Alle afleveringen
1.359 afleveringen, van nieuw naar oud
-
Crypto Markets Forever Stuck? Onchain Data Explained | Michael Nadeau’s Defi Report #2
2 juli 2025 · 1 uur 5 min
Crypto prices seem stuck. Is that about to change? Lees meer
Michael Nadeau of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium---
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance---
TIMESTAMPS0:00 Intro
2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market
https://mirror.xyz/sreevanth.eth/6unQ_oX9sQFkvjPi3yehVi6M7Ak2t1V5hzyWYs9yUi47:03 BTC Onchain Data & Price Explanation
15:23 Altcoin Season Index
23:24 ETH & Solana Onchain Data
32:30 Beta Assets Bull Case
38:46 Ethena Memo
https://thedefireport.io/research/ethena-memo51:14 Crypto Equities
55:45 Liquity & The Macro Setup
1:00:53 Michael’s Portfolio Today
1:02:31 How to Value an L1
https://thedefireport.io/research/how-do-you-value-an-l11:02:53 Quarterly Reports
1:04:40 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Robinhood Announces Tokenized Stocks! LIVE with CEO Vlad Tenev, Johann Kerbrat, and AJ Warner
1 juli 2025 · 56 min
In this series of three interviews from Cannes, we host Vlad Tenev, CEO of Robinhood, Johann Kerbrat, GM of Crypto at Robinhood, and AJ Warner from Arbitrum to explore key announcements from their recent Token Summit. They discuss the introduction of tokenized stock options for private companies like SpaceX and OpenAI, aiming to democratize access for retail investors. Lees meer
Vlad highlights Robinhood’s commitment to addressing investment inequities, while Johann shares insights on the technological challenges and their Layer 2 blockchain initiative facilitating 24/7 trading. They also navigate the regulatory landscape with the SEC and CFTC, envisioning a future where private shares become accessible and entrepreneurial capital raising is enhanced. The conversation wraps up with plans to improve user experience for new financial products in Robinhood’s evolving crypto offerings.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Interview with Vlad Tenev
21:00 Interview with Johann Kerbrat
37:30 Interview with AJ Warner------
RESOURCESVlad Tenev
https://x.com/vladtenevVlad’s Washington Post Op-Ed
https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/Johann Kerbrat
https://x.com/johannkerbratAJ Warner
https://x.com/ajwarner90------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Becoming a Crypto Millionaire with Sam Dogen
30 juni 2025 · 1 uur 13 min
Sam Dogen, founder of Financial Samurai and one of the original F.I.R.E. voices, joins Ryan Sean Adams to break down the path to financial independence, whether you're investing in crypto or other asset classes. Lees meer
They unpack 10 milestones to millionaire status, from mindset and momentum to investing, real estate, and entrepreneurship. Sam and Ryan go deep on how to avoid financial landmines, get on the same page with a partner, and define a life where money serves purpose, not the other way around. If you want your net worth to grow without losing your life to the grind, this episode is your roadmap.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
5:56 Millionaire Mindset
9:34 The Probability of Becoming a Millionaire
10:58 Understanding Your Why
12:46 Freedom Through Finance
17:07 Signs You’ve Reached Independence
19:52 How Much Should You Have?
22:20 Saving: Where to Begin
26:48 The 50% Rule
29:21 The Magic of $250.000
32:30 Smart Debt vs Smart Risk
34:44 What Assets Build Wealth?
37:31 Buying Your First Home
43:00 Easy Wins in Property
47:14 Income That Frees You
49:22 Cars That Kill Wealth
52:55 Why Ownership Beats Income
59:56 Location = Opportunity
1:02:38 Design Your Financial Life
1:04:28 Build Wealth as a Team
1:06:43 Redefining Retirement
1:08:41 Lightning Round
1:12:53 Closing------
RESOURCESSam Dogen
https://x.com/financialsamura/Financial Samurai
https://www.financialsamurai.com/Millionaire Milestones
https://www.amazon.com/Millionaire-Milestones-Simple-Steps-Figures/dp/0593714709------
Not financial or tax advice. See our investment di… -
ROLLUP: Bitcoin Dominance Hits 66% | Circle IPO 10x | Robinhood Flips Coin? | Kalshi vs Polymarket
27 juni 2025 · 54 min
This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend? Lees meer
They dive into Circle’s explosive 10x IPO, Robinhood’s surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage.
Also: Vitalik’s Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming.
Tom Schmidt & Chopping Block
https://x.com/tomhschmidt
https://x.com/_choppingblock
https://x.com/dragonfly_xyz------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
0:46 Tom’s crypto vibe check
1:50 Markets
26:53 Kalshi Series C
https://x.com/tomhschmidt/status/1937957381197185165
https://www.wsj.com/finance/prediction-market-kalshi-hits-2-billion-valuation-in-new-funding-round-2d0c8b4c
https://x.com/tomhschmidt/status/1937957381197185165
https://x.com/hosseeb/status/193806511035171670736:50 US regulator orders Fannie Mae, Freddie Mac to consider crypto for mortgages
https://x.com/pulte/status/1937944964656152800
https://x.com/crypto_bobby/status/193795196861963904643:44 Ethereum
https://x.com/TrustlessState/status/193603759880559036449:04 What Tom’s excited about
53:01 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Stablecoin King | Tether CEO Paolo Ardoino on GENIUS Act, Circle IPO, Bitcoin & Tether to Trillions
23 juni 2025 · 1 uur 16 min
Tether CEO Paolo Ardoino returns to Bankless at a historic moment for stablecoins. Lees meer
With the Genius Act advancing in the U.S. Congress, Paolo discusses what regulatory clarity means for Tether, the future of USDT, and the company’s plans to launch a domestic stablecoin.
We explore the Circle IPO hype, Tether’s eye-popping profits, its growing presence in the U.S. Treasuries and Bitcoin mining, and how grassroots distribution across emerging markets powers its dominance. Paolo also gives a glimpse into Tether’s ambitions in AI, tokenized gold, and the battle to distribute the dollar where banks can’t reach.
------
🎬 DEBRIEF | Ryan & David Unpacking the Episode
https://www.bankless.com/podcast/debrief-the-stablecoin-king-tether-ceo-paolo-ardoino------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
5:32 GENIUS Act
12:54 Tether & The US
22:13 Domestic Competition
26:23 Circle IPO
23:36 Handling Pressure
28:32 Stablecoin Valuations
31:38 Winning the Next Chapter
36:52 USDT in Emerging Markets
41:58 Tether & Crypto Correlation
45:52 Tether Ventures
53:25 Tether Wallet?
56:44 Tether & Bitcoin
1:00:15 Other Assets
1:01:07 Bitcoin Mining
1:04:58 Tokenized Gold
1:09:01 GENIUS Act Consequences
1:12:27 Europe
1:14:49 Why Tether is Good
1:17:50 Closing & Disclaimers------
RESOURCESPaolo Ardoino
https://x.com/paoloardoinoUSDT Insights
https://usdt.network/Tether
https://tether.io/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: The GENIUS Act Passes | JP Morgan Stablecoin | Stablecoin Summer
20 juni 2025 · 1 uur
Welcome to the Weekly Rollup, where we cover this week in Crypto. We unpack the implications of the Genius Act's passage, which positions the U.S. to lead in digital assets and spurs optimism around stablecoins potentially hitting a $3.7 trillion valuation by 2030. Also: JP Morgan’s surprising entry into the stablecoin market and Coinbase’s launch of new products, including a Bitcoin cashback credit card. Lees meer
———
🤌 BANKLESS SUMMIT | SEE US AT DEVCONNECT
https://lu.ma/0ph1qg6c------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
2:55 Markets
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum8:00 ETFs
https://x.com/jseyff/status/1934591572710211587
https://x.com/cointelegraph/status/1933534615395815761
https://x.com/JSeyff/status/1933635898140192849
https://x.com/JSeyff/status/1935043249141322017
https://x.com/EricBalchunas/status/193252723967909509712:00 Macro
https://x.com/NickTimiraos/status/1935397119772217715
https://x.com/scottmelker/status/1935382005866189003
https://x.com/elerianm/status/1933505682625417521
https://www.ft.com/content/0d175cad-db7c-4dc2-83a8-90736f96f198
https://x.com/thomas_fahrer/status/1934056640476770678
https://x.com/treenewsfeed/status/1934589597394084071
https://x.com/erictrump/status/193466502986688115529:00 The GENIUS Act Passes the Senate
https://x.com/SenatorHagerty/status/1934942333859979279
https://x.com/SenatorHagerty/status/1935491670805754100
https://x.com/SecScottBessent/status/1935027160374210573
https://x.com/secscottbessent/status/1935404649718157691
https://polymarket.com/event/genius-act-signed-into-law-in-2025?tid=1750338903189
https://x.com/TFTC21/status/19350276614218… -
The GENIUS Act Passes the Senate: Lead Sen. Bill Hagerty Discusses The US Stablecoin Bill
18 juni 2025 · 39 min
Today, we discuss the recently passed Genius Bill with Senator Bill Hagerty, a key architect behind the legislation aimed at stabilizing the U.S. stablecoin market. Following a significant bipartisan Senate vote of 68-30, Sen. Hagerty shares insights on the evolving congressional perception of cryptocurrency, moving from skepticism to support. The bill seeks to foster a regulatory environment that encourages innovation while protecting users and maintaining America’s leadership in financial technology. The episode also highlights the potential economic benefits of a strong stablecoin framework and addresses concerns regarding Central Bank Digital Currencies (CBDCs). Lees meer
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Introduction to the Genius Bill
5:43 Welcoming Senator Bill Haggerty
8:55 Next Steps for the Bill
11:16 Why America Needs Stablecoin Law
14:07 Fostering a Domestic Stablecoin Economy
15:23 Addressing Detractors of the Bill
18:06 Understanding Stablecoins vs CBDCs
20:27 Who Can Issue Stablecoins?
21:01 Path for Offshore Issuers
23:54 Surveillance Concerns with Stablecoins
26:10 Addressing the Trump Loophole
27:34 The Bipartisan Nature of Crypto
28:52 Senator Haggerty's Evolution on Crypto
32:17 Establishing a Clear Regulatory Framework
34:51 Future Steps for the Crypto Industry------
RESOURCESSen. Bill Hagerty: https://x.com/SenatorHagerty
The GENIUS Act: https://www.congress.gov/bill/119th-congress/senate-bill/394/text
Sec. Bessent’s Tweet: https://x.com/SecScottBessent/status/1935027160374210573
------
Not financial or tax advice. See our investme… -
LIMITLESS: U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris
18 juni 2025 · 1 uur 35 min
In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race. Lees meer
We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us.
This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking.
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
1:05 AI race: who's ahead?
4:41 Framing AI as an arms race
12:58 Gov't awareness of AI conflict
20:38 AI reports feel like sci-fi
24:44 China vs US: model race
29:11 Shift to inference-time compute
31:19 China’s software vs US hardware
34:28 Open vs closed source politics
38:56 China’s energy dominance
43:32 America’s electric grid lag
47:55 Supply chain vulnerabilities
56:30 US chipmaking onshoring
1:01:08 U.S. lead in chips
1:04:00 DUV vs EUV bottlenecks
1:08:26 Manufacturing gap in robotics
1:11:53 Fear vs optimism in culture
1:17:26 Coordination vs dynamism
1:22:10 Bot-driven opinion warfare
1:25:58 China pushing degrowth narratives?
1:29:05 National security recommendations
1:33:36 Co-op or conflict endgame?
1:37:27 Closing------
RESOURCESJeremie Harris
https://x.com/jeremiecharrisEdouard Harris
https://x.com/harris_edouardAmerica’s Superintelligence Project
ht… -
EigenLayer Introduces EigenCloud: The First Crypto-Native Cloud Service | Sreeram Kannan & JT Rose
17 juni 2025 · 1 uur 10 min
EigenLayer is back with a major announcement: EigenCloud. Lees meer
Sreeram Kannan and JT Rose unveil the first crypto-native cloud platform—a verifiable, programmable environment for building applications beyond the limits of traditional blockchains. We explore how EigenCloud packages modules like EigenDA, EigenVerify, and EigenCompute into a developer-friendly product that brings cloud-scale computation and crypto-grade trust guarantees together.
From meme coins and AI agents to fully sovereign applications, we dig into what makes this launch a pivotal step for crypto infrastructure and why it might just reignite Ethereum’s original ambitions.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
0:14 Introducing EigenCloud
12:39 Solving Programmability Bottlenecks
32:45 Apps EigenCloud Unlocks
54:00 Promoting EigenCloud
58:39 Total Addressable Market
1:02:53 Developer Action Items
1:06:19 Closing & Disclaimers------
RESOURCESEigenCloud Announcement
https://x.com/eigenlayer/status/1934961135515828501EigenCloud
https://eigencloud.xyz/Sreeram Kannan
https://x.com/sreeramkannanJT Rose
https://x.com/jt_rose------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ryan's Personal Reboot: 5 Types of Wealth with Sahil Bloom
16 juni 2025 · 1 uur 28 min
In this deeply personal episode, Sahil Bloom joins Ryan Sean Adams to explore what it truly means to be wealthy and why so many high achievers get it wrong. After hitting burnout, Ryan stepped away from the grind to reassess his definition of success. What he found was a framework that reframed his entire life: the Five Types of Wealth. Lees meer
Together, they unpack why net worth alone is a poor scoreboard, how to avoid the trap of “never enough,” and what it means to build time, social, mental, physical, and financial wealth in harmony. This conversation is both a blueprint and a reboot, for anyone chasing more, and wondering why it still doesn’t feel like enough.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
3:22 Measuring Wealth
6:10 Beyond Net Worth
13:29 Burnout Moment
15:47 The Cost of Misaligned Effort
25:47 The Five Types of Wealth
27:47 Wealth Isn’t Swappable
34:05 Freedom Starts With Defining “Enough”
43:09 The “Enough” Excuse
47:31 Why We Feel Time-Starved
50:09 Digital Distractions and Overcommitment
55:46 The Two-List Exercise
57:38 The Morning ‘Boot Up’ Sequence
1:03:30 Reinvesting in Your Closest People
1:10:19 Too Busy to Connect
1:12:23 The Mental Wealth
1:14:11 The Life Razor
1:18:26 The Physical Wealth
1:24:40 Staying on Plan
1:25:56 Grounded Success
1:27:56 High Agency People
1:29:03 Closing------
RESOURCESSahil
https://x.com/SahilBloomSahil’s Blog
https://sahilbloom.substack.com/The 5 Types of Wealth
https://www.the5typesofwealth.com/RSA Reboot
https://x.com/RyanSAdams/status/1915115437505049055------
Not financial or tax advice. S… -
ROLLUP: Circle’s $25B IPO Mania | Genius Act Passes? | Stripe Buys Privy | Polymarket Meets Twitter
13 juni 2025 · 57 min
This week, Ryan and David unpack Circle’s stunning IPO debut, soaring to a $25B market cap and triggering Wall Street’s stablecoin frenzy. They break down the landmark Genius Act vote, bringing unprecedented regulatory clarity to stablecoins, and dive into Stripe’s latest crypto bet, acquiring wallet innovator Privy. Polymarket goes mainstream in an official integration with Twitter, while SEC Chair Paul Atkins embraces DeFi as fundamentally American. Plus, Gemini quietly files for IPO, Plasma’s billion-dollar Tether chain ignites, and Trump unexpectedly endorses crypto at Coinbase. Lees meer
------
📣LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://x.com/LimitlessFT📣BANKLES JOBS | COME WORK WITH US
https://x.com/i/jobs/1929889475783520481
https://x.com/i/jobs/1929890683927638133
https://x.com/i/jobs/1915861900677812658------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
3:59 Markets
https://x.com/KobeissiLetter/status/1932526577897595233
https://x.com/rovercrc/status/1930951805191778369
https://x.com/hosseeb/status/1931457548760334723
https://x.com/elonmusk/status/1932695486684950962
https://x.com/DavidShapiro98/status/1932696393937785058
https://x.com/blknoiz06/status/1932072994731647435
https://x.com/nypost/status/193310996851055043015:02 US Senate is about to pass the GENIUS Act
https://x.com/Cointelegraph/status/1932988965037978084
https://x.com/intangiblecoins/status/1932868994165354703
https://x.com/SenatorBennet/status/1932864987208249597
https://x.com/SenWarren/status/1932858887482507604
https://www.banking.senate.gov/imo/media/doc/20250611_warren_blumenthal_letter_to_meta_re_stablecoin.pdf
https://x.com/RyanSAdams/status/193287709… -
Ethereum is Digital Oil: The Bull Case for ETH with Vivek & Danny Ryan from Etherealize
12 juni 2025 · 1 uur 12 min
Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. Lees meer
We explore ETH’s misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric opportunity of this generation.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
0:52 The Bull Case for ETH
3:18 Why ETH?
6:35 Pitching to Wall Street
10:59 ETH is Digital Oil
21:29 ETH’s Monetary Policy
37:37 Why Hold ETH?
43:42 ETH/BTC Ratio
47:20 ETH is a Store of Value
53:55 Ethereum’s Scaling Path
1:03:08 Ethereum’s Renaissance
1:07:06 Ethereum Competitors
1:10:14 The Report
1:12:29 Vivek in Congress
1:13:33 Closing & Disclaimers------
RESOURCESThe Bull Case for ETH Report
http://ethdigitaloil.com/VIvek Raman
https://x.com/VivekVenturesDanny Ryan
https://x.com/dannyryanEtherealize
https://x.com/Etherealize_io------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROUNDTABLE: Crypto's IPO Era | HYPE vs. SOL vs. PUMP | Jon & Bread
11 juni 2025 · 57 min
Crypto markets are buzzing and institutional appetite is peaking. With Circle’s IPO wildly oversubscribed and a new wave of companies racing to go public, we unpack what this means for the industry. Lees meer
Jon and Bread join us to break down the hype around crypto IPOs, why TradFi wants stablecoin exposure, and what it signals for projects like Solana, Ethereum, and Hyperliquid. We also debate value accrual, ETH vs BTC narratives, and whether apps or platforms will dominate the next phase of crypto. This is the IPO Era of crypto—let's dissect the winners and the delusions.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
0:32 Vibe Check
https://x.com/intern/status/1932238240880222270
https://x.com/blknoiz06/status/193207299473164743510:13 Crypto’s IPO Era
https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL
https://x.com/HadickM/status/193132350452527952218:11 Ethereum Valuation Debate
https://x.com/DeeZe/status/193247546134883580029:29 Hype vs SOL vs PUMP
https://www.tradingview.com/chart/?symbol=KUCOIN%3AHYPEUSDT40:44 Hyperliquid vs Centralized Exchanges
https://dune.com/uwusanauwu/perps50:35 PumpFun’s Token Sale
58:16 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau
10 juni 2025 · 1 uur 14 min
Jon Charbonneau and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken? Lees meer
We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy.
This is the definitive conversation on where ETH stands—and where it’s heading.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
0:32 Is ETH special?
32:55 How ETH should be valued
51:42 ETH over or undervalued?
1:09:59 Being wrong on ETH
1:13:00 Closing & Disclaimers------
RESOURCESRyan Berckmans
https://x.com/ryanberckmansJon Charbonneau
https://x.com/jon_charb------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity
9 juni 2025 · 56 min
Joe Lubin returns to Bankless to break down his latest bold move—launching SBET, a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. Lees meer
We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. From regulatory wins to Ethereum’s evolving narrative on Wall Street, this episode explores how ETH can become a multi-trillion-dollar asset and a dominant store of value in the next economic supercycle.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
0:38 Getting Sued by The SEC
7:55 $SBET
16:32 The Michael Saylor of ETH
23:25 $SBET (ETH) vs $MSTR (BTC)
27:16 Valuing ETH
28:30 Wall Street Narratives
30:52 ETH’s Performance
36:53 ETH as Collateral
40:07 Onboarding Others
46:52 ETH as SoV
49:18 What ETH Needs
50:52 Joining Forces
53:08 ETH’s Sentiment Shift
56:53 Genius Act
58:44 Closing & Disclaimers------
RESOURCESJoe Lubin
https://x.com/ethereumJosephSharpLink Gaming ($SBET)
https://www.sharplink.com/Consensys
https://consensys.io/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Circle IPO Hits $20B | Stablecoin Summer Is On | Trump Wallet Chaos | EF Deploys Special For
6 juni 2025 · 1 uur 3 min
This week, Ryan and David unpack Circle’s explosive $20B IPO—crypto’s second biggest—and what it signals about Wall Street’s newfound love for stablecoins. They break down the confusing Trump wallet drama, where even Trump’s own sons deny involvement, and explore why Pump.fun’s rumored $4B token raise has the industry split. Ethereum enters “wartime mode” as the Foundation lays off staff and spins up a lean new R&D force called Protocol. Plus, Ray Dalio says “a bit of Bitcoin,” Trump’s Big Beautiful Bill adds $2.4T to the deficit, and SBF is headed to Netflix. Lees meer
------
📣BANKLESS & FRAX MEETUP | PERMISSIONLESS 2O25
https://lu.ma/uf9mmcoa------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
0:41 Circle IPO
https://x.com/circle/status/1930624298760143333
https://www.theblock.co/post/356602/circle-seeks-7-2-billion-valuation-in-upsized-ipo
https://x.com/ruiixyz/status/1930386144216396176
https://x.com/EconomyApp/status/1930657679418241238
https://x.com/jerallaire/status/1930595978215637360
https://x.com/EffortCapital/status/19306219392796795429:34 Markets
12:23 Trump BBB
https://x.com/alifarhat79/status/1930265604105150647
https://x.com/alifarhat79/status/1930256218108383338
https://x.com/elonmusk/status/1930452348234805665
https://x.com/WatcherGuru/status/1930659468536144062
https://www.congress.gov/bill/119th-congress/house-bill/1/text
https://x.com/elonmusk/status/1929954109689606359
https://x.com/RyanSAdams/status/192999337258615236423:53 Pump.fun is getting ready for a token
https://blockworks.co/news/pumpdotfun-token-sale
https://x.com/nextfckingthing/status/1929871539018576257
https://dune.com/tiagocryptonary/pump-fun-analytics
https://x.com/lmra… -
LIMITLESS - AI DEBATE: Runaway Superintelligence or Normal Technology? | Daniel Kokotajlo vs Arvind
4 juni 2025 · 1 uur 15 min
Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan. Lees meer
Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet?
Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
4:44 Is AI Normal Tech?
30:20 Capability & Power
44:52 Manageable or Existential?
52:36 AGI Milestone
1:00:31 AI by 2030
1:12:07 Making Sense
1:16:08 Closing & Disclaimers------
RESOURCESDaniel Kokotajlo
https://x.com/dkokotajloArvind Narayanan
https://x.com/random_walkerTwo Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-aiAI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technologyAI 2027 - Daniel
https://ai-2027.com/AI Snake Oil - Arvind
https://www.aisnakeoil.com/
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913XPause AI
https://pauseai.info/pdoom------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Doppler: A New Way to Launch Tokens with Austin Adams
3 juni 2025 · 50 min
Austin Adams, founder of Whetstone and creator of Doppler, joins to discuss the next evolution in token launches. Lees meer
We explore why the world needs more tokens—not fewer—and how Doppler enables creators, apps, and DAOs to build highly customized launchpads using modular tooling. We cover token market design, dynamic bonding curves to prevent sniping, and how this infrastructure could unlock more meaningful, value-connected tokens—from meme coins with DAOs to public market IPOs on-chain.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
4:08 Excess Tokens And Pushbacks
10:02 Doppler Explained
17:05 The Solution
25:37 Conserving Liquidity
32:58 Maximizing IPOs Using Doppler
42:32 Token to Real Value
50:31 Closing & Disclaimers------
RESOURCESAustin Adams
https://x.com/AustinAdams10Whetstone Research
https://x.com/whetstonedotccDoppler
https://www.doppler.lol/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Mike Novogratz: Bitcoin’s Escape Velocity, Bond Market Crisis, Crypto x AI, & the Genius Act
2 juni 2025 · 58 min
Mike Novogratz returns to Bankless to unpack Bitcoin’s surge to new all-time highs and what it means in a world grappling with fiscal uncertainty. Lees meer
We dive into the unfolding bond market crisis, why the Genius Act marks a new chapter for stablecoins, the tokenization of traditional finance, and how Galaxy is uniquely positioned at the crossroads of crypto and AI. This is a front-row seat to the changing macro tides and crypto’s place in the new financial order.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
0:18 Bitcoin Hitting All-Time High
1:57 Trump’s Tariffs' Effect on Bitcoin
5:56 Liz Truss Moment 2.0?
7:33 US Liz Truss’s Effect
8:49 Bitcoin, Gold, and the US Dollar
12:11 BTC as a New World Asset
15:29 Treasuries in Decline
18:05 Galaxy Going Public
21:26 The Genius Act
24:32 Anti-Crypto Army Gone?
27:03 US Consumer Crypto Market
31:22 Tokenizing Galaxy Assets on ETH
34:08 A Roadmap From SEC in the Future?
36:53 Year of Crypto IPOs?
38:30 TradFi Fades, Crypto Rises
39:46 The Terra Luna Case
44:05 Future of Galaxy and Crypto
50:48 Building and Scaling Data Centers
55:18 Closing & Disclaimers------
RESOURCESMike Novogratz
https://x.com/novogratzGalaxy Digital
https://www.galaxy.com/Tokenization & RWAs (Galaxy Report)
https://www.galaxy.com/research/insights/tokenization-and-the-future-of-finance/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: JD Vance Bitcoin 2025 | $425M ETH MicroStrategy | Tariffs Blocked | Stablecoin Summer
30 mei 2025 · 51 min
This week, Ryan and David break down the political storm brewing around crypto. From JD Vance’s fiery speech at Bitcoin 2025 to the Trump meme coin dinner that triggered bipartisan backlash. They dive into Ethereum’s biggest capital inflow yet, as a public company raises $425 million to buy and stake ETH, drawing comparisons to MicroStrategy. They also cover the court ruling that halted Trump-era tariffs, the Circle IPO finally moving forward, and early signs of a “Stablecoin Summer” as banks eye their own dollar-backed coins. Plus, the growing risks of copycat crypto acquisition vehicles, and why some say the next GBTC-style blowup could already be forming. Lees meer
------
📣 RE | REAL-WORLD (RE)STAKING
https://bankless.cc/Re------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
0:37 JD Vance Bitcoin Conference 2025
https://x.com/cointelegraph/status/19277665778453055792:59 Crypto Prices
5:13 US court blocks most Trump tariffs, says president exceeded his authority
https://ca.finance.yahoo.com/news/us-court-blocks-trumps-liberation-231041016.html
https://truthsocial.com/@realDonaldTrump/posts/11458877707609950112:29 The microstrategy of ETH!
https://cointelegraph.com/news/sharplink-ethereum-treasury-joseph-lubin-board-chair
https://x.com/econoar/status/1927380671334404511
https://x.com/RyanSAdams/status/1927344185595633687
https://x.com/hanni_abu/status/192740835052792258518:39 Gamestop & Trump Media Buying Bitcoin & SolSolStrategy
https://x.com/WatcherGuru/status/1927680683847119289
https://x.com/KobeissiLetter/status/1927352308859330651
https://x.com/SolanaFloor/status/1927408166922293535
https://x.com/mikeippolito_/status/192745077587093101525:26 Trump Dinner
htt… -
LIMITLESS - The Intelligence Curse: AI Makes Us All Obsolete | Luke Drago & Rudolf
28 mei 2025 · 1 uur 35 min
Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." Lees meer
Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete?
We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what it might take to build a future worth living in.
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS0:00 What is the Intelligence Curse
4:29 Resource Curse
8:20 Pyramid Replacement
18:19 Institutional Pushback
21:25 Capital, AGI & Human Ambition
32:00 Liberalism Falls Apart?
36:30 Powerful Actors
41:15 Rentier States
46:19 Human Labor in a AGI World
52:46 Nation States
57:37 Shaping the Social Contract
1:06:23 AI Snake Oil?
1:07:41 Balance of Power
1:08:51 Breaking the Intelligence Curse
1:16:45 Vitalik’s Defensive Accelerationism
1:18:16 Diffusion
1:19:58 Open-Source AI
1:22:06 Democratization
1:24:06 Who Wins?
1:26:43 Action Items
1:29:17 The Positive Scenario
1:30:21 Closing------
RESOURCESLuke Drago
https://x.com/luke_drago_Rudolf Laine
https://x.com/LRudL_Time Op-ed
https://time.com/7289692/when-ai-replaces-workers/Intelligence Curse
https://intelligence-curse.ai/Contact Form
https://docs.google.com/forms/d/e/1FAIpQLSft2iBV9z1AYsM3TcDnh8z3juc2k4yD0TQTZ91oy37S-KlSSQ/viewformAI Snake Oil - Arvind Narayanan
https://press.princeton.edu/books/hardcov… -
Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1
27 mei 2025 · 1 uur 6 min
Is altseason finally here or just getting started? Lees meer
Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be poised to outperform, how macro conditions are fueling risk-on sentiment, and why fundamentals—like protocol cash flows and MEV—matter more than ever. Michael also shares his current portfolio and reveals what he’s buying right now. If you’re positioning for what’s next, this is your rotation signal.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/research/altseason-melt-up
https://docs.google.com/presentation/d/1g2H1VaAKHWB5trl1tRHRYc68lIqZ8tWnzcLnkasAVYk/edit?usp=sharing---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium---
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi---
TIMESTAMPS0:00 Intro
0:23 Vince McMahon Meme
https://x.com/QuintenFrancois/status/19255437933710541221:10 DeFi Report #1 & Crypto Fundamentals
7:07 Mike’s Trading Time Horizon
9:13 Alt-Season Melt-up?
15:43 Macro Catalysts
25:57 2021-2022 Cycle vs. Today
29:03 Bitcoin & ETH Moving Average Chart
32:46 Different Types of Trading/TA Fundamentals
36:36 Long-Term Holder Supply Chart
43:09 MVRV Z-Score
48:39 ETH/BTC Ratio & Altcoin Season?
53:02 Mike’s Portfolio
1:00:40 When to Sell
1:02:33 How Durable is Solana’s MEV Infra
1:04:59 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Introducing RSOV: A Better L1 Valuation Metric than REV | Jonah Weinstein
26 mei 2025 · 1 uur 39 min
How should we value L1 tokens in crypto? Lees meer
Today’s guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto’s total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS0:00 Intro
0:23 How to Value L1 Tokens
7:18 REV
20:32 L1 Tokens are Money
27:11 Payments vs SoV Use Case
36:13 TAM for Digital Money
41:45 BTC: Special Snowflake?
45:31 RSOV
1:03:17 REV vs RSOV
1:12:07 RSOV Valuations
1:18:27 RSOV Drivers
1:34:10 Future of RSOV
1:36:43 Skycatcher
1:38:55 Opportunities to Watch
1:40:46 Closing & Disclaimers------
RESOURCESJonah Weinstein
https://x.com/_JonahwRSOV Deck
https://docsend.com/view/mb2v6k3yr38gpfwmRSOV Dune Dashboard
https://dune.com/sc_research/rsovRSOV Template Financial Model
https://docs.google.com/spreadsheets/d/1IH0IX0yal7raqhO8SWzcVGK-TAH-b7avRlZ3pxR0krc/edit?usp=sharingSkycatcher
https://skycatcher.xyz/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Bitcoin Hits NEW ATH | Stablecoin Bill Advances | ETH’s ZK Miracle | Solana’s New Chain? | T
23 mei 2025 · 1 uur 7 min
This week, Ryan and David unpack Bitcoin’s explosive run to $111K and the macro chaos driving it—specifically, the U.S. Treasury’s failed bond auction and what it signals for the dollar. They break down the Senate’s landmark stablecoin bill (and Elizabeth Warren’s meltdown), Ethereum’s ZK miracle that could 100x Layer 1 throughput, and Texas launching its own state Bitcoin reserve. Plus, why Stanley Druckenmiller’s portfolio strategy might justify going all-in on crypto—and whether alt season is finally on the horizon. Lees meer
------
📣 RE | REAL-WORLD (RE)STAKING
https://bankless.cc/Re------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐CELO | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
0:31 Stanley Druckenmiller
https://x.com/mrexits/status/19253549073828168803:40 Markets
https://x.com/glassnode/status/1925225568817099260
https://x.com/btc_archive/status/1925468871449866309
https://x.com/WatcherGuru/status/1925401414659867102
https://x.com/Cointelegraph/status/1924676563582267643
https://x.com/CryptoRank_io/status/1923875599275143300
https://x.com/cburniske/status/1925482199727710648
https://www.reuters.com/business/tepid-demand-us-treasury-auction-shows-investor-jitters-about-tax-bill-deficit-2025-05-21/20:42 U.S. About to Pass a Landmark Stablecoin Bill?
https://x.com/SenatorHagerty/status/1924933844001521787
https://x.com/eleanorterrett/status/1924504745689153812
https://x.com/WayneVaughan/status/1924660740847222832
https://x.com/intangiblecoins/status/1925247754969797007
https://x.com/cburniske/status/1924705825723187343
https://x.com/CampbellJAustin/status/192517086014024944533:48 ETHEREUM IS SAVED. Bet it all on zk! Real-time proving is coming to Ethereum!
https://x.com/drakefjustin/status/1924929057676001466… -
ROUNDTABLE: The REV Debate - Real Metric or Fake News? Jon, Bread, & Andy8052
21 mei 2025 · 1 uur
In this episode of the Bankless Podcast, hosts discuss Real Economic Value (REV). Triggered by Jon's exploration of how ETH and SOL prices correlate with REV, the team delves into REV's role as a value capture metric and demand signal for blockchain networks. We evaluate the implications for network valuations, debate the sustainability of relying on REV, and analyze competitive dynamics between Ethereum and Solana. The conversation concludes with musings on crypto investment risks and the evolving identity of digital currencies in relation to app utility. Lees meer
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052—-
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium---
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi---
TIMESTAMPS0:00 REV
https://x.com/jon_charb/status/1923739890115543264
https://x.com/TrustlessState/status/192483515470023486617:56 Stablecoins vs Native Currencies
28:38 Tribalism
https://x.com/post_polar_/status/1924458711940055246
https://x.com/RyanSAdams/status/192420214611715317239:30 The Trenches
https://dune.com/beincrypto/solana-launchpads49:14 Pump . Fun
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Arthur Hayes: Money Printing & The Crypto Bet
19 mei 2025 · 1 uur 34 min
Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation. Lees meer
We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset, and why capital controls—not tariffs—could redefine the global economic order. Arthur lays out his full thesis on how a massive shift in global liquidity is unfolding, what it means for crypto, and why he’s betting big on Bitcoin, gold, and “buying everything” as the money printers rev up again.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS0:00 Intro
0:34 ETH’s Back?
2:25 Bretton Woods
7:38 The Petrodollar
9:37 The Petroyuan
17:47 US China Trade Imbalances
20:22 Liberation Day & Tariffs
33:19 Capital Controls
38:42 US Capital Flights
44:51 Dual Monetary System
49:08 Bitcoin as a Reserve Currency?
50:19 Buy Everything Except Bonds
53:07 Scott Bessent
57:02 QE is Inevitable
1:02:15 Stablecoins
1:06:55 Trump’s Pro-Crypto Campaign
1:11:44 Global Liquidity
1:21:20 Gold Reevaluation
1:25:18 Hot War Scenario
1:29:54 Arthur’s Bags
1:30:33 Crypto Cycle
1:35:07 Closing & Disclaimers------
RESOURCESArthur Hayes X
https://x.com/CryptoHayesArthur’s Blog Post
https://cryptohayes.medium.com/fatty-fatty-boom-boom-52e47a03f487Arthur Hayes IG
https://www.instagram.com/cryptohayes/LinkedIn
https://www.linkedin.com/in/arthur-hayes-b493b42/Substack
https://cryptohayes.substack.com/Maelstrom
https://maelstrom.fund/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: ETH Pumps 50% | Tariff Deal Boosts Markets | Coinbase Data Leak | Robinhood Buys L2
16 mei 2025 · 1 uur 3 min
📣 BANKESS x FRAX MEETUP | Permissionless 2025
https://lu.ma/uf9mmcoa Lees meer------
This week, Ryan and David break down Ethereum’s explosive 50% surge and the surprising macro catalyst behind it: a U.S.–China tariff deal that has markets ripping. They cover Coinbase’s massive customer data leak (and Brian Armstrong’s $20M bounty response), Robinhood’s stealthy Layer 2 acquisition, and the rise of meme coins funding real apps. Plus, why Arthur Hayes thinks the bull market is just beginning.------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
0:06 “Who is laughing now?” statement from NYC Mayor
https://x.com/WatcherGuru/status/19220362676859087613:47 Prices, Uniswap, & Aave
https://x.com/jbrukh/status/1922315929578299580
https://dune.com/mud2monarch/countdown-to-three-trillion-united-states-dollars
https://x.com/StaniKulechov/status/1921478583337312339
https://x.com/RyanSAdams/status/1921925615923388864
https://l2beat.com/scaling/summary14:10 Tariff Truce - US and China agree to slash tariffs for 90 days - We’re Saved!!!
https://www.cnbc.com/2025/05/12/us-and-china-agree-to-slash-tariffs-for-90-days.html
https://x.com/biancoresearch/status/1921927955573264802
https://polymarket.com/event/us-recession-in-2025
https://cryptohayes.substack.com/p/fatty-fatty-boom-boom28:40 Bad Coinbase news first - Coinbase MAJOR customer data leak
Coinbase $20m award leading to the arrest of hackers
https://x.com/brian_armstrong/status/1922967787309256807
https://x.com/coinbase/status/1922967576209998133
https://x.com/0xBreadguy/status/1923006791031587248
https://x.com/adamscochran/status/1923018728800686532
https://x.com/lemiscate/status/192298424031819393435:48 Coinbase becomes the …
-
How ETH Wins | Ryan & David
15 mei 2025 · 1 uur 19 min
Ryan and David reunite on Bankless Takes with a big question: What must Ethereum do to win? Lees meer
Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet.
Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
3:21 Job’s Not Finished
10:11 A Call for Maximalism13:10 Blue-Money Gospel
https://x.com/RyanSAdams/status/191587499451445276325:23 Restoring ETH’s Product-Money Feedback Loop
https://www.bankless.com/read/restoring-eths-product-money-feedback-loop46:58 Towards a United Chains of Ethereum
https://x.com/RyanSAdams/status/1917298612540739931
https://x.com/Spire_Labs/status/1915430799618564394
https://l2beat.com/scaling/summary1:05:43 ETH—Commodity Money Backed by an Economy
https://x.com/RyanSAdams/status/19180651797255705361:08:59 Rethinking Our Messaging
1:14:49 Can Ethereum Still Win?
1:19:22 Closing & Disclaimers------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Launchcoin & Believe | ETH's 50% Candle | Coinbase Listed on S&P 500 | Jon, Bread, & Andy8052
14 mei 2025 · 1 uur 1 min
In this episode of the Bankless Roundtable, host David Hoffman is joined by crypto enthusiasts Zero X Bread Guy, John Charbonneau, and Andy8052 to discuss the recent surge in Ethereum's price, which skyrocketed nearly 50% this week. The panel analyzes the impact of the Believe app and Launchcoin on internet capital markets, Coinbase's entry into the S&P 500, and Robinhood's new Layer 2 solution. They explore the implications of these developments for investor confidence and market liquidity, alongside the rising interest in meme-based tokens. The conversation wraps up with thoughts on Ethereum vs. Solana and the importance of community engagement in the evolving crypto landscape. Lees meer
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052—-
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium---
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi---
TIMESTAMPS0:00 ETH vs SOL vs BTC
5:40 Internet Capital Markets
https://x.com/gabrielhaines/status/1922293923420000346
https://dexscreener.com/solana/yrrustgpugdp8bbfosqdefssen6sa75zs1qjvgnhtmy
https://www.believescreener.com/
https://x.com/believeapp22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/192217877337541873330:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum46:25 Coinbase Listed
https://x.com/coinbase/status/192204684052811388053:47 Robinhood Acquires Wonderfi
https://x.com/hanni_abu/status/1922341347844841611---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
LIMITLESS: This Is Far Bigger Than The Internet Boom | Shaun Maguire
12 mei 2025 · 1 uur 30 min
Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance. Lees meer
From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS0:00 Intro
6:36 Who’s Shaun Maguire?
9:24 Investing in the AI Age
13:06 Hardware Manufacturing
21:58 Hardware Precedes Software Revolutions
42:20 Energy
49:53 Space Solar Reflectors
55:45 Space Economy
1:04:15 Elon Musk
1:14:24 Robotics
1:17:39 Neuralink
1:25:22 Doom Scenarios
1:32:02 Closing Thoughts------
RESOURCESShaun Maguire
https://x.com/shaunmmaguireSequoia Capital
https://www.sequoiacap.com/Josh Kale
https://x.com/Josh_KaleDavid Hoffman
https://x.com/TrustlessState------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: ETH’s Pectra Upgrade | $2T Stablecoin Push | Apple’s Crypto Breakthrough | Coinbase Buys Deribit!
9 mei 2025 · 1 uur 6 min
This week, Ryan and David unpack Ethereum’s game-changing "Pectra" upgrade, doubling Layer 2 blob space and sparking fresh debates on L1 scaling. Meanwhile, Washington sets its sights on a $2 trillion stablecoin market, Apple’s App Store monopoly cracks open to crypto, and Coinbase makes a historic acquisition of Deribit. Plus, Bitcoin breaks $100K and ETH $2k, are we officially back in bull territory? Find out on this week’s Weekly Rollup.
------ Lees meer💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
0:32 Markets
https://www.cnbc.com/2025/05/07/fed-meeting-live-updates-traders-await-insight-from-powell-on-next-rate-cut-tariff-impact.html
https://fred.stlouisfed.org/graph/?id=EFFR%2CDFEDTARU%2CDFEDTARL%2C&utm_source=chatgpt.com
https://fred.stlouisfed.org/series/FEDFUNDS?utm_source=chatgpt.com
https://truthsocial.com/@realDonaldTrump/posts/114471750357100883
https://x.com/ForexLive/status/191986460033955840513:44 Big win for Crypto against Apple App Store Monopoly!
https://x.com/hlopez_/status/1918113804938056100
https://x.com/0xCygaar/status/1918335966538068300
https://x.com/RyanSAdams/status/192048670983103303921:36 Ethereum upgrade live on mainnet!
https://x.com/TimBeiko/status/1920145795430727686
https://x.com/TrustlessState/status/1919746313760969136
https://www.bankless.com/read/eip-7702-ethereum-onchain-culture
https://x.com/adietrichs/status/1920083962472300928
https://x.com/drakefjustin/status/1920343548047569165
https://x.com/TrustlessState/status/1920488999296078131
https://x.com/tkstanczak/status/1920157389568737478
https://x.com/TrustlessState/status/1920… -
AI Rollup: AI Robots and The $10T Arms Race
8 mei 2025 · 1 uur 21 min
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked. Lees meer
------
💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES00:00:00 Intro To Limitless!
https://x.com/LimitlessFT
00:04:23 OpenAI Makes Huge Acquisition
https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e
https://x.com/ns123abc/status/1912876350911754676
https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2
00:08:01 Why Spend $3 Billion??
00:16:09 OpenAI Memory Update Is... Interesting
https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c
00:23:56 OpenAI Re-St…
-
Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052
7 mei 2025 · 1 uur 21 min
In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry. Lees meer
Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium---
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi---
TIMESTAMPS
00:00 Intro
03:40 Current Crypto Sentiment
9:20 Movement Market Making Scandal
26:10 Boop.Fun vs Pump.Fun
1:00:15 Ethereum's Pectra Upgrade
1:16:25 Bitcoin vs Ethereum
1:12:45 Closing Thoughts
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures%E2%81%A0 -
A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei
5 mei 2025 · 1 uur 18 min
Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum. Lees meer
We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS0:00 Intro
8:19 Career Journey
16:22 What Value Are They Providing
23:39 Continuing the Ethereum Legacy
31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership
43:41 The Pectra Disaster
1:00:51 Scaling and Improving the Layer 2
1:06:55 The Concept of "Product Centric Ethereum"
1:11:49 Metrics, Accountability & Operational Leadership at Ethereum
1:14:41 What the Ethereum Foundation Isn't Responsible For
1:18:35 Clearing Up EF Misconceptions
1:26:25 Inside Ethereum’s Upgrade Cycle
1:31:17 Closing and Disclosure------
RESOURCESHsiao-Wei Wang
https://x.com/hwwonxTomasz K. Stańczak
https://x.com/tkstanczakEthereum Foundation
https://ethereum.foundation/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Bitcoin Space Race Begins, ETH’s Big Pivot, & a Looming Crypto Recession?
2 mei 2025 · 1 uur 3 min
📣BUILDBEAR | EASY EVM SANDBOX
https://bankless.cc/buildbear Lees meer------
This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/119:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/19… -
ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!
2 mei 2025 · 1 uur 3 min
This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup. Lees meer
------
📣BUILDBEAR | EASY EVM SANDBOX
https://bankless.cc/buildbear------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/119:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/19… -
AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You
1 mei 2025 · 1 uur 28 min
This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat? Lees meer
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale------
📣 BUILDBEAR | GITHUB FOR WEB3
https://bankless.cc/buildbear------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi------
TIMESTAMPS & RESOURCES00:00:00 Start
00:02:50 OpenAI's New Frontier Modelhttps://openai.com/index/introducing-o3-and-o4-mini/
https://x.com/rowancheung/status/1912561386208825751
https://x.com/AISafetyMemes/status/1912875957897003354
https://x.com/sama/status/1912558495997784441
https://x.com/TransluceAI/status/1912552046269771985
00:10:07 Is There A Scaling Wall?
00:17:13 The New AI Gold Rush
00:19:21 AI Caught Lying
https://x.com/IterIntellectus/status/1916463746454528071
https://x.com/deedydas/status/1916611855067594943
00:31:55 Open AI's Next Big Product
https://x.com/kyliebytes/status/1912171286039793932
https://x.com/cryptopunk7213/status/1914493366886174722
https://x.com/rowancheung/status/1917473779069968505?s=46
00:43:19 Optimizing For Addiction
00:50:28 Secret Reddit Agents
https://x.com/reddit_lies/status/1916916134630117814?s=46
00:58:55 Mega Viral AI Generated Video
https://x.com/falchook/status/1914419758520525194
01:01:29 GeoGuesser
https://x.com/arithmoquine/status/1912671688874926575?s=46
01:04:13 Is It Ethical For AI To C…
-
Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052
30 april 2025 · 1 uur 5 min
Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto. Lees meer
They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES0:00 Intro
1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/191691078793679700518:49 Ethereum Value Accrual
30:29 Fun Chain Premium
34:00 Memecoin Meta These Days
50:17 HyperLiquid EVM
58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query1:04:07 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao
29 april 2025 · 56 min
Can Crypto disrupt the IP Market? Lees meer
In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built.
This might just be crypto's most ambitious attempt at disrupting the media yet.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS0:00 Intro
5:48 Why Onchain IP?
16:52 Eliminating Lawyers
24:41 Step One
28:56 Code as Law
38:38 Ownership Protection
45:35 Onchain IP Nuances
53:11 Final Words
56:30 Closing & Disclaimers------
RESOURCESJason Zhao
https://x.com/jasonjzhaoStory Protocol
https://x.com/storyprotocol------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian
28 april 2025 · 1 uur 14 min
Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? Lees meer
In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value.
We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS0:00 Intro
4:43 Classifying ETH
17:50 ETH/BTC Collapse
33:39 ETH Revenues
44:35 Blue-Money Gospel
53:44 What ETH Needs
1:10:08 ETH Internet Bond Narrative
1:19:49 Final Thoughts------
RESOURCESSam Kazemian
https://x.com/samkazemianBlue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull?
25 april 2025 · 1 uur 19 min
This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss. Lees meer
------
📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM
https://bankless.cc/WalletConnect------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES0:00 Intro
0:47 Are we still in a bull market?
3:01 Ryan’s unplugging
5:35 Ryan’s last 90-days
https://x.com/ryansadams/status/191511543750504905524:50 Bankless’s choices moving forward
https://x.com/TrustlessState/status/191431254889721900632:58 Markets since Ryan’s break
40:35 Trump’s memecoin
48:31 Bitcoin Strategic Reserve
52:34 $LIBRA memecoin
1:03:29 Contentcoins, Zora, & Jesse
1:16:39 Ethereum pivot & Bitcoin decoupling
1:18:18 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
66% of Wall Street is Already in DeFi | Paradigm’s 2025 Survey with Dan Robinson & Justin Slaughter
24 april 2025 · 51 min
In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter. Lees meer
We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS0:00 Intro
7:10 What Constitutes a TradFi Firm
10:13 TradFi Firms with Defi
12:16 What's Exciting about this Report?
13:53 Stablecoins, Tokenization & More
18:54 Public Blockchains & TradFi?
21:05 “Tokenize The World” Moment?
27:47 TradFi’s Long-Term Outlook
33:19 The Formal Rejection of Private Blockchains
38:31 What’s Left for Regulation &Compliance
45:04 DeFi vs TradFi
48:07 User Value
50:55 Closing & Disclaimers------
RESOURCESParadigm Report
https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-financeDan Robinson
https://x.com/danrobinsonJustin Slaughter
https://x.com/JBSDCParadigm
https://x.com/paradigm------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is Ethereum Back on Track? | Jon Charbonneau & @0xBreadguy
23 april 2025 · 1 uur 28 min
Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1. Lees meer
They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy------
📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM
https://bankless.cc/WalletConnect------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES0:00 Intro
5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode
https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito
https://x.com/TrustlessState/status/1914402754891559253
https://x.com/TrustlessState/status/191433049790529979027:56 Unichain or Ethereum L1 is DeFi?
https://x.com/TrustlessState/status/191363350020642820135:07 Making the L1 competitive while keeping L2s happy
44:38 L2s Parasitic?
48:49 Bitcoin Roadmap Bread vs. Jon
57:09 Decline of the ETH price & all asset prices overpriced?
1:05:02 ETH/BTC growth slowdown reason
1:13:35 The politics side of the conversation
1:19:05 What Bread & Jon are excited about
1:26:49 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ethereum’s Strategic Pivot: The Plan it Needs to Win
21 april 2025 · 1 uur 20 min
Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around. Lees meer
They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS00:00:00 Intro
00:05:42 Top Problems with Ethereum
00:12:33 Lack of Growth in Ethereum Layer 1
00:27:49 Ethereum’s Roadmap Dilemma
00:38:08 Layer 1 Scaling Progress
00:39:08 Ethereum L1’s Value Proposition to L2s
00:48:44 Base and Native Rollups Explained
00:57:25 Canonical EVM in a Rollup World
01:01:26 Vitalik’s Vision for L1 Scaling
01:05:59 ZK Scaling Becomes Real
01:08:12 Fast Block Times and DeFi
01:16:59 The Evolving Ethereum Core Culture
01:22:38 Other Interesting Changes
01:26:41 Ethereum’s Direction Feels Different Now
01:30:09 Closing and Disclosure------
RESOURCESDankrad Feist
https://x.com/dankradAnsgar Dietrichs
https://x.com/adietrichsMike Ippolito
https://x.com/MikeIppolito_------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Ethereum L1 Comeback | MegaETH Testnet | Base Token Chaos | OHM Crash | WalletConnect Token
18 april 2025 · 1 uur 5 min
This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss. Lees meer
Bread: https://x.com/0xBreadguy
MegaETH: https://x.com/megaeth_labs
Modern Market: https://x.com/modernmarket_------
📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM
https://bankless.cc/WalletConnect------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES0:00 Intro
1:20 Bread’s Arc
3:17 MegaETH & Testnet
8:46 Noise
13:31 Wen MegaETH Mainnet?
16:59 Ethereum Strategic Pivot?
39:25 Base Tokenized Content Drama
49:59 $OM Mantra Token Dump
59:28 Raydium’s LaunchLab
1:03:38 Bread’s Upcoming Excitement
1:04:31 Closing & Disclaimers------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI ROLLUP: This Changes Everything | ChatGPT's Memory Update Just Blew Our Minds
17 april 2025 · 1 uur 12 min
OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence. Lees meer
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale------
📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM
https://bankless.cc/WalletConnect------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES00:00:00 OpenAI’s HUGE Announcement
https://x.com/openai/status/1910378774727623024?s=46
https://x.com/cryptopunk7213/status/1910728919113736380
00:10:23 The Final Data Set
https://x.com/theannagat/status/1912209931073433907?s=46
https://x.com/nearcyan/status/1910796767626686951?s=46
https://x.com/dbarabander/status/191040218258914541100:16:10 Falling In Love With AI
https://www.instagram.com/p/DHwWc6RiH2P/
00:23:05 Open AI To Replace Apple
00:31:10 The All Knowing Intelligence
00:37:12 Agents Overtake Minecraft
https://x.com/kimmonismus/status/1912415676331168147?s=46
00:44:50 Pets As Humans?
https://x.com/venturetwins/status/1911113662607315035
00:46:18 We Can Talk To Dolphins
https://blog.google/technology/ai/dolphingemma/
00:48:33 Google Agent To Agent
https://x.com/omarsar0/status/1909977142311690320?s=46
https://x.com/i/status/1912123283954389172
01:00:01 GPT 4.1
https://x.com/_mohansolo/status/191184317989854…
-
Is Donald Trump Unwinding the Global Order?
15 april 2025 · 46 min
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium Lees meer------
Donald Trump is attempting something no leader has done before—unwind the global economic order.In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market.
From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era.
------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🌐SELF | PROVE YOURSELF
https://bankless.cc/Self🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS0:00 Intro
4:20 Trump Unwinding Global Order?
13:39 Emerging Market Paradigm
21:51 All-In Debate
26:22 Manufacturing Jobs
31:55 Trump Vibe Based President?
35:41 90-Day Tariff Pause Signal
38:41 Centralizing U.S. Supply Chain
40:54 Where Rana Finds Signal & Crypto
45:16 Closing & Disclaimers------
RESOURCESRana Foroohar
https://x.com/RanaForooharAmerica the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23Stephen Miran’s A User's Guide to Restructuring the Global Trading System
https://x.com/SteveMiran/status/1856745675943207362------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Unraveling of the Global Order? | Rana Foroohar
15 april 2025 · 46 min
Donald Trump is attempting something no leader has done before—unwind the global economic order. Lees meer
In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market.
From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
------
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🌐SELF | PROVE YOURSELF
https://bankless.cc/Self
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex
------
TIMESTAMPS
0:00 Intro
4:20 Trump Unwinding Global Order?
13:39 Emerging Market Paradigm
21:51 All-In Debate
26:22 Manufacturing Jobs
31:55 Trump Vibe Based President?
35:41 90-Day Tariff Pause Signal
38:41 Centralizing U.S. Supply Chain
40:54 Where Rana Finds Signal & Crypto
45:16 Closing & Disclaimers
------
RESOURCES
Rana Foroohar
https://x.com/RanaForoohar
America the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23
Stephen Miran’s A User's Guide to Restructuring the Global Trading System
https://x.com/SteveMiran/status/1856745675943207362
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Stablecoin Gold Rush: A $200 Trillion Opportunity | Rob Hadick
14 april 2025 · 1 uur 5 min
Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution. Lees meer
In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up.
From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.
------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
------
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex
------
TIMESTAMPS
0:00 Intro
5:08 Why Stablecoins?
6:50 The Stablecoin Train
20:26 Stablecoin Network Effects
22:55 Stablecoin Payments: Who Actually Wins?
26:51 Orchestration Layers
41:53 Stablecoin Blockchains
52:53 Stablecoin Singularity
56:03 Traditional Banks
59:38 Non-USD Stablecoins
1:02:05 How Many Stablecoins?
1:05:03 Circle IPO
1:09:32 Closing & Disclaimers
------
RESOURCES
Rob Hadick
https://x.com/hadickm
Stablecoin Payments: Who Actually Wins?
https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Trump Tariff Whiplash | China Trade War | Inflation Jitters | Paul Atkins New SEC Chair | MegaETH Testnet
11 april 2025 · 1 uur 4 min
This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss. Lees meer
Follow Haseeb on X:
https://x.com/hosseeb------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex------
TIMESTAMPS & RESOURCES0:00 Intro
0:44 What has happened since Liberation Day?
https://x.com/tier10k/status/1910020421870637132
https://x.com/Birdyword/status/1910364014825070652
https://polymarket.com/event/us-recession-in-202531:17 Inflation
https://x.com/intocryptoverse/status/191031105822222758641:49 Paul Atkins confirmed as the new SEC chair
https://x.com/Cointelegraph/status/191011796723030061345:43 ETH/BTC Ratio & Crypto VC Funding
https://x.com/pet3rpan_/status/191034567328895805258:36 MegaETH released its testnet
https://x.com/megaeth_labs/status/1903099481874153880
https://x.com/0xBreadguy/status/19096197444557417091:03:05 Closing & Disclosures
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures