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Is DeFi Illegal Now? Tornado Cash Case Update | Jake Chervinsky
8 oktober 2024 · 1 uur 28 min
Today Jake Chervinsky is back on the podcast to discuss Tornado Cash developer Roman Storm's court case and its implications on DeFi and the crypto industry. Lees meer
Could DeFi be made illegal in the United States? Are DeFi developers going to be prosecuted if criminals use their code? Is it just DeFi? What other sectors could be at risk?
The answers to these and many other questions are discussed in today’s episode.
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TIMESTAMPS0:00 Intro
4:44 Roman Storm’s Case
12:52 Is DeFi at Risk?
18:20 The Ruling & Its Implications
21:29 Money Transmission Explained
25:52 Roman Storm’s Arrest
30:54 Are All DeFi Protocols At Risk?
36:17 Prosecution of Privacy
43:11 What This Ruling Means & What’s Next
48:41 Best & Worst Case Scenario
53:11 Other Sectors At Risk
57:35 Other Cases
1:03:48 Totalitarian Nightmare
1:08:21 SEC Updates
1:12:00 US Election 2024
1:17:30 Geofencing
1:23:21 Are We Winning & Conclusion------
RESOURCESJake Chervinsky
https://x.com/jchervinskyJake Chervinsky’s Tweet
https://x.com/jchervinsky/status/1839412423096467753A Practical Guide to Geofencing
https://variant.fund/articles/practical-guide-to-geofencing/Defend Roman Storm
https://juicebox.money/@defend-roman-storm------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Very Serious Impact of Misinformation | Nico Perrino
7 oktober 2024 · 1 uur 29 min
In this episode, we sit down with Nico Perrino, a leading advocate for free speech and individual rights, currently serving at the Foundation for Individual Rights and Expression (FIRE). Nico shares his views on the increasing government control over digital speech, the role of social media, and how misinformation and disinformation are shaping our society. Lees meer
We dive deep into the debate around censorship, the dangers of having a "Ministry of Truth," and the future implications of AI on free speech. Whether it’s the growing concerns about misinformation or the battle between government intervention and freedom of expression, Nico gives us a fresh perspective on navigating these complex issues.
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TIMESTAMPS0:00 Intro
2:46 Nico Perino: Free Speech Advocate Introduction
3:17 Social Media Misinformation & AI Concerns
7:14 Debating 1984 & Ministry of Truth
11:49 Misinformation, Fractured Sources, & Consensus
16:36 John Kerry on Governance & Free Speech
21:56 Fractured Truth: Media Referees & COVID
23:26 Morlocks Trap: Conspiracy Theories and Control
24:23 Misinformation Amplified by Algorithms & Bias
32:56 AI as a Tool for Finding Truth
36:59 Misinformation vs. Disinformation
39:58 The Pavel Durov Case
46:50 Comparing Telegram & Apple Encryption Cases
48:05 Brazil's Ban on X & VPN Penalties
52:58 Balkanization of the Internet and Free Speech
56:10 UK Online Safety Act
59:46 Global Misinformation … -
ROLLUP: World War Threat | North Korean Hackers | Vitalik Roadmap Updates | Visa Platform On Ethereum
4 oktober 2024 · 59 min
In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa’s new fiat tokenization platform on Ethereum. Plus, don’t miss details on the upcoming Kain vs. David fight at Permissionless!
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TIMESTAMPS & Resources00:00 War And Crypto
https://x.com/PeterKwoba2/status/1841177421179183405
https://x.com/lexfridman/status/1841253627190517785
https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/
https://x.com/legendarygainz_/status/1840733999930413127
https://x.com/VitalikButerin/status/184094441699719597408:49 Markets
https://pro.kraken.com/app/trade/btc-usd
https://farside.co.uk/btc/
https://x.com/NateGeraci/status/1840036803404800018
https://www.coingecko.com/en/global-charts12:26 L2 Update
https://l2beat.com/scaling/summary
https://www.growthepie.xyz/chains/ethereum
https://www.coingecko.com/17:57 Rate Cuts
https://x.com/Cointelegraph/status/184081920987989645522:58 Tornado Cash Updates
https://x.com/BanklessHQ/status/1839408070524547246
https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial
https://x.com/jchervinsky/status/1839478184808460325
https://juicebox.money/@defend-r… -
CFTC vs. Uniswap, Prediction Markets, & Crypto | Commissioner Summer Mersinger
3 oktober 2024 · 1 uur 22 min
In this episode, we speak with CFTC Commissioner Summer Mersinger about the rapidly changing world of cryptocurrency regulation. Commissioner Mersinger provides a detailed look at the differences between the CFTC and SEC, their roles in overseeing digital assets, and how the regulatory landscape is evolving with DeFi and crypto markets. She discusses the CFTC’s recent dissent in the Uniswap case, the challenges of classifying assets as commodities or securities, and the implications of U.S. regulations on the global crypto industry. Lees meer
Whether you're a crypto enthusiast, a DeFi developer, or just curious about how the U.S. government is approaching these new technologies, this episode offers invaluable insights into the future of crypto regulation.
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TIMESTAMPS0:00 Intro
5:20 Commissioner Mersinger
8:20 CFTC vs. SEC Regulation Differences
9:44 Assets: Commodities vs. Securities
21:59 Consensus on Digital Assets as Commodities
26:03 CFTC vs. SEC Rivalry Dynamics
28:25 Bureaucracy a Feature or Bug?
29:34 Overregulation in Crypto: CFTC vs. SEC
36:15 Uniswap Case: CFTC Enforcement Action
47:41 The Regulatory Paradox of Decentralized Finance
1:00:09 CFTC Enforcement Decision-Making Process
1:02:02 Addressing Crypto Prediction markets in crypto
1:15:08 Engagement for Productive Crypto Future
1:19:52 Continuing engagement and conversation… -
Where is Ethereum Headed? | Mike Ippolito & Mike Neuder
1 oktober 2024 · 1 uur 18 min
The exploration of the Ethereum Roadmap continues. Lees meer
Today on the show we’re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we’re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.
We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!
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TIMESTAMPS0:00 Intro
7:29 The Essence of the Argument
17:50 Ethereum and Rollups
33:00 Ethereum’s Schism
40:23 Value Accrual
59:30 Nation State Resistance
1:04:52 The Bull Case for Crypto
1:10:03 What Will Take
1:16:25 Closing & Disclaimers------
RESOURCESMike Ippolito
https://x.com/mikeippolitoMike Neuder
https://x.com/mikeneuder------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Defending Crypto to the Middle-Class American | Austin Campbell
30 september 2024 · 1 uur 37 min
Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system. Lees meer
Today’s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He’s here to show why the middle class should care about the future of finance.
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🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-austin-campbell-interview------
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TIMESTAMPS0:00 Intro
5:18 Austin’s Tweet Defending Crypto
13:55 How the Banking System Works
23:19 Who Manages Bank Risk?
32:37 Depositor Bailouts
41:36 Stablecoin Solution?
59:51 Stablecoin Impact on Banks
1:06:44 U.S. Payments Outdated?
1:10:15 Global Implications of Crypto Adoption
1:17:46 U.S. Regulatory Stance on Crypto
1:24:55 Anti-crypto Policy Motivation
1:32:13 Austin's Advice to Crypto Community
1:35:22 Closing & Disclaimers------
RESOURCESAustin Campbell
https://x.com/CampbellJAustinMust Read Threads
https://x.com/CampbellJAustin/status/1817590780879397114
https://x.com/CampbellJAustin/status/1821591319816581469
https://x.com/campbelljaustin/status/1823362155984388226------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: China's $500B Stimulus | Kamala's Pro-Crypto Pivot? | Gary Gets Grilled | EIGEN Unlock Incoming
27 september 2024 · 1 uur 9 min
This week we break down China’s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets.
Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0’s legal implications. Plus, Eigenlayer’s token unlock is finally here after months of non-transferability. We’ll also dive into the key moments from Solana’s Breakpoint Conference. Buckle up. Lees meer------
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TIMESTAMPS & Resources00:00:00 Kamala's Pivot?
https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan
https://twitter.com/standwithcrypto/status/1838327263953326469
https://x.com/EleanorTerrett/status/1839041447007342919
https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg
https://x.com/TrustlessState/status/1838578494462189990
https://x.com/mcuban/status/1838667484905578704?s=46
https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men
https://x.com/Zachary/status/183926065161456884500:14:17 Markets
https://pro.kraken.com/app/trade/btc-usd00:16:39 ETH Options Approved
https://x.com/EricBalchunas/status/1837240128588169587
https://x.com/kellyjgreer/status/182416813663728891200:19:16 Movers Of The Week
https://www.coingecko.com/… -
Crypto & The Democrats | Rep. Ro Khanna
25 september 2024 · 43 min
Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today’s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward. Lees meer
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TIMESTAMPS0:00 Intro
6:08 Harris vs. Trump Debate Reaction
8:58 Kamala Admin's Crypto Silence
11:27 Pro-Crypto Meetings with Democrats
17:01 Biden, Warren, & Crypto Stances
21:43 Future of Crypto Under Harris?
24:09 Ideal Democratic Crypto Policy
27:37 Kamala's Plans for Gary Gensler
28:37 Crypto Advocates in the DNC
30:43 Convincing Undecided Democrats on Crypto
33:27 Future of DeFi Regulation
34:58 Explaining DeFi Benefits to Democrats
37:50 Educating on Crypto's Transparency
39:55 Crypto Voter Dilemma: Harris vs. Trump
42:18 Closing & Disclosures------
RESOURCESRep. Ro Khanna
https://x.com/reprokhanna------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In Defense of The Ethereum Roadmap | Mike Neuder
23 september 2024 · 1 uur 20 min
Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents. Lees meer
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
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TIMESTAMPS0:00 Intro
6:06 Why is the ETH Roadmap Great
12:38 Ethereum’s North Star
17:12 Property Rights
28:14 Rollups
33:20 Rollup Stages
47:38 Data Availability
1:06:25 Value Accrual for ETH
1:15:33 ETH as Money
1:21:35 Closing Thoughts------
RESOURCESMike Neuder
https://x.com/mikeneuderMike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesisMax Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0UKyle Samani Pod
https://www.youtube.com/watch?v=7CMMLdVrtFE------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Rate Cuts Price Savior? | Trump’s DeFi Project | Vitalik’s Documentary
20 september 2024 · 1 uur 2 min
The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited? Lees meer
Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token.
We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street.
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TIMESTAMPS & RESOURCES00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/183547353802881466706:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/183677955699845943610:55 Total MKT Cap
https://www.coingecko.com/en/global-charts11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703
https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html18:57 Cut Reactions
https://x.com/TimDuy/status/1836154346045870391
https://x.com/coinbase/status/1836470341063053572
https://x.com/RyanSAdams/status/1836795960321585388
https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/
https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/Jamie1Coutts/status/1836192104722370930
https://www.tradingview.com/chart/1RYLG2gC/?symbol=NAS… -
Fed Rate Cut: Is It Too Late? | Macro Alf
18 september 2024 · 1 uur 15 min
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next? Lees meer
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?We discuss all this and more with Macro Alf, one of the top minds in macro out there.
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TIMESTAMPS0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts------
RESOURCESMaro Alf
https://x.com/MacroAlfAlf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewformThe MacroCompass
https://themacrocompass.org/Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Refuting L2 Fud & State of Arbitrum | Steven Goldfeder
17 september 2024 · 1 uur 9 min
Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD. Lees meer
Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.
In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.
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TIMESTAMPS0:00 Intro
4:01 L1 vs. L2 Relationship
10:45 Use Cases of the L1 vs. L2s
18:56 Fastest Blockchain
20:05 Decentralization Priority
25:15 Sequencer Debate
33:06 Arbitrum x Espresso
38:02 Optimistic Rollups Capturing Ethereum Governance?
41:58 What Does Arbitrum Want From the L1
45:21 Increasing Block Times?
49:17 Arbitrum Ecosystem
52:21 How Does Stylus Work?
57:22 Web2 Devs Now Web3 Devs
1:03:02 Arbitrum’s Next 10x
1:08:17 Closing & Disclaimers------
RESOURCESSteven Goldfeder
https://x.com/sgoldfed------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What Are BlackRock’s Crypto Plans? | Robbie Mitchnick Head Digital Assets at Blackrock
16 september 2024 · 1 uur 2 min
That’s right, Bankless Nation, BlackRock on the podcast today. Lees meer
BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.
But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.
We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.
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✨ Mint the episode on Zora ✨
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TIMESTAMPS0:00 Intro
5:36 What is BlackRock?
7:33 BlackRock’s Crypto Arc
14:42 Digital Assets Team
17:01 BlackRock Bitcoin ETF
20:33 Investor Education
22:48 Narratives
24:58 Risk Management
34:04 Regulatory Environment
38:27 The Future of ETFs
42:30 Tokenization
51:00 What Needs to be Built
54:26 The State of DeFi
57:03 BlackRock’s Crypto Mission
1:00:44 Closing & Disclaimers------
RESOURCESRobbie
https://x.com/robbiemitchnickBlackrock
https://x.com/BlackRock------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: The Debate | 1st DeFi Congress Hearing | ENS joins PayPal/Venmo | Coinbase’s cbBTC
13 september 2024 · 59 min
This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go? Lees meer
Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.
Plus, did we see “war mode” Vitalik this week?
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TIMESTAMPS & RESOURCES0:00 Intro
5:21 Markets
https://farside.co.uk/?p=1518
https://x.com/biancoresearch/status/1832806811088638440
https://x.com/matt_hougan/status/1833149076722081906
https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/
https://www.tradingview.c om/symbols/FRED-WALCL/
https://x.com/sonyasunkim/status/183211473232695727418:02 House lawmakers ended up divided in 1st Congressional DeFi hearing
https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354
https://x.com/fund_defi/status/1833556632027955694
https://x.com/coinage_media/status/1833593592373243915
https://x.com/NeerajKA/status/1833530974212387228
https://x.com/rohangrey/status/1833543531228762323
https://x.com/jchervinsky/status/183355701702345952627:29 The Debate - they didn’t mention crypto!
https://x.com/CNN/status/1833703753179857334
https://x.com/erikvoorhees/status/1833705605045051850
http… -
Will AI Kill Democracy? | Yuval Noah Harari
12 september 2024 · 1 uur 32 min
Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus. Lees meer
We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-yuval-noah-harari-interview------
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TIMESTAMPS
00:00:00 Start
00:08:07 The World of Information Networks
00:10:59 Truth vs Information
00:21:28 Tribal Consequences
00:25:05 Naive View Of Information
00:34:27 Populist View Of Information
00:44:54 Inventing New Mechanisms
00:53:33 A Brief History Of Information Networks
00:58:43 The Most Successful Story Ever Told
01:05:13 Story vs Information Network
01:12:29 Story Of Debt Clay Tablets
01:14:53 Entering the Age Of AI
01:20:50 Self Correcting Mechanisms
01:25:35 The Potential Of Crypto------
RESOURCESYuval: https://www.ynharari.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Where’s the ETH Bottom? | Ben Cowen
10 september 2024 · 1 uur 34 min
When is this all going to reverse? Lees meer
That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.
The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:
- Are crypto 4 year cycles dead?
- What’s next for ETH/BTC?
- How’s Ben positioning his portfolio for what’s coming?Except to learn that and much more.
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TIMESTAMPS0:00 Intro
5:33 Where Are We?
7:44 4 Year Cycles
22:52 ETH/BTC Ratio
29:28 ETH Price Analysis
37:55 Blue Chips vs Altcoins
55:32 ETH/BTC Final Equilibrium
1:01:11 Idiosyncratic Events
1:13:34 The Flippening
1:16:23 The Bull Market
1:20:58 2026
1:25:00 Presidential Election
1:27:30 Ben’s Portfolio
1:32:08 Closing Thoughts------
RESOURCESBen Cowen
https://x.com/intocryptoverseBen Cowen on YouTube
https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Peter Schiff Hates Bitcoin & The Bull Case for Gold
9 september 2024 · 1 uur 40 min
Why does Bitcoin sucks and is inferior to Gold? Lees meer
Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.
He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-peter-schiff-interview------
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TIMESTAMPS0:00 Intro
7:07 What is Money?
15:05 Why is Gold the Apex Money?
27:59 Gold vs. Bitcoin Custody
36:27 Gold in The Internet Age
43:08 Gold as a Productive Asset
49:30 Gold vs. Bitcoin Demographics
53:90 Can Gold be Disrupted?
1:04:20 Should we Abolish The Federal Reserve?
1:13:33 Is the Stock Market Overpriced?
1:20:09 Principles to Grow Wealth
1:25:30 Steelmanning Crypto
1:36:17 Closing & Disclaimers------
RESOURCESPeter Schiff
https://x.com/PeterSchiffPeter Schiff Youtube
https://www.youtube.com/@peterschiffSchiffGold
https://www.schiffgold.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Trump’s DeFi Project | CFTC vs. Uniswap | Brazil Bans Twitter | Coinbase AI | Polymarket & Bloomberg
6 september 2024 · 1 uur
This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators? Lees meer
Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?
Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.
On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.
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------
TIMESTAMPS & RESOURCES0:00 Intro
2:03 Markets
https://x.com/Negentropic_/status/1830685688662040961
https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/
https://x.com/RyanSAdams/status/1831316995691671641
https://x.com/Fiskantes/status/1831302629651042637
https://x.com/SplitCapital/status/1831317921089642915
https://x.com/iamDCinvestor/status/183131826736714549218:30 Trump revealed more about his DeFi project, World Liberty Financial!
https://www.worldlibertyfinancial.com/
https://x.com/realDonaldTrump/status/1829141447087648796
https://x.com/lex_node/status/1831084542377206220
https://x.com/lex_node/status/1831105068952961399
https://x.com/nic__carter/status/18311… -
Is the Ethereum Roadmap Off Track? | Max Resnick
4 september 2024 · 1 uur 27 min
Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it? Lees meer
We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.
Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-max-resnick-interview------
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TIMESTAMPS0:00 Intro
5:08 Max’s Contrarian Take
12:20 The State of Rollups
17:59 Are L2s Extensions of Ethereum?
27:52 What Needs to Change
44:33 Based Rollups
50:05 The Holy Grail Blockchain
59:02 Scaling the L1
1:05:29 Max’s Incentives
1:09:53 Why Not Solana?
1:14:06 Navigating ETH’s Roadmap
1:18:05 ETH: The Asset
1:22:15 Value Capture
1:23:58 Call to Action
1:26:43 Closing & Disclaimers------
RESOURCESMax Resnick
https://x.com/MaxResnick1Max Resnick Holy Grail Blockchain Tweet
https://x.com/MaxResnick1/status/1826630256008331301------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
U.S. Strategic BTC Reserve - The BITCOIN Act | Senator Cynthia Lummis
2 september 2024 · 53 min
U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications. Lees meer
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🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-cynthia-lummis-interview------
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TIMESTAMPS0:00 Intro
6:40 The Bitcoin Act
10:01 Gold to Digital Gold
15:01 U.S. Strategic Reserves
18:00 U.S. Discretion in Selling Forfeited Bitcoin
20:44 Is Bitcoin Ready for Federal Reserve Backing?
23:24 Bitcoin Adoption to Tackle U.S. Debt
28:17 Bitcoin's Potential Impact
33:15 Being First in Bitcoin Strategic Reserves
39:22 Pros vs. Cons of Bitcoin Strategic Reserves
49:08 Bipartisan Prospects and Democratic Silence
53:52 Conservative Support vs. Liberal Adoption
56:30 Trump vs. Harris on Crypto Legislation------
RESOURCESSenator Cynthia Lummis
https://x.com/SenLummisThe Bitcoin Act
https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/
https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Multi-Proposers & The Future Of Ethereum
1 september 2024 · 1 uur 56 min
In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap. Lees meer
This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.
------
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https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS
00:00:00 Start
00:05:14 Intro To Our Guests
00:09:21 Proposer Builder Seperation
00:12:39 Stepping Forward vs Patching
00:19:35 Getting Rid Of MEV?
00:26:35 Inclusion Lists
00:40:14 What is Braid?
00:50:43 The Bear Case
01:06:37 Vitalik's Take
01:10:53 The Benefits of Braid
01:20:28 L2 Centric Roadmap Changes?
01:36:26 How's Rust Going?
01:44:49 Other Exciting Roadmap Updates
01:57:52 Call To Action------
RESOURCESGeorgios: https://x.com/gakonst
Max: https://x.com/MaxResnick1
Charlie: https://x.com/_charlienoyes
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Ethereum Foundation Sells $100M? | Telegram Founder Arrested | SEC Targets Opensea
30 augustus 2024 · 1 uur 18 min
Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it?
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https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS & RESOURCES
00:00:00 Start00:02:22 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.growthepie.xyz/fundamentals/total-value-locked00:06:23 Rate Cuts Incoming
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm
https://x.com/RyanSAdams/status/182915625906250157400:08:41 Stablecoin ATH
https://defillama.com/stablecoins
https://x.com/PayPal/status/182816180220898546200:13:14 When Pump?
https://x.com/2xdog/status/1826460239090385028/photo/100:18:42 Telegram Founder Arrested
https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=1900:21:01 What Are The Charges?
https://x.com/Cointelegraph/status/1828915121823068476
https://x.com/RyanSAdams/status/182812230304703332700:24:03 Encryption
00:27:47 Takes On This Issue
https://x.com/EmmanuelMacron/status/1828077245606342672
https://x.com/VitalikButerin/status/1827602680388239582
https://x.com/Kasparov63/status/1827819652535489007
https://x.com/NoelleInMadrid/status/182779899301712724300:30:45 TON's Re…
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How Crypto Is Transforming Argentina's Economy
29 augustus 2024 · 1 uur 27 min
Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution. Lees meer
The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.
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TIMESTAMPS
00:00:00 Start
00:16:37 Intro and Market Size
00:26:49 Demographics
00:30:29 Why isn't everyone using stablecoins?
00:37:14 Custody and Trust
00:42:29 Creating Crypto Power Users
00:49:08 Preferred Way Of Growing Wealth
00:55:28 Dealing With Competition
01:03:10 Building Under the Argentine Laws
01:12:21 Javier Milei
01:18:12 Crypto's Future In Argentina------
RESOURCES
Marcelo Cavazzoli - https://x.com/lemoncheliFederico Ogue - https://x.com/fedeogue
Manuel Beaudroit - https://x.com/mbeaudroit
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How Crypto Fixes U.S. Debt | Fmr Speaker Paul Ryan
28 augustus 2024 · 1 uur 2 min
It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as:
- America’s debt crisis
- The potential loss of the U.S. reserve currency status
- How crypto could help the U.S. stay ahead of China
- Why the left is anti-crypto
- Crypto under a Trump vs. Kamala’s administration Lees meerThis episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.
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TIMESTAMPS0:00 Intro
5:11 Why Politics Are Messier
7:36 Being Speaker of the House
11:27 Paul’s WSJ Stablecoin Op-Ed
16:47 Paul’s Intro to Crypto
18:54 U.S. Debt Crisis
26:05 Losing Reserve Currency
28:29 CBDCs vs. Stablecoins
38:06 KYC Stablecoins & Legislation
43:27 Anti-Crypto Army
46:16 Is the Left Anti-Crypto?
51:03 Right vs. Left Crypto Adoption
55:50 Kamala vs. Trump
58:49 Advice to Bankless Listeners
1:01:18 Closing & Disclaimers------
RESOURCESPaul Ryan
https://x.com/speakerryanWSJ Article
https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why is ETH Down So Bad this Cycle? | Kyle Samani
26 augustus 2024 · 1 uur 19 min
SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad? Lees meer
Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.
This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-kyle-samani-interview------
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https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS0:00 Intro
5:40 Ethereum in a Vacuum
10:10 ETH Vs. BTC
25:50 Broken Layer2 Interoperability
34:46 Value Capture
51:46 What Needs to Change
55:23 Decentralization
1:06:34 Solana
1:12:25 Steelmanning Ethereum
1:17:49 Closing & Disclaimers------
RESOURCESKyle Samani
https://x.com/KyleSamaniMulticoin Capital
https://multicoin.capital/Paths To Tens Of Trillions Blog Post
https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: TRON's Massive Win | Dems Ignore Crypto | The $20M McDonalds Scam | Vitalik's Bull Post
23 augustus 2024 · 59 min
Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars. Lees meer
What's causing this big spike and... why?
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TIMESTAMPS & RESOURCES00:00 David's New Fighting Opponent
https://x.com/Permissionless/status/182624577809823792305:35 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/09:17 Tron Taking Over?
https://www.coingecko.com/en/coins/tron14:57 Fear vs Greed In Markets
https://x.com/Barchart/status/1825970627011817561
https://www.coinglass.com/pro/i/FearGreedIndex19:53 Dems 2024 Platform Release
https://x.com/BitcoinMagazine/status/1825571943891792289
https://x.com/RyanSAdams/status/1825620753783345308
https://x.com/RyanSAdams/status/1825625975528501711
https://x.com/RyanSAdams/status/1825619465339351144
https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/
https://x.com/RyanSAdams/status/182561890468673963032:36 Trump Onchain
https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes
https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html
https://opensea.io/collection/trump-digital-trading-cards39:02 Optimism Disabled Fraud P…
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Mega ETH vs Monad | Super Fast Ethereum
21 augustus 2024 · 1 uur 35 min
Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast. Lees meer
We answer:
1 - Which is faster, more decentralized, and more censorship-resistant?
2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?
3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?------
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https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
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TIMESTAMPS
00:00:00 Start
00:05:48 Intro To Monad
00:11:47 How Does Monad Fit Into Ethereum?
00:14:08 What is Mega ETH?
00:18:31 Similarites and Differences
00:21:38 Architectual Impact
00:28:58 Decentralization - Monad
00:34:56 Decentralization - Mega
00:39:43 Who's More Decentralized?
00:49:27 In Summary
00:57:24 Software Effeciency
01:06:50 Monolithic vs Modular
01:15:11 Community
01:28:37 Why Choose The EVM?
01:33:07 When Mainnet?------
RESOURCESLei Yang: https://x.com/yangl1996
Keone Hon: https://x.com/keoneHD
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave
20 augustus 2024 · 1 uur 31 min
In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos. Lees meer
From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
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TIMESTAMPS0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who’s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan’s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What’s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis’s Dad & Crypto
1:29:30 Closing & Disclosures------
RESOURCESLouis
https://x.com/gave_vincent
https://web.gavekal.com/
https://evergreengavekal.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Trump is Pro-Crypto | David Bailey
19 augustus 2024 · 1 uur 7 min
How in the world did Trump pivot to Pro-Crypto? Lees meer
David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.
We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.
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TIMESTAMPS0:00 Intro
6:51 Bitcoin 2024
10:43 Donald Trump
31:42 Trump’s Crypto Policies
47:44 Kamala Harris
54:26 Trump vs Kamala
1:01:15 The Bitcoin Idea
1:06:14 Closing & Disclaimers------
RESOURCESDavid Bailey
https://x.com/DavidFBaileyBitcoin Media
https://b.tc/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Bull Market Price Predictions With Ledger
17 augustus 2024 · 1 uur
Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward? Lees meer
We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.
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TIMESTAMPS00:00 Start
05:37 BTC Dominance
11:04 Market Vibe Check
16:11 Price Discovery?
23:57 ETH BTC Ratio
30:28 Narrative Winds
40:24 Relative Weakness
46:01 Trading Strategy
48:54 DeFi Summer Breakout
52:43 Looking Forward------
RESOURCESLedger: https://x.com/ledgerstatus
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Kamala Crypto Pivot? | USDC iPhone Tap-to-Pay | WBTC Drama? | Superchain Soon?
16 augustus 2024 · 1 uur 17 min
This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto—could it be too late? Polymarket gives her a 10% chance against Trump. Lees meer
Jeremy Allaire hinted at Tap to Pay with USDC on iPhones—coming soon?
BitGo’s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows—how can we support them?
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TIMESTAMPS & RESOURCES0:00 Intro
1:26 Argentina
https://x.com/TrustlessState/status/1823437363898392792
https://x.com/smpalladino/status/1823476661473698063
https://x.com/TrustlessState/status/18234015361455149596:55 Markets
https://dune.com/hildobby/btc-etfs
https://dune.com/hildobby/eth-etfs
https://farside.;0co.uk/?p=1518
https://x.com/sassal0x/status/1823265107310219469
https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85
https://x.com/kellyjgreer/status/182387199149067513714:25 Memecoin Metrics
https://x.com/Adam_Tehc/status/1822411899843047651
https://x.com/TrustlessState/status/1822649650706563180
https://x.com/econoar/status/1822652061353468169
https://x.com/cobie/status/182268597482202777023:12 Can Crypto Get Kamala to Pivot?
https://x.com/Polymar… -
Nate Silver: SBF, The 2024 Election, & Prediction Markets
13 augustus 2024 · 1 uur 18 min
Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker—fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us. Lees meer
Nate is not just a respected analyst; he's one of us—a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today’s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents.
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📣DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-nate-silver-interview------
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TIMESTAMPS0:00 Intro
5:32 Nate is one of us
7:56 Nate’s POV on crypto
11:07 ‘The River’
17:35 ‘The Village’
19:15 Riverian & Villager conflict
25:38 Is the River better?
34:16 Sam Bankman-Fried
52:23 Sam Altman
59:13 Prediction markets & Polymarket
1:06:56 2024 election predictions
1:09:01 Riverian’s betting Trump?
1:10:50 How do we navigate this?
1:15:09 Advice for the crypto industry
1:16:38 Closing & Disclaimers----…
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What is Robinhood Doing in Crypto? | Co-Founder Vlad Tenev
12 augustus 2024 · 1 uur 16 min
Robinhood is the world’s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next? Lees meer
In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They’re increasingly investing in crypto and we felt it was important to know their plans.
We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood’s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more.
------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-vlad-tenev-interview------
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TIMESTAMPS0:00 Intro
6:35 Why Crypto
12:28 Robinhood Consumer Base
15:45 The Crypto Transition
24:52 Bitstamp Acquisition
34:10 Robinhood Wallet
40:43 Robinhood L2?
45:11 Payments
53:09 Robinhood vs SEC
1:04:29 Orderflow Business Model
1:11:05 Current Crypto Cycle
1:14:06 Vlad’s Vision
1:15:20 Closing & Disclaimers------
RESOURCESVlad Tenev
https://x.com/vladtenevRobinhood Crypto
https://robinhood.com/eu/en/about/crypto/Robinhood Credit Card
https://robinhood.com/creditcard/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Crazy Markets Week | Prediction Markets Bad? | Zora Release | More Gensler Ls | Trump’s DeFi Sons
9 augustus 2024 · 59 min
This week in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over? Lees meer
Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L’s?
Zora’s latest release promises to shake up the NFT world.
And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…?
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https://bankless.cc/CartesiGovernance🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
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TIMESTAMPS & RESOURCES0:00 Intro
2:50 What happened to markets?
https://x.com/dougboneparth/status/1820448580290724222
https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html
https://x.com/KobeissiLetter/status/1819753746202546478
https://x.com/radarhits/status/1820091232770572794
https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/
https://x.com/WatcherGuru/status/1820554001450258522
https://x.com/KobeissiLetter/status/182089773314358520911:27 What happened since Monday
https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/
https://x.com/peruvian_bull/status/1820999796334981126
https://x.com/NickTimiraos/status/1821532870529396989
https://x.com/Polymarket/status/1820869310119662035
https://x.com/KobeissiLetter/status/182087057209344829914:31 Bankless Episodes - Livestream & Tom Le…
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Macro Expert Tom Lee | What's Next For Markets?
7 augustus 2024 · 49 min
In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over?
Our guest, Tom Lee, doesn’t think so. Lees meerWe aim to answer several key questions:
Why did markets take a hit on Monday? Is there more pain to come?
Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?And finally, Tom's Price Predictions.
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https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS
00:00 Intro
04:51 Welcome Tom Lee
09:39 How Bad Was This Really?
13:12 Is It Over?
19:22 What Happens Next?
22:22 Carry Trade Risk
23:52 The Recession Case
28:00 Comparing To The Past
31:35 Why Tom Was Right
36:05 Wall St Temp Check
40:42 BTC And ETH Price Predictions
43:14 Election Impact------
RESOURCESTom on X: https://x.com/fundstrat
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Live: Did This Crypto Cycle Just Come To An End?
6 augustus 2024 · 1 uur 7 min
What on earth is going on with markets around the world?!
We break it all down live on stream. What just happened, what does it mean, and where we go from here.
------ Lees meer🍵MATCHA | NEW PRICING ENGINE
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/uniswap⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
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------
TIMESTAMPS
00:00:00 What Just Happened?
00:07:57 Explaining The Yen Carry Trade
00:12:08 Crypto Charts
00:24:13 What About ETFs?
00:29:02 How Did DeFi Hold Up?
00:35:35 LRT Ecosystem
00:38:23 Price Guesses
00:49:00 Monetary Policy Updates
00:55:00 Buffett Is Dumping
00:55:46 Bullish Setup?
01:00:17 Positioning Yourself------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Your Constitutional Right to Crypto | Richard Jackson
5 augustus 2024 · 1 uur 47 min
Do we have a right to own crypto assets? Lees meer
We brought the perfect guest that walks us through the Constitution and the Bill of Rights in order to make the case for our already existent constitutional right to Crypto.
Richard is the Deputy AG for the State of Oklahoma for Technology & Digital Assets. He’s an economist at heart, turned legal and crypto native, working to make Oklahoma the most crypto friendly state in the union.
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https://bankless.cc/CartesiGovernance🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
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TIMESTAMPS0:00 Intro
7:47 Constitution 101
11:08 The Bill of Rights
16:51 The Right to Crypto
30:23 1st Amendment
42:29 2nd Amendment
50:29 4th Amendment
1:02:20 5th Amendment
1:11:54 3rd Amendment
1:18:51 9th & 10th Amendment
1:27:00 6th, 7th & 8th Amendment
1:30:12 How to Secure Our Rights
1:37:18 Why Fight in the US
1:43:16 The Oklahoma Case
1:46:18 Closing & Disclaimers------
RESOURCESRichard Jackson
https://x.com/RickJacksonOK------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Record ETF Flows, Up or Down? | Trump's New Crypto Policy | California Going Onchain?
2 augustus 2024 · 1 uur 18 min
At The Bitcoin Conference in Nashville, Trump delivered a speech that resonated big time with the crypto community. What was it that he said to generate the loudest cheer? Lees meer
Meanwhile, ETF flows continue unabated, with ETH seeing its first day of net inflows coinciding with BTC’s first net outflows in some time – is this a coincidence or just noise?
And finally, California is transitioning car title transfers to... Avalanche?
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🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
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------ «
TIMESTAMPS & RESOURCES
00:00:00 Intro
00:02:24 ETF Flows
https://dune.com/hildobby/btc-etfs
https://x.com/JSeyff/status/1818268093656822054
https://dune.com/hildobby/eth-etfs
https://x.com/NateGeraci/status/1818471523801317679
https://farside.co.uk/?p=997
00:14:41 ETH Flag Over Wall St
https://x.com/NateGeraci/status/1816620919353483273
https://x.com/MacroScope17/status/1816847251894911315
00:17:49 L2 Update
https://l2beat.com/scaling/summary
00:22:39 Fed Keeps Rates Steady
https://www.cnbc.com/2024/07/31/fed-rate-decision-july-2024.html
00:30:17 Trump At Bitcoin Nashville
https://x.com/saylor/status/1817916450880802892
https://x.com/VentureCoinist/status/1817306455441043734
00:37:19 Unpacking The Trump Speech
https://x.com/nic__carter/status/1817301604627796119
00:40:22 RFK's Speech
https://x.com/VentureCoinist/status/1817255603087249638
https://x.com/…
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China vs. The Dollar | Diana Choyleva
31 juli 2024 · 1 uur 10 min
China’s decoupling from the Dollar. Are we on the brink of using the yuan as the new global currency, or will crypto take the spotlight? Lees meer
We’ve explored crypto’s role in disrupting the global monetary order before, but there’s another force that’s going to have just as much of an impact…some would say much more. China!
What does it look like when the world’s 2nd largest economy dedollarizes? That’s what we explore on today’s episode with China expert and economist Diana Choyleva. Towards the end, Diana also reveals her eye-opening prediction about a potential US-China conflict over Taiwan.
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TIMESTAMPS0:00 Intro
7:17 Is China Really De-Dollarizing?
10:16 Is De-Dollarizing A Priority?
14:14 China’s Objective & Progress?
16:04 Yuan as Unit Of Payment Or Store Of Value?
22:27 Usage and Progress From 2009?
25:34 US VS China Capital Market Difference
29:32 Motives Behind De-Dollarizing?
35:32 China’s Wants VS Actual Scenario
40:25 What Distant Future Looks Like?
47:41 China’s CBDC Plan, Issues & Expansion
55:13 China Participating In Crypto World?
57:50 China Using Treasury As Store of Value?
1:04:26 The Taiwan Conflict?
1:05:51 What If China Is Successful?
1:09:37 Closing and Disclosures------
RESOURCESDiana Choyleva
https://x.com/choyleva------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Suing The SEC | Jonathan Mann & Brian Frye
29 juli 2024 · 39 min
Jonathan Mann has been writing a song a day for 16 years and 211 days. Today, he and Brian Frye are suing the SEC. Lees meer
In today’s episode, Jonathan, better known as ‘Song a Day Man’ is joined by Brian Frye, a law professor at the University of Kentucky and NFT/security law expert.
Hear why Jonathan and Brian are suing the SEC, why this lawsuit is so important to the crypto industry as a whole, and what winning would mean for the future of our space.
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https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT
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------
TIMESTAMPS0:00 Intro
4:58 Background on Suing
7:34 Jonathan Mann’s Backstory
9:58 Why Brian Got Involved
13:28 The 101 of the Lawsuit
17:22 What Does Winning Do?
22:14 Game Theory
25:14 Fear & Songs a Day
27:18 Logistics of the Suit
32:31 How to Support
34:41 Closing------
RESOURCESJonathan Mann
https://x.com/songadaymann
https://x.com/songadaymann/status/1817959431206023653Brian Frye
https://x.com/brianlfrye
https://youtube.com/live/jo1ZuhuCVZE------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
“Why I’m Bullish” | Mike Novogratz
29 juli 2024 · 1 uur 11 min
The herd is coming, or is it already here? Lees meer
Mike Novogratz needs no introduction for long-time crypto natives. For those that are newer? Mike is a fund manager who was early to bitcoin, very early to ethereum, built an entire digital assets empire called Galaxy Digital and spent the last 10 years evangelizing crypto to Wall Street and more recently, to DC.
We cover how Crypto has evolved from 2014 to 2024, what’s Wall Street’s current perception of our industry, the recent ETH ETF launch, Politics and Macro. Mike also ends the episode giving extremely important advice for young investors so stay tuned.
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TIMESTAMPS0:00 Intro
4:46 The Herd is Here
14:49 What Changed
20:07 Crypto on Wall Street
32:39 ETH ETF
39:39 Politics
51:27 Macro Outlook
58:10 ETH Narratives
1:03:34 Advice for Youngsters
1:08:20 Galaxy
1:10:24 Closing & Disclaimers------
RESOURCESMike Novogratz
https://x.com/novogratzGalaxy
https://www.galaxy.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: ETFs Flop? | BTC on U.S. Balance Sheet? | Polymarket Booming | Japan Tanking Markets
26 juli 2024 · 1 uur 3 min
Bankless Friday Weekly Rollup
4th Week of July 2024 Lees meer------
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https://bankless.cc/uniswap⚡️ FUEL | EARN FUEL POINTS
https://bankless.cc/fuel⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku------
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------
TIMESTAMPS & RESOURCES00:00:00 Intro
00:02:15 Why Did Markets Nuke?
https://x.com/zerohedge/status/1816299674006855821
https://x.com/cburniske/status/1816304411892670769
https://x.com/RyanDetrick/status/1816323820032012345
https://pro.kraken.com/app/trade/btc-usd
https://x.com/BitcoinNewsCom/status/1815478479263043974
https://x.com/DavidLRipley/status/1815880303254323603
https://x.com/TrustlessState/status/1815713932453028059
https://pro.kraken.com/app/trade/eth-usd
https://www.coingecko.com/en/global-charts00:09:33 L2 Updates
https://x.com/JustDeauIt/status/1813634431804211426
https://x.com/JustDeauIt/status/1813634434782114299
https://x.com/JustDeauIt/status/1813634437885919679
https://x.com/JustDeauIt/status/181363444080935359600:11:56 Cycle Phase 2
https://imgur.com/a/UF8pspv
https://imgur.com/a/zGqV0iC
https://x.com/richwgalvin/status/1815174750668542279?s=4600:19:19 ETH ETF Results
https://x.com/NateGeraci/status/1815545262133399700
https://x.com/EricBalchunas/status/1815728515641213387/photo/1
https://x.com/EricBalchunas/status/1815747485505052950
https://x.com/JSeyff/status/1816061764926087481
https://x.com/JSeyff/status/1815958023317205232
https://x.com/EricBalchunas/status/1816077866208993653
https://x.com/EricBalchunas/status/1815890742457278751
https://x.com/… -
ETH ETFs Begin Trading | Matt Hougan
24 juli 2024 · 47 min
The ETH ETFs have officially launched, but wen $ETH moon? Lees meer
We saw $1.1B in volume and $100M in inflows yesterday. Is that good? When will this factor into price?
Matt Hougan, CIO of Bitwise joins Ryan and David midway through the show to go over the above and also how the ETH ETF launch went, predictions going forward, and much more.
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https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS & RESOURCES0:00 Intro
2:35 ETH ETF Launch
https://x.com/EricBalchunas/status/1815489137484722333
https://x.com/JSeyff/status/1815422061365305494
https://x.com/NateGeraci/status/1815487451726499864
https://x.com/Ashcryptoreal/status/1815677145810649151
https://x.com/JSeyff/status/1815737082129650047
https://x.com/RadarHits/status/1815674577726406748
https://x.com/JSeyff/status/1815737643948286104
https://x.com/BitwiseInvest/status/1815486131376370002
https://x.com/BitwiseInvest/status/1815716188447482341
https://x.com/QuintenFrancois/status/1815624631115460662
https://x.com/BitwiseInvest/status/1815486261337182504
https://x.com/VitalikButerin/status/18156975666146551586:44 Matt Hougan Interview
https://x.com/JSeyff/status/1815958023317205232
https://x.com/NateGeraci/status/1815885624467210263
https://x.com/JSeyff/status/181595802331720523233:02 Grayscale & Grayscale Minitrust: Wen Moon?
https://x.com/JSeyff/status/1814347183522754773
https://x.com/Grayscale/status/1815688403381531021
https://x.com/NateGeraci/status/181555692791860020938:40 Hildobby Dune Board WIP
https://dune.com/hildobby/eth-etfs39:31 Bitcoin ETF Flows
https://x.com/News_Of_Alpha/status/… -
Live: Eric Balchunas on The $ETH ETF Launch
24 juli 2024 · 37 min
The Ether spot ETF has officially started trading as of today July 23rd, 2024 marking a landmark day for Ethereum and crypto as a whole. We're going live today to discuss the magnitude of this moment and what it means for Ether the asset, and more broadly the entire crypto industry. This is a big deal and we're stoked to be sharing this moment live with the Bankless Nation. Lees meer
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https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS
00:00 Intro To Eric
02:53 $1B Daily Inflows
06:17 Mini ETH
08:13 What To Look For Next
12:25 #2 Launch Of All Time?
19:12 Pitching ETH To The World
24:08 ETH As A Tech Platform
27:43 Winners of BTC vs Winners of ETH ETFs
30:32 What To Watch------
RESOURCESEric Balchunas:
https://x.com/EricBalchunas------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Banks Suck, The Great Taking & How To Prepare | Mel Mattison
22 juli 2024 · 1 uur 54 min
Why do banks suck? Lees meer
Banks suck is the reason we started this bankless thing. Not that banks are all bad but they take too much and give to little. They need to be disrupted.
We brought Mel Mattison, author of Quoz, and he’s very clear on what’s wrong with banks.
They’ve become too centralized, unbalanced, short-sighted, corrupt. Power has tilted away from the people and into the hands of a central banking cabal. The relationship between sovereign governments and private banks has become an unholy alliance.
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TIMESTAMPS0:00 Intro
5:41 Quoz
8:15 Monetary History
19:13 History of Banks
29:27 Banks: The Good
42:17 Banks: The Bad
57:16 The Banking Cabal
1:12:55 The Central Bank Endgame
1:20:56 The Great Taking
1:33:12 How to Prepare
1:42:17 Crypto
1:52:43 Closing & Disclaimers------
RESOURCESMel Mattison
https://x.com/melmattison1Quoz
https://www.melmattison.com/quozThe Great Taking
https://books.google.pt/books/about/The_Great_Taking.html?id=JzSx0AEACAAJ&redir_esc=y------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Trump Pump | ETH ETF Next Week | Mt. Gox & Germany | Crypto Wars 2.0
19 juli 2024 · 1 uur 6 min
Bankless Friday Weekly Rollup
3rd Week of July 2024 Lees meer------
🍵MATCHA | NEW PRICING ENGINE
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https://bankless.cc/Arbitrum🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
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TIMESTAMPS & RESOURCES
0:00 Intro3:44 Politics and Crypto
https://www.cnbc.com/2024/07/15/bitcoin-jumps-as-markets-see-increased-odds-of-trump-victory.html
4:28 Trump selects JD Vance as his VP
https://truthsocial.com/@realDonaldTrump/posts/112792061935980928
https://nypost.com/2024/07/17/us-news/trump-picking-jd-vance-as-vp-is-big-for-the-bitcoin-crowd/
https://x.com/RyanSAdams/status/1812933662880514479
https://www.standwithcrypto.org/politicians/person/jd---vance
https://x.com/RyanSAdams/status/1812936021543149758
https://x.com/taylorjbarr/status/1812930126843126174
https://x.com/shayne_coplan/status/1812931244621000896
https://polymarket.com/
13:05 Trump considers Jamie Dimon as Treasury Secretary
https://x.com/WatcherGuru/status/1813666502526329035
13:59 Trump wants the US to beat China in the crypto race
https://www.theblock.co/post/305771/trump-wants-us-in-charge-of-crypto-before-china15:46 Vitalik released a Blogpost:
https://vitalik.eth.limo/general/2024/07/17/procrypto.html
https://x.com/RyanSAdams/status/1813596134020895138
https://x.com/valkenburgh/status/1813634877910319499
https://x.com/tusharjain_/status/1813663311591870495
https://x.com/jchervinsky/status/1813635524026048908
https://x.com/MarconiWight/status/181332057963170659825:02 MARKETS
L2 Update
Scroll TVL increased by 21.9% to $1.01B in the past 7 days
… -
Making America Pro-Crypto | Congressman French Hill
18 juli 2024 · 43 min
Bankless Nation, the question today is: Is the U.S. flipping pro-crypto? Lees meer
The United States has either been anti-crypto or neutral since the birth of Bitcoin. That’s starting to change. For the first time, we actually have momentum in D.C. There will be many battles ahead, but right now, crypto is making progress.
What would a pro-crypto America look like? What laws do we need to pass to get there? Who do we still need to convince, and how close are we?
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https://bankless.cc/Arbitrum🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
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TIMESTAMPS00:00 Intro
06:01 Trump's Assasination Attempt
09:28 Thought On VP Nominee JD Vance
12:59 Why is Crypto Important to You?
16:11 Legislation
20:36 Why Didn't Democrats Pivot?
23:32 SAB-121 Status Update
29:03 The Next Generation of Products
34:22 Gensler's SEC
36:52 Election Impact on Crypto------
RESOURCESRep French Hill
https://x.com/repfrenchhill
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau
17 juli 2024 · 1 uur 15 min
SOL is currently trading at an 83% discount to ETH - should it be? Lees meer
Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights.
In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market.
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TIMESTAMPS
00:00:00 Start
00:02:59 Are Fundamentals Having a Moment?
00:08:59 Solana's 83% Discount
00:12:11 Fundamentals Data
00:17:09 Fees, SOL vs ETH
00:19:52 Fee Generation & MEV
00:22:36 DEX Volume
00:25:31 Stablecoin Volume
00:28:08 Total Value Locked
00:31:49 Core Devs
00:34:50 Value Accrual
00:41:45 The Bull Case For Ether
00:49:22 Upcoming Catalysts
00:57:09 Qualitative Differences
00:59:40 Price: SOL vs ETH
01:04:10 Price Targets
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RESOURCES
Michael's Report: https://thedefireport.io/research/sol-discount-eth
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Not financ…
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Stocks Up & Crypto Flat...Why? | Jim Bianco
15 juli 2024 · 1 uur 34 min
Why are stocks up but crypto’s not? What happened to the bull market? Lees meer
Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.
We ask him:
- Are tech stocks in an AI bubble?
- Is crypto going to have its moment?
- How’s the U.S economy really doing?
- What are the next potential market movers?Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.
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https://bankless.cc/toku------
TIMESTAMPS0:00 Intro
5:28 Stocks Outperforming Crypto?
12:36 AI Bubble?
18:05 Buffet Indicator
22:57 Money Markets at ATH
28:21 Crypto ETFs
38:02 Tokenization
42:50 Crypto’s Political Shift
51:37 Crypto’s Pain Points
1:04:19 Inflation
1:12:07 Recession Coming?
1:22:05 Market Movers
1:26:37 Jim Bianco’s Portfolio
1:32:48 Closing & Disclaimers------
RESOURCESJim Bianco
https://x.com/biancoresearchBianco Research
https://www.biancoresearch.com/visitor-home/Bianco Research Advisors
https://www.biancoadvisors.com/Exponential
https://exponential.fi/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Stocks vs. Crypto | EthCC Recap | Trump BTC Conf Speaker | ETH Documentary Release
12 juli 2024 · 59 min
Bankless Friday Weekly Rollup
Second Week of July
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https://bankless.cc/Arbitrum🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku------
TIMESTAMPS & RESOURCES
00:00 Start03:18 ETH CC Vibes
https://x.com/TrustlessState/status/181104100896616059505:47 Vitalik Updates
https://x.com/ranjan3118/status/1810707552256327783
https://x.com/0xMichz/status/1810771333846028629?t=4WJ_G8nmaQfz2fbiB7ggeQ&s=19
https://www.theblock.co/post/304479/vitalik-buterin-pushes-for-ethereum-to-respond-to-51-attacks-in-a-more-automated-way08:53 Getting Robbed?
https://x.com/evanincrypto/status/181037792162812333310:09 Speaking of Crime...
https://x.com/_b33ts/status/181117187741679252810:45 Bankless ETHCC Meetup
https://x.com/BanklessHQ/status/181062998529800614811:21 Markets
https://x.com/caprioleio/status/1809146232104988817
https://x.com/ArkhamIntel/status/1810611088838279436
https://x.com/JoanaCotar/status/1808888782738911614
https://www.theblock.co/post/303911/bitstamp-mt-gox-bitcoin-asap-once-arrives15:09 Bullish Factors
https://x.com/jseyff/status/1809432981573865565?s=46
https://www.theblock.co/data/crypto-markets/bitcoin-etf
https://x.com/NateGeraci/status/181073166024745397618:18 ETH ETF Incoming
https://x.com/EricBalchunas/status/1810331280006861268
https://cointelegraph.com/news/ethereum-etf-launch-close-to-finish-line-bitwise-cco19:01 Grayscale ETHE
https://x.com/SGJohnsson/status/18104200325410…