912782416658605
https://twitter.com/antonttc/status/1699935302616482204?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/jchervinsky/status/1699934869118190054?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/CFTCpham/status/169993696525967393428:44 Gary Doubles Down
https://www.banking.senate.gov/imo/media/doc/gensler_testimony_9-12-23.pdf
https://twitter.com/WatcherGuru/status/1701609274278080516?s=20
https://x.com/TrustlessState/status/1701287340314878430?s=2033:16 Spot Bitcoin ETF
https://blockworks.co/news/franklin-templeton-bitcoin-etf
https://www.youtube.com/live/EdDsqW9CYys?si=SnCsraZBGR_0Z8Tx&t=1225935:11 FTX Offloads Billions
https://twitter.com/milesdeutscher/status/1701261775600025906
https://twitter.com/nobrainfli… -
Surveillance Finance 101 with Seth Hertlein and Michael Mosier
12 september 2023 · 1 uur 23 min
Seth Hertlein, VP Global Head of Policy at Ledger, and Michael Mosier, Co-Fouder of legal boutique Arktourous, Build Exante - FinCEN, Treasury, and Chief Technical Counsel at Chainalysis join us on today’s show to explain the modern financial surveillance apparatus. FATF, FinCEN, AML/KYC, OFAC...the blacklists, the greylists. How does it all work? Who makes the rules? Lees meer
------
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https://bankless.cc/GetClaimables------
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http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
9:10 Financial Surveillance
13:10 Data Collection
17:10 The Bank Secrecy Act
20:30 SARS
23:10 Understanding the Enforcers
30:30 Goals for FINCEN
38:55 OFAC Explained
51:11 Strict Liability
56:26 Process of Getting OFAC SDN List
1:00:50 Tornado Cash
1:11:05 What Should We Do?
1:21:05 Closing & Disclaimers-----
RESOURCESMichael Mosier
https://twitter.com/m_mosier_Seth Hertlein
https://twitter.com/SethHertlein-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
187 - The Ethereum Attestation Service
11 september 2023 · 1 uur 31 min
On today’s episode we welcome Bryce Patrick and Steve Dakh from the Ethereum Attestation Service. EAS is a new public good, open, permissionless, and token free. Is this the key unlock for decentralized identity through crypto?
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-eas/
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
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📣 AAVE V3 is Here!
http://app.aave.com/
------
BANKLESS SPONSOR TOOLS: Lees meer🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
7:27 What is an Attestation?
11:51 Attestations as a Primitive
14:35 What Are The Good For?
19:15 Defining Identity
22:39 Primitive Before the App
25:55 What is EAS?
30:31 Attestation Form Factors
36:51 Use Cases
40:19 EAS Growth Goals
42:17 Why Do We Need Attestations?
46:10 Why Build This on Ethereum?
52:46 Who is Using EAS and For What?
1:00:04 Web2 vs Web3 Attestations
1:05:17 Decentralized Reputation
1:08:05 The App Layer on Top of EAS
1:15:08 Privacy
1:19:48 Comparing To Sign In With Ethereum
1:21:22 How is it Funded?
1:25:08 Soulbound Tokens
1:30:00 Closing and Disclaimers
-----
RESOURCESEAS
https://twitter.com/eas_eth
https://attest.sh/Steve Dakh
https://twitter.com/stevedakh
-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
David's Takes: The Burning Man Network State
10 september 2023 · 39 min
FULL ARTICLE:
https://www.bankless.com/davids-takes-burning-man Lees meerDavid just got back from the Black Rock Desert, Nevada, where, for one week of the year, tens of thousands of people congregate for the annual Burning Man festival.
The parellels Crypto and Burning Man are strong, but it's not until participating in both that you can concretely grasped why. So, David went to Burning Man to go see what all of the excitement was about.
And Bankless Nation… like Crypto, Burning Man is a rabbit hole.
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT------
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http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku------
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
ROLLUP: Solana’s MakerDAO & Visa Win | Base L2 Halted | Uniswap Court W | Justin Bieber NFT Drop
8 september 2023 · 1 uur 28 min
WRU 2nd Week of September Lees meer
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🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT------
📣 AAVE V3 is Here!
http://app.aave.com/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS & RESOURCES0:00 Intro
3:55 MARKETS
5:25 L2 TLV and Scaling Factor
https://thedefiant.io/starknet-activity-surges-on-token-speculation
7:15 Crypto wealth stats - David how many crypto millionaires do you think there are?
https://www.henleyglobal.com/publications/crypto-wealth-report
9:10 U.S. deficit explodes despite growing economy
https://twitter.com/jasonfurman/status/1698391469881455098
https://twitter.com/jasonfurman/status/1698391482724442607
13:40 Wen BTC ETF?
https://twitter.com/EricBalchunas/status/1696887691122548798
https://twitter.com/JSeyff/status/1697360209453187085
https://twitter.com/EricBalchunas/status/1699480838868517273
17:35 Uniswap Spot volume surpassed Coinbase in spot trading volume in 2023
https://twitter.com/RasterlyRock/status/169403976074515276120:25 Maker DAO’s endgame on Solana?
https://twitter.com/RuneKek/status/1697623700013822244
28:50 Vitalik sold his entire remaining stake of 500 MKRs
https://twitter.com/OnchainDataNerd/status/1697941332826923348
https://twitter.com/aeyakovenko/status/1698182686568018238
31:00 Justin Leroux
https://twitter.com/0xMidnight/status/1697634909706215604
32:00 Foobar
https://twitter.com/0xfoobar/status/1698832035647787513
38:55 Visa expanded its stablecoin settlement to Solana
https://twitter.com/cuysheffield/status/169903113422992628441:39 Base had a delay in block production
https:… -
186 - The Blockchain Trilemma - ETH Vs SOL Vs ATOM with Mike Ippolito
4 september 2023 · 1 uur 52 min
Today we're joined by Mike Ippolito, co-founder at Blockworks, who's here to breakdown his take on the Blockchain trilemma and how Ethereum, Solana, and Cosmos chains all attempt to solve it. Lees meer
This wide ranging interview asks great questions and shines a light on what a multi-chain future might look like.
------
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-blockchain-trilemma/
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
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http://app.aave.com/
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
-----
Resources:On the margin podcast:
https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079Mike:
https://twitter.com/mikeippolito_
-----TIMESTAMPS
0:00 Intro
6:13 Intro To Mike
11:16 The Three Frontiers
19:11 Recap and Overview
25:58 Different Approaches to The Scalability Trilemma
31:42 Explaining PEPC
36:13 A Point By Point Walkthrough
45:29 Ethereum Vs The Invisible Hand
56:58 Should The Free Market Be in Control?
1:01:11 Moloch
1:08:13 Solo Validators
1:10:31 Defining Decentralization
1:15:49 Power Law Winners
1:19:03 Roll Apps vs App Chains
1:29:09 Defining Soverign Rollups
1:33:29 Sequencer Incentives
1:36:20 Exploring The Superchain
1:41:31 Price Discovery on Chain
1:44:15 Making Crypto Accessable
1:48:50 Permissionless Panel
1:51:29 Outro and Disclaimers-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: What Grayscale's Win vs The SEC Means For The Next Bull Market
31 augustus 2023 · 1 uur 44 min
WRU 1st Week Of September
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
------
📣 AAVE V3 is Here!
http://app.aave.com/
------
BANKLESS SPONSOR TOOLS: Lees meer🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS & RESOURCES
0:00 Intro
5:24 MARKETS
https://pro.kraken.com/app/trade/btc-usd
9:36 Layer 2 Check
https://l2beat.com/scaling/summary
13:45 Anthony's Bullish Predictions
https://twitter.com/sassal0x/status/1696162071715422442?s=20
32:41 Grayscale Beats the SEC
https://www.bankless.com/grayscale-beats-the-sec
https://www.docdroid.net/vrehbKf/dc-cir-22-1142-01208547571-0-pdf
36:53 Takes on the Case
https://twitter.com/jchervinsky/status/1696544309699363201?s=20
43:27 Are NFTs Securities?
https://www.sec.gov/news/press-release/2023-163
45:59 IRS Proposal for Digital Brokers
https://home.treasury.gov/news/press-releases/jy1705
49:37 US HOSTILITY TO CRYPTO
https://twitter.com/zkmattwyatt/status/1695190244516319564?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/AntonioMJuliano/status/1695160970111300053
54:29 Roman Storm Released on Bail
https://twitter.com/brianeklein/status/1694779420731658700?s=20
55:26 Farcaster V3
https://twitter.com/dwr/status/1695187576003645873
57:41 Lido Almost 33%
https://twitter.com/RyanSAdams/status/1696220879976284511
1:09:10 AMEX Gives out POAPS
https://twitter.com/mamb0san/status/1695458362237034957
1:09:46 X Gets Currency Transmitter License
https://twitter.com/BitcoinMagazine/status/1696587745089540494
1:11:47 DCG to Deliver Recoveries
https://twitter.com/DCGco/status/1696506972781138275?s=20
1:14:28 Bitboy Crypto Boots Bitboy… -
Scaling Ethereum To The Next Level with zkEVM
30 augustus 2023 · 1 uur 12 min
Joining us today for this deeply technical conversation is RiscZero CEO Brian Retford and Justin Drake. RiscZero is attempting to create a zkEVM for Ethereum that will require such low compute requirements that validators could be run on smart watches and mobile phones. Lees meer
Moderated by Justin Drake, we take a look at the implications this tech can have on the future of Ethereum.
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
------
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS
0:00 Intro
7:47 Validator On Your Smartwatch
12:16 Bandwith Requirements
15:00 Implications for mainnet scaling
18:57 Is This Our Multi-Core Moment?
21:35 What is RiscZero?
27:57 Why Build a zkEVM?
32:00 TLDR Summary
35:42 The 3 Steps To Snarks
41:40 Performance Unlocks
43:59 How close are we to all this?
51:54 How Secure is This?
57:34 Licensing this Tech
59:59 RiscZero Business Model?
1:03:53 What’s Next on The Roadmap?
1:06:15 Core Values of RiscZero
1:07:54 How Does Ethereum Look in 5 Years?----------
Resources:The Sci-Fi roadmap to Ethereum: https://www.youtube.com/watch?v=6_NXxcGe7Ts
Brian:
https://twitter.com/BrianRetfordJustin:
https://twitter.com/drakefjustin------
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
185 - The Superchain Explained with Jesse Pollak & Ben Jones
28 augustus 2023 · 1 uur 39 min
On today’s episode we brought on repeat Bankless guests, Ben Jones, Co-Founder of Optimism and Creator of Base, Jesse Pollock. Lees meer
------
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-superchain-----
Base! Coinbase’s Layer 2 has almost hit 1 million users in 2 weeks. It has more transactions per second than Ethereum mainnet. Jesse digs into the magnitude of this development. Base chain was built on Optimism’s tech stack. This is just 1 chain of many thousands we’ll see over the coming years. How do we tie them all together? Ben dives into all things Superchain. The Superchain is how we bring 1 billion people onchain.-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT------
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS0:00 Intro
7:42 Base Launch Reflection
9:53 Optimism’s Reflection
11:35 Coinbase x Optimism Collaboration
17:14 OP Stack Incentives
23:43 Base’s Impressive Numbers
26:26 Explaining the Superchain
31:40 Why Join the Superchain?
33:55 The Law of Chains
45:26 The Coinbase Onchain Formula
51:15 Base Part of Optimism Governance
58:40 What About Other L2s?
1:04:56 Optimism Collective’s Fee
1:08:25 The Tech Behind the Superchain
1:13:34 Superchain Timeline
1:15:45 Fault Proofs
1:18:36 Risk Profile of Base
1:22:15 Optimism’s Governance Minimization
1:24:10 Wen Fault Proofs & Stages
1:30:00 How Many Clients Does Optimism Have?
1:33:36 Near Term Focus For Base
1:37:01 Near Term Focus For Optimism
1:38:27 Closi… -
ROLLUP: Under Attack - Crypto, Freedom, & Privacy
25 augustus 2023 · 1 uur 42 min
WRU 4th Week Of August
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
------
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
------
BANKLESS SPONSOR TOOLS: Lees meer🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS & RESOURCES
0:00 Intro5:14 MARKETS
7:22 L2 Economics
https://dune.com/niftytable/rollup-economics
https://twitter.com/0xbreadguy/status/1686040103989190656?s=4614:39 Why Did We Dump?
https://watcher.guru/news/wp-content/uploads/2023/08/TOTAL_2023-08-18_09-54-05.png16:50 Arthur Hayes Article
https://cryptohayes.medium.com/kite-or-board-64bc45d4993121:03 Mantle DAO staked 40K ETH
https://twitter.com/LidoFinance/status/1693578509413654990?s=2024:12 Tornado Cash Case
https://home.treasury.gov/news/press-releases/jy1702
https://www.coincenter.org/new-tornado-cash-indictments-seem-to-run-counter-to-fincen-guidance/
https://twitter.com/NeerajKA/status/1694474067678822410?s=20
https://twitter.com/sethforprivacy/status/1694434785454698979?s=20
https://twitter.com/sethforprivacy/status/1694434807004991545?s=20
https://twitter.com/sethforprivacy/status/1694434795646808118?s=20
https://twitter.com/jchervinsky/status/1694423912321274148?s=20
https://twitter.com/ameensol/status/1694396049430118521?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/ameensol/status/1694736128220483629?s=2045:45 Coinbase Tornado Cash Lawsuits
https://twitter.com/billhughesdc/status/1692256433818001792?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://twitter.com/iampaulgrewal/status/169226084258535033451:43 Friend.tech continue shaking with CT
https://t… -
Is friend.tech Good or Evil?
24 augustus 2023 · 54 min
Friend.tech has dominated the crypto landscape as of late and it’s now breaking out into multiple mainstream non-crypto audiences. Should we pat ourselves on the back? Or do we need to more carefully reflect on the consequences of this new financialized social application? Lees meer
Ryan and David give their raw thoughts on these questions and much more.
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https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS & RESOURCES0:00 Intro
5:28 RSA’s survey
https://twitter.com/RyanSAdams/status/1693799871197622344
6:15 Sassal’s take
https://twitter.com/sassal0x/status/1693803825747107973
9:00 How friend.tech works
13:00 Is anyone using friend.tech?
https://imgur.com/uLOTIYB
15:10 Non-crypto influencers using friend.tech
https://imgur.com/iq0lwlS
https://www.bankless.com/can-friend-tech-go-mainstream
17:00 Anti-friend.tech takes
https://twitter.com/AutismCapital/status/1693759402908815480
https://twitter.com/RyanSAdams/status/1693977201618653260
This is a glimpse of a brand new SocialFi stack!
https://twitter.com/nnnnicholas/status/1691591282395619686
37:00 David’s friend.tech conclusion (as of today)
43:52 Market Maximization & Financialization
45:31 Net Good vs. Net Bad?
49:53 Meme of the episode
51:31 Sleeping Dragon
52:46 Closing & Disclosures-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
David's Take: This is the Last Cycle
23 augustus 2023 · 23 min
FULL ARTICLE HERE:
https://www.bankless.com/the-last-crypto-cycle Lees meerIs crypto entering its last market cycle before its mature era begins?
For today's take, David makes the case that crypto will always have a Wild West, yet there are signs all around us that the ecosystem is trending toward being more dependable and safer. In other words? Crypto's growing up!
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https://safe.global/core------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Vance Spencer: The FAANG of DeFi (S.M.E.L.L)
22 augustus 2023 · 1 uur 4 min
On the show today, we’re bringing Vance on to talk about S M E L L. Not an odor, but instead 5 different assets. The FAANG of Crypto? Lees meer
We walk through all 5 assets and talk about the merits of each, along with the other subjects running around the current crypto meta.
Let Vance loop you into what he thinks is worth paying attention to.
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT------
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https://safe.global/core------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
CHAPTERS
0:00 Intro
06:37 Takes on Friend.Tech
13:02 Good Or Bad For Crypto?
17:40 The SocialFi Narrative
20:17 S.M.E.L.L
23:23 Synthetix
27:55 Maker
35:34 Ether
41:26 Lido
47:10 ChainLink
50:48 Can They Outpace ETH?
56:35 Where's Uniswap
59:22 Solana?
1:01:29 Closing and Disclaimers
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RESOURCESVance Spencer
https://twitter.com/pythianism-----
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
184 - Why Facebook’s Stablecoin Failed, with David Marcus
21 augustus 2023 · 1 uur 16 min
David Marcus started a company that was acquired by PayPal, he then became President of PayPal (running the company), then he joined Facebook as VP of the Messenger app, and that’s when he started Facebook’s Libra project. Currently, he’s the CEO and Co-founder of Lightspark, a company that builds out Bitcoin Lightning tech. Lees meer
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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-david-marcus-----
From whitepaper to being summoned in front of Congress in 3 weeks…what really happened to Facebook’s stablecoin endeavors and what can we learn from it?This episode is a post-mortem of Facebook’s highly ambitious crypto project from 2019. They tried to build a stablecoin but the U.S. government stopped it.
Topics covered in today’s episode:
1) Facebook’s Libra project…why did it fail? Who tanked it? The U.S. gov? The banking lobby? Why can’t the West seem to innovate its banking systems?
2) Why SuperApps won’t work?
3) Why our David Marcus thinks the money layer of the internet will be built on crypto…but more specifically…on Bitcoin!-----
TIMESTAMPS0:00 Intro
7:20 The Libra Project
9:10 Facebook’s Involvement
9:59 Super App Thesis
12:05 Getting Government Approval
14:39 Messaging & Payments Intersection
16:45 Releasing the White Paper
18:05 Libra’s Government Reaction
19:50 Summoned to Congress Experience
21:25 U.S. Crypto Competition
25:40 Government Money Power Structure
30:00 FedNow
42:40 Will Twitter/X Become a Super App?
48:18 Bear Case for Super App
51:42 Lightspark
54:35 Bitcoin vs. Stablecoins
58:15 Why Lightning Uses Bitcoin
1:06:25 Bitcoin vs. Ethereum
1:11:37 The Future in 5-10 Years
1:14:40 Closing & Disclaimers-----
RESOURCESDavid Marcus
https://twitter.com/davidmarcusLightspark
https://twitter.com/Lightspark-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
David and Anthony Discuss the Crypto Meta
19 augustus 2023 · 1 uur 14 min
David speaks with Anthony from the Daily Gwei about the current crypto meta, price swings, and emerging narratives from around the Ethereum sphere. Lees meer
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
RESOURCESAnthony Sassano
https://twitter.com/sassal0xDaily Gwei
https://twitter.com/thedailygwei-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Friend.Tech | SBF to Jail | SEC vs Coinbase
18 augustus 2023 · 1 uur 28 min
WRU 3rd Week Of August
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🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT Lees meer------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader-----
TIMESTAMPS & RESOURCES
0:00 Intro
3:46 MARKETS
4:52 L2 Beat Check
https://l2beat.com/scaling/summary
5:44 US GDP Aint Bad
https://www.reuters.com/markets/us/atlanta-fed-model-lifts-us-third-quarter-gdp-view-58-2023-08-16/
8:38 Base Activity UP
https://l2beat.com/scaling/projects/base
13:51 Permissionless Party!
https://media.discordapp.net/attachments/1141000052253397112/1141127988935655485/BK_invite.jpg?width=1620&height=2096
18:00 Friend.Tech
https://twitter.com/BanklessHQ/status/1690137625414569986?s=20
https://twitter.com/_ThePinkyToe/status/1691818070317081080?s=20
https://twitter.com/0xfoobar/status/1689961952007561216
24:36 FriendMEX
https://friendmex.com/
https://twitter.com/nnnnicholas/status/1691591282395619686?t=aB2QdT8F3LV0pNh1rZCCDA&s=19
31:31 SEC vs. Coinbase
https://dailyhodl.com/2023/08/14/blockchain-association-supports-coinbase-in-amicus-brief-filing-says-sec-short-circuiting-legislative-process/
https://twitter.com/MetaLawMan/status/1690355411373772800
35:36 SBF In Jail
https://storage.courtlistener.com/recap/gov.uscourts.nysd.590939/gov.uscourts.nysd.590939.200.0.pdf
https://finance.yahoo.com/news/the-existence-is-pretty-bleak-the-harsh-conditions-sam-bankman-fried-will-face-behind-bars-202511231.html
https://twitter.com/MetaLawMan/status/1691200324269228032
41:37 Fraud Proofs! Do they matter?
https://twitter.com/MattFiebach/status/1691600391635427360?s=20
https://twitter.com/koeppelmann/statu… -
David's Takes: A Hitchhiker's Guide to Riding an MEV Bot
17 augustus 2023 · 34 min
Welcome to David's takes. A new format with David and RSA where we explore David's weekly articles in 30 minutes or less. Lees meer
This week, we’re diving into one gigantic metaphor. Ethereum as a reserviour of liquidity. So sit back, relax, and enjoy "A Hitchhiker's Guide to Riding an MEV Bot".
Read David's article here: https://www.bankless.com/a-hitchhikers-guide-to-riding-an-mev-bot/
If you're looking for a more technical explanation check out our recent episode with Dan Robinson: https://youtu.be/h4gzZib0j48
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https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
-----
TIMESTAMPS
0:00 Intro
1:00 Why did David Write This?
6:17 A Reserviour of Liquidity
9:25 The Ships Metaphor
13:36 Offchain Signed Orders
17:17 Intents
22:07 Dutch Auctions
24:06 Impications Of This?
28:25 How This Impacts Bridges
30:30 What's Left To Unpack?
33:15 Closings And Disclaimers
-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
DeSci: How Blockchains are Powering Science 3.0 | Zuzalu #7
16 augustus 2023 · 1 uur 20 min
In this episode, we delve into the world of DeSci, or Decentralized Science, which serves as a bridge between technologies like Synthetic Biology, Longevity, and Ethereum. DeSci aims to revolutionize the current scientific system, highlighting its flaws such as friction, corruption, and outdated practices. By utilizing blockchain technology, DeSci seeks to improve scientific institutions and processes. Lees meer
The conversation with pioneers Boris Dyakov and Mikey Fischer sheds light on the vast potential of DeSci and its ability to transform scientific progress. It goes beyond mere improvement, presenting a paradigm shift in the way science is conducted. The second conversation with Alok Tayi of VibeBio illustrates a fascinating use case for using DeSci to solve diseases that are underserved in TradSci.
DeSci envisions open and modular scientific data, akin to the accessibility of financial tools in the blockchain world. Additionally, the emergence of DAOs in DeSci brings opportunities for capital allocation and funding clinical trials. Join us on this exploration of the frontier of Scientific Progress, where traditional and decentralized science collide.
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Timestamps0:00 Intro
1:30 Scientific Progress5:30 BORIS & MIKEY
8:50 Overcoming TradSci
13:00 Open Science
16:25 VitaDAO
19:00 What is DeSci?
23:23 Bullish on Science
28:30 Onboarding Scientists
34:00 The New Infrastructure
35:00 AI and Science43:00 ALOK TAYI
44:10 Vibe Bio
47:00 The Long Tail of Disease
52:00 Inflection Points
54:00 Solving Disease
59:45 The Power of DAOs
1:07:45 Governance and Structure
1:11:30 The Crypto Value Add
1:14:00 Regulation
1:19:00 A New Primitive------
ResourcesBoris Dyakov
https://twitter.com/BJ_Dyakov?s=20Mikey Fischer
https://twitter.com/0xMikeyF?s=20Alok Tayi
https://twitter.com/aloktayi?s=20DeSci Ethereum Foundation
https://ethereum.org/en/desci/Gitcoin DeSci Fund
https://bounties.gitcoin.co/grants/5105/the-decentralized-science-community-fundVibe Bio
https:… -
Tim Beiko & Justin Drake: The Sci-fi Roadmap to Ethereum
15 augustus 2023 · 58 min
In today’s podcast, Justin Drake and Tim Beiko help us explore Ethereum's uncharted roadmap. Lees meer
You know about EIP-4844. You know about Proposer-Builder Separation. But the Ethereum roadmap does not stop there. It continues! Each component of the Ethereum roadmap has deeper frontiers than what you may be familiar with. 4844, PBS, these are just the first stops on a longer track of Ethereum’s Sci-Fi roadmap.
Other areas Justin, Tim, and David explore statelessness, how VCs are subsidizing Ethereum L1 R&D efforts, enshrined rollups, how all of this stuff leads to Ethereum needing fewer and fewer honest actors to work trustlessly, what quantum computing has to do with the Ethereum roadmap, trustless mempools and so much more.
-----
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https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
5:50 Ethereum Roadmap Completion
8:30 Immediate Dev Priorities
9:50 Danksharding & Rollups as 1st Class Citizens
11:50 Why Prioritize L2s
14:50 Snarkifying the EVM
17:39 Enshrined Rollup Use Cases
20:00 EVM to zkEVM
24:48 Summary So Far
27:15 EIP-4844
28:25 Proposer-Builder Separation
37:37 MEV Burn
40:38 Statelessness
43:33 Cryptography vs. Crypto Economics
45:00 Quantum Mechanics
50:25 Statelessness Ethereum Unlock
53:10 Cryptography & Sustainability
55:55 Closing & Disclaimers-----
RESOURCESJustin Drake
https://twitter.com/drakefjustinTim Beiko
https://twitter.com/TimBeikoEthereum Discord
https://discord.gg/CetY6Y4-----
Not financial or tax advice. See our investment… -
183 - Why VCs Suck | 1confirmation's Nick Tomaino & Richard Chen
14 augustus 2023 · 1 uur 32 min
Today on the Pod, we're discussing Why VCs Suck. And who better to answer that question than VCs themselves? Lees meer
We're joined by Nick Tomaino and Richard Chen of 1Confirmation to discuss the role of VCs in crypto, the outlook on the markets, and how retail should prepare for the next cycle.
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✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-1conf
-----
🏹 Airdrop Hunter is launching TOMORROW
https://bankless.cc/HuntersGonnaHunt
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https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
-----
Timestamps0:00 Intro
6:00 Nick and Richard from 1Conf
7:20 The Price Cycle
11:50 The Signal Cycle
15:55 Tourist vs Purist
20:00 Why Do VCs Suck?
28:15 Raising vs Returning
32:40 How Transparency Shapes Crypto
38:30 VC Report Card
43:45 Holding Retail Accountable
48:30 Advice for Retail
51:15 How to Not Be Exit Liquidity
59:00 Should We End VCs?
1:03:10 How 1Conf Works
1:07:40 Crypto Native VCs
1:12:30 Looking to the Next Cycle
1:17:08 Prediction Markets
1:20:00 Crypto is Ready
1:24:00 Actually Using Crypto
1:28:20 L2s vs Alt L1s-----
ResourcesNick Tomaino
https://twitter.com/NTmoney?s=20Richard Chen
https://twitter.com/richardchen39?s=201confirmation
https://www.1confirmation.com/Richard's Article
https://showerthoughts.substack.com/p/thoughts-on-the-current-crypto-vc-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Would You Live Forever? The Science and Ethics of Longevity
12 augustus 2023 · 2 uur 8 min
In this video, we delve into the frontier of longevity and the pursuit of living forever. The discussion of longevity sparks different reactions among people, with some rejecting the idea outright, deeming it unnatural or immoral. Lees meer
At Zuzalu, two distinct groups emerged—the Health and Wellness tribe, focused on healthy lifestyles, and the longevity tribe, resembling crypto enthusiasts, passionately researching the silver bullet for eternal life.
We explore the two conversations of slowing down aging and accelerating rejuvenation, with a particular focus on the latter. Interviews with Patrick Linden, author of "The Case Against Death," Sergio Ruiz, an epigenetic reprogramming expert, and Michael Greer, founder of the Humanity app, shed light on the socio-cultural reactions, DNA reprogramming, and AI-driven longevity scoring.
While the pursuit of longevity faces regulatory challenges, its potential to eliminate diseases and revolutionize healthcare holds transformative power. The quest for extended health spans offers tremendous benefits for humanity's future.
------
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless------
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku------
TIMESTAMPS:0:00 Intro
1:30 Wellness vs Longevity7:00 PATRICK LINDEN
9:30 The Pursuit of Immortality
12:30 We Want Choice
16:30 How Long Would You Live?
23:20 Now is the Time
27:00 Health is Longevity
33:30 Increasing Healthspan
36:30 The Case Against Death
41:40 How to Not Die46:00 SERGIO R…
-
ROLLUP: Base Kicks-Off Onchain Summer
11 augustus 2023 · 1 uur 28 min
Bankless Weekly Rollup
Second Week of August, 2023 Lees meer------
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless------
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku------
TIMESTAMPS0:00 Intro
2:37 MARKETS
4:07 Layer 2 TVL
https://l2beat.com/scaling/summary
15:42 DAI Savings Rate
https://twitter.com/RuneKek/status/1688235137178509312?s=20
19:26 Coinbase Q2 Earnings
https://twitter.com/ramahluwalia/status/1687268549797019648?s=20
24:28 Paypal Launches Stablecoin
https://etherscan.io/token/0x6c3ea9036406852006290770bedfcaba0e23a0e8
https://twitter.com/0xCygaar/status/1688592430315036672?s=20
https://twitter.com/sassal0x/status/1688716600294383616?s=20
https://twitter.com/RyanSAdams/status/1688586469370216450?s=20
34:32 Base Kicks off Onchain Summer!
https://twitter.com/BuildOnBase/status/1689321221715017728
https://www.geckoterminal.com/dex-rankings
https://l2beat.com/scaling/projects/base
https://dune.com/tk-research/base
40:31 Vitalik and Jesse At Permissionless
https://twitter.com/Permissionless/status/1687130264089042945?s=20
42:25 Arbitrum Releases BOLD
https://twitter.com/offchainlabs/status/1687137574052143116?s=46
https://twitter.com/terencechain/status/1689025407499345920?s=20
https://www.youtube.com/live/4yzPYr5HRfU?feature=share
47:31 Polygon Vs zKSync
https://mirror.xyz/0x70DF15b0208eFCeFaA541Da9A0ED6C4A884554Fc/gNi8coqXjd1ybFsQBAG7QARUkPHZECu7ihIRkpiVx2Y
https://twitter.com/gluk64/status/1687263207860166656?s=20
49:31 Is Curve Gonna Make it?
https://ether… -
Austin Federa: Is SOL Money?
10 augustus 2023 · 1 uur 2 min
Bankless hasn’t had the most coverage of Solana, the network, and SOL, the asset, but in this episode that changes. Our guest, Austin Federa is Head of Strategy at the Solana Foundation and is the host of the Validated podcast. Lees meer
David was recently a guest on Austin’s podcast where they went back and forth on some of the cultural and philosophical differences between the Solana and Ethereum projects. Today is a continuation of that episode.
Despite some differences in community perspectives, Austin brings a fresh perspective on the design philosophy that relates Solana the network to SOL the asset and so much more.
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🏹 Airdrop Hunter is coming soon! Become a Citizen for full access:
https://bankless.cc/HuntersGonnaHunt------
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku-----
TIMESTAMPS0:00 Intro
6:50 Programmable SOL Values
8:10 SOL’s Story Arc
12:25 SOL’s Architecture & Utility
17:30 SOL’s Economic Sustainability Model
19:20 SOL’s Triple Point Asset Thesis
25:15 Solana’s LSDs
28:48 Solana’s MEV Philosophy
33:56 End Game of Solana MEV
40:00 Ethereum vs. Solana
50:00 Market Cap, Values, & Layers Debate
1:00:15 Closing & Disclaimers-----
RESOURCESAustin Federa
https://twitter.com/Austin_Federa157 - Will Solana Make It with Anatoly Yakovenko
https://youtu.be/zlx64JjXlgQSolana is Launching a Phone? | Co-Founders Anatoly & Raj
https://youtube.com/live/9wfNeVTtBz0The Philosophy of Ethereum According to Bankless' David Hoffman
https://solana.com/validated/episodes/the-philosophy-of-ethereum-a…