Bankless

ROLLUP: War Returns, Markets Shrug | Saylor Sells | Robinhood Memecoins | Ethereum 3.0?

Fri, 10 Jul 2026 10:30:00 -0000

War with Iran is back, but markets barely blinked. Ryan and David unpack Saylor’s $216 million Bitcoin sale, whether it marked the bottom, Robinhood Chain’s memecoin breakout, and Vitalik’s “Ethereum 3.0” roadmap.

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TIMESTAMPS

0:00 Intro

3:12 Iran War Returns, Markets Shrug & Saylor Sells 3,588 BTC — Was That the Bottom?

https://x.com/DrEliDavid/status/2074781504757027087

https://x.com/saylor/status/2074101854875656316

https://www.bankless.com/read/how-strategy-can-sell-billions-in-bitcoin

https://x.com/rob_e89rtosmit/status/2074484772622172307

20:17 Robinhood Chain’s First Hit: Memecoins

https://x.com/vladtenev/status/2074695821896065360

https://x.com/haydenzadams/status/2075062776473546979

https://www.coindesk.com/tech/2026/07/09/cashcat-trader-turns-usd800-into-over-usd1-million-on-robinhood-s-brand-new-blockchain

https://dune.com/entropy_advisors/robinhood-chain-network-overview

28:17 Ethereum 3.0? Vitalik’s New Strawmap

https://x.com/VitalikButerin/status/2073459000398463446

https://strawmap.org

https://x.com/r2Jamong/status/2074053557284982925

https://x.com/barnabemonnot/status/2073708226701328474

https://x.com/dankrad/status/2073532475431887354

https://x.com/DefiIgnas/status/2073480431887056958

45:46 JPMorgan’s $700M Ethereum Fund & Paradigm Fundraise

https://cryptobriefing.com/jpmorgan-jltxx-tokenized-money-market-fund-surges-250-percent/

https://x.com/TradingProtocol/status/2074383012939141407

https://x.com/matthuang/status/2074873573983035801

53:13 The Fight for 24/7 Markets & David’s Portfolio Check-In

https://x.com/jchervinsky/status/2075230297134645744

https://x.com/econoar/status/2075056773724062031

https://x.com/rambo_xbt/status/2075192964259672434

https://x.com/TrustlessState/status/2062122936790581520

1:04:00 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

How Hyperliquid Becomes the Backend for ALL of Finance | Tushar Jain

Tue, 07 Jul 2026 10:30:00 -0000

Multicoin provides investment advice to certain private fund clients that own HYPE tokens discussed herein and stands to gain in the event that the price of the token increases.
Multicoin's HYPE valuation report discussed in this podcast can be found as a link in the show notes.
Any trading discussion is for informational purposes only and is not a recommendation to engage in derivatives, leverage, or any specific trading strategy.

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Hyperliquid is already one of crypto’s biggest perp stories, but Multicoin’s Tushar Jain thinks the market may still be looking at it too narrowly. In this episode, David sits down with Tushar to unpack the deeper thesis: portfolio margining as the hidden unlock, HIP3 and builder codes as the path to platformization, real traction versus farmed volume, and why HYPE’s value-capture model is unusually direct for crypto.

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TIMESTAMPS

0:00 Intro
1:50 Perps Get TradFi’s Attention
3:17 More Than a Perp DEX
6:29 Why Portfolio Margining Matters
11:13 HIP3 and Permissionless Market Creation
13:47 Hyperliquid Becomes a Platform
19:54 The On-Ramp Question
21:36 Perps Are Not the Whole Thesis
28:04 Cash Flow as the Credibility Signal
33:05 Valuation Multiples and Lighter
34:36 Multicoin’s HYPE Framework
42:05 Token Value Capture
43:34 Unlocks, Wealth, and Team Motivation
48:30 The US Perps Question
52:27 Does Hyperliquid Need to Come Onshore?
54:32 The Final Bull Case

---
RESOURCES

Tushar Jain
https://x.com/tushar_jain

Multicoin's Hype Analysis and Valuation report can be found here:
https://multicoin.capital/2026/06/25/hyperliquid-hype-analysis-and-valuation/
The report includes important disclosures concerning the data and assumptions by Multicoin discussed today.
Multicoin may have interests in companies mentioned during the episode.

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

The Rise of Robinhood Chain: Tokenized Stocks, Perps, and 27M Users | Johann Kerbrat

Mon, 06 Jul 2026 10:30:00 -0000

Robinhood Chain is live, and it may be one of the clearest signs yet that traditional finance is moving onto Ethereum rails. Johann Kerbrat, VP of Crypto at Robinhood, joins David to unpack the launch of tokenized stocks, USDG yield through Morpho, regulated and crypto-native perps, the Lighter integration, and why Robinhood Wallet is being built for the billions of people who have never used crypto before.

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TIMESTAMPS

0:00 Intro
1:45 Robinhood Chain Goes Live
2:45 Robinhood’s 15-Product Crypto Push
5:47 Tokenized Stocks on Robinhood Chain
11:32 USDG Yield and Robinhood Earn
16:19 Perps Across Robinhood, Bitstamp, and Lighter
19:44 The Lighter Partnership
23:12 Will Robinhood and DeFi Converge?
27:15 Why Robinhood Chose Arbitrum
28:40 Building Crypto for Non-Crypto Users
31:36 How to Get Started on Robinhood Chain

---
RESOURCES

Johann Kerbrat
https://x.com/JohannKerbrat

---
Not financial or tax advice. See our investment disclosures here:
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ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul

Fri, 03 Jul 2026 10:30:00 -0000

Crypto looks bullish again, but the receipts are complicated. David and Ryan unpack OpenUSD’s USDC threat, Robinhood Chain’s tokenized stocks, Saylor’s hedge-fund pivot, Venice’s token dilemma, Cloudflare’s stablecoin payments, and Trump’s $1.4B crypto haul.

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---

TIMESTAMPS & RESOURCES

0:00 Intro

2:37 Market Bounce + Fed Watch

https://x.com/KillaXBT/status/2072288076928266434

https://www.cnbc.com/2026/07/01/kevin-warsh-ecb-forum-live-updates.html

https://polymarket.com/event/fed-decision-in-july-181

https://thedefireport.io/research/52-of-the-btc-supply-is-now-in-the-red

https://x.com/Geiger_Capital/status/2072660106035028395

8:37 Strategy’s Digital Credit Capital Framework

https://x.com/saylor/status/2071565162377568377

https://x.com/Strategy/status/2071565225699004761

16:37 The Rise of Robinhood Chain

https://x.com/RobinhoodApp/status/2072390893181481419

https://x.com/charliekerr/status/2072477658802217187

https://x.com/EntropyAdvisors/thread/2072395320752050212

https://x.com/trent_vanepps/status/2072405895313588351

https://x.com/Lighter_xyz/status/2072394977729040722

https://x.com/Lighter_xyz/status/2072401925094441109

26:10 Venice AI Becomes a Unicorn

https://techcrunch.com/2026/07/01/venice-ai-becomes-a-unicorn-with-65m-series-a-as-its-privacy-first-ai-platform-takes-off/

https://x.com/ErikVoorhees/status/2072326370206581037

https://x.com/ErikVoorhees/status/2072336126912630921

https://x.com/MikeIppolito_/status/2072353260795572281

https://x.com/ChainLinkGod/status/2072378849921577306

https://x.com/CosimoCapital/status/2072450958270050394

35:07 OpenUSD vs USDC

https://joinopenstandard.com/blog/introducing-open-usd/

https://x.com/stripe/status/2071948464762618051

https://x.com/jerallaire/status/2072252803163255179

https://x.com/lorenzoark/status/2071997238713127404

https://x.com/HadickM/thread/2072286093744234864

https://x.com/koeppelmann/status/2071961529671418065

https://x.com/paoloardoino/status/2071982330915225771

46:10 Ethereum Institutional Launches

https://x.com/ethereuminsti/status/2072304960142729373

https://www.ethereuminstitutional.org/

https://x.com/fundstrat/status/2072318453248094708

https://x.com/Sharplink/status/2072307000298397834

https://x.com/ethlabs_org/status/2072326438594748921

49:03 Trump’s $1.4B Crypto Disclosure

https://x.com/aggrnews/status/2072059335081967812

https://x.com/AC360/status/2072128334666879070

https://x.com/business/status/2072069350060617837

54:28 Solana Memecoin Revival

https://x.com/TrustlessState/status/2072653822283874481

https://www.coingecko.com/en/coins/the-black-bull

https://x.com/Adam_Tehc/status/2072183263893065930

https://polymarket.com/event/what-price-will-ansem-hit-in-2026

59:20 Cloudflare x402 Stablecoin Payments

https://blog.cloudflare.com/monetization-gateway/

https://youtu.be/TKVY4hVAd9g

1:02:08 Meme of the Week

https://x.com/pubity/status/2072436231284072635

https://x.com/FoxNews/status/2072357302942752993

https://x.com/RidazLp2/status/2072563280602927377/photo/4

1:03:35 Closing & Disclosures

---

Not financial or tax advice. See our investment disclosures here:

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How Ondo Is Bringing Stocks and Perps Onchain | Ian De Bode

Thu, 02 Jul 2026 10:30:00 -0000

The stock market is starting to move onchain, and Ondo is one of the teams building the rails. Ian De Bode joins David to explain how Ondo brought tokenized SpaceX stock to Ethereum minutes after trading began, why tokenized equities need real market liquidity instead of shallow DEX pools, and how Ondo Perps could unlock a new generation of RWA trading by using tokenized stocks as collateral.

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TIMESTAMPS

0:00 Ondo’s RWA Moment
1:17 How SpaceX Stock Hit Ethereum in Minutes
2:57 What Actually Backs a Tokenized Stock?
4:49 The Onchain and Offchain Market Machine
10:29 Where the Demand Comes From
12:46 The Most Popular Tokenized Stocks
14:54 Why Perps Need Better Collateral
20:46 New Strategies for Onchain Asset Management
25:02 The Next 12 to 18 Months
26:14 How Big Can Perps Get?
28:46 Offshore Versus Onshore Perp Markets
32:05 Inside Ondo Perps
36:24 Why Not Build on Hyperliquid?
37:49 Launch Timeline and Early Demand
39:48 Will Wall Street Incumbents Compete or Help?
43:52 Ondo’s 2026 Roadmap
45:22 Remembering Nathan Allman

---
RESOURCES

Ian De Bode
https://x.com/iandebode

---
Not financial or tax advice. See our investment disclosures here:
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Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

Wed, 01 Jul 2026 10:30:00 -0000

Michael Saylor’s Strategy bought itself time, but did it actually solve the problem? David sits down with Jeff Dorman and Matt Walsh to unpack Strategy’s increasingly complex capital structure, why $STRC and MSTR are now fighting for oxygen, whether Saylor may need to sell Bitcoin, and why the company is starting to look less like a levered BTC play and more like an actively managed hedge fund.

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TIMESTAMPS

0:00 Intro

2:30 Can Stretch Return to 100?

4:00 Explaining the New Framework

4:43 Can the Capital Stack Coexist?

6:39 Refunding the Converts

8:32 MNAV Near the Breaking Point

11:15 Option Value or Investor Betrayal

15:37 Legal Risk and Retail Exposure

19:52 Buying Time, Not Solving It

22:20 Scenario Odds After the Pivot

24:54 Sell Bitcoin or Wait

28:59 M&A as a New Path

34:13 Temporary Relief, Future Crash

36:21 Slow Bleed, Not Bankruptcy

40:58 Bitcoin Needs a Bigger Narrative

46:56 Would Jeff Buy Stretch?

48:26 Is the Model Actually Genius?

52:09 Closing & Disclaimers

---

RESOURCES

Matt Walsh

https://x.com/MattWalshInBos

Jeff Dorman

https://x.com/jdorman81

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Ethlabs: The New Org to Make Ethereum Win | Ansgar & Caspar

Mon, 29 Jun 2026 10:30:00 -0000

Ethereum has a new R&D lab, and its mission is blunt: make Ethereum and ETH win. In this episode, David sits down with Ansgar and Caspar, two co-founders of Ethlabs, to unpack why the organization exists, how it complements the Ethereum Foundation, and what it means to put Ethereum back on offense.

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TIMESTAMPS

0:00 What is Ethlabs?
2:35 The EF Narrows Its Mission
9:30 Putting Points on the Board
13:06 Principles Need Users
14:53 ETH the Asset and Ethereum the Network
17:33 Scaling, Interop, and Growth Workstreams
22:52 The Talent Behind Ethlabs
25:27 What a New Organization Unlocks
27:53 Pro Markets, Pro Growth, Pro ETH
30:51 The Trillion Dollar ETH Question
37:07 Who Steers Ethereum?
39:55 Shared Vision, Different Path
45:13 Funding Ethlabs
51:54 Hiring for Ethlabs
54:24 Ethereum’s Long Arc
58:14 What Comes First

---
RESOURCES

Ansgar Dietrichs
https://x.com/adietrichs

Caspar Schwarz-Schilling
https://x.com/casparschwa

Ethlabs
https://ethlabs.org/

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Not financial or tax advice. See our investment disclosures here:
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ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Fri, 26 Jun 2026 11:00:00 -0000

Markets are bleeding as Bitcoin breaks below $60K and Strategy faces its biggest test yet. Ryan and David unpack Saylor’s three-way squeeze, ETH Labs vs. the EF reset, quantum timelines moving up, and Illinois’ new crypto tax.

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TIMESTAMPS

0:00 Intro

3:35 Bitcoin Below $60K and Strategy’s 3 Body Problem
https://www.tradingview.com/chart/KZYJV3ef/
https://www.strategy.com/
https://x.com/saylor/status/2069028571880845340
https://x.com/saylor/status/2069682624956612731
https://x.com/Pentosh1/status/2069797143917855024
https://x.com/jdorman81/status/2067616073479078386
https://x.com/jdorman81/status/2069857950202835258
https://x.com/ki_young_ju/status/2069646523668033833
https://x.com/PeterSchiff/status/2070146847692185798
https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027

17:59 ETH, Stocks, South Korea Selloff, and the AI Trade

20:59 Why Crypto Is Down: AI Attention, Debasement Pause, and the 4-Year Cycle

27:06 Mover of the Week: $CARDS and Pokemon Cards as RWAs
https://www.coingecko.com/en/coins/collector-crypt

31:32 Ethereum’s Center of Gravity Shifts: EF Cuts and ETH Labs
https://x.com/VitalikButerin/status/2069431500035023121
https://blog.ethereum.org/2026/06/23/ef-structure
https://x.com/aerugoettinea/status/2069017140846330107
https://x.com/tkstanczak/status/2069454499509596582
https://x.com/bobbyong/status/2069965817882755342
https://x.com/ethlabs_org/status/2069104073245159573
https://ethlabs.org/thesis.html
https://x.com/TrustlessState/status/2069110440903196810
https://x.com/trent_vanepps/status/2067593124398989551

51:50 White House Quantum EO: Are Crypto Timelines Moving Up?
https://x.com/WhiteHouse/status/2069154174818754759
https://x.com/projecteleven/status/2069151681015627881
https://x.com/drakefjustin/status/2061793725299224676

57:25 Illinois Passes a 0.2% Crypto Transaction Tax
https://x.com/0xBeaconLayer/status/2069120528238121154
https://x.com/manwithadogg/status/2069158605664756205
https://x.com/DarrenBaileyIL/status/2070149517102469527

59:50 Portfolio Check and Crypto Bottom Watch

---
Not financial or tax advice. See our investment disclosures here:
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AI, Surveillance, and the Fight for Digital Sovereignty | Near's Illia Polosukhin

Tue, 23 Jun 2026 10:30:00 -0000

What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR co-founder Illia Polosukhin joins David to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign.

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---

TIMESTAMPS

0:00 Intro

3:47 Pandora’s Box Opens

6:03 AI Meets Government

7:16 Decentralizing the Stack

8:51 Why Ban Fable?

11:18 Internet Balkanization

13:57 KYC for AI?

18:43 Nationalized Models

21:07 Building Private AI

26:30 Agent Marketplace

30:26 User-Owned Alignment

35:28 Winning Against Giants

40:19 Regulation Fuels Crypto

42:24 Global AI Adoption

45:05 Compute Is the Bottleneck

49:00 Enterprise Use Cases

51:39 Confidential TVL Explained

55:25 Full Sovereign Mode

---

RESOURCES

Illia Polosukhin

https://x.com/ilblackdragon

Near Protocol

https://www.near.org/

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

"The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes

Mon, 22 Jun 2026 10:30:00 -0000

Arthur Hayes is back on Bankless, and he’s taking the W off the table. After selling HYPE, NEAR and ZEC, Arthur walks through why the AI trade started to look less asymmetric, why oil and geopolitics may still be the bear case no one wants to price, and why ETH may offer one of the cleaner setups in crypto today. Then the conversation turns bigger: AI capex, circular revenue, China’s cheap models, GPU depreciation, and the moment Arthur thinks the Fed discovers it can’t print Moore’s Law.

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---
TIMESTAMPS

0:00 Why Arthur Sold HYPE, NEAR and ZEC
4:26 The AI Trade Starts to Look Crowded
6:25 How Arthur Is Positioned Now
7:15 Crypto’s Strange Market Dispersion
11:09 Oil, Iran and the Fake-Out Risk
14:16 Why the Iran Deal May Not Be Durable
17:29 Can AI Survive Higher Oil?
21:20 The AI Bubble Thesis
26:11 China’s Cheap AI Threat
30:38 The Credit Event Arthur Is Watching
35:51 The 2028 Perfect Storm
39:45 Why AI Is Draining Crypto’s Bull Market
44:28 Arthur on Inventing Perps
48:11 Why Perps Could Eat Wall Street
51:18 Socialized Loss Explained
53:21 Onshore vs Offshore Perps
55:50 Why Hyperliquid Can Flip Binance
56:30 The Perp Inventor Does Not Use Leverage

---
RESOURCES

Arthur Hayes
https://x.com/CryptoHayes

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

ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

Fri, 19 Jun 2026 10:30:00 -0000

Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps may be crypto’s next real growth engine.

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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---

TIMESTAMPS & RESOURCES

0:00 Intro

3:07 Equities Up, Crypto Down: STRC Stress

https://x.com/PeterSchiff/status/2067629492214829114

https://x.com/zackvoell/status/2067628541257429213

https://x.com/R89Capital/status/2067608064627491009

https://x.com/jdorman81/status/2067616073479078386

11:21 First FOMC with Kevin Warsh

https://www.businessinsider.com/kevin-warsh-first-fomc-fed-meeting-interest-rates-2026-6

16:35 SpaceX Becomes One of the World’s Most Valuable Companies

25:43 Mover of the Month: JTO

31:01 Coinbase System Update

https://www.coinbase.com/blog/system-update-take-control-of-your-money-with-coinbase

https://x.com/oost_marcel/status/2067268725883981841

https://x.com/coinbase/status/2066890566667796530

https://www.theblock.co/post/405012/coinbase-unveils-system-update-unlocking-an-ai-advisor-global-unified-liquidity-options-trading-and-more

37:42 Anchorage Brings Hyperliquid to Institutions

https://x.com/nathanmccauley/status/2066906951464947966

46:23 Blockworks Acquires Messari

https://x.com/blockworks/status/2065468327120576863

50:40 UK Moves to Ban Social Media for Children

https://x.com/keir_starmer/status/2066458640010158571

57:50 Polymarket World Cup Trade

https://polymarket.com/sports/world-cup/bracket

https://polymarket.com/event/world-cup-winner

59:50 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

How Re is Rebuilding the $1T Reinsurance Market with Stablecoins | Karn Saroya & Avichal Garg

Thu, 18 Jun 2026 10:30:00 -0000

Re is bringing the $1T reinsurance market onchain. Founder Karn Saroya and Electric Capital’s Avichal Garg join David to unpack how stablecoins can become a new capital source for insurance, why real-world reinsurance may offer crypto’s missing “real yield,” and how Re is using Ethereum, smart contracts, and AI to compete with legacy giants like Lloyd’s of London, Munich Re, and Swiss Re. They also discuss the RE token, the future of onchain capital markets, and why stablecoins could become the backbone of a new financial system.

---

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🌐BRIX | EMERGING MARKET YIELD

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 Intro

2:13 Blockchain Reinsurance Edge

4:12 Stablecoin Capital Markets

9:17 Efficiency Beats Incumbents

13:02 Rewiring Insurance Plumbing

16:24 Durable Startup Advantage

23:26 Reinsurance Market Size

30:09 How Reinsurance Pays

32:42 Capital Stack Mechanics

35:52 Leverage and Yield

40:02 What $RE Tracks

41:34 Tranche Yields

42:36 Productive Capital Returns

44:47 Looping the Receipts

48:01 $RE Token Governance

51:26 Roadmap to a Billion

52:13 Onchain Adoption Ahead

56:02 The DeFi Mullet Future

---

RESOURCES

https://re.xyz/home

Karn Saroya

https://x.com/karnsaroya

Avichal Garg

https://x.com/avichal

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Why The Pokémon Card Market Is Blowing Up | Andy8052

Wed, 17 Jun 2026 10:30:00 -0000

Pokemon cards are suddenly one of the hottest markets in collectibles. But why now, and what does it have to do with crypto? Andy8052 joins David to break down the rise of digital pack-opening platforms, the nostalgia-driven bull case for Pokémon, why grading companies have a stranglehold on the market, and how millions of dollars of real-world cards are slowly moving onchain. Are tokenized collectibles the next NFT comeback story, or just another frothy mania?

---

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🦊 METAMASK | DOWNLOAD NOW

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🌐BRIX | EMERGING MARKET YIELD

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 NFTs to Pokémon Cards

2:59 Why Pokémon Is Hot

8:13 Nostalgia Meets Disposable Income

11:56 Brands, Influencers, and Hype

15:06 Pricing the Cards

16:21 Grading and Market Bottlenecks

22:16 Why Cards Still Aren't On-Chain

30:06 Inside Monster Strategy

34:40 Market Consolidation Ahead

35:42 Vaults, Shipping, and Logistics

38:13 Kids, Parents, and Collecting

40:45 Nostalgia Is the Real Bull Case

43:45 Where to Find Andy

44:35 Tokenized Cards and Stablecoins

---

RESOURCES

Andy8052

https://x.com/andy8052

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Perps Are Coming Onshore | CFTC Chairman Mike Selig

Mon, 15 Jun 2026 10:30:00 -0000

Perps are coming onshore. CFTC Chairman Mike Selig joins David to unpack the first U.S.-regulated Bitcoin perpetual futures contract, the end of regulation by enforcement, and what comes next for Coinbase, Kalshi, Kraken, Gemini, Hyperliquid, Lighter, and the broader U.S. perp market. They also discuss which assets could list next, how U.S. leverage will differ from offshore exchanges, and why equity perps, RWAs, and 24/7 trading may be the next frontier of American finance.

---

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🦊 METAMASK | DOWNLOAD NOW

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 Intro

3:32 Self-Certified Crypto Contracts

7:08 Chasing the U.S. Perps Market

9:00 Bringing Liquidity Onshore

10:18 U.S. Market Guardrails

12:44 Blockchain Transparency Advantage

19:17 Hyperliquid and Onchain Perps

23:09 Real-World Asset Perps

24:38 Equity Perps & SEC

26:35 Incumbents Versus Disruptors

31:28 Derivatives Dominating Crypto

33:16 Perps Are Just Beginning

---

RESOURCES

CFTC Chair Mike Selig

https://x.com/ChairmanSelig

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

ROLLUP: One More Dip? | Saylor Sold | IPO Season | Ethereum vs ETH

Fri, 12 Jun 2026 10:30:00 -0000

Bitcoin is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. Ryan and David unpack whether crypto has one more drop left, what trillion-dollar IPOs reveal about broken capital markets, and why their ETH debate may be the real fight for Ethereum’s future.

---
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🦊 METAMASK | DOWNLOAD NOW

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:07 Markets

https://x.com/aggrnews/status/2063954465678410121

https://www.coindesk.com/markets/2026/06/01/analysts-agree-strategy-s-bitcoin-sale-was-immaterial-differ-on-future-signals

https://imgur.com/SDyYiQS

https://x.com/WatcherGuru/status/2063964293478101014

https://x.com/zoomerfied/status/2062288919853490553

https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-announces-pricing-of-upsized-series-a-perpetual-preferred-stock-offering-302792359.html

https://thedefiant.io/news/tradfi-and-fintech/bitmine-files-300m-preferred-stock-offering-9-5-yield-eth-treasury

https://www.coindesk.com/business/2026/06/03/tom-lee-s-bitmine-to-offer-preferred-stock-with-9-5-dividend-seeking-to-raise-usd300-million

https://imgur.com/tvIDofV

https://x.com/KobeissiLetter/status/2065049515384582205

https://polymarket.com/event/fed-rate-hike-in-2026

https://fred.stlouisfed.org/graph/

https://www.theguardian.com/business/2026/jun/11/ecb-eurozone-interest-rates-iran-war-inflation

30:11 IPO Season

https://app.lighter.xyz/trade/SPACEX

https://app.lighter.xyz/trade/ANTHROPIC

https://app.lighter.xyz/trade/OPENAI

36:29 Bankless Guys Are Fighting

https://x.com/steweycrypto/status/2062796930326094216

https://x.com/RyanSAdams/status/2062598415482245528

https://x.com/TrustlessState/status/2062599824491372906

https://x.com/RyanSAdams/status/2062612677466202281

https://x.com/TrustlessState/status/2062644365533622705

https://x.com/RyanSAdams/status/2062669134614466707

https://x.com/TrustlessState/status/2062674368195686809

https://x.com/RyanSAdams/status/2062745848673427471

https://x.com/Tommyb631/status/2062613008304451756

55:39 Morpho Flips Aave

https://morpho.org/blog/morpho-association-raises-175m-to-build-the-open-credit-network-for-the-world/

https://x.com/0xLouisT/status/2063963380000407881

58:04 ZEC Vulnerability & Jason Calacanis’ Crypto-to-AI Tweet

https://x.com/Jason/status/2064083020257055193

coindesk.com/.../zcash-plummets-30-as-developer-reveals-a-major-bug

forum.zcashcommunity.com/.../orchard-counterfeiting-vulnerability

1:02:55 Hester Peirce Almost Out

https://x.com/hesterpeirce/status/2064768651488608612

https://www.sec.gov/newsroom/speeches-statements/peirce-remarks-chamber-commerce-capital-markets-summit-060926

1:06:03 World Cup Starts

https://polymarket.com/event/world-cup-winner

1:07:26 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Is $LIT Cheap? | Will Price and Flip

Tue, 09 Jun 2026 10:30:00 -0000

Hyperliquid has become the breakout perp exchange of crypto. But is the market missing its biggest competitor? Delphi’s Flip and DeFi investor Will Price join David to make the case for Lighter, a ZK-powered Ethereum L2 with zero-fee retail trading, white-glove distribution, real-world asset perps, and a token buying back revenue at a surprising rate. Is LIT just a Hyperliquid beta trade, or is it one of the most underpriced bets in onchain finance?

---

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🌐BRIX | EMERGING MARKET YIELD

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 Intro

3:05 Why Lighter Is Different

5:32 ZK Rollup Advantages

6:46 Charging Traders, Not Retail

12:07 Fairness Without MEV

14:50 Why Hyperliquid Can’t Copy

18:03 Distribution Beyond Crypto

22:08 Latency & Flow Quality

26:50 Technical Edge Across the Stack

30:31 RWAs & Pre-IPO Markets

34:07 U.S. Perps Market Play

36:05 Back-End For Big Brokers

38:28 Bootstrapping Liquidity

41:54 Lighter As A Platform

46:34 Token Value & Buybacks

50:11 Market Cap Versus FDV

53:02 Valuing LIT Properly

57:51 Cracked Team & Better Comms

58:13 Joining The Lighter Community

58:51 What Comes Next

---

RESOURCES

Will Price

https://x.com/will__price

Trevor Flipper

https://x.com/trevor_flipper

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

Mon, 08 Jun 2026 10:40:00 -0000

AI is quickly becoming the interface through which people think, work, and make decisions—but most users have no idea how much personal data they're handing over in the process. Jon and Jesse from Venice join David to make the case for privacy-first AI, explain why Venice is aiming to become a mainstream consumer AI brand, and explore how $VVV and DIEM transform inference into a crypto-economic primitive.

---
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🌐BRIX | EMERGING MARKET YIELD
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Intro
1:12 Why Private AI Matters
3:01 The AI Data Honeypot
6:07 Venice’s Consumer AI Ambition
8:01 Beating the Big AI Labs
10:19 Model Aggregation and Agentic Chat
12:29 Open Source, Closed Source, and Private Grok
17:14 Who Actually Needs Private AI?
21:58 Venice’s User Base
23:53 What Drove Venice’s Recent Growth
27:21 $VVV, DIEM, and Tokenized Inference
29:00 Where Venice Gets Its Compute
32:17 Bonding Curves and DIEM Monetary Policy
39:14 Real Tokenomics, Not Just a Pie Chart
45:46 AI Agents Need Inference to Exist
52:54 ShapeShift DNA Inside Venice
55:53 Regulation, AI, and Individual Rights

---
RESOURCES

Jon ShapeShift
https://x.com/JonShapeShift

Jesse Proudman
https://x.com/jesseproudman

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

ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

Fri, 05 Jun 2026 10:30:00 -0000

Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be stronger but riskier, and what select token strength, U.S. perps, and Coinbase’s Ethena deal reveal about crypto’s next phase.

---

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🦊 METAMASK | DOWNLOAD NOW

https://go.metamask.io/BL-Pod-Download

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:37 Saylor & Strategy Confidence Test

https://x.com/zerohedge/status/2061418482344849785

https://x.com/KobeissiLetter/status/2062475802252365980

https://x.com/glxyresearch/status/2062518531128746000

https://x.com/TrustlessState/status/2062499179239215390

13:26 DATs Underwater & Bitmine Preferred Offering

https://x.com/lookonchain/status/2062011412965405059

https://x.com/zoomerfied/status/2062288919853490553

34:19 Major Weakness & Select Token Strength

40:45 U.S. Perps Get Greenlit

https://www.coindesk.com/policy/2026/05/28/u-s-cftc-opens-crypto-perp-door-with-approval-of-first-regulated-firm

53:41 Coinbase Invests in Ethena

https://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership

57:13 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)

Thu, 04 Jun 2026 10:30:00 -0000

Crypto policy in Washington has gone from punchline to power center. David sits down with Ron Hammond, Head of Policy and Advocacy at Wintermute, for a rare inside look at how crypto actually moves through DC: the SBF era, Elizabeth Warren’s anti-crypto army, Gary Gensler’s SEC, bank lobby pressure, Trump’s crypto conflicts, the Clarity Act fight, and why privacy and self-custody may be the next major battleground.

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Becoming “Captain Crypto” in DC
4:03 From Joke to Serious Political Force
6:19 Why Crypto Punches Above Its Weight
10:28 How SBF Captured Washington
13:26 The FTX Fallout in Capitol Hill
16:25 Elizabeth Warren and Crypto’s Proxy Wars
19:04 How DC Letters Actually Get Written
25:33 How Powerful Is the Crypto Lobby?
27:28 Who Is Playing on Crypto’s Side?
31:01 Democrats, Gensler, and the 2024 Lesson
35:07 The Gensler Era and Prometheum
41:21 Will Warren Ever Pivot?
43:20 Trump, the Crypto Ball, and World Liberty
49:30 Will the Clarity Act Pass?
53:30 Privacy, Self-Custody, and the Next Front
56:23 The Social Side of Crypto in DC

---
RESOURCES

Ron Hammond
https://x.com/RonwHammond

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

"ZODL is to Zcash What Coinbase Was to Bitcoin" | Josh Swihart on ZEC’s Awakening

Mon, 01 Jun 2026 10:30:00 -0000

What happens when every payment, wallet, and onchain interaction becomes searchable by governments, companies, adversaries, and AI? Josh Swihart, founder and CEO of Zcash Open Development Lab, joins David to explain why Zcash is having a major privacy comeback, how ZODL and the Zashi wallet helped unlock real shielded adoption, why the shielded pool may be the most important ZEC metric, and what it will take for private money to become too big to kill.

---
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🌐BRIX | EMERGING MARKET YIELD
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Intro
4:17 Privacy in the AI Era
6:19 Crypto’s Missing Privacy Layer
9:49 The Political Fight for Privacy
14:42 Can Crypto Retain Privacy?
16:47 From Zashi to ZODL
19:48 The Zcash Reawakening
21:41 Balaji, Funding, and the Mission
24:49 Product Market Fit for Shielded ZEC
27:51 ZODL's Role in the Zcash Stack
29:36 The Zcash Roadmap
32:56 What Is ZEC and is it Undervalued?
36:56 The Shielded Pool Explained
45:12 The $25M ZODL Raise
47:16 Compliance and Shielded ZEC
51:25 Institutions vs Cypherpunk Values
53:58 Personal Privacy in an AI World

---
RESOURCES

Josh Swihart
https://x.com/jswihart

ZODL
https://x.com/zodl_app

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

ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

Fri, 29 May 2026 10:30:00 -0000

Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or false strength.

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:48 Markets

https://x.com/TrustlessState/status/2059793993551008245

https://x.com/cburniske/status/2059797889824776463

https://imgur.com/Tp9beNo

https://www.theblock.co/post/402816/bitcoin-falls-below-73000

https://imgur.com/R0ih6kL

https://x.com/solunavaxxer/status/2060021032455741567

https://www.youtube.com/watch?v=l3ptz8qvZcg

https://x.com/readDanwrite/status/2057476278140145717

https://www.artemis.ai/sectors/digital-asset-treasuries

https://x.com/saylor/status/2059970505835155782

https://x.com/Kalshi_Crypto/status/2059983883274191046

https://www.hypestrat.xyz/

https://imgur.com/1MUGQy7

https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027

https://polymarket.com/event/what-price-will-ethereum-hit-before-2027

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

https://www.coingecko.com/en/coins/venice-token

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

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

https://x.com/JSeyff/status/2059689056368210228

https://farside.co.uk/hyp/

https://x.com/PolymarketTrade/status/2059973516963750204

https://x.com/KobeissiLetter/status/2060004371983667484

https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval

https://imgur.com/m7YNdxu

https://imgur.com/MIdPjqZ

https://imgur.com/VoixfYd

https://imgur.com/s5AYaWg

https://www.theblock.co/post/402638/tokenized-pokemon-card-marketplaces-record-7-4-million-hype-peaks-30th-anniversary

32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat?

https://x.com/TrustlessState/status/2059371247163613489

https://x.com/hosseeb/status/2057455211375976891

https://www.theblock.co/post/402864/standard-chartered-ethereum-amazon-dot-com-bubble-eth-will-catch-up

https://x.com/Yogita_Khatri5/status/2059955611085709612

https://x.com/VitalikButerin/status/2058583593102844111

https://farcaster.xyz/vitalik.eth/0x88000d5f

https://x.com/maraoz/status/2059413578130641052

55:25 Robostrategy: Nic Carter & Andrew Kang Pivot to Robotics

https://x.com/RoboStrategy/status/2059650538380165331

https://x.com/intern/status/2059287577257992623

56:52 NEAR Confidential Transactions

https://x.com/NEARProtocol/status/2057810480635228666

t.co/BrLpsWmzKd

https://x.com/ilblackdragon/status/2059793756933767379

58:10 SoFiUSD & Bank Stablecoins

https://www.theblock.co/post/402361/sofi-rolls-out-sofiusd-stablecoin-to-banking-app-users

https://x.com/TrustlessState/status/2059676463125655575

59:22 Cash App Adds Multi-Chain USDC

https://www.theblock.co/post/402784/cash-app-lets-users-send-usdc-stablecoins-on-chains-like-solana-and-ethereum

1:00:13 Satoshi Coins Finders-Keepers Lawsuit

https://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuit

1:03:00 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

Wed, 27 May 2026 10:30:00 -0000

NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is not another NEAR pivot, but the original thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset.

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Intro
2:23 Why NEAR Keeps Showing Up
3:58 Pivot or Return to Roots?
7:41 The “AI Money” Thesis
9:54 Intents, Zashi, and Real Product Market Fit
11:38 Tokenomics, Buybacks, and Value Accrual
14:45 NEAR’s Different Approach From Ethereum
18:00 Fees, Scaling, and First-Party Apps
23:04 Cross-Chain Liquidity as NEAR’s Moat
28:27 The Contrarian Investor Case for NEAR
31:43 Privacy, Enterprises, and AI Agents
39:38 What SVRN Is Building for NEAR
46:00 Investor Sentiment and Final Thoughts

---
RESOURCES

Sal Ternullo
https://x.com/sal_ternullo

SVRN
https://x.com/svrn_ai

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

Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

Mon, 25 May 2026 10:30:00 -0000

The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web.

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Intro
1:18 When AI Bot Traffic Overtakes Humans
4:19 What Cloudflare Actually Does
10:40 Life on the Internet’s “Ice Wall”
13:33 The Internet’s Business Model Problem
17:43 Google, Traffic, and the Attention Economy
24:56 AI Agents and the End of Ads
28:47 Why Faster Answers Can Still Hurt Creators
33:26 AI Companies as the Next YouTube or Netflix
38:18 Creating Scarcity for Content Markets
41:52 Content Independence Day
45:24 Should AI Agents Count as Human Users?
51:37 The Risks of Subscription-Only AI
57:24 A Golden Age of Content Creation?
1:01:46 Pay-Per-Crawl and x402
1:04:34 Why Stablecoins Matter
1:07:56 The Cloudflare Stablecoin Question
1:14:18 The Final Form of the Internet
1:17:40 The Park Record and Local Journalism
1:22:16 The Centralization Risk
1:27:12 Advice for Content Creators

---
RESOURCES

Matthew Prince
https://x.com/eastdakota

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

ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

Fri, 22 May 2026 10:30:00 -0000

Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless.

---

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---

TIMESTAMPS & RESOURCES

0:00 Intro

3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto

https://x.com/KobeissiLetter/status/2056184339390419205

https://x.com/Barchart/status/2056350919139500364

https://x.com/JesseCohenInv/status/2056297490366837184

https://imgur.com/YqnyoBc

https://x.com/KobeissiLetter/status/2056556783221502060

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026

https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update

https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html

https://polymarket.com/event/us-x-iran-permanent-peace-deal-by

21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery

https://x.com/Matt_Hougan/status/2056720926234882533

https://polymarket.com/event/openai-ipo-closing-market-cap

https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows

https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/

https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps

32:43 Wintermute Opens DeFi Vaults on Morpho

https://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and-trading-expertise-to-vault-curation

https://x.com/wintermute_t/status/2056722776241902065

https://bitwiseinvestments.com/newsroom/bitwise-expands-onchain-solutions-with-introduction-of-non-custodial-vault

38:12 Trump’s Quantum Bets and U.S. Industrial Policy & Blockchain.com IPO and Ronin Migrates to Ethereum L2

https://x.com/KobeissiLetter/status/2057431484915454235

https://www.theblock.co/post/402182/blockchain-com-confidentially-files-for-us-ipo-as-crypto-firms-continue-public-market-push

https://www.coindesk.com/tech/2026/05/11/ronin-set-to-transition-to-ethereum-layer-2-from-independent-sidechain

46:34 EF Exodus and Ethereum’s Identity Crisis

https://x.com/TrustlessState/status/2056383261648015443

https://x.com/drjasper_eth/status/2056405742769377490/photo/1

https://x.com/tkstanczak/status/2022315368430067847

https://x.com/0xstark/status/2044757694389670239

https://x.com/trent_vanepps/status/2044412517313556786

https://x.com/barnabemonnot/status/2053914533211558331

https://x.com/TimBeiko/status/2050570831491645874

https://blog.ethereum.org/2026/05/11/protocol-update-may-26

https://x.com/CarlBeek/status/2056379557889143042

https://x.com/_julianma/status/2056391635731128763

https://x.com/DefiIgnas/status/2056403039968174208

https://www.theblock.co/post/395541/miladys-loyalty-pledge-unnecessary-culture-schism-ethereum-community

https://x.com/josephdelong/status/2019116049694880021

https://x.com/dankrad/status/2057441946616930799

https://x.com/ETH_Daily/status/2056549932455330020

https://x.com/wmougayar/status/2047274807230611805

1:00:04 David Sold His ETH and a New Era for Bankless

https://x.com/TrustlessState/status/2057183150816583834

https://x.com/RyanSAdams/status/2057216981368221776

1:10:00 Moment of Zen

https://x.com/ethcforg/status/2057474005913792654

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Thu, 21 May 2026 10:30:00 -0000

Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could turn BTC into digital capital, why Jeff says the “Ponzi” framing misunderstands the balance sheet, how 13% yield and daily dividends could disrupt credit markets, and why this new financial layer may expand Bitcoin’s TAM far beyond gold.

---

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---

TIMESTAMPS

0:00 Intro

1:59 Stretch, Risk, and Balance Sheets

5:28 Dividend Backstop Debate

8:53 Measuring Bitcoin Downside

15:25 Success as Long-Tail Risk

19:17 Common Equity as Revenue

25:57 Digital Credit’s Massive Market

29:37 Credit, Liquidity, and Yield

33:02 Banks, Trust, and Inflation

36:08 Trust Networks Rebuilt

40:26 Digital Labor and Yield

44:38 Bitcoin’s Growing Capital Base

48:36 S-Curve and Market Size

52:36 Building on Bitcoin Instruments

55:58 Transforming the Asset

59:12 Co-opetition in Bitcoin Credit

1:03:23 Low Vol for Long Holders

1:09:13 Strive Versus Strategy

1:12:38 Scaling Faster Than Strategy

1:14:38 Jeff’s Bitcoin Origin Story

1:17:30 Closing & Disclaimers

---

RESOURCES

Jeff Walton

https://x.com/PunterJeff

True North Show

https://www.youtube.com/@BTCTrueNorth

Jeff’s Coffeezilla Interview

https://youtu.be/pvZnpppwkoM?si=lXcF6r02yzmYE9jt

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

Tue, 19 May 2026 10:30:00 -0000

Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value primitive, why Zcash is being framed as “private Bitcoin,” how institutional adoption could normalize shielded money, what AI and onchain surveillance change about the privacy debate, and why quantum risk could become a real catalyst.

---
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---
TIMESTAMPS

0:00 Why Multicoin Got Interested in Zcash
5:22 Mert’s Path from Solana to Zcash
9:57 Why Zcash, Why Now?
17:01 The Institutional Path for Private Money
22:03 Zcash as a Private Store of Value
25:27 Fungibility, Tainted Coins, and Financial History
27:26 The Bear Case: Does Anyone Really Care About Privacy?
34:43 Onchain Surveillance and Government Power
39:13 Zcash Tokenomics and the Forgotten Coin Thesis
44:58 The Last PVE in Crypto
50:17 Zcash and the Quantum Threat
59:14 Shielded Pool Growth and Upcoming Catalysts

---
RESOURCES

Tushar Jain
https://x.com/tushar_jain

Mert Mumtaz
https://x.com/mert

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

Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

Mon, 18 May 2026 10:34:00 -0000

Two surprise Democrat votes just rerated the entire crypto policy timeline.

After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex Thorn moved his odds of the bill being signed this year from a coin flip to 75%.

He and David map the seven-week sprint to the president's desk, the ethics-provision standoff that could still sink everything, the bank lobby's quiet obstruction game, and why the stablecoin yield compromise leaves the real fight for rulemaking.

------

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🌐BRIX | EMERGING MARKET YIELD

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------

TIMESTAMPS

0:00 Intro

0:39 Clarity Act Vote Reactions

5:16 What’s Next?

10:05 Trump Veto?

15:21 Stablecoin Rewards Compromise

28:14 Administration Precedence

31:02 Why is Clarity So Important?

41:01 Which Ecosystems Benefit the Most?

42:59 Clarity Act Passing Over-Under

48:17 Bitcoin Price After CLARITY

49:39 Closing & Disclaimers

------
RESOURCES

Alex Thorn

https://x.com/intangiblecoins

Galaxy Digital

https://www.galaxy.com/

Senate Banking Committee Advances Crypto CLARITY Act

https://www.bankless.com/read/news/senate-banking-committee-advances-crypto-clarity-act

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

Fri, 15 May 2026 10:30:00 -0000

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain.

---

📣GALAXY | INSTITUTIONAL DIGITAL FINANCE

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🌐BRIX | EMERGING MARKET YIELD

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💰NEXO | Get your 30-day access to Wealth Club Premier

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---

TIMESTAMPS & RESOURCES

0:00 Intro

2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks

https://x.com/WhiteHouse/status/2054607212513730674

https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/

https://imgur.com/wLddwGM

https://x.com/BullTheoryio/status/2054558694785077478

https://x.com/KobeissiLetter/status/2054177816573329496

https://fred.stlouisfed.org/graph/

https://x.com/coindesk/status/2054542868522365141

https://x.com/TedPillows/status/2054545275281182861

https://x.com/KobeissiLetter/status/2054940927379014035

https://x.com/KobeissiLetter/status/2054655260652716149

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

28:06 Circle Earnings, Arc, and USDC Growth

https://x.com/circle/status/2053785252037022157

https://x.com/marcarjoon/status/2054539947466522815

https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html

https://x.com/coingecko/status/2054042800203719158

32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales

https://x.com/wallstengine/status/2054928782918816102

https://app.hyperliquid.xyz/trade/xyz:CBRS

https://x.com/caseycraig/status/2053568380796367301

46:57 CLARITY Act Passes Key Committee Vote

https://x.com/brian_armstrong/status/2054552885376016718

https://x.com/DegenerateNews/status/2054968887796539789

https://x.com/valkenburgh/status/2054968314292486621

https://x.com/EleanorTerrett/status/2052890357952627000

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?

https://x.com/FidelityPolicy/status/2054587652121284648

https://x.com/EleanorTerrett/status/2054295187048853637

https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill

https://x.com/patrickjwitt/status/2054183222305554643

https://x.com/glxyresearch/status/2054635251503108596

https://x.com/EleanorTerrett/status/2054575825681367098

55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum

https://x.com/VivekVentures/status/2054946669083390374

https://x.com/VivekVentures/status/2053101323390754982

https://x.com/NateGeraci/status/2052872497779896460

https://app.rwa.xyz/assets/BUIDL

https://x.com/VivekVentures/status/2054305703272103977

https://x.com/EricBalchunas/status/2054316547712196688

https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/

https://x.com/Etherealize_io/status/2054945868210450519

https://x.com/NateGeraci/status/2054355513182171502

59:23 Bankless Thesis Check-In

https://x.com/RyanSAdams/status/2054969401154130163

https://www.bankless.com/docs/mcp

1:03:43 Euphoria Mainnet Launch

https://x.com/Euphoria_fi/status/2054954998375535097

1:04:45 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Thu, 14 May 2026 10:30:00 -0000

Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque.

Dio Casares of Patagon breaks down how it actually works: which deals Anthropic blesses and which get cease-and-desists, why fake share certificates show up in 10-20% of executed deals, what tokenized equities and pre-IPO perps actually represent, and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs.

------

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🌐BRIX | EMERGING MARKET YIELD

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💰NEXO | Get your 30-day access to Wealth Club Premier

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------

TIMESTAMPS

0:00 Intro

0:40 What is Going on in Secondary Markets?

7:03 How Anthropic Secondary Markets Unfold

14:51 Anthropic’s Secondaries Social Elite

19:00 Emerging SPV Structure

21:51 Accidental Frauds?

27:04 After IPO Consequences

35:13 Private Market Lessons

38:21 Patagon Markets

43:54 Tokenized Perps

44:57 Closing Thoughts

------
RESOURCES

Diogenes Cesares

https://x.com/diogenes

Patagon Markets

https://patagonmarkets.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Will AI Populism Decide the 2028 Election? | Jasmine Sun

Wed, 13 May 2026 13:00:00 -0000

AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading across strange political coalitions, and whether jobs, inequality, and SuperPAC money could turn AI into a defining 2028 election issue.

---
🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODE
https://www.bankless.com/podcast/debrief-will-ai-populism-decide-the-2028-election

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https://bankless.cc/nexo

---
TIMESTAMPS

0:00 What Is AI Populism?
2:56 Why AI Could Matter in 2028
11:13 Data Centers, Distrust, and Warning Shots
25:27 The Jobpacalypse Debate
43:25 Game Over for Labor?
51:52 The New AI Political Map
1:04:50 Power Inequality, Policy, and the Grand Bargain
1:18:37 How to Stay Useful in the AI Era

---
RESOURCES

Jasmine Sun
https://x.com/jasminewsun

Jasmine’s Substack
https://substack.com/@jasmine

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

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

Tue, 12 May 2026 10:30:00 -0000

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today’s AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://bankless.cc/BTDR-RSS

---

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---

TIMESTAMPS & RESOURCES

0:00 Intro

1:48 The Bubble Debate

3:16 Defining the Bubble

4:33 Historical Perspectives on Bubbles

7:20 AI's Growth and Market Narratives

8:46 Technology Hype Cycles

11:21 Current Market Analysis

12:08 Understanding the Shiller PE Ratio

15:09 Revenue Growth Forecasts

18:19 Theories Behind Current Market Conditions

20:44 Analyzing Profit Margins

23:53 Price vs. Fundamentals

27:26 The Role of Market Sentiment

31:30 Historical Market Patterns

32:32 Lessons from the Dot-Com Era

35:17 Market Concentration and AI

39:38 The Future of AI Investments

41:45 Capital Flows in Tech

49:31 Geopolitical Implications and Market Behavior

53:25 Investor Positioning Strategies

1:04:30 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

Mon, 11 May 2026 10:30:00 -0000

North Korea isn’t just hacking crypto anymore, it’s studying it, infiltrating it, and turning DeFi’s weakest links into a state-run revenue machine. This time around, Ryan and David sit down with Ari Redbord of TRM Labs to unpack the Drift hack, the $6B DPRK crypto crime machine, how stolen funds move through THORChain, Bitcoin, OTC desks, and Chinese laundering networks, and why the fightback may require everything from better DeFi security to real-time Beacon alerts and offensive cyber.

---
🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPISODE
https://www.bankless.com/podcast/debrief-why-north-korea-is-winning-crypto-crime-and-how-to-fight-back-ari-redbord-trm-labs

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---
TIMESTAMPS

0:00 Intro
2:16 The Drift Hack
5:15 Human Weak Points
11:16 The DPRK Hacker Network
14:56 The $6B Machine
20:32 Fighting Back
28:11 Seizures and Victims
38:58 Inside TRM Labs
47:01 Laundering Rails
52:51 The Beacon Network
58:06 Privacy vs Security
1:10:20 Code and Crime
1:14:49 Iran on Tron
1:22:55 Bitcoin and Power
1:28:49 Hardening DeFi

---
RESOURCES

Ari Redbord
https://x.com/ARedbord

TRM Labs
https://www.trmlabs.com/

TRM’s DPRK Report
https://www.trmlabs.com/resources/blog/north-korea-stole-76-of-all-crypto-hack-value-in-2026-with-just-two-attacks

Ari’s Homeland Security Testimony
https://www.congress.gov/119/meeting/house/119126/witnesses/HHRG-119-HM11-Wstate-RedbordA-20260421.pdf

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

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Fri, 08 May 2026 10:30:00 -0000

Stocks and AI are ripping to new highs, and crypto is getting pulled along for the ride. Ryan and David break down whether this rally is real or too frothy, what the CLARITY Act still needs to survive, why Coinbase layoffs are colliding with billion-dollar crypto raises, and what Saylor selling Bitcoin would actually mean.

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🌐BRIX | EMERGING MARKET YIELD

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---

TIMESTAMPS & RESOURCES

0:00 Intro

1:29 Markets

https://www.coingecko.com/

https://imgur.com/a/xfVRCtd

https://thedefireport.io/research/btc-is-nearing-an-inflection-point#btc-vs-nasdaq-correlation

https://www.google.com/finance/beta/quote/.INX:INDEXSP

https://www.reuters.com/business/stunning-us-profit-strength-ignites-stocks-charge-record-peaks-2026-05-06/

https://x.com/claudeai/status/2052060691893227611

https://x.com/Cointelegraph/status/2052247071491604672

https://x.com/KobeissiLetter/status/2052042082185809991

https://app.hyperliquid.xyz/trade/vntl:ANTHROPIC

https://x.com/jasongoepfert/status/2052110616622485834

https://x.com/RyanSAdams/status/2049971216413343991

https://x.com/KobeissiLetter/status/2050566239961956630

https://x.com/WhitePine009/status/2050578574348845271

https://x.com/Sam_Badawi/status/2050710130766074085/video/2

https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?

https://x.com/RealStockCats/status/2052042448944124110

23:06 CLARITY Act Clears a Hurdle

https://x.com/SenThomTillis/status/2051464145384489270

https://x.com/faryarshirzad/status/2050325150747484421

https://www.coindesk.com/policy/2026/05/01/clarity-act-text-lets-crypto-firms-offer-stablecoin-rewards-while-shielding-bank-yield

https://x.com/intangiblecoins/status/2050331808240156721

https://x.com/kalshi_crypto/status/2052106907511320920

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?

31:20 Coinbase Layoffs vs Crypto Fundraises

https://x.com/brian_armstrong

https://x.com/0x_Lucas

https://x.com/katie_haun/status/2051318562497716655

https://x.com/cdixon/status/2051633104549502989

https://x.com/emilios_eth/status/2051704246798549176

34:55 Is Saylor Selling Bitcoin?

https://x.com/WatcherGuru/status/2051802384943194431

https://x.com/WatcherGuru/status/2051797790494261301

40:44 Arbitrum DAO Meets U.S. Courts

https://unchainedcrypto.com/u-s-court-freezes-71-million-in-kelp-dao-eth-after-north-korea-terrorism-creditors-file-claim/

https://x.com/aave/status/2051329772190347560

https://x.com/tayvano_/status/2050407082084663430

https://x.com/ImperiumPaper

47:09 Ethereum L1 Is Scaling Again

https://x.com/RyanSAdams/status/2051773131807690847

https://blog.ethereum.org/2026/05/02/soldogn-interop-recap

https://forkcast.org/upgrade/glamsterdam

51:16 Strategic Bitcoin Reserve Update

https://www.coindesk.com/policy/2026/05/06/u-s-bitcoin-reserve-update-coming-in-next-few-weeks-white-house-s-adviser-says

https://www.dlnews.com/articles/people-culture/bo-hines-exits-white-house-crypto-post-amid-bitcoin-mystery/

https://polymarket.com/event/us-national-bitcoin-reserve-before-2027/?via=bankless?

59:31 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Mon, 04 May 2026 10:30:00 -0000

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi.

Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto.

They explore why Satoshi’s identity still matters, the cypherpunk roots of Bitcoin, the public interest behind the mystery, and what the search reveals about privacy, money, power, and the mythology at the heart of crypto.

------

🔎 FINDING SATOSHI | USE CODE: BANKLESS (20% OFF)

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🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODE

https://www.bankless.com/podcast/debrief-finding-satoshi-how-a-private-investigator-solved-the-mystery-of-bitcoins-creator

------

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TIMESTAMPS

0:00 Intro

1:17 Did We Find Him?

6:32 Why Find Satoshi?

11:54 Why OGs Didn’t Care

14:57 How Hard was the Investigation?

18:20 Talking to the Early Cypherpunks

19:58 Public Interest

26:08 Cypherpunk’s Ideology

39:07 Spoiler Alert: The Aha Moment

51:30 Satoshi’s Death

1:00:59 Bitcoin as a Public Good

1:05:23 Will Satoshi Come Back?

1:10:39 Was it All Planned?

1:11:52 Quantum Treasure Hunt

1:14:00 What would Satoshi think of Bitcoin Today?

1:17:09 Closing & Disclaimers

------
RESOURCES

William D. Cohan

https://x.com/WilliamCohan

Tyler Maroney

https://x.com/tydamar

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Fri, 01 May 2026 10:30:00 -0000

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever.

---

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🌐BRIX | EMERGING MARKET YIELD

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💰NEXO | Get your 30-day access to Wealth Club Premier

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---

TIMESTAMPS & RESOURCES

0:00 Intro

2:28 Oil War & $120 Oil Crisis

https://x.com/pete_rizzo_/status/2049589290326212768

https://x.com/KobeissiLetter/status/2049713857728524691

https://x.com/KobeissiLetter/status/2049534394302394603

https://x.com/Rory_Johnston/status/2049834460233756744

https://x.com/KobeissiLetter/status/2048593172423495858

https://x.com/charliebilello/status/2049613424749838445

https://x.com/KobeissiLetter/status/2048461842540834913

https://x.com/biancoresearch/status/2049598646648181221

https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement/

https://x.com/AggrNews/status/2047711619304587602

https://x.com/SecScottBessent/status/2049281442451001711

16:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signal

https://x.com/KobeissiLetter/status/2049165243100827821

https://x.com/KobeissiLetter/status/2049149137292001672

https://x.com/NoLimitGains/status/2049213286311436597

https://x.com/shiri_shh/status/2049040515107270751

https://x.com/Shaughnessy119/status/2049228075766788402

https://x.com/IvayloPashov/status/2049475041113378909

https://x.com/realarmaansidhu/status/2047080574737592798

27:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Security

https://x.com/EdwardLawrence/status/2049583458393980995

https://x.com/firsttohearit/status/2049574617665c114570

https://x.com/KobeissiLetter/status/2049551229349511663

https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.html

https://x.com/KobeissiLetter/status/2049609008399503750

https://x.com/pete_rizzo_/status/2049589290326212768

https://x.com/TFTC21/status/2049135996654981459

36:59 MegaETH Launch

https://x.com/megaeth/status/2047352341473505435

https://cryptobriefing.com/megaeth-token-generation-event-set-for-april-30-2026/

https://x.com/bread_/status/2049870525779128345

https://dexscreener.com/megaeth/0x5fb29184c49546c13a14a3958f21e5759f0821f2

https://x.com/bubblemaps/status/2049874252153618436

https://www.youtube.com/watch?v=g4YI5u-hZJo

40:33 DeFi Bailout (KelpDAO → DeFi United)

https://defiunited.world/

https://x.com/StaniKulechov/status/2047413237113868576

https://x.com/aave/status/2048189931856535887

https://x.com/CoinDesk/status/2049290843677151501

https://x.com/aave/status/2048958367658332413

https://x.com/jussy_world/status/2049534154488840259

48:30 Polymarket Insider Trading Case

https://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-bets

https://www.bbc.com/news/articles/clyxd5wrr0wo

https://www.wsls.com/news/national/2026/04/28/us-soldier-charged-with-using-intel-to-win-400k-on-maduro-raid-to-appear-in-court-in-nyc/

https://x.com/shayne_coplan/status/2047712706342326496

51:27 “Code Is Not a Crime” vs Reality

https://cointelegraph.com/news/acting-ag-blanche-signals-doj-pivot-code-is-not-a-crime

https://x.com/Cointelegraph/status/2048834708088267256

https://www.therage.co/blanche-vegas/

https://x.com/valkenburgh/status/2048846522347884669

https://x.com/rstormsf/status/2049157683916464278

55:45 Stablecoins Go Mainstream (Visa + Meta)

https://investor.visa.com/news/news-details/2026/Visa-Accelerates-Stablecoin-Momentum-Adding-Five-Blockchains-for-Settlement/default.aspx

https://www.coindesk.com/business/2026/04/29/tech-giant-meta-starts-paying-some-creators-in-stablecoin-with-stripe-s-support

https://x.com/dwr/status/2049551855991308387

58:50 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

MegaETH Token Launch with Co-Founders Shuyao and Lei

Thu, 30 Apr 2026 10:30:00 -0000

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and proximity markets could become core revenue streams, and how the team is thinking about appchains, AI agents, security, and Stage 2 decentralization.

---

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🌐BRIX | EMERGING MARKET YIELD
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💰NEXO | YIELD + CREDIT LINE
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---
TIMESTAMPS

0:00 MegaETH Reaches TGE: KPIs and Milestones
3:10 The 10 Apps That Unlocked Launch
8:12 Composability for New Crypto Apps
11:22 World Markets as MegaETH’s Liquidity Hub
14:13 USDM and the First Revenue Stream
15:59 Co-Location, Low Latency, and Proximity Markets
19:40 Proximity Markets vs. MEV
22:13 Revenue and Token Value Accrual
25:15 Ethereum Decentralization as a KPI
27:40 Token Unlocks and Launch Supply
30:31 Terminal, Incentives, and Flux
32:28 MegaETH vs. Appchains
38:31 Could MegaETH Support Polymarket Scale?
41:12 AI Agents on a Fast, Cheap Chain
47:23 KelpDAO, Arbitrum, and L2 Decentralization
55:38 Life After TGE

---
RESOURCES

Shuyao Kong
https://x.com/hotpot_dao

Lai Yang
https://x.com/yangl1996

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

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Wed, 29 Apr 2026 11:33:00 -0000

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history.

Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption.

If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop.

This is oil, geopolitics, inflation, and markets all colliding at once.

------

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

💰NEXO | YIELD + CREDIT LINE

https://bankless.cc/nexo

🧭OKX | TRADE, EARN, PAY

https://app.okx.com/join/USBANKLESS

------

TIMESTAMPS

0:00 Intro

1:17 What is a Barrel of Oil?

7:04 How is Oil Transported?

8:24 Is Oil Fungible?

13:25 Oil Then Vs Now

17:10 Peak Oil?

24:59 Hydrocarbon World Distribution

29:32 What is Spare Capacity?

32:14 Inventories in the Buffer System

35:04 Oil Futures

38:59 Oil Curve

44:51 Economic Implications of Oil Markets

48:48 Straight of Hormuz

55:30 Future Oil Price Action

1:03:53 Steelmanning the Market Reaction

1:13:23 When will the Straight Open?

1:21:57 Is the USA Winning?

1:27:49 Pressuring Iran

1:31:48 Signals to Watch

1:33:36 Fast Forward to 2050

1:38:38 Closing & Disclaimers

------
RESOURCES

Rory Johnston

https://x.com/Rory_Johnston

Commodity Context

https://www.commoditycontext.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Mon, 27 Apr 2026 10:30:00 -0000

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto.

---
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🌐BRIX | EMERGING MARKET YIELD
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💰NEXO | YIELD + CREDIT LINE
https://bankless.cc/nexo

🧭OKX | TRADE, EARN, PAY
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---
TIMESTAMPS

0:00 Intro
2:07 Jordi’s bold Bitcoin call
4:18 The AI endgame lands at Bitcoin
9:26 Bitcoin as the purest AI trade
12:49 SaaSpocalypse, quantum fear, and the private credit risk
20:49 AI is the new QE
26:55 Inflation, deflation, and the scarcity squeeze
34:28 What happens to stocks from here
44:24 Is AI a bubble?
48:17 The Bitcoin IPO and muted cycles
1:01:01 Has Bitcoin already bottomed?
1:09:03 The broken social pact
1:13:21 The rest of crypto, from ETH to stablecoins
1:17:29 Inside the scarcity portfolio
1:20:42 Jensen vs. Dwarkesh, China, and the chip war
1:27:42 Jordi’s AI stack and where to follow his work

---
RESOURCES

Jordi Visser
https://x.com/jvisserlabs

Jordi’s Substack
https://substack.com/@visserlabs

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

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Fri, 24 Apr 2026 10:30:00 -0000

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s controversial decision to freeze funds. They also explore whether AI will drive deflation or inequality, unpack a new bullish ETH thesis, and debate why the biggest risks in crypto may be building beneath the surface.

---
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🌐BRIX | EMERGING MARKET YIELD

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🧭OKX | TRADE, EARN, PAY

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💰NEXO | YIELD + CREDIT LINE

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:57 Markets Still Bullish?

https://x.com/EricBalchunas/status/2047282771664453641

https://thewolfden.substack.com/p/strategy-owns-more-btc-than-blackrock

https://x.com/SecScottBessent/status/2046703137541837285

https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?

https://x.com/danielisdizzy/status/2047037188500554010

https://x.com/MikeZaccardi/status/2045855067710914995

https://polymarket.com/event/kevin-warsh-confirmed-as-fed-chair-by-may-15/?via=bankless?

https://polymarket.com/event/fed-rate-cut-by-629/?via=bankless?

https://x.com/ylecun/status/2045610129119117574

https://x.com/pdmsero/status/2046943519101661561

https://x.com/KobeissiLetter/status/2045675498529808886

https://x.com/KobeissiLetter/status/2046071375446606125

27:32 KelpDAO $300M Exploit & DeFi Fallout

https://www.galaxy.com/insights/research/kelpdao-layerzero-exploit-defi

https://defillama.com/protocol/aave-v3

https://x.com/LayerZero_Core/status/2046081551574983137

https://x.com/0xdoug/status/2045988844718453186

https://x.com/arbitrum/status/2046435443680346189

http://l2beat.com/scaling/projects/arbitrum

https://x.com/TheCryptoNexus/status/2046569510442787209

https://x.com/0xfluid/status/2046971208550486244

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

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

50:26 Productive Money ETH Thesis

https://thewolfden.substack.com/p/the-250k-eth-thesis-sounds-great

55:28 Prediction Markets & Perps Expansion & Tether $344M Freeze

https://x.com/polymarket/status/2046653304810156283/?via=bankless?

https://polymarket.com/perps/?via=bankless?

https://x.com/aaronjmars/status/2047017251270734309

https://polymarket.com/event/highest-temperature-in-paris-on-april-23-2026/?via=bankless?

https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement

1:00:11 MegaETH & New Chain Activity

https://x.com/bread_/status/2047336293462589788

https://app.hyperliquid.xyz/trade

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

1:01:52 Device-Level KYC / Surveillance State

https://x.com/RyanSAdams/status/2044491861125996617

https://x.com/RyanSAdams/status/2045232433197695392

1:06:58 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

Thu, 23 Apr 2026 10:58:00 -0000

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems.

Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the damage so severe, what Arbitrum’s intervention means for immutability, and why DeFi now needs an aerospace-grade security mindset to survive the AI era.

------

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🦊 METAMASK | DOWNLOAD NOW

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🧭OKX | TRADE, EARN, PAY

https://bankless.cc/OKX

💰NEXO | YIELD + CREDIT LINE

https://bankless.cc/nexo

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

------

TIMESTAMPS

0:00 Intro

0:57 Worst DeFi Hack Ever?

7:01 What Happened?

10:11 How Sophisticated?

11:42 Explaining the Hack to TradFi

16:51 Who’s to Blame?

22:13 L2 Architecture Consequences

28:17 How Does it Get Resolved?

31:46 Circuit Breakers & Rate Limiters

34:05 AAVE V4

34:51 Arbitrum Intervention Implications

42:02 Code is Law vs Human Governance

51:59 Stage 1 vs Stage 2 Rollups

55:29 Post-Hack DeFi

1:03:05 Aerospace Level Security

1:09:49 Will DeFi Survive?

1:14:33 Closing & Disclaimers

------
RESOURCES

Dan Elitezer

https://x.com/delitzer

Odysseus

https://x.com/odysseas_eth

Odysseus Article

https://x.com/odysseas_eth/status/2019833220431507504

Phylax Systems

https://phylax.systems/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Tue, 21 Apr 2026 10:39:00 -0000

Ethereum may be one of the most underappreciated assets.

In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-value properties of gold and Bitcoin, plus the ability to compound through network activity.

We unpack the $250K ETH thesis, why traditional DCF models miss the bigger picture, and why Ethereum’s role as the settlement layer for a tokenized economy could unlock massive monetary premium.

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🦊 METAMASK | DOWNLOAD NOW

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💰NEXO | YIELD + CREDIT LINE

https://bankless.cc/nexo

🧭OKX | TRADE, EARN, PAY

https://bankless.cc/OKX

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

------

TIMESTAMPS

0:00 Intro

4:45 $250K ETH?

6:04 How to Price ETH

8:15 ETH’s Monetary Premium

10:25 What Differentiates ETH

13:54 The Path to $250K ETH

16:35 Menger’s Monetary Attributes

20:28 Scarcity

24:58 Fungibility

26:43 Divisibility

27:45 Portability

28:28 Durability

34:30 Verifiability

35:27 Censorship Resistance

37:00 ETH is Productive Money

41:39 How is ETH Productive?

46:40 Ethereum’s Tollbooth

51:28 Counterparty Risk

53:48 Productive Money vs Dead Capital

58:03 Pitching Productive Money to Wall Street

1:00:08 Why is ETH Underappreciated?

1:04:19 Wall Street ETH Investors

1:11:28 Other L1s

1:14:06 Why Not Just Buy the S&P?

1:15:00 Ethereum Technical Risks

1:17:20 How Does ETH Get to $250K?

1:23:18 Closing & Disclaimers

------
RESOURCES

ETH is Productive Money

https://www.productivemoney.org/

Michael McGuiness

https://x.com/mikemcg0

Vivek Raman

https://x.com/VivekVentures

Etherealize

https://www.etherealize.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

Mon, 20 Apr 2026 10:30:00 -0000

Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships apps to the App Store, learns through orchestration and factory-style workflows, and why crypto rails may be the missing layer for agent-to-agent commerce.

---
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🦊 METAMASK | DOWNLOAD NOW
https://go.metamask.io/BL-Pod-Download

💰NEXO | YIELD + CREDIT LINE
https://bankless.cc/nexo

🧭OKX | TRADE, EARN, PAY
https://bankless.cc/OKX

🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix

---
TIMESTAMPS
0:00 Intro
1:05 Meet Kelly
4:46 Why Kelly needed an LLC, bank account, and token
10:27 The real goal is a zero-human company
15:46 The apps Kelly is already shipping
18:33 Can taste be replicated?
21:53 Why AI defaults to consensus
30:04 What orchestration and factories actually mean
34:21 How autonomous is autonomous?
38:20 The marketing factory and why AI ads must look worse
46:47 Why Ryan and David’s agent Daniel keeps failing
54:43 Can there be a generic template for AI companies?
59:14 If everyone can build over a weekend, what are the moats?
1:06:08 Why crypto finally clicks for AI agents
1:12:32 The missing crypto product is distribution
1:14:57 Advice for builders experimenting with agents

---
RESOURCES

Austen Allred
https://x.com/Austen

Kelly Claude
https://x.com/kellyclaudeai

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

ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

Fri, 17 Apr 2026 10:30:00 -0000

Markets are ripping back to all-time highs, but crypto still isn’t following suit.

Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpack Saylor’s STRC “money printer,” the World Liberty DeFi controversy, and the SEC’s surprise ruling that just gave DeFi a major win.

Plus: the Bitcoin community’s plan to freeze Satoshi’s coins and what it means for the future of the network.

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🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:04 Markets at ATHs / Iran De-Escalation

https://x.com/KobeissiLetter/status/2044507788961894462

https://x.com/TheStalwart/status/2044045804596346931

https://x.com/KobeissiLetter/status/2041728989119529307

https://x.com/KobeissiLetter/status/2043285255931441306

https://x.com/KobeissiLetter/status/2043323635671179641

https://x.com/AndrewBeckUSA/status/2043136650478301245

https://x.com/zerohedge/status/2044426813544255859

https://x.com/KobeissiLetter/status/2044055049882476961

https://x.com/KobeissiLetter/status/2044435422944649651

https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?

https://x.com/RaoulGMI/status/2043832901121331527

https://x.com/Matt_Hougan/status/2044095946334843168

https://x.com/JustDeauIt/status/2044127128296313079

https://x.com/benjamincowen/status/2044114246187851783

https://x.com/JoshKale/status/2044425507203166292

https://x.com/RyanSAdams/status/2044423401763127512

https://x.com/LizAnnSonders/status/2043664934559420916

https://fred.stlouisfed.org/series/UMCSENT

https://x.com/perry8888_/status/2044168141148655773

https://x.com/WatcherGuru/status/2044375033909264873

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?

30:41 Saylor STRC / Bitcoin Bid & ETH Treasury Race (Tom Lee / Bitmine)

https://x.com/LynAldenContact/status/2043736183578972443

https://x.com/AdamBLiv/status/2043809798035255790

https://x.com/STRC_live/status/2044029951410635132

https://x.com/pythianism/status/2044425651890147507

https://x.com/nic_carter/status/2044461949895819559

https://x.com/AltcoinDaily/status/2044492873803116649

https://x.com/fundstrat/status/2043683094914335191

https://www.strategicethreserve.xyz/

https://cointelegraph.com/news/ether-machine-spac-ethm-cancelled-dynamix-merger

https://x.com/CryptosR_Us/status/2044507049648697717

46:24 World Liberty Financial (FTX-style risk)

https://x.com/DefiIgnas/status/2042520040562639186

55:22 SEC DeFi Ruling (Bull Case)

https://x.com/SECGov/status/2043739582273855635

https://x.com/RyanSAdams/status/2043754533545746884

https://x.com/intangiblecoins/status/2043709926556492190

58:39 Bitcoin Quantum Plan (BIP-361)

https://x.com/BitcoinArchive/status/2044319025711255985

https://github.com/bitcoin/bips/blob/master/bip-0361.mediawiki

https://www.bip361.org/

https://x.com/lopp/status/2044406134178795748

1:02:53 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Why Hasn't The Dollar Fallen? | Lessons from Currency Historian Barry Eichengreen

Thu, 16 Apr 2026 10:45:00 -0000

Why has the dollar remained dominant despite rising debt, geopolitical strain, and growing challengers?

Barry Eichengreen joins Bankless to trace the history of global reserve currencies. From Spanish silver and the Byzantine solidus to sterling and the modern dollar, Barry explains the conditions that make a currency rise, endure, and eventually fall.

We explore fiscal discipline, rule of law, military power, gold, China, and crypto to understand what history suggests about the dollar’s future.

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🦊 METAMASK | DOWNLOAD NOW

https://go.metamask.io/BL-Pod-Download

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

------

TIMESTAMPS

0:00 Intro

5:11 Spanish Pieces of ape

14:58 Solidus

18:56 International Currency Status

29:32 The Fall of International Currencies

33:27 The Fall of The US Dollar

41:38 What’s Special about the Dollar?

47:39 Theoretical Currencies

51:09 US Dollar Dominance Consequences

59:39 When will the Dollar Fall?

1:03:09 US Dollar Competitors

1:08:32 Gold

1:14:08 Bitcoin & Crypto

1:18:23 Closing & Disclaimers

------
RESOURCES

Barry Eichengreen

https://x.com/B_Eichengreen

Money Beyond Borders: Global Currencies from Croesus to Crypto

https://www.amazon.com/Money-Beyond-Borders-Currencies-Croesus/dp/0691280533

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Up or Down from Here? Bears vs. Bulls

Tue, 14 Apr 2026 10:30:00 -0000

Has crypto already bottomed, or is more pain still ahead? Mike and Ryan break down the bull and bear case in full, from Bitcoin fair value and market structure to global liquidity, AI demand, and the macro risks still hanging over markets. Mike explains why he thinks the setup still looks more like a bear market than a new uptrend, even if the odds are close. It’s a sharp episode on how to navigate a market that could break either way.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt
https://thedefireport.io/bankless

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

---

TIMESTAMPS

0:00 Intro

1:18 Understanding the crypto cycle

3:23 The wealth destruction phase

5:30 Defining the current market conditions

8:14 Reflecting on past market battles

11:15 The four-year cycle explained

13:19 The impact of liquidity cycles

17:12 Analyzing the S&P and market health

20:34 The bullish case for crypto

24:07 Exploring on-chain metrics

27:16 The bear case outlined

32:14 The difficulty of market navigation

44:26 Summarizing the bearish perspective

48:12 Market uncertainty

59:54 Closing & disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

Mon, 13 Apr 2026 10:30:00 -0000

Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appearance on Bankless, Saylor breaks down Strategy’s evolving capital machine, why STRC may be the most ambitious instrument the company has built yet, how he thinks about quantum risk without panic, why his view on Ethereum has become more constructive, and what he means when he says the endgame is giving the world an 8% bank account forever.

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🦊 METAMASK | DOWNLOAD NOW
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 Intro
1:00 Michael Saylor’s $21M Bitcoin thesis
4:33 What has to go right for Bitcoin to get there
11:00 Has Bitcoin adoption stalled out?
13:20 Why STRC became Strategy’s breakout product
18:05 The pitch behind a Bitcoin-backed money market
21:13 How STRC is engineered to stay stable
27:31 Where the 11.5% yield comes from
36:35 Is Strategy taking too much risk?
46:50 Does Strategy ever stop buying Bitcoin?
58:48 Quantum, panic, and the Bitcoin response
1:16:18 Michael Saylor on Ethereum today
1:25:46 “Fix the money, fix the world”
1:38:39 The crypto reactor and Strategy’s endgame

---
RESOURCES

Michael Saylor
https://x.com/saylor

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

ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Fri, 10 Apr 2026 10:30:00 -0000

Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer.

David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is.

They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build.

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:56 Ceasefire in Iran

https://images.wsj.net/im-97657631

https://x.com/KobeissiLetter/status/2041728989119529307

https://x.com/WatcherGuru/status/2041867478033195336

15:43 Two Polymarkets of Relevance

https://polymarket.com/event/iran-x-israelus-conflict-ends-by/?via=bankless?

70% chance the conflict ends by April 30

https://polymarket.com/event/will-the-us-invade-iran-before-2027/?via=bankless?

30% chance!

17:50 Anthropic Releases Project Glasswing

https://x.com/AnthropicAI/status/2041578392852517128

https://red.anthropic.com/2026/mythos-preview/

https://x.com/DarioAmodei/status/2041580338426585171

https://x.com/hosseeb/status/2041579488224657581

https://x.com/kevinsxu/status/2042065892658258357

https://x.com/nic_carter/status/2041256570462326843

48:49 Satoshi is Adam Back?

57:44 The White House Weighs in on the Stablecoin Yield Debate

https://www.whitehouse.gov/research/2026/04/effects-of-stablecoin-yield-prohibition-on-bank-lending/

1:02:04 $MON trading above ICO price!

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

1:05:47 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

Thu, 09 Apr 2026 10:30:00 -0000

Can Ethereum become one economic zone again?

Martin Koppelmann and Friederike Ernst from Gnosis explain how real-time proving and the Ethereum Economic Zone could reconnect fragmented rollups, unify liquidity, and give specialized chains seamless access to Ethereum’s settlement and security.

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🦊 METAMASK | DOWNLOAD NOW
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

------

TIMESTAMPS

0:00 Intro

0:18 Fixing Fragmentation

7:49 Ethereum Economic Zone Explained

26:19 EEZ Thin Layer

30:30 Block Builders

33:06 The Bull Case

35:18 Ethereum Reorg

42:56 Layer2 EEZ Adoption

50:47 A New Age for Builders

55:54 How to Get Involved

57:42 EEZ Rollout

1:00:51 Closing & Disclaimers

------
RESOURCES

Martin Koppelman

https://x.com/koeppelmann

Friederike Ernst

https://x.com/tw_tter

EEZ

https://eez.io/

EEZ GitHub

https://github.com/eez-association

Gnosis

https://www.gnosis.io/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

Tue, 07 Apr 2026 11:43:00 -0000

NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain.

Michael Blaugrund of NYSE and Carlos Domingo of Securitize break down how blockchain-native equities could work in practice: transfer agents, tokenized issuance, interoperable trading infrastructure, 24/7 markets, and what it will take for public stocks to move from legacy rails to crypto rails. T

They also explore how onchain equities could unlock faster settlement, better shareholder utility, and new DeFi use cases without sacrificing regulatory compliance.

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🦊 METAMASK | DOWNLOAD NOW

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

------

TIMESTAMPS

0:00 Intro

0:52 NYSE x Securitize Partnership

4:57 Digital Transfer Agent

8:39 Blockchain Infrastructure

11:07 NYSE Alternative Trading System

17:01 Every NYSE Asset?

22:30 Portability & KYC

33:38 RWA Decentralization Debate

38:47 New NYSE Paradigm

44:46 24/7 365 Markets

48:03 Clarity Act

52:21 Issuer Choice

57:08 Tokenized Securities vs Perpetuals

1:00:24 Securitize Going Public

1:03:20 When Launch

1:04:04 Closing & Disclaimers

------
RESOURCES

Carlos Domingo

https://x.com/carlosdomingo

Michael Blaugrund

https://x.com/mblaugrund

Securitize

https://securitize.io/

RWA Decentralization Debate

https://www.youtube.com/watch?v=m-h-PeUOvDw

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

Mon, 06 Apr 2026 10:30:00 -0000

What if Bitcoin’s biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat model, why a 2029 migration window could leave Bitcoin dangerously behind, what a real post-quantum transition would require, and why the fight over Satoshi’s dormant coins may become the most explosive governance battle in Bitcoin history.

---
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-bitcoin-has-3-years-to-survive-nic-carter

---
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🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 Nic Carter’s Stark Warning
3:55 Bitcoin’s Status Quo Problem
9:36 The New Quantum Papers
12:07 When Breakthroughs Go Dark
16:28 “We will not get significant prior notice”
21:24 The 9-Minute Attack
31:33 Why 2029 suddenly matters
34:24 Post-Quantum Tradeoffs
46:03 Why Bitcoin Isn’t Reacting
52:21 The Satoshi coin problem
1:02:54 Nic’s salvage-law alternative
1:10:13 Why Ethereum looks more prepared
1:12:25 Does Bitcoin Survive?

---
RESOURCES

Nic Carter
https://x.com/nic_carter

Nic’s takeaways from quantum papers
https://murmurationstwo.substack.com/p/my-takeaways-from-googles-and-oratomics

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

ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

Fri, 03 Apr 2026 10:30:00 -0000

Google just dropped a major quantum warning for crypto, claiming a breakthrough that could accelerate the timeline to breaking Bitcoin and Ethereum’s core security. Ryan and David unpack what changed, how real the threat is, and why the industry may need to act sooner than expected.

Plus: Trump signals three more weeks in the Iran conflict and markets shrug it off, a $285M Solana DeFi hack exposes critical flaws, Ethereum’s new plan to unify L2s, and why crypto wallets are rapidly turning into full financial super apps.

---

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🦊 METAMASK | DOWNLOAD NOW

https://go.metamask.io/BL-Pod-Download

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:46 Worst BTC Q1 Since 2018

https://www.theblock.co/post/395991/bitcoin-worst-q1-since-2018

https://imgur.com/Y8V3LyR

3:15 Trump, Iran & Market Reaction

https://x.com/WhiteHouse/status/2039508709374636457

https://polymarket.com/event/us-forces-enter-iran-by/?via=bankless

https://polymarket.com/event/us-x-iran-ceasefire-by/?via=bankless

https://x.com/KobeissiLetter/status/2039525222311731260

https://x.com/KobeissiLetter/status/2039516924762096021

https://x.com/KobeissiLetter/status/2039715963730305106

https://x.com/TrustlessState/status/2039718732361040022

https://x.com/KobeissiLetter/status/2039691820419235841

https://x.com/WatcherGuru/status/2038650848931193203

https://x.com/robinhanson/status/2038778655204122748

https://x.com/natesilver538/status/2038711622043144529

https://polymarket.com/event/which-party-will-win-the-house-in-2026/?via=bankless

https://polymarket.com/event/which-party-will-win-the-senate-in-2026/?via=bankless

18:35 Google’s Quantum Warning for Crypto

https://quantumai.google/static/site-assets/downloads/cryptocurrency-whitepaper.pdf

https://arxiv.org/abs/2603.28627

https://x.com/drakefjustin/status/2038847732152996108

https://x.com/nic_carter/status/2038804571791761821

https://x.com/mreiffy/status/2038878566796988776

https://x.com/nic_carter/status/2039065325627396309

https://x.com/_jonasschnelli_/status/2039403067511341368

https://x.com/_jonasschnelli_/status/2039049535822147890

41:39 $285M Drift Hack on Solana

https://x.com/DriftProtocol/status/2039564437795836039

https://defillama.com/perps

https://x.com/dbcrypt0/status/2039677244734677186

https://www.coingecko.com/en/coins/drift-protocol

https://x.com/StaniKulechov/status/2039587524075491794

https://x.com/haydenzadams/status/2039560830862164329

47:08 Ethereum Economic Zones & Aave V4

https://x.com/RyanSAdams/status/2038625973260722336

https://x.com/etheconomiczone/status/2038271122907578375

https://x.com/jbaylina/status/2038277153641377865

56:09 X Crypto Wallet + Phantom Super App

https://x.com/benjitaylor/status/2036882102420201832

https://x.com/Marczeller/status/2038300072367017988

https://x.com/phantom/status/2039027553940480448

57:43 Apyx, OpenAI, SpaceX & April Fools

https://x.com/RyanSAdams/status/2037607121676603530

https://x.com/hyperbridge/status/2039318963486625880

1:03:37 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

Mon, 30 Mar 2026 10:30:00 -0000

Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain truths" shaping markets for the next two decades: collapsing demographics across every major economy, wealth concentration that now exceeds even the Gilded Age, and a labor market being structurally hollowed out by AI before robots even arrive.

---

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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast

🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 Intro
3:07 Certain Truth #1: Global Demographic Headwinds
8:26 What a Top-Heavy Population Means for Markets
15:05 The Japan Counter-Argument
26:01 Certain Truth #2: Wealth Concentration at Critical Levels
32:48 Capital Flight, Unrealized Gains, and the Drag on Demand
43:17 Real Estate as the Epicenter of Distortion
48:05 Bitcoin as a Spending and Savings Asset
52:08 Certain Truth #3: The Value of Labor Approaching Zero
1:01:27 The AI Industrial Revolution Comparison
1:04:38 The Convergence: Why All Three Truths Collide Now
1:08:19 Lightning Round: Asset Class Outlook
1:27:49 Closing Thoughts

---
RESOURCES

Jeff Park
https://x.com/dgt10011

Jeff’s paper
https://x.com/dgt10011/status/2031757205888762205

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

ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking

Fri, 27 Mar 2026 10:30:00 -0000

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets.

Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quantum computing developments. We also touch on Coinbase’s stock dip, Tether’s auditing, and Fannie Mae's acceptance of crypto as collateral.

---

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

BANKLESS SPONSOR TOOLS:

🔮POLYMARKET | #1 PREDICTION MARKET

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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:29 Macro & Markets (Oil, War, Fed)

https://x.com/WhiteHouse/status/2035516932498030879

https://x.com/WhiteHouse/status/2036053106081902692

https://x.com/KobeissiLetter/status/2036811133915455745

https://x.com/KobeissiLetter/status/2037023604697710673

https://x.com/KobeissiLetter/status/2035862840284688507

https://x.com/Stocktwits/status/2036859288572862887

https://www.theblock.co/post/394878/bernstein-says-bitcoin-looks-bottomed-sees-226-upside-for-strategy

https://fred.stlouisfed.org/series/UMCSENT

https://thedefireport.io/research/markets-are-complacent#views-on-macro-oil-geopolitics

23:12 The Clarity Act and Stablecoin Yields

https://x.com/EleanorTerrett/status/2036279124382077137

https://x.com/nic_carter/status/2036469040684646844

https://x.com/Matt_Hougan/status/2036931850292387929

https://x.com/pete_rizzo_/status/2036420229543206962

https://x.com/StockSavvyShay/status/2036449942060015818

37:15 Tether Developments and Market Reactions

https://x.com/paoloardoino/status/2036428992195039699

https://x.com/nicrypto/status/2036387424620904893

https://x.com/BrendanPedersen/status/2036857950367567951

https://x.com/Shaughnessy119/status/2036876676852752674

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless

40:55 Tokenizing Stocks: NYSE's New Partner

https://x.com/WSJ/status/2036411699633250532

https://x.com/BSCNews/status/2035019819238506993

45:54 Crypto-Backed Mortgages

https://x.com/zoomerfied/status/2037130261469462914

https://x.com/0xNairolf/status/2037149525022806030

https://x.com/DollarDecay/status/2037183407273161104

47:30 Ethereum's Staking Infrastructure Launch

https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-announces-launch-of-mavan-made-in-america-validator-network-the-companys-proprietary-staking-solution-302724419.html

55:37 Stablecoins and Their Limitations in Freedom

https://x.com/aave/status/2036828379043787194

https://pq.ethereum.org/

https://x.com/charliesmirkley/status/2035364269873881322

https://www.theunseenandtheunsaid.com/p/the-great-american-tax-migration

58:30 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini

Thu, 26 Mar 2026 10:30:00 -0000

MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource in the AI economy is no longer intelligence but verification: the human capacity to check, judge, and certify that AI output is correct. Christian walks through the two cost curves reshaping every industry (cost to automate vs. cost to verify), explains why entry-level jobs are collapsing first through what he calls the "missing junior loop," why even top experts are unknowingly training their replacements (the "codifier's curse"), and maps out the three roles that survive the transition: Directors, Meaning Makers, and Liability Underwriters.

---

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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 Intro
3:42 The Low-Grade Panic
6:43 Who Gets Hit First, and Hardest?
13:06 Coding as Canary, or Exception?
16:21 Human Cognition Was the Binding Constraint
19:59 What Is Verification, Exactly?
29:10 The Codifier's Curse
31:21 The Expanding Iceberg: Non-Measurable Work
38:32 The Two Racing Cost Curves
41:59 Trojan Horse Externality
48:46 The Four Quadrants: Where Do You Want to Be?
54:12 Liability Underwriters and the Venture Capital Parallel
55:41 Directors: Navigating Unknown Unknowns
59:49 60-80% of Your Job Can Be Displaced
1:06:24 Button Pushers vs. Founders: The Great Resorting
1:12:08 The Luddite Risk: Political Backlash Against AI
1:17:30 What Companies and Investors Should Do
1:22:56 The Crypto Connection
1:25:11 Don't Panic: A Closing Playbook

---
RESOURCES

Christian Catalini
https://x.com/ccatalini

Some Simple Economics of AGI
https://arxiv.org/html/2602.20946v2

Christian’s thread on his paper
https://x.com/ccatalini/status/2026311784421036223

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

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

Tue, 24 Mar 2026 10:30:00 -0000

NEAR founder and Transformer co-author Illia Polosukhin joins us to break down why today’s AI agents still fall short, what’s missing to make them actually useful, and how IronClaw could unlock secure, private, autonomous AI.

We also explore Illia’s bigger thesis: AI becomes the interface, blockchains become the backend, and both reshape how humans, agents, and digital markets interact.

------

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

------

TIMESTAMPS

0:00 Intro

0:43 Illia’s AI Journey

8:19 AI x Blockchain Operating Systems

14:40 Will Humans & AIs Use the Same Systems?

18:20 Why Are AI Agents Still Useless?

28:54 AI Agent Privacy Concerns

35:30 IronClaw Privacy

39:21 AI Agent Limitations

47:00 Context Constraints

53:42 Will Small Teams Win?

57:16 Autonomous Agents & Businesses

1:01:00 Digital Life Forms?

1:02:42 e/acc Vs d/acc

1:09:44 Why isn’t AI Crypto-Pilled

1:14:31 Advice for Builders

1:18:30 Closing & Disclaimers

------
RESOURCES

Illia

https://x.com/ilblackdragon

IronClaw

https://agent.near.ai/

NEAR
https://www.near.org/

Attention is All You Need

https://arxiv.org/html/1706.03762v7

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Ethereum’s Quantum Strategy with Justin Drake

Mon, 23 Mar 2026 10:30:00 -0000

Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry should be planning around, and why Ethereum is targeting 2029 to get post-quantum ready.

---

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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 When is Q-Day?
5:35 The moment quantum becomes crypto-relevant
10:11 How many qubits does it take to break crypto?
16:22 What a real Bitcoin quantum attack would look like
20:19 How much Bitcoin is actually vulnerable?
26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice
35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck
41:02 Ethereum’s exposure: smaller, but not zero
45:43 Ethereum’s tougher roadmap: three layers, three upgrades
50:29 The execution-layer plan: replace ECDSA without killing throughput
57:56 Post-quantum, post-AI cryptography
1:03:36 BLS, KZG, LeanVM, and the rest of the stack
1:06:42 Is this bigger than the Merge?
1:17:21 If Bitcoin stumbles, does all crypto stumble too?
1:19:35 “Quantum is not a challenge—it’s an opportunity”
1:21:27 AI, quantum, crypto and the 2032 convergence
1:28:04 Harvest now, decrypt later
1:30:09 Defensive accelerationism and Ethereum’s role
1:39:10 Stoicism, P-doom, and why he keeps building

---
RESOURCES

Justin Drake
https://x.com/drakefjustin/

Bitcoin Quantum Risk List
https://www.projecteleven.com/bitcoin-risq-list

Nic Carter Blog Posts
https://murmurationstwo.substack.com/p/bitcoin-developers-are-sleepwalking
https://murmurationstwo.substack.com/p/trillion-dollar-salvage
https://murmurationstwo.substack.com/p/bitcoin-developers-are-mostly-not

The Strawmap
https://strawmap.org/

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

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

Fri, 20 Mar 2026 10:30:00 -0000

Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperforming stocks and gold amid global tensions, raising the key question: is this a real regime shift or just a relief rally? They also cover the rise of prediction markets, the emerging battle for agentic payments (Tempo vs. Stripe/Coinbase), and crypto’s cultural moment with Vanity Fair and the upcoming SBF Netflix series.

---

📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD

https://bankless.cc/Figure

---

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:47 Macro & Markets (Oil, War, Fed)

https://apnews.com/article/iran-gas-field-south-pars-attack-5ad45090d3b66444467cc255ee966a37

https://energynow.com/2025/06/what-is-the-strait-of-hormuz-and-why-is-it-so-important-for-oil

https://truthsocial.com/@realDonaldTrump/posts/116253388303392718

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?

https://x.com/QuintenFrancois/status/2033469474511429805

https://x.com/zerohedge/status/2033322952238723486

https://x.com/zerohedge/status/2032571409273167950

https://x.com/timevalueofbtc/status/2034612806386086296

https://x.com/fintechfrank/status/2033520517009846618

https://farside.co.uk/btc/

https://x.com/KobeissiLetter/status/2034403519609057593

https://x.com/intocryptoverse/status/2033954843048485174

https://thedefireport.io/research/saylor-is-back-in-the-market

22:35 SEC + CFTC Regulatory Clarity

https://x.com/SECGov/status/2033996940363317379

https://x.com/SECPaulSAtkins/status/2034012012460556526

https://www.sec.gov/files/rules/interp/2026/33-11412.pdf

https://www.sec.gov/newsroom/speeches-statements/atkins-remarks-regulation-crypto-assets-031726

https://x.com/Dogetoshi/status/2034011111008178657

https://x.com/BChillman/status/2033913119756714298

https://x.com/jchervinsky/status/2034003107391172946

https://x.com/EleanorTerrett/status/2034450575773884694

https://x.com/tradexyz/status/2034260987197444255

https://x.com/jchervinsky/status/2034269594282500329

44:44 Prediction Markets Expansion + Risks

https://dune.com/hildobby/polymarket

https://x.com/Polymarket/status/2034272538465841410

https://x.com/manniefabian/status/2033505062031344004

https://x.com/clashreport/status/2033513701735551202

https://polymarket.com/event/iran-military-action-against-israel-on/?via=bankless?

https://x.com/Polymarket/status/2033635318662860916

https://x.com/ChairmanSelig/status/2034625252831998397

52:16 Agentic Payments & Tempo (Standards War)

https://x.com/Quicknode/status/2034261280354394610

https://x.com/tempo/status/2034253707303338264

https://x.com/clairekart/status/2034279348480737719

https://visacli.sh/

https://x.com/worldnetwork/status/2033923684768092436

https://x.com/CoinDesk/status/2033883474755551595

58:39 Onchain Banking & Ethereum Upgrades

https://x.com/zksync/status/2033864749016809582

https://fastconfirm.it/

https://x.com/RyanSAdams/status/2033661196792967254

https://x.com/_julianma/status/2033851796574154808

https://x.com/adietrichs/status/2033863884067475634

1:02:38 Crypto Culture (Vanity Fair + SBF Netflix)

https://www.vanityfair.com/news/story/cryptos-true-believers

https://x.com/CamiRusso/status/2033946061685850353

https://x.com/DennisonBertram/status/2034013980771877353

https://x.com/netflix/status/2033981949740568829

1:08:31 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Tempo Mainnet: The Race to Agentic Commerce

Thu, 19 Mar 2026 10:30:00 -0000

Tempo Mainnet is live, but this episode isn’t really about just another chain launch. It’s about a bigger claim: that AI agents are about to need native money, and that the internet may need a new payment layer to support them. Georgios Konstantopoulos and Brendan Ryan join Bankless to unpack why Tempo launched with agentic payments front and center, what MPP actually is, how it compares to x402, and why they think machine-to-machine commerce could reshape everything from paid APIs to the business model of the web itself.

---

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🔮POLYMARKET | #1 PREDICTION MARKET
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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 Tempo Mainnet goes live
1:18 Why the launch is focused on agents
3:58 What MPP actually is
6:30 MPP vs x402
15:28 Why agentic commerce matters
20:08 The “original sin” of the internet
26:04 MCP, NLWeb, and the emerging agent stack
34:07 The onboarding flow: wallets for agents
37:11 How Tempo’s wallet security works
40:11 Tempo chain design and specs
51:13 Why build an L1 instead of an Ethereum L2?
56:10 The Ethereum tension
1:05:01 Agent identity, reputation, and ERC-8004
1:06:53 TIP20, stablecoins, and what can be built on Tempo
1:12:36 Builder opportunity in the agentic web

---
RESOURCES

Georgios Konstantopoulos
https://x.com/gakonst

Brendan Ryan
https://brendanjryan.com

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

Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

Wed, 18 Mar 2026 10:30:00 -0000

A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict.

Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, manage tensions with China and Russia, and transition from direct intervention toward a new model of burden-sharing, regional power balancing, and global restraint.

------

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

------

TIMESTAMPS

0:00 Intro

0:56 Iran War Unstated Motives

10:03 Trump’s Goals

18:43 China’s Role

26:43 Venezuela & Cuba

28:22 US China Relationship

34:27 Optimizing Global Relationships

39:56 Iran War Best Approach

47:12 Does Iran Want to Negotiate?

51:30 Iran Regime Change

56:51 Israel Interests

1:00:36 Marco Rubio

1:05:24 Signal in the Noise

1:07:25 Closing & Disclaimers

------
RESOURCES

Kamran Bokhari on X
https://x.com/KamranBokhari

https://www.linkedin.com/in/kamranbokhari/

New Lines Institute

https://newlinesinstitute.org/people/kamran-bokhari/

Forbes

https://www.forbes.com/sites/kamranbokhari/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

Tue, 17 Mar 2026 11:45:00 -0000

The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates:

Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share?

Ryan and David debate CROPS, self-sovereignty, ETH as money, and whether the EF is protecting Ethereum’s soul or holding it back.

------

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

------

TIMESTAMPS & RESOURCES

0:00 Intro

2:39 The EF Manifesto

https://x.com/ethereumfndn/status/2032460726728573298

https://blog.ethereum.org/2026/03/13/ef-mandate

https://ethereum.foundation/ef-mandate.pdf

10:18 Bullish Takes

https://x.com/lay2000lbs/status/2033326038122438677

https://x.com/EvgenyGaevoy/status/2033160316079534510

https://x.com/malekanoms/status/2032599584640315706

https://x.com/lex_node/status/2033189653587677343

https://x.com/StaniKulechov/status/2032462574571204924

15:15 Bearish Takes

https://x.com/dankrad/status/2032532067527856216

https://x.com/tayvano_/status/2032549549550743925

https://x.com/masonnystrom/status/2032558469786775993

https://x.com/yugacohler/status/2033225486847885758

https://x.com/hosseeb/status/2033603057347616869

https://x.com/divine_economy/status/2033547178803708371

27:43 Bullish Response to Bears

https://x.com/divine_economy/status/2033547178803708371

https://x.com/dimabuterin/status/2033548385974735174

35:44 David’s Takes

https://x.com/TrustlessState/status/2032832671206748551

47:29 Ryan’s Takes

https://x.com/RyanSAdams/status/2032512531856503181

56:32 We Can do Both

https://x.com/vibhu/status/2032574444724449605

https://x.com/TrustlessState/status/2033545623345967572

59:51 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

Mon, 16 Mar 2026 10:36:00 -0000

The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CEO Vlad Tenev returns to Bankless for a fast-moving conversation on how Robinhood wants to position itself for that generational handoff, why he believes 24/7 markets and tokenization are inevitable, and why the popular narrative around Gen Z as financially reckless misses what he’s seeing on-platform.

---

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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth

---
TIMESTAMPS

0:00 The $70–90T Wealth Transfer and Robinhood's Strategy
4:01 Finance in 2040: 24/7 Markets Everywhere
6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question
11:22 Robinhood's Full-Stack DeFi Vision
14:31 Prediction Markets as “Truth Machines”
17:06 Robinhood Social, Sherwood Media, and the Content Layer
21:44 Why “Entertainment Finance” Might Be Overstated
25:03 Gen Z Is More Retirement-Savvy Than You Think
30:54 Trump Accounts and Investing From Birth
36:21 The Financial Super App Race
39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments
42:22 Stablecoins, Bank Charters, and Consumer Reality
49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets
55:16 Perps Could Come Onshore Fast
57:12 Retail Access to Private Markets
1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance

---
RESOURCES

Vlad Tenev
https://x.com/vladtenev

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

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

Fri, 13 Mar 2026 10:30:00 -0000

Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule.

---
📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD

https://bankless.cc/Figure

---

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN

https://bankless.cc/megaeth

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:22 Chaotic Era: 3 Signals Driving Markets

https://imgur.com/UirRpZD

https://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpg

https://x.com/TheSalonDon/status/2031478190741328334

https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=bankless

https://fred.stlouisfed.org/series/GASREGW

https://imgur.com/a/I13P5gv

https://www.tradingview.com/chart/1CDu50yK/

https://x.com/byheatherlong/status/2029914129654501425

https://x.com/TKL_Adam/status/2029655785282887772

https://x.com/KobeissiLetter/status/2031714633581469751

https://polymarket.com/event/us-recession-by-end-of-2026/?via=bankless

https://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lending

https://x.com/adamscochran/status/2031718465044701376

https://www.reuters.com/business/blackrock-limits-withdrawals-private-credit-fund-redemptions-mount-2026-03-06

20:44 Kraken + Nasdaq: Tokenized Stocks

https://x.com/fintechfrank/status/2030979714001621138

https://x.com/krakenfx/status/2030964578117398617

https://x.com/xStocksFi/status/2030963704024740126

https://x.com/markchadwickx/status/2031068859101565118

https://x.com/EricBalchunas/status/2030988246864286036

25:33 DOJ Retries Tornado Cash Developer Roman Storm & Treasury Report on Crypto Privacy & Mixers

https://x.com/amandatums/status/2031176790484374012

https://x.com/rstormsf/status/2031204201418883256

https://www.bankless.com/read/jay-claytons-crypto-war

https://x.com/BitcoinMagazine/status/2030995739795472464

https://x.com/L0laL33tz/status/2031025281532645838

https://home.treasury.gov/system/files/246/GENIUS-Act-Illicit-Finance-Innovation-Congressional-Report-March-2026.pdf

https://x.com/theragetech/status/2031349077342859477

36:39 SEC + CFTC Coordination

https://x.com/SECGov/status/2031830716628029565

https://x.com/SECPaulSAtkins/status/2031834357082832949

39:05 BlackRock Launches Staked ETH ETF ($ETHB)

https://x.com/Bankless/status/2032108386938929322

https://www.ishares.com/us/products/348532/ishares-staked-ethereum-trust-etf

42:10 Across Protocol DAO → C-Corp Proposal

https://www.coingecko.com/en/coins/across-protocol

https://x.com/hal2001/status/2031737518505537907

https://x.com/RyanSAdams/status/2031831233722999111

https://x.com/defiignas/status/2031761413006626934

46:58 Polymarket + Palantir Partnership

https://x.com/shayne_coplan/status/2032108237932159113

49:31 AI Backlash & Data Center Moratorium

https://x.com/SenSanders/status/2031868041940660673

https://x.com/nick_field90/status/2030700617295860074

https://fortune.com/2026/03/09/ai-opinion-poll-democrats-iran-war-president-donald-trump

https://x.com/brianstelter/status/2030635638823801333

https://x.com/kevinroose/status/2031397522590282212

55:52 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Where is ETH in the cycle? | Michael Nadeau

Wed, 11 Mar 2026 10:30:00 -0000

Ethereum underperformed this cycle, and investors are asking the big question: did ETH just skip a cycle, or is something deeper going on? Michael Nadeau joins Ryan to break down where Ethereum sits in the market cycle today, why several of his key indicators suggest ETH is entering a fair value zone, and whether the true macro bottom could still lie ahead.

They also unpack why ETH struggled despite improving fundamentals. Mike explains how Ethereum’s L2 roadmap may have improved the network while weakening short-term value capture for the asset itself, and what signals he’s watching (MVRV, supply in profit, the 200-week moving average) as he looks for the next expansion phase.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io/

---
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---

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🔮POLYMARKET | #1 PREDICTION MARKET

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🌍 WORLD | FULLY ONCHAIN EXCHANGE

https://bankless.cc/world

---

TIMESTAMPS

0:00 Intro

3:50 The History of ETH Cycles

5:41 Analyzing Performance Trends

8:32 The Impact of L2 Roadmap

10:24 Roadmap Decisions & Market Perception

15:50 Valuation Metrics Explained

20:08 Disparities in Valuation Methods

23:22 Navigating Market Conditions

26:14 Nation-State Metaphor & Valuation

27:45 Revenue and Economic Impact

33:42 DEX Volumes & Their Implications

37:25 Stablecoin Supply on Ethereum

38:09 Cycle Metrics & Analysis

44:22 Fair Market Value Insights

50:40 Evaluating ETH for the Portfolio

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig

Mon, 09 Mar 2026 11:30:00 -0000

A conversation with new CFTC Chairman Mike Selig on the policy shift behind America’s push to become the crypto capital of the world.

We cover the CFTC’s evolving role in crypto, prediction markets, and perpetuals, the end of regulation by enforcement, how the agency is thinking about DeFi and software developers, and why market structure legislation like the Clarity Act could reshape the future of U.S. crypto.

------

🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-making-america-the-crypto-capital-of-the-world

------

🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🌍 WORLD | FULLY ONCHAIN EXCHANGE

https://bankless.cc/world

------

TIMESTAMPS

0:00 Intro
0:33 Mike’s Background
4:25 Commodity Markets Transformation
7:31 Commodity Definition
10:56 The Role of the CFTC
11:56 Prediction Markets
17:48 Navigating New Markets
20:34 Are Prediction Markets CFTC Territory?
24:45 Insider Trading vs Information Advantage
28:25 Trump’s Conflict of Interests
29:21 Clarity Act
36:58 Project Crypto
39:37 Defining Intermediary
43:32 Exchanges vs L2s
45:50 No More Wells Notices
50:17 The New CFTC & SEC
54:51 Making America the Crypto Capital of the World
57:08 Best of the Clarity Act
59:04 Closing & Disclaimers

------
RESOURCES

Mike Selig

https://x.com/ChairmanSelig

CFTC

https://www.cftc.gov/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead

Fri, 06 Mar 2026 11:30:00 -0000

---

📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD

https://bankless.cc/Figure

---

BANKLESS SPONSOR TOOLS:

🔮POLYMARKET | #1 PREDICTION MARKET

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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

🌍 WORLD | FULLY ONCHAIN EXCHANGE

https://bankless.cc/world

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:54 Wartime Markets: US / Israel vs Iran + Market Reaction

https://x.com/WhiteHouse/status/2028229365440344419

https://x.com/KobeissiLetter/status/2028426099474981156

https://x.com/BullTheoryio/status/2029251045885665465

https://x.com/KobeissiLetter/status/2029274787474743761

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

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

https://alternative.me/crypto/fear-and-greed-index

12:33 Polymarket Becomes the Biggest Winner

https://x.com/PolymarketStory/status/2028863241942671865

https://polymarket.com/event/will-the-iranian-regime-fall-by-march-31/?via=bankless?

https://polymarket.com/event/will-reza-pahlavi-lead-iran-in-2026/?via=bankless?

15:20 Pentagon vs Anthropic: AI is Military Tech

https://x.com/KobeissiLetter/status/2027958511334723716

https://x.com/WatcherGuru/status/2027488317286351266

https://x.com/BullTheoryio/status/2027626521217929683

https://x.com/ns123abc/status/2028642962196811791

https://app.ventuals.com/trade/anthropic

23:57 Kraken Gets Fedwire Access (First Crypto Bank)

https://x.com/krakenfx/status/2029206389957009419

https://x.com/SenLummis/status/2029195363119173710

https://x.com/dgt10011/status/2029241024069910558

https://bpi.com/bpi-statement-on-kraken-master-account

https://x.com/jespow/status/2029262374499434919

https://x.com/mikeippolito_/status/2029213224625963310

31:37 Trump vs Banks Over Stablecoin Yield

https://x.com/KobeissiLetter/status/2028955180650099117

https://x.com/EricTrump/status/2029309823423009211

https://x.com/coinbureau/status/2029067345055105162

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?

https://x.com/RonwHammond/status/2028960282450567547

https://x.com/intangiblecoins/status/2029554248883839324

40:03 Private AI + Crypto: Erik Voorhees’ Venice

https://x.com/ErikVoorhees/status/2029352394317029871

https://x.com/ErikVoorhees/status/2029387068384678014

https://www.coingecko.com/en/coins/venice-token

https://x.com/steipete/status/2028578713126707547

https://x.com/ErikVoorhees/status/2029399902011224272

47:30 Aave Governance Drama

https://governance.aave.com/t/aci-is-leaving-aave/24205

https://governance.aave.com/t/temp-check-aave-will-win-framework/24055/137

50:11 TradFi Moves Into Crypto (NYSE + OKX)

https://www.theblock.co/post/392397/nyse-parent-ice-invests-in-crypto-exchange-okx-at-25-billion-valuation-amid-tokenized-stocks-push-fortune

51:10 Million Bitcoin Milestone

https://x.com/JoeConsorti/status/2028931445125706171

52:09 X Money (Elon’s Payments Wallet) & SpaceX Bitcoin Treasury

https://x.com/abskoop/status/2029088219858346446

https://x.com/dagaadit/status/2029256180644659379

https://www.coindesk.com/markets/2026/03/01/spacex-s-usd780-million-bitcoin-stack-now-down-to-about-usd545-million-ahead-of-ipo-filing

54:42 ZachXBT Catches $46M Crypto Thief

https://x.com/BecauseBitcoin/status/2029585484960145866

https://x.com/zachxbt/status/2029577374057296175

https://x.com/zachxbt/status/2014685299025060154

58:13 South Korean Police Leak Crypto Wallet Seed

https://gizmodo.com/south-korean-police-lose-seized-crypto-by-posting-password-online-2000728191

1:00:33 NYTimes Says “Crypto Is Dead” Again

https://www.nytimes.com/2026/02/26/opinion/crypto-trump-bitcoin-clarity-genius.html

https://x.com/RyanSAdams/status/2027392307050188828

1:02:10 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

AI Finds 70% of Smart Contract Exploits | Alpin Yukseloglu

Thu, 05 Mar 2026 11:30:00 -0000

AI is getting dangerously good at smart contract security. Faster than crypto is ready for. Alpin Yukseloglu joins Bankless to break down EVMBench (built with OpenAI), a benchmark testing whether AI agents can detect, patch, and exploit real fund-draining bugs and why the jump from ~12–13% exploit-finding to 70%+ could rewrite today’s security assumptions. We unpack what that “70%” really means, why crypto’s verifiability is an ideal training ground, why AI labs haven’t prioritized crypto data yet, and what a 24/7 blackhat vs whitehat AI arms race means for DeFi.

---
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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
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🌐BRIX | EMERGING MARKET YIELD
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 AI’s exploit leap: 12% → 70% and the “Superhuman auditors”
7:02: Staring at the singularity without losing your mind
10:31 Agency » doom: the Thiel framing
19:10 What’s most at risk (and what’s safer)
23:37 What EVMBench actually is (benchmark + harness)
27:03 Why exploiting is the key: killing false positives
29:24 AI gets “good at crypto” fast: verifiability
30:56 What “70% exploit rate” really means
33:32 Why AI labs avoided crypto (it’s not technical)
43:38 Blackhat vs whitehat: how the race plays out
47:21 Agents and “payments at the speed of light”
51:02 EVM vs Solana: network effects
56:18 AI formal verification as an endgame
58:06 EVMBench V2: expanding the frontier
59:54 Why Alpin stays in crypto

---
RESOURCES

Alpin Yukseloglu
https://x.com/0xalpo

EVMBench
https://paradigm.xyz/evmbench

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

Building a Million Dollar Zero Human Company with OpenClaw | Nat Eliason

Wed, 04 Mar 2026 12:41:00 -0000

Nat Eliason joins to show what it looks like to build a “zero human company” with OpenClaw agents. — led by Felix, an AI CEO that ships products, runs ops, and even manages other agents for support and sales.

We unpack how Felix went from an overnight info product to a full marketplace for agent “skills” (Clawmart) and a bespoke service that deploys custom OpenClaw employees for real businesses, hitting nearly $80k in revenue since early February while operating on surprisingly low monthly costs.

------

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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

------

TIMESTAMPS

0:00 Intro

0.24 Nat’s Background

6:30 Felix

11:43 Real Businesses vs Memecoins

14:23 Felix’s Employees

18:06 Felix’s Business

31:26 How Customized is Felix?

38:17 Felix’s Business Risks

40:12 Can OpenClaw Replace Knowledge Workers?

43:38 Claw Mart

48:49 Felix’s Expenses

51:15 Nat’s Role

56:39 Felix’s Discord

1:03:19 Citrini Doomer Scenario

1:13:04 Hiring Your First Agent

1:16:19 General AI Assistants

1:19:50 AI Friends

1:22:39 The AI Agent Frontier

1:26:52 Crypto x AI

1:31:53 What’s Next

1:34:27 Closing & Disclaimers

------
RESOURCES

Nat Eliason

https://x.com/nateliason

Felix Craft

https://x.com/FelixCraftAI

Felix Dashboard

https://felixcraft.ai/dashboard

Claw Mart

https://www.shopclawmart.com/

Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance

https://www.amazon.com/Crypto-Confidential-Winning-Millions-Frontier/dp/0593714040

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Haseeb Quereshi: Crypto’s Not Made for Humans—It’s for AI

Mon, 02 Mar 2026 11:30:00 -0000

Crypto still feels like a minefield for humans:

Haseeb Qureshi argues that’s a clue, not a bug: blockchains and smart contracts are machine-readable systems that AI agents can parse, simulate, and execute far more reliably than people, shifting crypto’s core user from humans clicking through wallets to agents acting on our behalf.

We also dig into the two-track future of agent commerce (safe, human-approved flows vs. the wild-west frontier), why major AI labs have avoided crypto training so far (liability), how agent-driven discovery could rewrite DeFi competition, and what this means for Dragonfly’s investing playbook.

------

🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-haseeb-quereshi-cryptos-not-made-for-humans-its-for-ai

------

🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro

------

TIMESTAMPS

0:00 Intro

0:42 Why Crypto’s Not Made for Humans

17:49 How AI Agents Think

28:51 Why Crypto x AI is Unexplored

32:58 The Botconomy & OpenClaw

43:42 How Long Until the Frontier is Here?

50:07 How Crazy Does it Get?

1:06:00 AI Thinks Crypto’s Cringe

1:10:31 Dragonfly’s New 650M Fund

1:13:05 Closing & Disclaimers

------
RESOURCES

Haseeb Qureshi

https://x.com/hosseeb

Dragonfly

https://www.dragonfly.xyz/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic

Fri, 27 Feb 2026 11:30:00 -0000

February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They break down the Supreme Court striking Trump’s tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra’s collapse, Meta’s stablecoin reboot for its billions of users, ZachXBT’s Axiom insider trading exposé, Hyperliquid’s new DC policy push, Robinhood’s retail venture fund, Coinbase’s 24/5 stocks rollout, and the Pentagon’s ultimatum to Anthropic over AI guardrails.

---

📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD

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⚡EUPHORIA | REAL-TIME ONE-TAP TRADING

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:51 Extreme Fear & the “Uncertainty Bubble”

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

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

https://alternative.me/crypto/fear-and-greed-index

https://x.com/xeer/status/2025867669707043156

https://x.com/Evan_ss6/status/2026363413610238032

https://thedefireport.io/research/uncertainty-bubble

https://x.com/kobeissiletter/status/2024862913761001477

https://x.com/KobeissiLetter/status/2026067372604371286

https://www.citriniresearch.com/p/2028gic

https://x.com/KobeissiLetter/status/2026040229535047769

https://x.com/KobeissiLetter/status/2026028854461047220

https://www.noahpinion.blog/p/the-citrini-post-is-just-a-scary

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/intangiblecoins/status/2027011410627027024

26:24 Was Jane Street Behind the 2022 Crypto Winter?

https://www.wsj.com/finance/currencies/jane-street-accused-of-insider-trading-that-helped-collapse-terraform-659e6993

https://x.com/OGDfarmer/status/2026343910923006123

https://x.com/hasufl/status/2026246191550193756

https://x.com/davidzmorris/status/2026286018643603749

https://x.com/1914ad/status/2026757796390449382

35:29 Meta Revives Stablecoin Plans

https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-year

39:49 ZachXBT Exposes Insider Trading at Axiom

https://x.com/zachxbt/status/2025917891678523644

https://polymarket.com/event/which-crypto-company-will-zachxbt-expose-for-insider-trading/?via=bankless?

https://x.com/zachxbt/status/2027016064534757659

https://x.com/zachxbt/status/2027016170126323925

50:40 Hyperliquid DC Policy Center, Robinhood VC, & Coinbase 24/5 stocks & ETFs trading

https://x.com/jchervinsky/status/2024116520427651480

https://x.com/vladtenev/status/2026028297822588941

https://x.com/coinbase/status/2026303315382870364

55:49 AI Watch: Pentagon vs Anthropic

https://x.com/DeItaone/status/2027028927756054670

https://x.com/VitalikButerin/status/2026382701562048545

https://x.com/VitalikButerin/status/2026329054887239697

1:02:33 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau

Wed, 25 Feb 2026 11:30:00 -0000

Crypto’s newest threat isn’t a smart contract exploit, it’s a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you’ll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team.

---
📣ROCKET POOL | PERMISSIONLESS STAKING
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---
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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro

---
TIMESTAMPS

0:00 Intro
2:45 The 2026 threat landscape: third parties, privacy, then physical
8:07 Most likely vs most dangerous: phishing vs wrench attacks
17:23 Minimize attack surface + separate your money by risk
20:27 The “3-wallet” model: daily spend, risky ops, deep cold vault
25:08 Hot vs cold: the $1k rule + don’t sign when you’re not sharp
30:01 Social engineering defense: authenticate everything, trust nothing inbound
36:22 Password managers + the 2FA ladder (passkeys/YubiKeys win)
45:05 “Dedicated signing machine” and air-gapped thinking
47:30 Wrench attacks: how targets are found + what the attacks look like
52:50 Why France stands out (and what Dubai’s data shows)
57:37 “Zero Crypto at Home”: multisig + geography + time delays
1:12:27 Duress wallets: why they don’t reliably work
1:16:38 Home hardening checklist: cameras, lights, panic buttons, doors/windows
1:30:59 Onchain privacy reality + tax software pitfalls
1:37:40 Is this a setback for the Bankless vision?

---
RESOURCES

Jameson Lopp
https://x.com/lopp
https://casa.io/

Beau
https://x.com/beausecurity
https://beausecurity.substack.com/

RSA’s Article - Zero Crypto at Home
https://x.com/RyanSAdams/status/2016572587363520933

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

Ethereum's Last Big Upgrade: The zkEVM | Ansgar Dietrichs

Mon, 23 Feb 2026 11:30:00 -0000

Ethereum’s next big leap might not look like a single “flip the switch” moment—but it could change how the chain verifies everything. In this episode, Ansgar Dietrichs comes back to unpack the ZK EVM: why “re-executing every block” has been Ethereum’s hidden scaling tax, how real-time proofs finally make a different verification model viable, and what it would take to transition safely without sacrificing the verifiability that keeps Ethereum credibly neutral. They explore the three true bottlenecks of blockchain scaling (compute, IO, bandwidth), the roadmap from optional proofs to mandatory proofs, and why client diversity could look radically different in a ZK-native future.

---
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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro

---
TIMESTAMPS

0:00 Intro
0:43 Ethereum’s Biggest Upgrade
4:35 The Core Idea: Verify Blocks Without Re-Executing
10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution
16:22 Cryptography 2.0: Proving Arbitrary Computation
22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth
32:33 Why Ethereum Has Been “Slow” by Design
38:29 3× Per Year: Scaling Now, Not Someday
41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves)
46:33 Rollout Plan: Optional Proofs → Mandatory Proofs
49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees
54:14 Security Reality Check: Performance → Security → Production
1:01:24 Client Diversity in a ZK World
1:10:51 Timeline: ZK Ethereum, Around 2030
1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto
1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps

---
RESOURCES

Ansgar Dietrichs
https://x.com/adietrichs

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

ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH

Fri, 20 Feb 2026 11:30:00 -0000

A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powered prediction markets may be crypto’s strongest product-market fit yet, and why that scares regulators. Plus: Harvard rotates from Bitcoin into Ethereum, Base breaks from Optimism, Zora expands to Solana, the Ethereum Foundation leadership reshuffles, signs of life for the Clarity Act, institutions buying DeFi tokens, Europe’s unrealized-gains wealth tax, autonomous “life” on Ethereum, OpenAI’s EVMbench, and what ETHDenver says about where crypto goes next.

---

📣ROCKET POOL | PERMISSIONLESS STAKING

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BANKLESS SPONSOR TOOLS:

🔮POLYMARKET | #1 PREDICTION MARKET

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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

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⚡EUPHORIA | REAL-TIME ONE-TAP TRADING

https://bankless.cc/euphoria

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:27 MARKETS

https://x.com/hiwhaledegen/status/2023372409303450065

4:33 PREDICTION MARKETS REGULATORY FIGHT

https://x.com/ChairmanSelig/status/2023744651216240966

https://x.com/GovChristie/status/2023821634344550892

https://x.com/SenWarren/status/2023877196323188764

https://x.com/govcox/status/2023795059980988874

https://x.com/RepCasten/status/2024212119491588303

https://x.com/brian_armstrong/status/2023794107274194944

https://x.com/SenatorHagerty/status/2023802779899252901

https://x.com/SenMcCormickPA/status/2023831838461194501

https://x.com/tyler/status/2023761976481259585

https://x.com/kylascan/status/2023786873605476719

https://x.com/ADoricko/status/2023834015699173398

https://x.com/abcampbell/status/2024281289700802568

https://x.com/NTmoney/status/2024505537514394104

25:18 BASE LEAVES OPTIMISM

https://blog.base.dev/next-chapter-for-base-chain-1

https://x.com/lex_node/status/2024181767813427402

https://x.com/intangiblecoins/status/2024184295493886317

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

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

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

https://x.com/web3_data/status/2023716576126755249

https://polymarket.com/event/will-base-launch-a-token-in-2025-341/?via=bankles

35:24 ZORA EXPANDS TO SOLANA

https://x.com/zora/status/2023797263651533053

https://x.com/js_horne/status/2023809356739838390

https://x.com/brian_armstrong/status/2023872648032272642

https://x.com/haydenzadams/status/2023990750082445561

40:04 ETHEREUM FOUNDATION SHAKEUP

https://x.com/tkstanczak/status/2022315368430067847

https://x.com/VitalikButerin/status/2022318344288792618

https://x.com/aerugoettinea/status/2022318885047779576

https://x.com/dannyryan/status/2022318587281572257

44:56 CLARITY ACT SIGNS OF LIFE

https://x.com/brian_armstrong/status/2024238762021036201

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankles

https://x.com/altcoindaily/status/2024174959707541638

49:16 APOLLO x MORPHO (INSTITUTIONS BUYING DEFI TOKENS)

https://x.com/AggrNews/status/2022482933974544669

https://x.com/RyanWatkins_/status/2022680420270379400

https://x.com/DefiIgnas/status/2023054776762876157

52:14 AAVE TOKEN ALIGNMENT PROPOSAL

https://x.com/TheiaResearch/status/2022037595568603406

https://x.com/Marczeller/status/2022073505341219033

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

56:09 NETHERLANDS UNREALIZED GAINS WEALTH TAX

https://x.com/BitcoinNewsCom/status/2021978390870347923

https://x.com/balajis/status/2022360046122995851

58:55 AUTONOMOUS LIFE ON ETHEREUM (CONWAY)

https://x.com/0xSigil/status/2023877649475731671

https://x.com/sterlingcrispin/status/2024254432498639322

1:04:56 OPENAI EVMbench

https://openai.com/index/introducing-evmbench/

1:06:24 ETHDENVER REFLECTIONS

https://x.com/EthereumDenver/status/2024234929840935318

https://x.com/TrustlessState/status/2024215091856527753

1:08:05 CLOSING & DISCLAIMERS

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin

Mon, 16 Feb 2026 11:30:00 -0000

Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment.

A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do under real-world constraints.

We dig into the “gradual print” era, why gold is ripping, how a more multipolar monetary order could emerge (gold, bitcoin, and stablecoins in different roles), and what trade war dynamics mean for the dollar’s privilege.

Lyn also explains why Bitcoin has lagged gold this cycle, how much the four-year crypto cycle still matters, the risks around treasury companies and quantum narratives, and how she’s thinking about portfolio construction in 2026.

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watchch

------

TIMESTAMPS

0:00 What’s Happening?

6:23 The Fourth Turning

13:59 Fed Independence

30:40 New Fed Chair Kevin Warsh

37:46 The Gradual Print

42:16 Gold

53:56 China vs US

1:07:14 Bitcoin vs Gold

1:12:37 Crypto 4-Year Cycles

1:23:26 Proof-of-Work vs Proof-of-Stake

1:28:12 Frontier Tech

1:35:11 Lyn Alden’s 2026 Portfolio

1:39:24 Cash Strategy

1:41:30 Closing & Disclaimers

------
RESOURCES

Lyn Alden

https://x.com/LynAldenContact

Lyn Alden Newsletter

https://www.lynalden.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap

Fri, 13 Feb 2026 11:30:00 -0000

Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig into the brutal selloff, why IBIT’s record volume hints at forced TradFi liquidation, and what Polymarket is pricing for Bitcoin under $50K. From Robinhood’s prediction markets exploding into a real revenue engine to the political fight over who regulates “gambling vs markets,” the thesis is clear: finance is the only use case still scaling. Plus: LayerZero’s new “world computer” L1, MegaETH and Aztec’s bear market launch playbook, Vitalik finally calling ETH a store of value, ENS staying on L1, BlackRock bringing BUIDL to Uniswap, and the weirdest loose end of all, SBF’s missing tungsten cube.

---

📣ROCKET POOL | PERMISSIONLESS STAKING

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BANKLESS SPONSOR TOOLS:

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:32 Super Bowl Coinbase Commercial

https://x.com/julia_fiedler5/status/2020672759508967576

10:02 Markets

https://x.com/cryptorand/status/2021894696268660736

https://x.com/TheDemocrats/status/2019492504614150375

https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankles

https://x.com/intocryptoverse/status/2019835733503255006

https://x.com/DegenerateNews/status/2020846896084852796

https://x.com/blckchaindaily/status/2021967204653445163

https://x.com/WatcherGuru/status/2020860553732768085

https://www.strategicethreserve.xyz

https://x.com/WatcherGuru/status/2021325189674357204

25:46 Prediction Markets Growth has been explosive

https://x.com/theoneandomsy/status/2021399052366250280

https://x.com/TrustlessState/status/2021603112541102400

https://x.com/movietimedev/status/2021278393136808099

https://x.com/mattplatkin/status/2021335653091508323

https://x.com/GovChristie/status/2019515642836054038

https://x.com/michaelselig/status/2019533204068393280

34:51 A tail of Three Chains - LayerZero, Robinhood, MegaETH

https://x.com/LayerZero_Core/status/2021338847972663394

https://x.com/a16zcrypto/status/2021348447656476841

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

https://x.com/LayerZero_Core/status/2021343796236321036

https://x.com/RobinhoodApp/status/2021585052417630465

https://youtu.be/KcpMRlmrkEw

https://x.com/megaeth/status/2020876108342927670

https://x.com/TrustlessState/status/2021265395307495795

https://x.com/Zac_Aztec/status/2021707048497602777

https://x.com/sjdedic/status/2021960471704707177

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

https://app.hyperliquid.xyz/trade/MEGA

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

44:04 Are non-financial crypto dead?

https://x.com/matthuang/status/2020858831065043159

https://x.com/jessepollak/status/2020962065100538091

https://x.com/cdixon/status/2019837259575607401

https://x.com/hosseeb/status/2020451853633511696

50:04 ETH & BlackRock

https://x.com/VitalikButerin/status/2019814868140933287

https://x.com/ensdomains/status/2019789111557808146

https://x.com/BrantlyMillegan/status/2019791852531069313

https://x.com/vitalikbuterin/status/2019818956530274327

https://x.com/haydenzadams/status/2021587358999630034

https://x.com/KalshiTrade/status/2021586037034651819

https://fortune.com/2026/02/11/blackrock-uniswap

https://finance.yahoo.com/news/uniswap-token-jumps-following-blackrock-165720913.html

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

57:13 MrBeast acquired a Gen Z‑focused banking app

https://x.com/MrBeast/status/2020910218360782929

https://x.com/BuckOnTwidder/status/2021005048654987354

59:17 You can now give your agent a self-custodial wallet!

https://x.com/programmer/status/2021649037074870627
https://docs.cdp.coinbase.com/agentic-wallet/quickstart.

https://x.com/base/status/2021413560740721048

1:01:10 Safemoon founder sentenced to 100 months in prison

https://x.com/IRS_CI/status/2021340944143196568?

1:02:19 SBF suck up…full on propaganda - pardon by summer?

https://x.com/SBF_FTX/status/2021932965047988515

https://themissingbillions.com/

1:05:42 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco

Thu, 12 Feb 2026 15:35:00 -0000

Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI CapEx. Jim Bianco returns to Bankless to explain what actually changed: why AI is collapsing the cost of building software (and threatening SaaS pricing models), how “synthetic Bitcoin” in TradFi can amplify volatility even when nothing breaks onchain, and why the next crypto cycle can’t be powered by “permission” narratives, it has to be powered by replacement and building.

---
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---
TIMESTAMPS

0:00 Intro
0:44 Super Bowl ads as a market metaphor
2:30 WTF was last week? Four selloffs collide
8:38 Why crypto traded like “software” in the selloff
13:52 AI CapEx fears: are we overbuilding the infrastructure?
17:00 The 1999 playbook: infra boom → crash → app-layer winners
28:53 Where the value accrues: users, not the hyperscalers
35:36 Gold & silver: why silver behaves like an “altcoin”
39:09 Why Jim is bearish on China
44:21 Trump, Europe, defense spending, and the “go to 11” problem
49:09 Synthetic Bitcoin: the offchain float problem
56:52 Crypto’s next narrative: replacement, not permission
1:01:57 Kevin Warsh, Fed independence, and a new Fed–Treasury accord
1:09:40 Portfolio wrap: puke signals, building signals, and 4–5–6 returns

---
RESOURCES

James Bianco
https://x.com/biancoresearch

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

Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat

Wed, 11 Feb 2026 11:30:00 -0000

Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat (GM of Crypto at Robinhood) joins Bankless to unpack what “24/7 markets” actually requires, why liquidity and routing are the hidden battleground for tokenized equities, and how “Certified by Robinhood” could become a distribution moat for onchain apps. Along the way, they compare Robinhood’s approach to tokenization with the NYSE’s 24/7 tokenized platform plans and Nasdaq’s tokenized securities proposal, and dig into what U.S. regulatory clarity would need to unlock stock tokens stateside. Subscribe for more on the new financial rails being built in real time.

---
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---
TIMESTAMPS

0:00 Intro
3:43 Is Robinhood Building a New Exchange?
4:45 Robinhood Chain testnet: what it enables for builders
9:17 What’s actually unique about this L2
10:44 “Certified by Robinhood” explained
12:52 Mainnet timing & NYSE/Nasdaq vs Robinhood tokenization approaches
16:34 Stock tokens today: EU access, U.S. questions
18:16 The liquidity problem (and how routing fixes it)
21:28 What tokenized equities unlock beyond trading
23:23 Robinhood Wallet’s role in the stack
24:57 The CLARITY Act: what matters to Robinhood
30:49 Strategic bets: Talos, Bitstamp, and going institutional
38:51 Lighter + perps: DeFi vs CeFi (and the U.S. CFTC wall)
43:21 What’s next: “one ecosystem” + prediction markets
45:13 Builder call-to-action

---
RESOURCES

Johann Kerbrat
https://x.com/JohannKerbrat

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

MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

Mon, 09 Feb 2026 11:30:00 -0000

MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1.

Lei Yang & Namik break down why Vitalik’s latest L2 framing validates “barbell” scaling, what users actually inherit from Ethereum (censorship resistance, exit guarantees, and fraud-proof security assumptions), and why stages + governance are harder than they look.

Plus: the mainnet stress test (11.4B tx in 7 days, 55k peak TPS), the economics shift toward stablecoin yield with USDM, proximity markets for MEV, and MegaETH’s aggressive app-incubation strategy.

------

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

------

TIMESTAMPS

0:00 Intro

0:41 Vitalik’s L2 Pivot Tweet

14:05 Property Rights on MegaETH

21:10 Stage 2 & Rollup Design

30:34 MegaETH’s Stress Test Numbers

40:42 MegaETH’s Throughput

47:02 Business Model

52:15 MEV

1:00:18 Other MegaETH Products

1:02:19 App Strategy

1:07:04 Mega Mafia

1:10:48 MegaETH x AI Agents

1:15:53 Mega Token

1:20:17 Mainnet Release

1:21:11 Closing & Disclaimers

------
RESOURCES

Lei Yang

https://x.com/yangl1996

Namik

https://x.com/NamikMuduroglu

MegaETH

https://www.megaeth.com/

MegaETH Stress Test

https://stress.megaeth.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

Sat, 07 Feb 2026 11:30:00 -0000

A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what he didn’t), why stage 2 plus rollup interop proved far slower than anyone hoped, and why L1 scaling, powered by ZK, may be Ethereum’s real reset button in 2026. Along the way, they unpack the quiet death of the “L2s are Ethereum” meme, the community’s whiplash reaction, and what differentiated “gen 2” L2s must do to earn their place in the alliance.

---

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch

---
TIMESTAMPS

0:00 The Rollup-Centric Roadmap: 2020 → 2026
1:26 What Vitalik Actually Said
3:15 The Understated Bombshell: L1 Scaling + ZKVM
6:28 “Branded Shards” Are Over
8:12 “L2s Are Ethereum” Is Dead (But Not the Alliance)
12:29 Vitalik’s Follow-Up: Differentiation Wins
15:51 The Reaction: Praise, “I Told You So,” and Anger
18:23 The NATO Analogy for L2s
20:51 The Messaging Risk: Does Ethereum Push Rollups Away?
23:25 Why Did It Take So Long to Say This Out Loud?
30:09 Was Modular Wrong? What We Thought vs What We Got
33:20 Ryan’s Retrospective: Wins + Three Missteps
38:01 David’s Take: ZKVM Precompile = “Manhattan Project”
39:57 The Cost: Wasted Time, Misallocated Capital, Leadership Tension
45:39 What Happens Next: Base Leaving, New North Star, Anyone’s Game
51:04 Signs the Pivot Is Working

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

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

Fri, 06 Feb 2026 11:30:00 -0000

Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely fragile in this cycle. They dig into Vitalik’s L2 pivot and what it signals about Ethereum’s next era, unpack massive institutional paper losses at Strategy, BitMine, and Galaxy, and analyze Polymarket odds on where Bitcoin goes next. Plus: OGs selling to ETF buyers, the Clarity Act standoff between banks and crypto, and how to survive the psychology of a real bear market.

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:23 Markets

https://x.com/KobeissiLetter/status/2019413451471483282

https://x.com/MelMattison1/status/2018821072934846482

https://x.com/KobeissiLetter/status/2018215213959729487

https://imgur.com/xGMBu9p

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

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

https://x.com/zerohedge/status/2017679054619414773

https://x.com/AggrNews/status/2017670162481053771

https://imgur.com/fOOPShT

https://x.com/KobeissiLetter/status/2018251708833669137

https://x.com/fundstrat/status/2018317901682373032

https://x.com/mmmikema/status/2017517404461666668

https://www.coindesk.com/markets/2026/02/04/tom-lee-says-bitmine-s-usd6-billion-ether-paper-loss-is-by-design

https://x.com/deitaone/status/2018680207368950085

https://x.com/nic_carter/status/2018698942083412050

https://x.com/Polymarket/status/2017655487936807237

https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankless

https://x.com/ericbalchunas/status/2019079756008800685

https://x.com/Matt_Hougan/status/2018695396386570257

https://x.com/Zeneca/status/2017713330341953547

24:49 Federal Reserve & Kevin Warsh

https://x.com/KobeissiLetter/status/2017204939139764607

https://x.com/AshCrypto/status/2017223525522919707

https://x.com/Eric_BIGfund/status/2017077398479470788

https://x.com/shahh/status/2017266603126292607

https://x.com/avichal/status/2017107032034464256

https://x.com/RayDalio/status/2017687126926602643

https://x.com/LukeGromen/status/2013334684130746521

https://x.com/AltcoinDaily/status/2017296093621719062

31:57 Ethereum Roadmap Pivot

https://x.com/RyanSAdams/status/2018727620624384059

https://x.com/VitalikButerin/status/1267464298919534593

https://x.com/VitalikButerin/status/2019341766407725170

https://x.com/tkstanczak/status/2018969582506328077

https://x.com/haydenzadams/status/2018739946706596309

https://x.com/RyanWatkins_/status/2018722118955913367

https://x.com/josephdelong/status/2019116049694880021

https://x.com/Shaughnessy119/status/2018745708648574999

https://x.com/KhanAbbas201/status/2019155752955289652

45:16 Clarity Act & Stablecoin Yield

https://x.com/coinbureau/status/2016953240601186316

https://x.com/fintechfrank/status/2017622525987954840

https://x.com/aosipovich/status/2017173012546486292

https://x.com/Bankless/status/2017335175533715783

https://www.coindesk.com/policy/2026/02/02/white-house-crypto-meeting-on-market-structure-bill

https://x.com/BrendanPedersen/status/2018456230214435027

https://x.com/EleanorTerrett/status/2018472709622292899

https://x.com/Cointelegraph/status/2019207030276300833

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless

https://www.coindesk.com/policy/2026/02/03/trump-adviser-says-white-house-won-t-allow-crypto-bill-to-attack-president-on-ethics

https://x.com/tier10k/status/2017780627894898788

https://x.com/Cointelegraph/status/2018467240136294821

https://x.com/NeerajKA/status/2019108061969866759

57:05 MetaMask Stocks & Bitwise Acquisition

https://x.com/OndoFinance/status/2018722106553348414

https://www.theblock.co/post/388379/bitwise-acquires-chorus-one

https://www.8004scan.io

58:31 Polymarket & Culture

https://x.com/Polymarket/status/2018731372920344582

https://x.com/litcapital/status/2018734492999885030

https://x.com/nycmayor/status/2019105073423327680

https://polymarket.com/sports/nfl/games/week/15/nfl-sea-ne-2026-02-08/?via=bankless

1:03:02 Closing & Disclaimers

1:03:18 Moment of Zen

https://x.com/tomwarren/status/2019039874771550516

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis

Thu, 05 Feb 2026 11:30:00 -0000

AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ryan and David sit down with Davide Crapis and Austin Griffith to map the emerging agent stack: ERC-8004 as a decentralized identity + reputation layer, x402 as payment rails for agent-to-agent commerce, and the real-world “Clawdbot” experiments that show what happens when an agent gets a wallet, a codebase, and a mandate. Along the way: prompt-injection risks, why agents read calldata like it’s their native language, and why it may be the best time in history to be a solo builder—even as it gets harder to be a junior dev.

---

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🔮POLYMARKET | #1 PREDICTION MARKET
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch

---
TIMESTAMPS

0:00 “AI is the new UI,” and you’ll be talking to your wallet
4:09 Is there an arms race for AI activity across chains?
7:32 The Clawdbot/OpenClaw moment: agents get OS-level power
13:18 Why crypto is native to agents
19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy
22:28 The token incident: how a bot “got a treasury”
28:46 Prompt injection meets wallets
38:20 ERC-8004 explained: identity, reputation, validation
40:35 x402 + 8004: discovery + payment rails for agent commerce
48:38 8004 “scans” and early adoption reality
1:05:32 What agents could build when they can hire other agents
1:12:38 Tooling for the new builder era: Speedrun → Wingman
1:25:23 “Worst time to be a junior dev…”
1:28:15 Predictions: clean English becomes the sign of AI

---
RESOURCES

Austin Griffith
https://x.com/austingriffith

Davide Crapis
https://x.com/DavideCrapis

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

Where Do We Go From Here? | Michael Nadeau

Tue, 03 Feb 2026 11:30:00 -0000

Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think this is the macro low yet, and what a real bottom typically looks like (capitulation, then apathy).

They also dig into the new wild card: incoming Fed chair Kevin Warsh, and why “rates down” could still mean tighter liquidity if the balance sheet shrinks. Mike walks through the key cycle signals he is watching (MVRV/realized price, 200-week moving average, long-term holder behavior, miners), how Bitcoin tends to lead the Nasdaq Composite, and the price zones on his watch list for ETH and SOL as he prepares to scale back into risk.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io/

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS

0:00 Intro

3:03 New Fed Chair Announcement

8:54 Macro Analysis of Kevin Warsh

14:56 Labor Market Concerns

23:09 Wealth Destruction Phase

26:31 Long-Term Market Projections

31:21 Bitcoin vs. Stocks

39:51 Market Sentiment & Cycles

42:10 Tactical Investment Strategies

55:29 Long-Term Optimism for Crypto

58:06 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Capitalism’s Endgame: The Last Companies That Will Ever Exist

Mon, 02 Feb 2026 11:30:00 -0000

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing.

We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome.

From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).

Josh Kale
https://x.com/JoshKale

------

💫 LIMITLESS | SUBSCRIBE & FOLLOW

https://pod.link/1813210890

https://www.youtube.com/@Limitless-FT

https://x.com/LimitlessFT

------

🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

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🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

------

TIMESTAMPS

0:00 The Infinity Gauntlet of Capitalism

6:50 Intelligence

18:15 Capital

25:04 Energy

30:05 Labor

42:45 Google

47:20 Nvidia

49:16 Tesla

56:55 SpaceX

1:13:54 Amazon

1:15:12 Microsoft

1:16:35 Meta

1:19:34 Apple

1:22:22 Who Wins?

1:25:45 Elon Musk

1:26:46 Endgame Portfolio

1:29:17 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

Fri, 30 Jan 2026 06:30:00 -0000

Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world’s largest gold holders. They make the case for Ethereum’s comeback, from surging usage to serious quantum resistance efforts, break down Fidelity’s new onchain dollar, and dig into MegaETH’s eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out.

---

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---

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👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:22 Markets

https://x.com/Vivek4real_/status/2014721850937380963

https://imgur.com/vumkykb

https://x.com/longstcc/status/2016429742904508789

https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.html

https://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30/?via=bankless

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless.

https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31/?via=bankless

16:25 Gold & Silver All-Time Highs

https://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLD

https://companiesmarketcap.com/assets-by-market-cap

https://x.com/KobeissiLetter/status/2016890828925313192

https://x.com/philippilk/status/2016089604588290348

https://x.com/historydefined/status/2016360674058760269

https://x.com/fintechfrank/status/2015596117195444375

https://x.com/DegenerateNews/status/2016870767426707457

https://thedefireport.io/research/why-is-bitcoin-underperforming-gold

28:11 Dollar Reserve Currency Discussion & Tether Gold Reserves

https://x.com/FluentInFinance/status/2015424544333328808

https://x.com/KobeissiLetter/status/2016259771616444454

https://x.com/barkmeta/status/2016351131727770107

https://x.com/WatcherGuru/status/2016307227158601780

https://cryptonews.com/news/tether-quietly-becomes-one-of-the-biggest-global-gold-market-players-holds-140-tons-of-gold

33:15 Ethereum Usage Scaling & Ethereum Quantum Resistance & ETH Bull Case

https://x.com/JasonYanowitz/status/2016128371755811109

https://x.com/riley_gmi/status/2016193883764371469

https://sergeenkov.com/record-high-activity-ethereum-2026

https://x.com/drakefjustin/status/2014791629408784816

https://x.com/VivekVentures/status/2015510724244611168

https://x.com/LorenzoARK/status/2015594553579868566

43:47 Fidelity Digital Dollar

https://x.com/DegenerateNews/status/2016505433322635443

https://x.com/sytaylor/status/2016569801678704807

45:40 Tether Onshore Stablecoin (USA₮)

https://x.com/paoloardoino/status/2016151121522204953

46:46 MegaETH Mainnet & Stress Test

https://x.com/megaeth/status/2016511667644064164

https://x.com/megaeth/status/2014376592378888503

https://www.growthepie.com

https://app.hyperliquid.xyz/trade

https://x.com/NamikMuduroglu/status/2016909695609364917

53:27 Uniswap Auctions

https://x.com/Uniswap/status/2016513436771922218

https://x.com/Benjamin918_/status/2016515467960016958

54:34 Robinhood & Talos

https://www.coindesk.com/business/2026/01/29/robinhood-is-investing-in-crypto-trading-platform-talos-at-usd1-5-billion-valuation

57:15 Prediction Markets Expansion

https://x.com/brian_armstrong/status/2016593041532870677

https://x.com/shayne_coplan/status/1989005876611461429

57:42 OpenAI & Human Verification

https://x.com/forbes/status/2016622235902234794

1:00:24 Government Contractor Theft Story

https://x.com/zachxbt/status/2015430549846777964

https://x.com/zachxbt/status/2014685299025060154

1:03:11 Meme of the Week

https://x.com/0xcyp/status/2016556046697779495

1:04:01 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski

Thu, 29 Jan 2026 11:30:00 -0000

Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer used for remittances, savings, onchain FX, and identity across emerging markets.
They explore why Celo stayed focused on peer-to-peer payments while others chased trends, how Opera’s MiniPay onboarded hundreds of thousands of daily users, and why stablecoins are reshaping global finance from the ground up. The conversation spans onchain FX, proof of personhood with Self.xyz, Ethereum’s L2 future, and why fast, cheap payments, not hype, may be crypto’s real unlock.

---
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---
TIMESTAMPS

0:00 Celo’s Origin Story and Design Philosophy
5:18 The Long Bet on P2P Payments
17:19 700,000 Daily Users: The Data Behind the Narrative
22:11 MiniPay: Global Venmo Built on Celo
30:28 Solving the Last-Mile Banking Problem
37:36 Celo x Opera partnership
40:37 Stablecoins, FX, and the Rise of Onchain Forex
46:53 Perpetuals for FX: UpDown.xyz
49:37 Open Finance vs. Governments and the Battle for the Payments Stack
59:13 Why Celo Chose Ethereum L2 Over an L1 Path
1:06:02 Self.xyz and Proof of Personhood
1:14:06 Putting It All Together: Celo’s Endgame

---
RESOURCES

Marek Olszewski
https://x.com/marek_

Celo
https://celo.org/

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

Iran Unchained: How the Islamic Republic Holds Power and Why Protests Keep Returning | Sana Ebrahimi & Ameen Soleimani

Tue, 27 Jan 2026 11:30:00 -0000

Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regime’s control stack, including unelected theocracy, street-level coercion, corruption as governance, and propaganda that reaches far beyond Iran’s borders.
They unpack gender apartheid, internet blackouts during uprisings, why protests keep returning, and what the West gets wrong about “intervention” and regional stability.

---

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https://bankless.cc/ico-watch

---
TIMESTAMPS

0:00 Intro
1:21 “How does it feel to be Iranian right now?”
3:39 Sana’s background: Tehran → U.S., and a life shaped by protests
4:38 What is the Iranian regime and what does it want?
9:51 What an Ayatollah is and how that status concentrates power
16:46 Promises vs reality: revolutionary slogans, economic collapse, and control loops
24:15 1979’s alliance, the Marxists, and the purge that followed
34:53 Repression as a system: arrests, torture, and fear as governance
39:15 “Let this land burn”: why the regime doesn’t step down
41:23 Gender apartheid, Mahsa Amini and the spark that keeps reigniting protests
51:58 Protest math: why people still return to the streets
55:18 The internet blackout playbook
1:02:52 “Regime apologists” abroad: media, think tanks, and narrative capture
1:07:17 Why the West gets confused: Palestine politics and cognitive dissonance
1:17:56 Western intervention: “Not Iraq, not Afghanistan”
1:28:57 The diaspora, brain drain, and what a free Iran could unlock
1:31:40 What they’re hoping for next and how to help

---
RESOURCES

Ameen Soleimani
https://x.com/ameensol

Sana Ebrahimi
https://x.com/__Injaneb96

Iran Unchained fundraiser
https://www.iranunchained.com/

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

Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn

Mon, 26 Jan 2026 11:56:00 -0000

Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cypherpunk tools has always been UX and onboarding.

We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable.

Plus: why “value at rest” beats “value in flight,” what it would take for Ethereum to get meaningful privacy, and the debate over strengthening the 21M cap (and whether Zcash should add new security mechanisms without losing the meme).

------

🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget-futures

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

------

TIMESTAMPS

0:00 Intro

0:46 What Failed

3:58 What Succeeded

5:04 Institutional Adoption

6:53 Areas Neglected

10:51 The Cypherpunk Vision

18:53 Can The Cypherpunks Win?

23:19 Crypto’s Path to Success

27:44 Crypto vs Linux

30:39 AI Cypherpunks?

33:05 Optimism

35:49 AI Surveillance

37:10 Zcash

43:02 Zcash Dev Fund

51:45 Zashi Governance Drama

56:32 Zcash Privacy Practices

1:15:56 AI Privacy Consequences

1:22:31 Is Zec a Store of Value

1:26:01 Encrypted Bitcoin?

1:29:01 Ethereum Privacy & Anoma

1:33:14 Closing & Disclaimers

------
RESOURCES

Zooko

https://x.com/zooko

Zcash

https://z.cash/

Zashi

https://z.cash/ecosystem/zashi-wallet/

Anoma

https://anoma.net/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Trump Eyes Greenland | Davos Goes Crypto | NYSE Goes Onchain | Quantum Spooks Bitcoin | Farcaster + Lens Acquired

Fri, 23 Jan 2026 06:30:00 -0000

Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why crypto finally had a real seat at the table, and the moments from Brian Armstrong and Larry Fink that framed Crypto versus Central Banks. Plus: the NYSE unveils a tokenized trading platform and whether it validates or co-opts DeFi, Farcaster and Lens are acquired as on-chain social hits a crossroads, and a Jefferies strategist drops Bitcoin over quantum fears. Finally, an update on the Clarity Act delay and the race for the next Fed chair.

---

📣 IMMUNEFI | $IMU TOKEN LAUNCH

https://bankless.cc/ImmunefiICO

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDR-pro

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:31 Why are markets down

https://x.com/KobeissiLetter/status/2013591373006676322

https://x.com/FoxNews/status/2013603538513863126

https://edition.cnn.com/2026/01/14/politics/greenland-trump-nato-denmark

https://x.com/CBSNews/status/2013983374549946581

https://x.com/KobeissiLetter/status/2014089644288196691

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://polymarket.com/event/will-the-us-acquire-any-part-of-greenland-in-2026

https://x.com/fejau_inc/status/2013610390698041805

https://x.com/thestalwart/status/2013580367123423518

https://x.com/Strategy/status/2013598056000725476

15:12 Davos power shifts

https://x.com/CommerceGov/status/2013638111977222213

https://x.com/KanwalSibal/status/2013863207962845315

https://x.com/alreadydawn/status/2011855946298032188

https://x.com/WatcherGuru/status/2013947391733342444

https://x.com/MSBIntel/status/2014311838092284200

https://x.com/gazza_jenks/status/2014316956787077193

https://x.com/RWAwatchlist_/status/2014302865515479322

25:45 Next Fed Chair

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair

https://en.wikipedia.org/wiki/Kevin_Warsh

29:23 NYSE tokenization platform

https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx

https://x.com/sytaylor/status/2013248790988214418

https://x.com/jdorman81/status/2013273153544323438

https://x.com/intangiblecoins/status/2013302033286054109

https://x.com/malekanoms/status/2013597558413664443

37:10 Onchain social handover

https://farcaster.xyz/dwr/0x72aab3a5

https://x.com/neynarxyz/status/2014046158700659072

https://x.com/0xfoobar/status/2014169292736979296

https://x.com/StaniKulechov/status/2013617272464580990

https://lens.xyz/news/mask-network-to-steward-the-next-chapter-of-lens

https://x.com/hishboy/status/2014050332675121169

https://x.com/VitalikButerin/status/2013884907659944205

https://firefly.social/signup

https://x.com/RyanSAdams/status/2014338767847354766

https://x.com/VitalikButerin/status/2011325527567544393

45:57 Clarity Act delay

https://x.com/DegenerateNews/status/2014119477923705271

https://x.com/eleanorterrett/status/2014139061103907238

https://x.com/brian_armstrong/status/2012612712044573151

https://x.com/patrickjwitt/status/2013776653902614547

https://polymarket.com/event/clarity-act-signed-into-law-in-2026

50:00 Stablecoin payroll

https://x.com/base/status/2013752842822038000

https://imgur.com/a/9kriKIV

51:42 Bitcoin & quantum

https://x.com/matthew_sigel/status/2013266516112712139

https://www.linkedin.com/feed/update/urn:li:activity:7414027710861045761/

https://x.com/bitcoinofficesv/status/1961564696856727947

https://x.com/batsoupyum/status/2013606402976293243

https://x.com/nic_carter/status/2013781321638695383

https://www.coinbase.com/blog/coinbase-establishes-independent-advisory-board-on-quantum-computing-and-blockchain

59:40 Regulation & Trad

https://x.com/WatcherGuru/status/2013626808474968164

https://x.com/felixprotocol/status/2011831820371828920

https://x.com/0xBroze/status/2011832444102561838

https://x.com/JupiterExchange/status/2013987873943334919

1:01:02 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Mon, 19 Jan 2026 11:30:00 -0000

Crypto in 2026 is consolidating into a handful of high-stakes rivalries:

Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi for prediction markets.

Arnav Pagidyala (Bankless Ventures) joins David and Ryan to map the investment implications, why incentives-driven L1s keep leaking liquidity, what makes Morpho’s institutional playbook work, and whether Hyperliquid, wallets, and onchain rails start eating the exchange business.

We also dig into the comeback of ICOs, what it would take for tokens to become truly investable, and why proof-of-personhood and privacy-preserving KYC may become unavoidable infrastructure.

------

🔮POLYMARKET | #1 PREDICTION MARKET

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

------

TIMESTAMPS

0:00 Intro

1:12 Ethereum & Solana

7:33 Why Solana is Winning

9:27 L1 Valuations

13:13 Coinbase & Robinhood

17:16 Base Contentcoins

20:32 Kalshi & Polymarket

23:19 Prediction Market Tokens

24:45 Store of Value Duopoly

27:21 Tokens in 2026

29:41 Tokens & Equity Alignment

31:01 MetaDAO

32:42 ICOs

34:44 Morpho

39:17 Morpho & Aave

40:41 Perp Exchanges

44:28 Proof of Personhood

48:42 Fat Wallet Thesis

51:45 X & Crypto

53:27 AI & Vibecoding

55:28 Is Crypto Dead?

57:18 Capital Stack Moving Onchain

59:10 What About TradFi?

1:02:15 Closing & Disclaimers

------
RESOURCES

Arnav Pagidyala

https://x.com/0xArnav

Bankless Ventures

https://x.com/banklessvc

Investing Trends for 2026

https://www.youtube.com/watch?v=Poes3EpAR5c

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Clarity Bill Stalls | Powell vs. Trump | NYC Meme Rug | Silver Explodes | X Adds Crypto

Fri, 16 Jan 2026 06:30:00 -0000

Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and why Coinbase says the bill may be worse than no bill at all. They also unpack Trump’s DOJ targeting Jerome Powell and what it means for Fed independence, silver’s explosive move as markets search for safety, X’s push toward becoming a crypto super app, and the NYC mayor’s meme coin disaster. Plus: Tom Lee’s surprising MrBeast investment and what it signals about capital, culture, and crypto’s next phase.

---

📣ZAMA | $ZAMA PUBLIC AUCTION

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---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:25 DOJ opened an investigation into Jerome Powell

https://x.com/federalreserve/status/2010510130970849338

https://x.com/LynAldenContact/status/2010526966953202125

https://www.reuters.com/legal/government/powell-probe-highlights-trump-doj-role-white-house-enforcer-2026-01-14/

https://polymarket.com/event/jerome-powell-out-as-fed-chair-by

10:44 Markets

https://x.com/JesseCohenInv/status/2011311082896572766

https://www.coinnews.net/2025/01/09/american-silver-eagle-series-welcomes-2025-w-proof-edition/

https://www.google.com/finance/beta/quote/GLD:NYSEARCA

https://x.com/echodatruth/status/2010568502474571870

https://www.cnbc.com/2026/01/13/cpi-inflation-report-december-2026.html

https://polymarket.com/dashboards/fed-rates

20:52 Most important Legislation for crypto…ever?

https://x.com/Cointelegraph/status/2010709769187676430

https://x.com/DavidMMcintosh/status/2010389058271289845

https://www.aba.com/-/media/documents/letters-to-congress-and-regulators/ltrsenatestablecoin20260105.pdf

https://www.coindesk.com/policy/2026/01/11/jpmorgan-downplays-stablecoin-threat-as-local-bankers-warn-of-usd6-6t-risk

https://x.com/EleanorTerrett/status/2009795675635306737

https://x.com/USTransparent

https://x.com/haydenzadams/status/2009809558605299914

https://x.com/SenLummis/status/2010939496830030038

https://x.com/jchervinsky/status/2011464338528166081

https://x.com/jchervinsky/status/2011464341556428936

https://x.com/davidsacks47/status/2011650262361129193

https://polymarket.com/event/clarity-act-signed-into-law-in-2026

https://x.com/Matt_Hougan/status/2010841027800895514

42:09 NYC Mayor Eric Adams issued a memecoin

https://x.com/runecrypto_/status/2010847811781230781

https://x.com/ericadamsfornyc/status/2010849167258566727

https://x.com/bubblemaps/status/2010890093431832789

https://x.com/ericadamsfornyc/status/2011541285354815932

https://x.com/buynyctoken/status/2011501230288257452

https://x.com/haydenzadams/status/2010945632505127317

46:41 TOM LEE - BITMINE….invests $200m in MR BEAST MEDIA

https://x.com/DegenerateNews/status/2011774463818518813

https://x.com/DegenerateNews/status/2011810278980120830

49:53 World Liberty Financial launched a lending platform

https://worldlibertyfinancial.com/markets

https://www.coindesk.com/policy/2026/01/13/senate-s-warren-wlfi-tied-bank-application-should-be-halted-until-trump-divests

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

51:45 Polygon….ALL IN on STABLECOIN STACK with two major acquisitions

https://x.com/0xPolygon/status/2011076681302446556

https://x.com/HadickM/status/2011099510957580437

https://x.com/sandeepnailwal/status/2009763000895344766

https://x.com/obchakevich_/status/2008876239285637419

54:21 X is rolling out Smart Cashtags & Killing InfoFi

https://x.com/nikitabier/status/2010277345651990564

https://x.com/jessepollak/status/2010404608263520356

https://www.theblock.co/post/385805/kaito-token-plummets-x-revises-api-policies-ban-infofi-crypto-projects

https://x.com/nikitabier/status/2011825522817270230

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

58:33 BitGo IPO - $2 billion! ($100 billion in custody)

https://x.com/AccessIPOs/status/2010727529238417549

59:16 The Golden Globes integrated Polymarket into their broadcast

https://x.com/shayne_coplan/status/2010862175607488709

1:00:38 David’s Market of the Week

https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

https://x.com/polymarket/status/2009382529384497184

1:05:00 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Playing the Right Games: Why Scores Quietly Replace Meaning | C. Thi Nguyen

Tue, 13 Jan 2026 11:30:00 -0000

What if the biggest threat to your freedom isn’t a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into points: likes, GPAs, net worth, rankings, and performance metrics that feel objective - but often flatten what matters most. We explore what games really are, why “gamified” platforms like social media can be uniquely corrosive, and how “value capture” pulls you from meaning into measurable proxies. Then we get practical: playfulness, reflective control, and “value federalism” as ways to use metrics without letting them use you.

---

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch

---
TIMESTAMPS

0:00 Intro
0:58 “Is this the game you really want to be playing?”
5:45 What counts as a game (Bernard Suits’ definition)
11:38 Bankless “serious games” and the cheating test
16:29 Social media as “game-ish,” not truly a game
21:28 The magic circle and why points get dangerous
24:08 Rotten Tomatoes vs. forming your own taste
33:27 Portability: why metrics flatten nuance
38:15 Value capture: when your values get outsourced
45:52 Plato’s cave: “metrics are the new shadows”
54:12 The outsourcing dilemma: we can’t know everything
1:01:47 Playfulness as an antidote to metric hypnosis
1:12:55 Switching rule-sets: D&D, indie games, and redesigning incentives
1:16:22 Reflective control: using metrics without being used
1:20:21 Two endings: cynicism, hope, and the tradeoff of scale
1:23:38 Value federalism + why "Civilization" makes Thi miserable

---
RESOURCES

C. Thi Nguyen
https://x.com/add_hawk

C. Thi Nguyen’s “The Score” Book
https://www.penguin.co.uk/books/457380/the-score-by-nguyen-c-thi/9780241653975

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

Is Canton a Real Blockchain? | Canton Founder Yuval Rooz

Mon, 12 Jan 2026 11:30:00 -0000

Is Canton a real blockchain or a new kind of capital-markets operating system?

Digital Asset co-founder Yuval Rooz explains why Canton prioritizes privacy as “need-to-know” information sharing and a federated “cantons” design that still allows atomic cross-canton transactions without bridges.

We unpack the two-tier architecture (edge validators + super validators that stitch cantons together and validate the public Canton Coin) and what that means for governance in regulated finance.

Plus: DTCC’s tokenization pilot starting with U.S. Treasuries, and why CC fees are USD-denominated with a burn/mint mechanism designed to track real network utility.

------

🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-is-canton-even-a-real-blockchain

------

🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

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https://bankless.cc/the-defi-report

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

------

TIMESTAMPS

0:00 Intro

0:57 Canton Origin

8:02 Vitalik’s Post

14:15 Canton Philosophy

24:19 Canton Architecture vs Competitors

34:27 RWA Property Rights Debate

38:17 Canto Super-Validators

50:39 Canton Critiques

56:56 Decentralized vs Open Finance

1:02:16 Are Decentralized RWAs Possible?

1:07:04 Is Canton a Real Blockchain?

1:14:20 Canton Metrics

1:22:17 DTCC Relationship

1:25:27 Canton Token

1:30:43 Ethereum vs Canton in 2030

1:31:55 Closing & Disclaimers

------
RESOURCES

Yuval Rooz

https://x.com/YuvalRooz

Canton

https://www.canton.network/

Omid Malekan vs Austin Campbell Professor Debate

https://www.youtube.com/watch?v=m-h-PeUOvDw

RWA Analytics
https://app.rwa.xyz/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved”

Fri, 09 Jan 2026 11:30:00 -0000

Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket’s expansion into real estate markets. They also cover Bitcoin’s lowest-vol year ever, Solana’s DEX surge, Ethereum’s stablecoin settlement ATH, Morgan Stanley’s crypto ETF filings, Zcash’s governance blowup, Lighter’s massive $LIT airdrop, Vitalik’s “trilemma solved” claim, Wyoming’s state stablecoin, and Strategy’s path toward major indices.

---

📣ZAMA | $ZAMA PUBLIC AUCTION

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/the-defi-report

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:49 Markets

https://www.linkedin.com/pulse/2025-ray-dalio-kaf8e/

https://x.com/dampedspring/status/2008568524046991733

https://www.coinglass.com/pro/i/bl

https://www.dlnews.com/articles/regulation/bitcoin-least-volatile-year/

https://x.com/NTmoney/status/2007111582317215767

https://x.com/KobeissiLetter/status/2007167084980044071

https://x.com/smyyguy/status/2009282261384888407

https://x.com/Cointelegraph/status/2007980573365502161

https://x.com/ericbalchunas/status/2008527564550156315

https://x.com/WatcherGuru/status/2008926447205843202

https://x.com/Matt_Hougan/status/2008542347425149247

14:03 Did Polymarket reveal the Venezuela invasion hours prior the announcement?

https://www.war.gov/News/News-Stories/Article/Article/4370431/trump-announces-us-militarys-capture-of-maduro/

https://x.com/JoePompliano/status/2007455311351718118

https://x.com/0xKelle/status/2008099287851561262

https://x.com/JakeSherman/status/2007497192974459372

https://x.com/QuiverQuant/status/2008029132484206664

https://x.com/WatcherGuru/status/2008245382539882784

https://x.com/zoomerfied/status/2008184924377960502

25:41 Polymarket Market of the Week

27:42 ZEC dump and resignation

https://x.com/solidintel_x/status/2009172254496870816

https://x.com/DefiIgnas/status/2009235841751613660

31:05 Lighter launched the Lighter Infrastructure Token

https://x.com/Lighter_xyz/status/2005862682608472263

https://x.com/bubblemaps/status/2006296418622001313

https://defillama.com/protocol/perps/lighter-perps

https://x.com/Lighter_xyz/status/2008309047787753497

35:27 Has Ethereum resolved the blockchain trilemma?

https://x.com/VitalikButerin/status/2007559523528233041

https://x.com/ralexstokes/status/2008707458563535022

https://x.com/VitalikButerin/status/2008174642066845778

https://x.com/dankrad/status/2008466291913265443

45:49 SEC Commissioner Caroline Crenshaw resigned

https://x.com/EleanorTerrett/status/2007195935403847868

46:32 Major US retailers are accepting crypto payments

https://finance.yahoo.com/news/walmart-starbucks-more-accepting-crypto-202205775.html

48:14 Wyoming launches first US state-issued stablecoin

https://x.com/WatcherGuru/status/2008958574962028924

50:00 MSCI decided not to exclude DATs from their indexes

https://www.msci.com/indexes/index-resources/index-announcements

51:28 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

How the Stablecoin Milkshake will Redollarize the World | Brent Johnson

Mon, 05 Jan 2026 11:30:00 -0000

Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into political instability, why stablecoins and the GENIUS Act could accelerate re-dollarization, and what this means for monetary sovereignty. We close with China’s counter-strategy and how Brent thinks about positioning from here.

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/the-defi-report

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch

---
TIMESTAMPS

0:00 Intro
1:20 De-Dollarizing vs Re-Dollarizing: Milkshake Recap
4:18 What a Sovereign Debt Crisis Actually Means
5:45 Central Banks as “Professional Can-Kickers”
8:56 Can They Slowly Let the Air Out?
11:03 Can AI Productivity Save the System?
13:06 2025 Setup: The Narrative for Dedollarization
18:06 BRICS: Conference Talk vs Structural Reality
23:37 Store of Value vs Medium of Exchange
34:24 “Crisis = Dollar Up” (and the April Exception)
39:06 Stablecoin Redollarization and the GENIUS Act
47:20 Monetary Sovereignty, Faster Bank Runs, Faster Dollarization
52:34 China’s Response: Two Currency Stacks
54:21 Positioning as an Investor

---
RESOURCES

Brent Johnson
https://x.com/SantiagoAuFund

The Dollar Milkshake Theory
https://research.santiagocapital.com/p/the-dollar-milkshake

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

ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum

Fri, 02 Jan 2026 11:30:00 -0000

Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk.

---

BANKLESS SPONSOR TOOLS:

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/the-defi-report

💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES

https://bankless.cc/ico-watch

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:25 2025 & 2026

6:47 Markets

https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html

https://x.com/KobeissiLetter/status/2003514479649390697

https://x.com/WatcherGuru/status/2003611075116433413

https://x.com/WatcherGuru/status/2003573927407440012

https://x.com/PeterSchiff/status/2004364997401760040

https://x.com/matthew_sigel/status/2006002866507690243

https://x.com/Cointelegraph/status/2006078375924793591

https://x.com/Mrcryptoxwhale/status/2005388225482031317

16:50 Is Aave in a civil war?

https://x.com/obsrvgmi/status/2003089533995471074

https://x.com/aave/status/1996591393817473247

https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530

https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616

https://x.com/StaniKulechov/status/2002933974969315561

https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba

https://x.com/Marczeller/status/2004494332359741859

https://x.com/StaniKulechov/status/2004503414705643866

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

29:55 Uniswap UNIfication

https://x.com/haydenzadams/status/2005306028506923234

https://vote.uniswapfoundation.org/proposals/93

41:36 Michael Selig is the new CFTC Chairman

https://x.com/cointelegraph/status/2001834127696249077

https://x.com/MichaelSelig/status/2003090594508214534

https://youtube.com/live/fPdqwebmJzE

https://youtube.com/live/yIKRSDhAf4A

48:39 Nic Carter says, Quantum is the biggest risk to Bitcoin

https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part

https://x.com/adam3us/status/2002049157662753197

https://x.com/Pledditor/status/2001896737775194208

https://x.com/Fiskantes/status/2002005763343184156

https://x.com/caprioleio/status/2001990974940274921

https://larryswedroe.substack.com/p/the-quantum-computing-threat-to-financial

1:02:11 Anthony’s 2026 Excitement

1:03:31 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

27 Crypto Predictions for 2026 | Mike Ippolito

Wed, 31 Dec 2025 11:30:00 -0000

David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sentiment could struggle, how prediction markets and equity perps actually play out, and what builders and investors should focus on as crypto matures from hype into real value creation.

------
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Mike Ippolito

https://x.com/MikeIppolito_

https://x.com/MikeIppolito_/status/1870938934337020106

https://blockworks.co/podcast/bellcurve

------

BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro

0:41 Evaluating 2025: The Best Worst Year

7:19 Looking Ahead to 2026

15:40 Investor Relations in Crypto

24:29 Evolving Revenue Discussions

27:44 The Future of DATS

30:06 VC Investment Trends

35:13 Prediction Markets: Incumbents Win

39:52 The Ethereum Renaissance

45:42 The Quantum Threat to Bitcoin

55:06 Consolidation in Blockchain Infrastructure

1:05:07 Corporate Chains: Hot Starts, Cold Ends

1:10:43 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures

Mon, 29 Dec 2025 11:30:00 -0000

Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026.

The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures.

Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance.

A candid look at what’s investable now, what’s changing, and how Bankless Ventures is underwriting the next cycle.

------
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BANKLESS SPONSOR TOOLS:

🔵COINBASE | ETH & BTC BACKED LOANS

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🪙FRAXNET | MINT, REDEEM, & EARN

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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro

11:59 DeFi

36:20 Tokenization

50:25 Capital Formation

1:00:44 Speculation Markets

1:09:58 AI

1:13:26 Founders & Teams

1:15:31 Closing & Disclaimers

------
RESOURCES

Ben Lakoff

https://x.com/benlakoff

Arnav

https://x.com/0xArnav

Bankless Ventures

https://x.com/banklessvc

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

12 Big Crypto Predictions for 2026 | Ryan & David

Wed, 24 Dec 2025 11:30:00 -0000

Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin.

------
📣M0 | THE UNIVERSAL STABLECOIN PLATFORM

https://bankless.cc/m0

------

BANKLESS SPONSOR TOOLS:

🔵COINBASE | ETH & BTC BACKED LOANS

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🪙FRAXNET | MINT, REDEEM, & EARN

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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro

2:14 Predictions for Stablecoins

6:42 Tokenization Trends

11:27 ETF Explosion

11:45 Market Structure Legislation

14:06 Prediction Markets Rise

15:20 Quantum Concerns

20:29 Broad Themes Emerge

24:11 Hybrid Finance Concept

28:02 Privacy in Crypto

33:27 DEX Transition Predictions

35:09 Tokenomics Evolution

39:43 Controversies in Predictions

42:58 Market Cycles & Macro Trends

48:12 Year-End Reflections on Ethereum

1:01:08 Bitcoin's Performance Overview

1:10:03 Future Visions for Crypto

1:10:40 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Where is Crypto Going in 2026? | Ben Cowen

Tue, 23 Dec 2025 11:30:00 -0000

Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next.

------
📣INTO THE CRYPTOVERSE | GET 10% OFF

https://intothecryptoverse.com/ref/bankless/

------

BANKLESS SPONSOR TOOLS:

🔵COINBASE | ETH & BTC BACKED LOANS

https://bankless.cc/coinbase-borrow

🪙FRAXNET | MINT, REDEEM, & EARN

https://bankless.cc/fraxnet

🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro

0:49 Bitcoin's Cycle & its Implications

2:18 Ethereum's Performance & Expectations

8:58 Future Predictions for Ethereum

10:39 Comparing Ethereum to Tesla

12:32 The State of the Altcoin Market

18:26 Disappointment & Hope for ETH Holders

20:23 Macro Factors Affecting Crypto

24:37 Why No Euphoria This Cycle?

32:56 The Shift of Investor Attention

37:56 The Future of Crypto Cycles

44:16 The Need for Utility in Crypto

56:14 Gold vs. Bitcoin: A Comparison

59:45 Bitcoin's Unique Position in the Market

1:02:31 Patience and Strategy for Crypto Investors

1:06:01 Closing & Disclaimers

------

RESOURCES

Ben Cowen

https://x.com/intocryptoverse

Ben’s Channel

https://www.youtube.com/@intothecryptoverse

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner

Mon, 22 Dec 2025 11:30:00 -0000

Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture.

We dig into prediction markets’ breakout (and why Polymarket finally found product-market fit), the coming regulatory fights around market structure and “insider” edges, and what’s next for founders building in a post-cypherpunk, distribution-first phase of crypto.

------
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BANKLESS SPONSOR TOOLS:

🔵COINBASE | ETH & BTC BACKED LOANS

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🪙FRAXNET | MINT, REDEEM, & EARN

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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro

5:45 Is Crypto-Native Dead?

16:37 Lessons From Augur

20:29 Prediction Market’s Success

25:24 Just Gambling?

27:50 Prediction Market Regulation

41:03 Founders Fund Polymarket Bet

44:37 FBI Raid

46:47 Founders Fund Crypto Investment Thesis

53:46 DATs

57:02 Layer1 Valuation

1:00:40 ETH Valuation

1:04:32 What Would Joey Build Today?

1:06:13 Crypto x AI

1:10:09 Frontier Tech x Crypto

1:14:26 4-Year Cycles

1:16:16 Less Upside in Crypto Now?

1:19:37 Crypto Privacy

1:20:41 Last & Next Decade

1:23:05 Closing & Disclaimers

------
RESOURCES

Joey Krug

https://x.com/joeykrug

Augur

https://augur.net/

Founders Fund

https://foundersfund.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes

Fri, 19 Dec 2025 11:30:00 -0000

Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots.

They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.

---
📣M0 | THE UNIVERSAL STABLECOIN PLATFORM

https://bankless.cc/m0

---

BANKLESS SPONSOR TOOLS:

🔵COINBASE | ETH & BTC BACKED LOANS

https://bankless.cc/coinbase-borrow

🪙FRAXNET | MINT, REDEEM, & EARN

https://bankless.cc/fraxnet

🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS

https://bankless.cc/uniswap-cca

🛞MANTLE | GLOBAL HACKATHON 2025

https://bankless.cc/mantle-hackathon

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line

https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts

https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847

https://x.com/0xNonceSense/status/2000561186497233247

https://x.com/leshka_eth/status/2000738467953967362

12:38 Bankless Announcements

https://x.com/Bankless/status/2001694903084937469

https://www.bankless.com/ico-watch/

https://x.com/JustDeauIt/status/2001380424329892009

20:12 Coinbase System Update

https://x.com/i/broadcasts/1BRJjgWpwwpxw

https://www.coinbase.com/ccm

https://dune.com/entropy_advisors/robinhood-stock-tokens

https://www.coinbase.com/prediction-markets

https://app.morpho.org/base/borrow

https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON

37:50 Aave Drama, v4 & the 2026 Master Plan

https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530

https://x.com/aave/status/1996591393817473247

https://x.com/DefiIgnas/status/1999728596626342177

https://www.circle.com/blog/circle-signs-agreement-to-acquire-interop-labs-team-intellectual-property

https://x.com/howdymerry/status/1991932582938943798

https://x.com/haydenzadams/status/2001566377656602705

https://x.com/StaniKulechov/status/2001036446098919461

https://x.com/RyanSAdams/status/2001303903447466476

47:20 Solana BreakPoint

https://x.com/solana/status/1999399841957576741

https://x.com/phantom/status/1999442547039756491

https://x.com/jerallaire/status/2000926577727562023

https://x.com/theoneandomsy/status/1999654845607710749

52:48 SEC says DTCC can tokenize stocks

https://x.com/Snapcrackle/status/1999389068321300814

https://www.youtube.com/watch?v=CS5cDEyEf38

https://www.dtcc.com/news/2025/december/17/dtcc-and-digital-asset-partner-to-tokenize-dtc-custodied-us-treasury-securities

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

57:06 JPMorgan launched their first ever tokenized money market fund - Ethereum

https://x.com/ethereum/status/2000665928598524014

57:56 Do Kwon was sentenced to 15 years in prison

https://x.com/zoomerfied/status/1999237162361888869

59:43 New York Times put out another anti-crypto piece

https://x.com/intangiblecoins/status/2000334663479447557

https://x.com/EricBalchunas/status/2000573428093341865

1:01:23 Netflix announced new Bitcoin comedy

https://x.com/BitcoinArchive/status/1999491003451867515

1:03:02 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Why Gen Z Will Turn Everything Into a Market | Threadguy

Thu, 18 Dec 2025 11:30:00 -0000

Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme cycles, translates into a new kind of market intuition: attention, momentum, and mimetics. We delve into “Entertainment Finance,” where perps, prediction markets, and live trading are starting to resemble streaming and esports more closely than Wall Street. Along the way, we explore why “internet capital markets” may pull everything on-chain over time, what happens when every asset becomes content, and why creators and traders will keep pushing into the open frontier.

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---
TIMESTAMPS

0:00 Threadguy: “Gen Z crypto face”
2:58 Sneaker Twitter: trade-first upbringing
8:03 Onboarding via social proof
13:08 Two Gen Z money paths
16:53 Crypto as opportunity engine
20:38 Why he won’t leave crypto
23:35 Media growth and infinite TAM
29:31 Entertainment finance: markets as content
37:28 Risk takers become “athletes”
42:27 PVP arcs and downfall appetite
44:25 Trading mimetics: valuation doesn’t matter
49:53 One internet note, spills to equities
55:15 Counterparty: home for internet markets
58:40 Token launch replaces IPO
1:02:38 Where to follow + content grind

---
RESOURCES

Threadguy
https://x.com/notthreadguy

Threadguy’s Twitch
https://www.twitch.tv/threadguy

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

The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?

Wed, 17 Dec 2025 21:12:00 -0000

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.

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📣THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.transistor.fm/
https://thedefireport.io/
https://x.com/the_defi_report
https://x.com/JustDeauIt

----
TIMESTAMPS

0:00 Introduction to the DeFi Report
2:28 Current Market Positioning
9:25 Federal Reserve's Actions Explained
13:13 Economic Conditions & Predictions
18:35 Big Picture of Economic Strategy
23:17 Analyzing Bitcoin's Market Structure
29:57 Closing & Future Outlook

----
Not financial or tax advice. For educational purposes only.

10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise

Tue, 16 Dec 2025 11:30:00 -0000

Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026.

From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply.

We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past its 2024 election-era highs.

Plus: stablecoins as an “escape valve” that emerging economies may blame for currency stress, on-chain also known as “ETFs 2.0,” and how the Clarity Act could be the starter’s gun for ETH and SOL to run.

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Last Year Predictions

13:12 1. Bitcoin Breaks 4-Year Cycle

16:19 2. BTC Less Volatile Than NVDA

22:09 3. ETFs Purchasing New Supply of Crypto

30:02 4. Crypto Equities Outperforming Equities

37:23 5. Prediction Markets All-Time Highs

42:50 6. Stablecons Destabilizing Currencies

48:16 7. Onchain Vaults Doubling in AUM

52:56 8. Clarity Act Triggering ETH & Sol All-Time Highs

56:40 9. Ivy League Endowments Investing in Crypto

58:49 10. 100+ Crypto ETPs Launching

1:01:14 Bitwise Announcement

1:04:08 Bonus. Bitcoin Equity Correlation Falling

1:07:29 Progress in 2025

1:10:48 Cross-Generational Wealth Transfer?

1:13:02 Closing Thoughts & Disclaimers

------
RESOURCES

Matt Hougan

https://x.com/Matt_Hougan

Ryan Rasmussen

https://x.com/RasterlyRock

Bitwise

https://bitwiseinvestments.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Is Privacy A Winnable Battle? | Andy Yen, Founder of Proton

Mon, 15 Dec 2025 11:30:00 -0000

AI is becoming the most powerful surveillance machine ever built and most people are feeding it their deepest secrets without realizing who can read them. Proton founder Andy Yen joins Bankless to explain how Big Tech captures your identity, why AI chat logs are a privacy disaster waiting to happen, and what a self-sovereign, user-aligned future could look like.
We explore how AI models profile you, why subscription business models don’t guarantee privacy, how Proton built Lumo without retaining user data, and why encrypted email remains the cornerstone of your digital identity. Andy also breaks down EU “chat control,” Apple’s privacy-washing, the crisis of trust in crypto, and the practical steps anyone can take today to reclaim their digital freedom.

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---
TIMESTAMPS

0:00 Intro
2:18 Why Privacy Matters More Than Ever
3:24 How Screwed Are We? Andy’s 1–10 Privacy Score
5:43 Who Can Read Your AI Chats?
12:22 Worst-Case Scenarios: AI Breaches & Behavioral Profiles
15:08 AI Knows You Better Than You Know Yourself
16:55 Privacy as a Digital Civil Liberty
20:26 Can Big Tech Ever Offer Real Privacy?
26:28 Why Lumo AI Can Be Private (and Big Tech Won’t Copy It)
31:08 What Lumo Runs On & How It Competes With Frontier Models
35:45 The Case for a Self-Sovereign AI
38:46 How Proton’s Foundation Model Really Works
45:47 Can Private AI Be Sustainable?
49:47 The Full Proton Privacy Stack
54:59 The Messy State of Encrypted Chat Apps
58:49 Browsers, Search, and the Dark Patterns of AI Integration
1:02:53 Are iPhones Actually Private?
1:12:42 The Fight Over Encryption: EU Chat Control & Beyond
1:26:08 “A Backdoor for the Good Guys” — Why It Can’t Work
1:29:42 Financial Privacy = Freedom
1:32:58 Crypto’s Reputation Problem
1:39:24 Practical Privacy: The One High-Leverage Step
1:45:15 Two Futures: One Dark, One Bright

---
RESOURCES

Andy Yen
https://x.com/andyyen

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

ROLLUP: Rate Cuts! | ZK Breakthroughs | Farcaster’s Pivot | SEC Onchain | NYT’s Stablecoin FUD

Fri, 12 Dec 2025 11:30:00 -0000

The final Fed meeting of 2025 delivered a surprise rate cut, but the real story is how the market is reacting. In this week’s Weekly Rollup, Ryan and David unpack what the new policy shift means for crypto liquidity, why regulators across the SEC, CFTC, and OCC are suddenly embracing onchain markets, and how Tom Lee’s massive ETH accumulation is reshaping sentiment.

We also get into Ethereum’s growing momentum from ZK advancements and blob upgrades, the ZKsync Atlas rollout, Base’s bridge drama with Solana, and Farcaster’s pivot away from social. Plus, the rise of tokenization, new prediction market rails, and whether this week marks the first real cycle turn for Ethereum.

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS & RESOURCES

0:00 Intro

5:01 Markets

https://x.com/EricBalchunas/status/1998424357232922883

https://www.theblock.co/post/381737/bitmine-13-2-billion-holdings-eth-treasury-expands-november-slowdown

https://x.com/RyanWatkins_/status/1998529576331522334

https://x.com/MikeIppolito_/status/1998495400869900626

https://www.cnbc.com/2025/12/10/fed-interest-rate-decision-december-2025-.html

https://x.com/jameslavish/status/1998835306800505140

https://x.com/KobeissiLetter/status/1998407015756964343

https://x.com/JustDeauIt/status/1998905919577452765

24:52 Farcaster is pivoting to a wallet

https://farcaster.xyz/dwr/0xd29fe760

https://x.com/DefiIgnas/status/1997915182073626802

https://x.com/eth_call/status/1998406182092906534

http://x.com/nic_carter/status/1998813611997745386

https://x.com/TrustlessState/status/1999134280757235767

37:11 ZK … early stage of unleashing Ethereum’s vision

https://x.com/zksync/status/1996678308214264145
https://x.com/zksync/status/1996678311997853752
https://x.com/StaniKulechov/status/1996990055043223659
https://x.com/zksync/status/1998405700637356056
https://x.com/Celo/status/1998780366988128562

47:06 Did Base launch a vampire attack on Solana’s liquidity?

https://x.com/jessepollak/status/1996750308933091359
https://x.com/vibhu/status/1996698682545107247
https://x.com/0xyoussea/status/1997763313909092415
https://x.com/solana/status/1999035191323759024

52:30 Ethereum's first Blob Parameter Only (BPO) fork is now live on the network

https://x.com/i/status/1998936032314523977

https://dune.com/hildobby/blobs

56:17 Regulators are doing a complete 180

https://x.com/OndoFinance/status/1998015670278148283

https://x.com/coinbureau/status/1997128653650657338

https://www.coindesk.com/policy/2025/12/08/cftc-launches-digital-assets-pilot-allowing-bitcoin-ether-usdc-as-collateral

https://x.com/joechalom/status/1998421401049710686

https://x.com/WatcherGuru/status/1998379541132402987

https://www.fdic.gov/news/inactive-financial-institution-letters/2023/fil23001.html

https://x.com/USComptroller/status/1998793576663187561

https://www.whitehouse.gov/presidential-actions/2025/08/guaranteeing-fair-banking-for-all-americans/

https://occ.gov/news-issuances/news-releases/2025/nr-occ-2025-123a.pdf

https://www.bankless.com/read/news/occ-calls-out-americas-largest-banks-for-politicized-and-unlawful-debanking-behaviors

https://www.theblock.co/post/381815/sen-moreno-calls-crypto-bill-talks-decently-frustrating-as-senate-races-toward-year-end-goal-posts

1:05:03 The New York Times put out an anti-stablecoin explainer piece

https://x.com/0xDeployer/status/1997754736158900440

https://x.com/nic_carter/status/1997866686439928004

1:06:50 Gemini can now offer prediction markets in the US - Stock Surges Nearly 14%

https://x.com/gemini/status/1998880024401973615

https://x.com/gondorfi/status/1998754620416344483

https://gondor.fi/

1:07:49 Meme of the Week

https://x.com/Bankless/status/1998064876892442788

1:09:36 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Return of the ICO | Ryan & David

Wed, 10 Dec 2025 11:30:00 -0000

ICOs are suddenly back, but this time the projects are real, the mechanisms are better, and retail isn’t shut out. Ryan and David break down why MegaEth, Monad, Aztec, Zama, and Infinex are launching public sales all at once, how onchain auctions are fixing 2017’s mistakes, and what regulatory clarity means for U.S. participation.

They also dive into the rise of internet native capital markets on Ethereum, the shift away from airdrop farming, and why fair price discovery could be a defining theme of 2026.

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------

TIMESTAMPS

0:00 Intro

0:13 Are ICOs Back?

2:54 The Rise of Capital Formation

5:04 Learning from 2017 ICO Mania

7:19 Regulatory Challenges & Arbitrage

10:56 Recent ICOs Overview

17:01 Exploring the MegaEth Sale

26:21 Monad's Unique Approach

30:40 The Innovative Aztec ICO

45:19 Upcoming Auctions: Zama & Infinex

1:04:41 The Future of Capital Formation

1:07:46 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Inside Gary Gensler’s SEC: A Conversation with Former Crypto Policy Advisor Corey Frayer

Mon, 08 Dec 2025 12:07:00 -0000

What was really happening inside the SEC during the Gensler years?

Today, we sat down with Corey Frayer, former senior crypto policy advisor to SEC Chair Gary Gensler and now Director of Investor Protection at the Consumer Federation of America.

We dig into how the agency thought about securities law, DeFi, Uniswap, stablecoins, SAB 121, and why platforms like Coinbase and Kraken ended up in the crosshairs.

Corey defends the Gensler playbook while responding to the industry’s harshest criticisms, from “regulation by enforcement” to claims of a political war on crypto.

Corey Frayer:
https://www.linkedin.com/in/corey-frayer-990a6b2

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🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-inside-gary-genslers-sec

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep

------

TIMESTAMPS

0:00 Intro
4:58 Crypto Industry Misconceptions

7:59 Corey’s Role & Background

14:20 How it All Started

24:16 No Path to Register?

31:26 Technology vs Economic Activity

38:22 Protecting Investors

41:07 DeFi Regulation

44:53 Uniswap’s Wells Notice

57:00 Fake DeFi vs True DeFi

1:03:41 Google Analogy

1:08:35 The Howey Test

1:16:53 SEC: Good or Evil?

1:26:52 GENIUS Bill

1:29:10 SAB 121

1:33:01 Crypto & SEC Political Impact

1:36:02 Paul Atkin’s SEC

1:38:15 What Would Corey Change?

1:41:23 Gary’s Text Messages

1:43:10 Is ETH a Security?

1:44:39 Gary Gensler’s Radio Silence

1:47:37 Gary’s Twitter April Fools PFP

1:50:44 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Crypto’s Agentic Future: AI, ZK & Money Networks | Lincoln, Shea, Michael, & Luca

Sat, 06 Dec 2025 11:30:00 -0000

At our Bankless Summit in Buenos Aires, four standout talks captured the frontier of crypto’s next chapter. Lincoln Murr lays out why x402 is emerging as the missing payment layer for the agentic internet. Shay Ketsdever explains how bots already run modern markets, and how programmable auctions and privacy can turn the bot economy into something that benefits people instead of exploits them. Michael Dong shows how real-time ZK proving unlocks a hundred-fold expansion of Ethereum’s computational power. And Luca Prosperi reframes money as a network, warning that today’s stablecoin architecture is a single point of failure and arguing for a more resilient, distributed monetary system.

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🛞MANTLE | GLOBAL HACKATHON 2025

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

------

TIMESTAMPS & RESOURCES

0:00 Intro

4:26 x402 & The Agentic Internet | Lincoln Murr

22:58 The Bot Economy: When AI & MEV Collide | Shea Ketsdever

47:16 1000x the L1: The Path To Infinite Compute | Michael Dong

1:09:25 A Network Theory of Money | Luca Prosperi

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

ROLLUP: Buy Signal? | Fusaka Launch | Polymarket Mainstream | Trump’s Fed Chair | SEC Crypto Shift

Fri, 05 Dec 2025 11:30:00 -0000

Bitcoin hit a rare signal this week, dropping to its cheapest level relative to gold in nearly 15 years. Is that a buy signal or something deeper in the macro picture? Ryan and David break down what the BTC–gold anomaly really means, how liquidity, rates, and Trump’s surprise Fed Chair pick factor in, and whether the market is entering a shallow cycle instead of a true winter.

We also cover Ethereum’s Fusaka upgrade, Vitalik’s push to bring builders back to L1, Polymarket’s mainstream breakout and CNN–Kalshi deal, and Aztec’s 16K ETH privacy auction. Plus, the SEC’s coming innovation exemption and the growing alliance between Larry Fink and Brian Armstrong.

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📣REYA | ETHEREUM FOR TRADERS

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🛞MANTLE | GLOBAL HACKATHON 2025

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS & RESOURCES

0:00 Intro

4:09 Spotify Wrapped

https://x.com/AviiWeb3/status/1996326825736487062

https://x.com/RyanSAdams/status/1996331131164373441

7:17 Markets

https://x.com/stacy_muur/status/1995761132527911338

https://www.coindesk.com/markets/2025/11/29/why-gold-is-winning-over-bitcoin-in-2025-liquidity-trade-and-trust

https://x.com/simonkim_nft/status/1993744596908802121

https://x.com/RyanSAdams/status/1996543833753174365

https://www.reuters.com/world/us/trump-says-new-federal-reserve-chair-be-announced-early-next-year-2025-12-02/

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair

https://thedefireport.io/research/macro-risks-are-mispriced#rate-cuts

https://www.strategy.com/press/strategy-announces-establishment-of-1-44-billion-usd-reserve-and-updates-fy-2025-guidance_12-1-2025

https://www.tradingview.com/chart/52u4tG3f/

https://x.com/BlackRock/status/1995537254022869438

https://x.com/WatcherGuru/status/1996264980241617007

https://x.com/brian_armstrong/status/1996275431625159096

https://www.coindesk.com/business/2025/12/02/bank-of-america-greenlights-wealth-advisors-to-recommend-up-to-4-bitcoin-allocation

https://x.com/WatcherGuru/status/1996270024663957881

30:20 Polymarket Live in the U.S. on 60 mins & Kalshi CNN

https://x.com/Polymarket/status/1996231420117688701

https://apps.apple.com/us/iphone/charts/6004

https://polymarket.com/event/will-polymarket-us-go-live-in-2025

https://app.artemisanalytics.com/asset/polymarket

https://www.forbes.com/profile/shayne-coplan

https://youtu.be/ZA5bY4K9XPs

https://x.com/60Minutes/status/1995293602612691238

https://x.com/WhaleInsider/status/1995886355713589307

https://x.com/WALLACHLEGAL/status/1994039650877628546

https://x.com/Kalshi/status/1996233186251075862

40:27 Ethereum Fusaka is live!

https://x.com/sassal0x/status/1996336227474423991

https://x.com/VitalikButerin/status/1996342458234605895

https://x.com/sassal0x/status/1996442356464361817

https://etherscan.io/gastracker

https://x.com/VitalikButerin/status/1995209899182375024

https://ultrasound.money

https://x.com/haydenzadams/status/1995349830265159782

https://x.com/nero_eth/status/1995480367050920265

https://x.com/nero_eth/status/1995487640309944639

50:05 Tether Fud
https://x.com/CryptoHayes/status/1994915256150495652
https://x.com/JosephA140/status/1994943733054542124
https://x.com/MonetSupply/status/1995187007803285936

53:21 The AZTEC token sale just crossed 15.9k ETH committed
https://x.com/aztecnetwork/status/1996054062450786392

https://x.com/haydenzadams/status/1996088299354497325

https://x.com/BillHughesDC/status/1995851990082224151

55:28 SEC announced Innovation Exemption

https://x.com/BitcoinMagazine/status/1995839722854514838

https://x.com/DeItaone/status/1995849795219378590

56:22 Uniswap & Revolut

https://x.com/Uniswap/status/1995873897334669428

56:45 Bullish UK Crypto?

https://www.legislation.gov.uk/ukpga/2025/29/pdfs/ukpga_20250029_en.pdf

https://www.theblock.co/post/381181/uk-new-law-crypto-property

55:25 Meme of the Week

https://x.com/jonwu_/status/1995483574238347289

58:58 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Ethereum’s Next Decade | Tomasz K. Stańczak, Ansgar Dietrichs, Dankrad Feist, & Danny Ryan

Thu, 04 Dec 2025 11:30:00 -0000

This episode showcases four of the most important talks from our Bankless Summit event in Buenos Aires for Devconnect, each capturing how Ethereum is evolving as it enters the real world. Tomasz K. Stańczak reveals the EF’s new priorities around developer acceleration, founder support, institutional engagement, and unifying the L2 ecosystem. Ansgar Dietrichs explains why Ethereum is shifting from long-term exploration to near-term execution, detailing the plan to 3x L1 scale annually and accelerate real-time ZKVM progress. Dankrad Feist makes the case for a DeFi-centric L1 where Ethereum becomes the global liquidity layer for RWAs and high-value settlement. And Danny Ryan closes with a raw, personal account of building proof of stake, surviving an SEC scare, and why he still believes Ethereum can meaningfully reshape global finance. These talks matter because they chart the clearest picture yet of where Ethereum is heading, what the next decade requires, and how its core builders are steering it there.

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS & RESOURCES

0:00 Intro

4:19 Tomasz K. Stańczak Ethereum's Next 5 Years

28:00 Ansgar Dietrichs Scaling Ethereum 2026: Why & How?

53:22 Dankrad Feist | Ethereum's DeFi Centric Strategy

1:10:22 Danny Ryan | The Last 8 Years: Ethereum, Burnout, & Coming Back

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Why Prices Are Crashing & What's Next—How Mike Nadeau Called the Cycle

Wed, 03 Dec 2025 11:30:00 -0000

Michael Nadeau called the top before the 10/10 crash. In this episode, he sits down with Ryan to explain why. They break down the onchain data that flipped him risk off, Bitcoin’s decisive break below the 50-week moving average, and why global liquidity and rate cuts may not rescue this cycle. Michael shares the price zones where Bitcoin becomes compelling again, how long-term holder behavior maps to past tops, and the framework he’s using to build a high conviction watch list for the next bull.

Michael Nadeau

https://x.com/JustDeauIt

------

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🗞️ THE DEFI REPORT | SIGN-UP & SUBSCRIBE (CODE: TDRPRO30)
https://thedefireport.io/sign-up
https://buy.stripe.com/dRm3cv84e6FYfFzbVgebu01

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------

TIMESTAMPS & RESOURCES

0:00 Intro

0:48 Market Downturn Analysis

5:22 Risk-Off Position Insights

8:25 Market Structure Breakdown

9:49 October Call Reflection

11:27 November Confirmation

13:48 Market Psychology Overview

24:43 Cycling Through Market Phases

28:55 Wealth Destruction Zone

34:11 Markets KPIs

38:47 Long-Term Holder Dynamics

44:02 Cycle End Analysis

49:07 Global Liquidity Conditions

52:15 Trading Strategies Discussion

56:13 Price Points & Metrics

1:04:47 Watch List Strategy

1:07:38 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Private World Computer | Aztec Co-Founders Zac Williamson & Joe Andrews

Tue, 02 Dec 2025 11:30:00 -0000

If crypto wins without privacy, did we actually win?
In this episode, Ryan sits down with Aztec co-founders Zac Williamson and Joe Andrews to unpack their eight-year quest to build a private world computer for Ethereum, covering the Aztec ignition chain, zero-knowledge-powered “private intents,” and how you can route trades across L1 and L2s without exposing your strategies or balances. They dive into ZK Passport (turning your NFC e-passport into a proof of personhood), the coming breakdown of selfie KYC in an AI world, holistic on-chain identity, Aztec’s one-shot move to a fully decentralized L2. Along the way, Zac and Joe get candid about the regulatory risk of building privacy rails, echoes of the early SSL wars, and what keeps them grinding after nearly a decade of R&D to ship Aztec Alpha

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---
TIMESTAMPS

0:00 Intro
6:00 The State of Privacy on Ethereum in 2025
9:47 Identity as the Missing Piece of Privacy
11:52 AI Deepfakes Just Broke Web2 KYC
20:19 How ZK Passport Plugs Into Aztec (and the Token Sale)
23:04 Holistic On-Chain Identity: Bottom-Up, Not Top-Down
30:54 From Private Bitcoin to a Private World Computer
36:36 Private Intents: Using Aztec as Ethereum’s Privacy Router
43:15 Compliant DeFi with ZK Identity in the Loop
48:37 Does This Actually Solve Privacy on Ethereum?
50:38 Ignition Chain Launch: Stage-2 Rollup with Decentralized Sequencers
56:19 One-Shot Decentralization, Alpha/Beta, and Security Model
1:05:37 Scaling a Private Rollup: TPS, Fees, and the Aztec Stack
1:11:40 Noir, No VM for Private State, and New DeFi Primitives
1:17:08 Selective Disclosure and ZK Receipts for Regulators
1:21:29 Privacy vs Nation States: The Second Crypto Privacy War
1:29:45 Why Keep Building Privacy After 8 Years?
1:33:37 Token Sale, Fair Auctions, and Running an Aztec Node
1:37:33 Closing Thoughts: The Most Cypherpunk L2 Since 2016?

---
RESOURCES

Zac Williamson
https://x.com/Zac_Aztec

Joe Andrews
https://x.com/jaosef

Aztec
https://x.com/aztecnetwork

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

The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever | Rand Hindi, Zama Co-Founder

Mon, 01 Dec 2025 11:30:00 -0000

Ethereum is transparent by design, and that’s a problem if you don’t want your entire financial life on display.

Rand Hindi, co-founder of Zama, joins us to explain how fully homomorphic encryption (FHE) can turn Ethereum into an encrypted, confidential blockchain where contracts stay composable and UX feels exactly the same.

We get into why blockchains were public in the first place, why “anonymous addresses” were never enough, how FHE compares to ZK and MPC, and what a world of private DeFi, encrypted stablecoins, and on-chain “digital immortality” could look like.

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS

0:00 Intro

0:24 Why Are Blockchains Public?

9:11 Privacy vs Confidentiality

11:13 Zama: Privacy on Ethereum

15:05 Fully Homomorphic Encryption (FHE)

19:34 Multi-Party Computation (MPC)

23:50 FHE vs ZK

37:25 FHE Critiques

40:08 Nation State Attacks

45:58 Combining ZK & FHE

49:20 Privacy Season

51:39 Compliance

1:00:18 Zama

1:04:03 Confidential Tokens

1:08:12 How it Works

1:11:30 Zama Token & Protocol

1:14:09 Privacy Competitors

1:17:36 Fhenix

1:19:46 Rand’s Background

1:23:07 AI Privacy

1:26:42 Longevity

1:33:01 Crypto & Privacy in 2026

1:33:33 Closing & Disclaimers

------
RESOURCES

Rand Hindi

https://x.com/randhindi

Zama

https://www.zama.org/

Fhenix

https://www.fhenix.io/

Unit Ventures

https://github.com/randhindi/unit-vc

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Ethereum’s Big Week | Supercycle Debate | Monad Mainnet | Bitcoin’s Quantum Problem

Thu, 27 Nov 2025 11:30:00 -0000

Happy Thanksgiving! Ethereum is heading into one of its biggest upgrades of the year. In this week’s Weekly Rollup, Ryan and Anthony Sassano break down the Fusaka hard fork, what it ships for L2 scaling and gas limits, and why Justin Drake’s real-time ZK proving demo could reshape Ethereum sooner than expected. They revisit the four-year cycle debate, unpack Tom Lee’s “supercycle” conviction, and catch up on Monad’s mainnet launch, the CFTC clearing Polymarket for U.S. users, and growing concern about Bitcoin’s quantum risk.

Anthony Sassano & The Daily Gwei

https://x.com/sassal0x

https://x.com/thedailygwei

------
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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS & RESOURCES

0:00 Intro

2:49 Markets

https://x.com/SERdotxyz/status/1992978303817490589

https://x.com/fundstrat/status/1990082437116780901

https://x.com/SAMALTCOIN_ETH/status/1993316804303687813

https://ethval.com/

https://x.com/TaikiMaeda2/status/1991911063034757578

https://x.com/hosseeb/status/1992297969383854575

https://x.com/cryptomanran/status/1991823369453351261

https://app2.msci.com/webapp/index_ann/DocGet

https://x.com/matthew_sigel/status/1991616596419191285

https://x.com/saylor/status/1991875241107222701

21:40 Ethereum's Fusaka is coming next week!

https://x.com/sassal0x/status/1992755722980032889

https://x.com/ripeth/status/1993405655076778302

https://forkcast.org/upgrade/fusaka

https://x.com/sassal0x/status/1993415381978169577

https://x.com/sassal0x/status/1993517759528157580

https://forkcast.org/upgrade/glamsterdam

https://x.com/nero_eth/status/1991947238042431859

https://x.com/sassal0x/status/1993097491844415657

https://x.com/drakefjustin/status/1991836045076263380

https://x.com/no89thkey/status/1992561927298359752

https://x.com/sassal0x/status/1993058178096152881

https://x.com/jchaskin22/status/1993355808285831474

https://x.com/ripeth/status/1990793070842163669

https://x.com/Aayush_gupta_ji/status/1991128951347896337

https://x.com/donnoh_eth/status/1991471292655235148

https://x.com/RyanSAdams/status/1993418143977373974

https://x.com/sassal0x/status/1991167063784849550

https://x.com/sassal0x/status/1992335400271257768

51:54 Monad mainnet is live!

https://x.com/monad/status/1992956417263935947

https://youtu.be/op2-a-sO6Y0

https://x.com/RyanSAdams/status/1991896909955604816

https://x.com/coinbase/status/1992544829515898937

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

57:00 Polymarkets can now be integrated into brokerages! (First crypto app?)

https://x.com/shayne_coplan/status/1993405727785075151

1:00:01 Nic Carter - Quantum and Bitcoin…as early as 2030.

https://x.com/RyanSAdams/status/1993727697852432684

https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part-47f

https://x.com/nic_carter/status/1993754323252031644

https://www.youtube.com/watch?v=5DRDjeMmOPw

1:08:08 Daily Gwei comes back in regular cadence

https://x.com/sassal0x/status/1993418606714266072

1:09:23 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Do We Need Another L1? - Inside Monad’s Parallel EVM with Co-Founder Keone Hon

Tue, 25 Nov 2025 11:49:00 -0000

Monad just launched Mainnet!

That’s why Ryan sits down with Monad co-founder Keone Hon today.

We ask the blunt question: do we really need another general-purpose L1?

Why not just build this as an Ethereum L2 instead?

Keone explains how Monad’s parallel, pipelined EVM works under tight consumer-hardware constraints (32GB RAM, 2TB SSD, 100 Mbps), delivering ~500M gas/sec, 400ms blocks, and fast finality while preserving decentralization.

Enjoy the episode!

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS

0:00 Another L1?

1:36 Why L1 vs L2?

2:46 Decentralization

10:19 Run at Home vs Datacenter Chains

12:09 The Purpose of a Blockchain

14:06 The Purpose of Monad

16:00 Why EVM?

28:33 Solana for the EVM?

29:47 Monad vs Ethereum

34:23 Monad Scaling

36:40 Ethereum Roadmap

39:43 How Monad Benefits Ethereum

42:51 Keone’s Background

50:49 How Fast is Too Fast?

59:12 MEV

1:04:07 Monad Layer2s?

1:05:14 Monad Launch Decentralization

1:06:00 Launch Ecosystem

1:08:22 Monad Token

1:16:55 L1 Token Valuations

1:19:18 Monad vs MegaETH

1:23:59 Monad’s Success Case

1:25:57 Mainnet

1:27:11 Closing & Disclaimers

------
RESOURCES

Keone Hon

https://x.com/keoneHD

Monad

https://x.com/monad

Monad Website

https://www.monad.xyz/

Monad Links

https://linktr.ee/monad_xyz

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Real Crypto Cycle: What Happens When Global Liquidity Peaks | Michael Howell

Mon, 24 Nov 2025 11:30:00 -0000

Global liquidity veteran Michael Howell joins to map out the “master variable” driving asset prices: a 65-month global liquidity and debt refinancing cycle that underpins booms, busts, and the recent “everything bubble.”

He breaks down the coming debt maturity wall, rising repo stress, the shift from Fed QE to “Treasury QE,” and a new capital war between a US dollar stablecoin system and China’s gold-backed strategy.

Plus, what all of this means for Bitcoin, gold, equities, and how to position as the current cycle rolls over.

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Intro

0:45 Global Liquidity: Theory of Everything?

14:49 Will it Go Up Forever?

24:50 Where Are We in The Cycle?

34:23 Asset Allocation

47:14 Can The Monetary Regime Break?

58:55 China Gold vs US Tech

1:04:29 Crypto & Gold

1:08:03 4-Year Cycles

1:12:40 AI Bubble

1:15:14 Global Liquidity Limitations

1:18:39 Next 3-6 Months

1:20:24 Assets to Hold

1:21:25 Closing & Disclaimers

------
RESOURCES

CrossBorder Capital

https://x.com/crossbordercap

CrossBorder Capital Website

https://crossbordercapital.com

Capital Wars Substack

https://capitalwars.substack.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Is It All Over? What The Markets Are Saying For 2026

Fri, 21 Nov 2025 11:00:00 -0000

We analyze the crypto market's turbulence as Bitcoin falls below $90k, signaling potential bear market conditions. Also, it’s DevConnect! We discuss investor sentiment, and examine key updates like Vitalik Buterin's roadmap for Ethereum and Aave's new app. Tune in for essential market updates!

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital

------
TIMESTAMPS

0:00 Intro
5:09 Markets
https://www.reuters.com/world/china/global-markets-trading-day-graphic-2025-11-13/
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://polymarket.com/event/fed-decision-in-december
https://economictimes.indiatimes.com/tech/technology/peter-thiel-sells-entire-nvidia-stake-amid-ai-bubble-fears/articleshow/125379608.cms
https://x.com/amitisinvesting/status/1991263435493974047?s=20
https://coinmarketcap.com/charts/fear-and-greed-index/
https://x.com/intocryptoverse/status/1989965484150628639?s=20
https://x.com/tomcrown/status/1990179433282683287?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/BitcoinArchive/status/1989337109878964499?s=20
https://cryptohayes.substack.com/p/snow-forecast
https://thedefireport.io/research/btc-market-structure-is-broken#broken-momentum
https://x.com/nic__carter/status/1989713072970178899?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
25:37 Devconnect
https://x.com/RyanSAdams/status/1991172751302832498?s=20
https://x.com/adietrichs/status/1991203626358899081?s=20
https://x.com/kocikowski/status/1991202772289745101?s=20
https://x.com/wildbambii/status/1991144720605532336?s=20
https://x.com/richardchen39/status/1990941231937896513?s=20
https://x.com/TrustlessState/status/1990741519301570859?s=20
42:21 Aave App Launch
https://x.com/aave/status/1990421343175672159?s=20
https://x.com/alpha_pls/status/1990453904899706971?s=20
https://x.com/0xMari0/status/1990829156712530307?s=20
46:04 Aztec's Decentralized L2
https://x.com/aztecnetwork/status/1991214517594759652?s=20
https://x.com/lisacuesta/status/1991233718271332597?s=20
48:50 Coinbase's New Features
https://www.theblock.co/post/379516/coinbase-app-code-include-early-prediction-market-stock-trading-modules
https://x.com/RyanSAdams/status/1990453391252935157
59:35 Bitcoin Purchases by Harvard
https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment
1:01:21 El Salvador's Bold Bitcoin Moves
https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment
1:02:26 BlackRock's Ethereum Trust
https://x.com/EricBalchunas/status/1991257411483537813?s=20
1:03:24 Institutional Interest in ETH
https://x.com/RyanSAdams/status/1990460127510695940?s=20
1:05:09 Closing

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

Defensive Investing for an AI Bubble | Ruchir Sharma's Hedge Rules

Wed, 19 Nov 2025 11:30:00 -0000

America isn’t just leading the AI race; it’s increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir’s “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow.

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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep

💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

---
TIMESTAMPS

0:00 The Contrarian Take: American Exceptionalism Peaks
4:06 Theme of the 2020s
6:42 “America Is One Big Bet on AI”
13:07 The Counterfactual
19:01 Is This an AI Bubble?
22:59 The Catalyst That Pops Bubbles
29:05 How U.S. Dominance Happened
34:41 Moral Hazard & Household Risk
37:24 Green Shoots Abroad
39:37 Practical Rebalance for U.S.-Heavy Investors
50:17 How to Start Outside the U.S.
1:00:58 Gold & Stocks: Partying Together
1:05:47 Real Hedges Now
1:09:39 Bitcoin: Two Cheers
1:13:08 Closing Thoughts

---
RESOURCES

Ruchir Sharma
https://ruchirsharma.com

Ruchir’s FT Articles
https://www.ft.com/ruchir-sharma

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

Bryan Johnson: Don’t Die, Beating Entropy, AI Alignment & The Two-Species Future

Mon, 17 Nov 2025 11:30:00 -0000

Bryan Johnson lays out “Don’t Die,” a moral framework that puts existence first and turns longevity into a shared fight against entropy.

We pressure-test the hard stuff: selfishness, inequality, stagnation, and the so-called two-species future. Bryan argues these are solvable with smart societal engineering if “don’t die” is for everyone. He breaks down Blueprint as a practical on-ramp with evidence-based health, behavior, and social habits.

We finish on crypto, from his Braintree days with Coinbase to how web3 could power a broad “don’t die” commons.

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Don’t Die

8:18 Beating Entropy

18:35 Existence as The Highest Virtue

21:01 Isn’t Don’t Die Selfish?

27:12 AI Alignment

31:36 Collective Don’t Die

33:34 Don’t Die & AI

37:36 Longevity Escape Velocity

40:57 The Two-Species Future

47:07 A Path Without Creative Destruction?

52:40 Bryan’s 500-Year Lifespan

59:19 Blueprint

1:04:52 Crypto

1:06:23 Closing Thoughts

------
RESOURCES

Bryan johnson

https://x.com/bryan_johnson

Bryan Johnson Links

https://bryanjohnson.komi.io/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?

Fri, 14 Nov 2025 08:30:00 -0000

Market uncertainty? On this week’s Weekly Rollup, Ryan and guest co-host Tom Schmidt dig into a jittery crypto market, Trump’s new economic ideas aimed at boosting sentiment, and whether the four-year cycle prophecy is finally catching up with Bitcoin. They also cover Coinbase bringing ICOs back to U.S. retail, Uniswap’s long-awaited fee switch moment, and JPMorgan launching a deposit token on Base. Plus: Zcash’s 4,000 percent surge, Ethereum’s renewed privacy push, Binance tightening rules on shielded coins, and a privacy-wallet developer receiving a five-year prison sentence.

------
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💠BIT DIGITAL ($BTBT) | ETH TREASURY

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------

TIMESTAMPS & RESOURCES

0:00 Intro

3:05 Markets

https://x.com/KobeissiLetter/status/1988811150402916672

https://x.com/intocryptoverse/status/1987681686218228125

https://x.com/QwQiao/status/1988769174005698675

https://x.com/bonchieredstate/status/1987276536584818914

https://x.com/RepThomasMassie/status/1987537420263338275

https://x.com/ts_hodl/status/1987279165041545634

https://x.com/kianejatian/status/1987373998087270424

https://x.com/pro__trading/status/1987343377718038585

https://x.com/biancoresearch/status/1988035796490694949

https://edition.cnn.com/2025/11/11/business/trump-dividend-payment-tariff-stimulus

https://polymarket.com/event/will-trump-create-a-tariff-dividend-in-2025

20:08 Privacy season in crypto?

https://x.com/damskotrades/status/1986772019854160184

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

https://x.com/CryptoHayes/status/1973733637582708971

https://x.com/AvgJoesCrypto/status/1986822768667525347

https://x.com/hasufl/status/1985288958603927788

https://x.com/VitalikButerin/status/1988035181127626810

https://x.com/MisterMonero/status/1986520956333170844

https://x.com/tyler/status/1988609730646778061

https://www.coindesk.com/policy/2025/11/06/samourai-wallet-developer-sentenced-to-5-years-in-prison-for-unlicensed-money-transmitting

https://storage.courtlistener.com/recap/gov.uscourts.nysd.615997/gov.uscourts.nysd.615997.154.1_1.pdf

https://x.com/RyanSAdams/status/1986845985088168271

35:00 Uniswap turning on the fee switch!

https://x.com/haydenzadams/status/1987990314997739625

https://x.com/PaulFrambot/status/1988075691359748317

https://x.com/RyanSAdams/status/1988266505096536085

https://imgur.com/a/OuSZTXk

https://imgur.com/a/AxKHIMi

https://dune.com/kunallegendd/uniswap-revenue-estimates

https://x.com/EffortCapital/status/1988263477593440611

https://x.com/DefiIgnas/status/1988245763957125539

https://x.com/DefiIgnas/status/1988188661578449219

https://x.com/lemiscate/status/1988204573400723544

https://x.com/jchervinsky/status/1988333836611011037

https://x.com/milesjennings/status/1988628499087736998

https://x.com/haydenzadams/status/1988846923080421878

https://x.com/haydenzadams/status/1988044454939279379

49:59 Coinbase is launching an ICO platform & Monad ICO

https://x.com/coinbase/status/1987883986924843073

https://x.com/BillHughesDC/status/1987969709711458584

https://x.com/brian_armstrong/status/1987884634789556488

https://x.com/monad/status/1987884528724017167

https://x.com/confugen/status/1987886741689454708

https://x.com/onchainmo/status/1987889262893945022

https://x.com/marggaarin/status/1987884981683642725

https://x.com/0xkydo/status/1988111486418661546

55:23 Bank Adoption

https://x.com/WhaleInsider/status/1988468697980129350

https://x.com/sytaylor/status/1988543985049116942

https://x.com/WatcherGuru/status/1988246045222912207

https://x.com/RyanSAdams/status/1987882958234218601

1:01:44 Crypto Geopolitics

https://x.com/RyanSAdams/status/1988341005431828918

https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack?srnd=homepage-americas

https://x.com/RyanSAdams/status/1988627943107490112

1:07:35 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Ethereum Beast Mode - Scaling L1 to 10k and Beyond | Justin Drake

Wed, 12 Nov 2025 11:30:00 -0000

Ethereum hasn’t reached full speed yet. Now it might. Justin Drake of the Ethereum Foundation outlines Lean Ethereum, a plan to optimise the stack so validators stop executing and start verifying. With zk proofs in under 12 seconds and on-prem provers around 10 kW, the base layer can reach gigagas capacity and roughly 10,000 TPS while getting more decentralized. Add Fossil, seconds-level finality, and post-quantum signatures, and the changes stick. We unpack the EthProofs race, the four-phase path to mandatory proofs, the three-times-a-year gas target in EIP-7938, and why native rollups could remove gas ceilings for L2s. If you’re wondering whether Ethereum can scale without turning into a data center chain, this is the roadmap.

---

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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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---
TIMESTAMPS

0:00 Intro: What is Lean Ethereum?
3:32 Beast Mode? Gas & Blocks
5:39 GigaGas, TeraGas, Gap to Target
9:32 Why Scale L1: Decentralization Tradeoffs
20:22 Provability, Power, Real-Time, Decentralization
24:43 L1 Security: Money, Key Uses
28:59 Lean Ethereum: SNARKs, Beast, Fort
36:32 SNARKs & zkVMs: What, Why
48:50 Execute→Verify: Validators & Lean Client
56:08 Builders, Provers, PBS, Fossil
1:08:49 Devconnect Demo, EthProofs, Roadmap Phases
1:31:06 Rollout, Gas Limits, Slots, Hardware
1:44:33 Home Provers: Power, Costs, Incentives/Penalties
1:54:38 Data Availability, Lean Consensus, Upgrades
2:04:22 Talent, Competition, Community, Closing

---
RESOURCES

Justin Drake
https://x.com/drakefjustin

Lean Ethereum
https://blog.ethereum.org/2025/07/31/lean-ethereum

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

Inside BlackRock’s Crypto Strategy: Tokenization, Stablecoins & The Next Trillion | Robbie Mitchnick, Head of Digital Assets

Mon, 10 Nov 2025 11:30:00 -0000

BlackRock’s Head of Crypto Robbie Mitchnick joins Ryan to unpack how institutions are actually allocating (and why correlation to “digital gold” matters), what the ETF data says about demand for BTC and ETH, and why the October leverage flush didn’t dent long-term adoption.

We dig into BlackRock’s tokenization roadmap, from the BUIDL-style tokenized money market funds and the Genius Act angle to the stablecoin flywheel, plus what’s still missing: secondary liquidity and pragmatic regulatory clarity.

Robbie lays out a realistic 24–36 month path, a 2026 “show-me” phase for real utility, and candid advice for allocators on sizing and asset selection.

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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------

TIMESTAMPS

0:00 Is It Over?

11:54 Institutional Response to Liquidations

13:57 Bitcoin vs Gold

16:36 Bitcoin’s IPO Moment?

19:29 Next Catalyst

24:23 Institutional Growth

26:41 Central Bank Adoption

28:25 BlackRock ETFs

30:21 Ethereum ETFs

32:38 Tokenization Roadmap

35:33 GENIUS-Aligned Money Market Fund

38:08 Progress in Tokenization

43:04 Regulatory Clarity

46:30 Bull Case for Tokenization

48:08 Is Wall Street Convinced?

49:59 Bear Case for Tokenization

52:01 Restructuring Banks

54:16 How Many Stablecoins?

55:10 1-Year Goals

57:37 Advice to Institutional Investors

59:47 Closing & Disclaimers

------
RESOURCES

Robbie Mitchnick

https://x.com/robbiemitchnick

Blackrock Digital Assets

https://www.blackrock.com/us/financial-professionals/investments/products/bitcoin-investing

“Bitcoin’s Silent IPO”

https://finance.yahoo.com/news/bitcoins-silent-ipo-analyst-addresses-144047837.html

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Bull Market Over? | BTC 50W Breakdown | Balancer Hack | Stream Finance Collapse | Brian Armstrong’s Prediction Market Drama

Fri, 07 Nov 2025 11:30:00 -0000

Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin.

------
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🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://x.com/intocryptoverse/status/1985771197460558099

https://x.com/ColinTCrypto/status/1985781111713390894

https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html

https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock

https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576

https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029

https://x.com/KobeissiLetter/status/1985791658689024101

https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

https://x.com/StreamDefi/status/1985556360507822093

https://x.com/AzFlin/status/1985496697255170279

https://x.com/deepcryptodive/status/1985693763121889722

https://x.com/deepcryptodive/status/1986047552135835855

https://x.com/DefiIgnas/status/1984947279942611123

https://x.com/seanlippel/status/1984013993111888013

https://x.com/DTAPCAP/status/1985733571097567457

30:46 Balancer hacked for $128M - biggest DeFi hack all year, OG protocol

https://x.com/Balancer/status/1985390307245244573

https://x.com/Balancer/status/1986104426667401241

https://x.com/hasufl/status/1985284234064408997

https://x.com/suhailkakar/status/1985331523646615664

https://x.com/peckshieldalert/status/1985281156259201044

https://x.com/berachain/status/1985288599152042101

https://x.com/hosseeb/status/1985394967712510295

https://x.com/RyanSAdams/status/1985707754636345619

44:57 Did Brian Armston manipulate a CFTC regulated market?

https://x.com/0xTyrael/status/1984023540111437882

https://x.com/brian_armstrong/status/1984048706220609998

https://x.com/hasufl/status/1984253822898962867

https://x.com/adamscochran/status/1984077017738801420

https://x.com/kylascan/status/1984304278882877849

https://x.com/jdorman81/status/1984284538210779428

https://x.com/VitalikButerin/status/1984254951141593470

https://x.com/probaaron/status/1984039423412203558

https://x.com/hosseeb/status/1986496773737881907

53:22 Ethereum L2s scaling & RWAs

https://www.growthepie.com/ethereum-ecosystem/metrics

https://x.com/RyanSAdams/status/1986440364014620943

https://stokes.io/blob-scaling-fyi/

https://x.com/tomwanhh/status/1983657507940893158

https://app.rwa.xyz/

57:24 Is BlackRock bullish or bearish for crypto?

https://x.com/WhaleInsider/status/1983924685382295782

https://x.com/0xMert_/status/1985071565042749663

1:05:33 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Stablecoin Chain Wars: Codex’s Bet on On-Chain FX | Cofounder Haonan Li

Thu, 06 Nov 2025 11:30:00 -0000

Payment chains are heating up. Not every “stablecoin chain” is playing the same game.
Codex cofounder and CEO Haonan Li joins David to map the real landscape: what neutrality looks like in practice, why the bottleneck isn’t TPS but fiat-to-stable friction, and how on-chain FX could pull global flows.
We dig into the Bear-Chain incentive trap. Why Codex chose to build as an Ethereum L2. The case for app-specific rollups that return value to ETH. And the growing split between projects that bundle value toward Ethereum and those that pull it away.

---

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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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---
TIMESTAMPS

0:00 Intro
1:10 Codex’s Market Positioning
2:24 How Stablecoin Chains Differ
4:55 Neutrality For Chains And Customers
8:11 Codex’s Focus: Fiat Friction & Wholesale FX
14:16 The Golden Goose: On-Chain Transfers Vs On-Ramps
17:49 Liquidity, Demand, Exotics: The Case For On-Chain FX
24:55 Why An Ethereum L2: Technical & Economic Rationale
32:50 Founding Codex, Contrarian Thesis & Focused L2s
40:23 Community Dynamics, Tempo, Bundlers Vs Unbundlers
1:00:16 Closing Thoughts

---
RESOURCES

Haonan Li
https://x.com/haonan

Codex
https://www.codex.xyz/

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

x402: The Key to Internet Money, Micropayments & The AI Agent Economy | Sam Ragsdale

Wed, 05 Nov 2025 11:30:00 -0000

Micropayments were always meant to be part of the internet, but the technology never existed to make them work.

Until now. David sits down with Sam Ragsdale, CEO of Merit Systems, to unpack x402, a new protocol reviving the long-dormant “Payment Required” status code to enable crypto-powered microtransactions across the web.

They explore how x402 could transform how machines, AI agents, and humans pay for internet resources, reshape online business models beyond ads, and unlock a new economy of autonomous agents and programmable commerce.

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🛞MANTLE | MODULAR L2 NETWORK

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

0:10 What is x402?

6:19 Internet Micropayments

9:45 x402 Encryption

12:10 x402 Inception

15:20 How x402 Transactions Work

27:02 x402 Experiments

39:46 Paywalls

43:53 A New Internet?

47:12 Call to Builders

49:21 Merit Systems

53:56 Resources

55:36 Closing & Disclaimers

------
RESOURCES

Sam Ragsdale

https://x.com/samrags_

Merit Systems

https://www.merit.systems/

x402scan

https://www.x402scan.com/

Coinbase x402

https://www.coinbase.com/en-pt/developer-platform/products/x402

Stratechery - The Agentic Web and Original Sin
https://stratechery.com/2025/the-agentic-web-and-original-sin/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Land: The $180 Trillion Asset That Runs the World | Mike Bird, The Economist

Tue, 04 Nov 2025 11:30:00 -0000

Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor and Money Talks host Mike Bird joins us to decode the “land trap”: why superstar cities underbuild, how mortgages turned banks into land-collateral machines, and what Japan’s 1980s super-bubble can (and can’t) teach us about China’s managed deflation today. We trace ownership from Babylonian stone ledgers to modern cadastres, ask whether America ever ran a de facto “land standard,” and explore pragmatic exits: build where demand is, deepen capital markets so homes aren’t the only savings vehicle, and tax land value uplift to fund infrastructure.

---

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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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---
TIMESTAMPS

0:00 Why Housing Is Unaffordable
4:20 Demand, Supply & Social Spillovers Of Housing Costs
10:31 Land As Collateral, Money & Banking
16:29 Henry George, Georgism & Early Land Reform Politics
22:22 Monopoly, Georgism’s Decline & Why Reform Faded
29:45 Policy Dilemmas: Homeownership, Infrastructure & Land-Value Capture
32:38 Land’s Scale, Uniqueness & Three Attributes
43:27 Origins Of Property Records & Cadastral Systems
49:45 Dead Capital: Hernando De Soto & Formal Property Rights
54:35 Land-Backed Money Experiments & Early U.S. Land Banks
1:00:32 Japan’s 1980s Land Boom & Aftermath
1:18:19 China’s Land Model, Three Red Lines & Unfinished Adjustment
1:26:43 Summary: Land Traps & Policy Levers
1:35:09 Lightning Round, Takeaways & Outro

---
RESOURCES

Mike Bird
https://x.com/Birdyword

Mike Bird’s “The Land Trap”
https://www.penguinrandomhouse.com/books/753001/the-land-trap-by-mike-bird/

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

“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset

Mon, 03 Nov 2025 11:30:00 -0000

Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime.

We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward gold, how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset, the risks of “paper gold,” Bitcoin’s potential catch-up (and a possible East=gold, West=BTC split), AI as an accelerant, and a pragmatic portfolio framework for navigating a 100-year reset.

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🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

4:15 How Long is The Trade?

11:23 Gold vs Treasury Reserves

19:34 Gold All Time Highs

23:17 Gold Buying Pressure

29:08 Back to The Gold Standard?

37:37 The Transition

43:10 Central Bank Gold Accumulation

49:20 Gold Demonetization

57:00 Types of Gold

1:05:17 Gold vs Bitcoin

1:10:06 The Future of Bitcoin

1:16:19 4-Year Cycles

1:19:02 Tokenized Gold

1:24:19 100 Year Reset Portfolio

1:28:25 Closing & Disclaimers

------
RESOURCES

Luke Gromen

https://x.com/LukeGromen

"The Debasement Trade"
https://x.com/LukeGromen/status/1974184554782220583

FFTT, LLC

https://fftt-llc.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash

Fri, 31 Oct 2025 10:30:00 -0000

Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH’s oversubscribed ICO, Monad’s airdrop, Polymarket’s confirmed token, and JP Morgan’s $34B Base token estimate. Plus Solana’s new ETF, Western Union’s stablecoin, Circle’s controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs.

------
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🛞MANTLE | MODULAR L2 NETWORK

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🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro

5:03 Markets

https://www.tradingview.com/chart/1RYLG2gC/

https://x.com/fundstrat/status/198307855327420049

https://x.com/KobeissiLetter/status/1983595486259950049

https://polymarket.com/event/fed-decision-in-december?tid=1761832318180

https://x.com/KobeissiLetter/status/1983613170691535094

https://x.com/KobeissiLetter/status/1983606477479899214

https://x.com/TKL_Adam/status/1983560866436927875

https://x.com/KobeissiLetter/status/1983855569996861631

https://www.coindesk.com/markets/2025/10/28/solana-etfs-could-draw-over-usd3b-if-bitcoin-ether-etf-trends-repeat

https://x.com/ETHZilla_ETHZ/status/1982901255782445420

https://www.strategicethreserve.xyz/

30:32 3 of the most exciting tokens this year & new valuations! It’s token launch season!

https://x.com/megaeth/status/1983188518756339906

https://x.com/TrustlessState/status/1982831157491184073

https://x.com/megaeth/status/1982502453515071847

https://x.com/kunalgoel/status/1983304334835077425

https://x.com/0xd1namit/status/1981661321101009388

https://claim.monad.xyz/

https://app.hyperliquid.xyz/trade/MON

https://app.hyperliquid.xyz/trade/MEGA

https://www.theblock.co/post/376134/coinbases-base-token-could-be-worth-34-billion-jpmorgan-says

44:36 Circle’s Arc EVM L1 goes to public testnet - RSA triggered

https://www.arc.network/blog/circle-launches-arc-public-testnet

47:00 x402 gets its first signs of traction - 200,000% growth week over week

https://www.x402scan.com/

https://dune.com/programmer/x402

52:27 Trump names Michael Selig to chair CFTC

https://x.com/CoinMarketCap/status/1983262571277762907

https://www.youtube.com/watch?v=fPdqwebmJzE

https://x.com/davidsacks47/status/1982009725110600145

https://x.com/cdixon/status/1981834098932167131

53:41 Trump Media is about to launch a prediction market

https://www.bloomberg.com/news/articles/2025-10-28/trump-media-plans-to-enter-booming-prediction-markets-business

https://x.com/WatcherGuru/status/1982976302803234955

56:46 Western Union is building exclusively on Solana

https://x.com/solana/status/1983215174883430839

https://x.com/DegenerateNews/status/1983265904348803569

https://x.com/camillionaire_m/status/1983506060343185571

https://x.com/0xMert_/status/1983517171234861273

https://x.com/calilyliu/status/1983386544271704528

https://x.com/vibhu/status/1983568810360643945

1:03:21 3 themes this cycle: Acquisitions, Banks, IPO

https://aave.com/blog/stable-acquire

https://x.com/farcaster_xyz/status/1981398124242620852

https://www.wsj.com/finance/regulation/zelle-stablecoin-cryptocurrency-7ef515e7

https://www.coinbase.com/blog/coinbase-and-citi-collaborate-to-build-the-future-of-payments

https://x.com/brian_armstrong/status/1982850023718105337

https://www.prnewswire.com/news-releases/securitize-the-leading-tokenization-platform-to-become-a-public-company-at-1-25b-valuation-via-business-combination-with-cantor-equity-partners-ii-302596208.html

https://app.rwa.xyz/platforms

https://www.theblock.co/post/376845/metamask-parent-consensys-pursues-ipo-jpmorgan-goldman-axios

1:09:55 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian

Tue, 28 Oct 2025 10:30:00 -0000

Neobanks might be the quiet coordination hack that makes Visa optional. David sits down with Frax’s Sam Kazemian to map the new payment stack: why cards today settle over Visa yet still onboard users into stablecoins, how Frax USD (payments) pairs with sFRAX USD (savings), and why Ethereum remains the “savings/issuance” base while specialized payment chains battle for flows. Sam unpacks Frax’s white-label issuance strategy and RWA plumbing, shares an institutional DD story that highlights reliability over hype, and lays out the metrics that actually matter—card acceptance, bank deposits, chain coverage, and real-world spend. If you’re tracking how stablecoins, neobanks, and RWAs converge into an on-chain economy, this one connects the pipes.

---

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🪙FRAXNET | MINT, REDEEM, EARN
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast

---
TIMESTAMPS

0:00 Intro
0:54 What Is a Neobank
2:45 Crypto Neobanks & Frax’s Two-Coin Model
5:28 Strategy: Be the Pipes, Not the Card
14:48 Design: RWAs On-Chain & Compliance Surface
18:16 Cards Today, Native Pay Tomorrow
28:52 The Standards Fight
33:30 Institutional Proof Point & Growth Curve
40:28 Closed-Loop On-Chain Economy
55:36 What to Track Next

---
RESOURCES

Sam Kazemian
https://x.com/samkazemian

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

Why Pro Athletes Are Betting on Bitcoin, Crypto & Prediction Markets | Tristan Thompson & Paul Grewal

Mon, 27 Oct 2025 10:30:00 -0000

NBA Star Tristan Thompson and Coinbase CLO Paul Grewal break down why pro athletes are moving into Bitcoin, crypto, and onchain prediction markets.

We cover stablecoin rewards after the Genius Act, Coinbase’s fight to preserve consumer yield and staking, the CFTC vs. state path for prediction markets, and Tristan’s new onchain app, basketball.fun.

------
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BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

0:54 An Athlete & a Lawyer?

2:47 Athletes Love Crypto

8:19 Bitcoin & Trust

15:16 Stablecoin Yields

18:41 Crypto vs Banks

21:34 Tristan’s Crypto Interests

26:58 Crypto’s UX

35:48 Prediction Markets

43:58 Prediction Market Regulation

48:41 Anti-Crypto Democrats

51:00 Basketball.fun

56:00 Gary Gensler’s Deleted Texts

1:00:25 Closing & Disclaimers

------
RESOURCES

Tristan Paul

https://x.com/RealTristan13

Paul Grewal

https://x.com/iampaulgrewal

Basketball.fun

https://www.basketball.fun/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Downtober Drags | Tempo Poaches Dankrad | Coinbase Buys Echo | Gold Surge! | Fed Access

Fri, 24 Oct 2025 10:30:00 -0000

Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gold is ripping! Can crypto catch up?

We also cover Dankrad’s jump to Tempo, Coinbase’s Echo deal, Polymarket’s NHL play, the Fed’s potential FedWire opening, and the AI trading showdown.

------
📣BANKLESS SUMMIT 2025 | SPONSORED BY M0

https://bankless.cc/devconnet-2025

https://bankless.cc/m0

------

BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro

4:00 Markets

https://x.com/QuintenFrancois/status/1980893883161882974

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/QuintenFrancois/status/1980935843763150926

https://x.com/cryptogucci/status/1981367758278578590

https://x.com/qthomp/status/1981040936890081390

https://x.com/qthomp/status/1981044811894550678

https://x.com/FinFreedom414/status/1980614441315033342

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/JasonYanowitz/status/1980620067315282091

https://x.com/Barchart/status/1979149096700031112

https://x.com/Barchart/status/1981195191110574116

https://x.com/KobeissiLetter/status/1980994433849135340

https://x.com/KobeissiLetter/status/1980994455328149603

https://x.com/elerianm/status/1976244432317096373

https://www.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/

https://x.com/charliebilello/status/1979553653393383654

https://x.com/KobeissiLetter/status/1979563634805133590

https://x.com/charliebilello/status/1979542689977667913

https://x.com/BTC_Archive/status/1980614921357283448

25:04 Trump Pardons CZ

https://x.com/WSJ/status/1981377689270231336

https://www.wsj.com/finance/currencies/trump-pardons-convicted-binance-founder-7509bd63?mod=hp_lead_pos2

https://x.com/cz_binance/status/1981404850832494666

30:19 Dankrad is moving to Tempo

https://x.com/dankrad/status/1979133618254405775

https://x.com/AggrNews/status/1979220336680833433

https://x.com/TrustlessState/status/1979900912903586286

https://x.com/EffortCapital/status/1979158689605882109

https://x.com/ethereumJoseph/status/1980279130638672175

39:04 The Fight for Bitcoin’s Soul - Neutral blockspace or Bitcoin only

https://x.com/BitMEXResearch/status/1978545931600511157

https://www.bankless.com/read/bitcoins-nft-schism-is-intensifying

https://x.com/VitalikButerin/status/1978643578328137883

https://x.com/RyanSAdams/status/1979188770747408728

48:25 Coinbase bought Cobie’s Echo

https://x.com/cobie/status/1980579379244855384

https://x.com/A_Leutenegger/status/1980589269891837972

https://x.com/TheEylon/status/1981405829010956687

https://x.com/CryptoKaleo/status/1980385803630227570

https://x.com/brian_armstrong/status/1981410026746261971

53:41 Polymarket announces they’re the Official Prediction Market for the NHL

https://x.com/shayne_coplan/status/1981016949309239616

https://x.com/Kalshi/status/1980976183241240858

https://x.com/TrustlessState/status/1981024439887151337

https://x.com/zoomerfied/status/1981010074093969831

56:57 OpenSea wants to become “trade everything” app

https://x.com/dfinzer/status/1979200646763929835

58:45 FED is going to give crypto companies direct access to its Fedwire

https://www.theblock.co/post/375513/waller-signals-feds-shift-toward-embracing-crypto-proposes-skinny-master-account-for-payment-innovators

https://x.com/CoinDesk/status/1980728462022529203

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair?tid=1761236821603

https://www.therage.co/us-btc-forfeiture/

https://x.com/francispouliot_/status/1978129578754191580

1:04:04 AI models entered a trading competition

https://x.com/jay_azhang/status/1979312946154033227

https://nof1.ai/

https://nof1.ai/leaderboard

https://www.youtube.com/watch?v=fijrhqJ88Sc&t=457s

1:06:30 RSA excited about AI - give your AI a wallet to spend with x402

https://x.com/CoinbaseDev/status/1981064709555310825

https://nexus.thirdweb.com/

https://x.com/RyanSAdams/status/1980985187484758401

1:08:33 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka

Wed, 22 Oct 2025 15:00:00 -0000

a16z crypto’s CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve: a price–innovation cycle poised to hand the baton back to builders, Bitcoin holding ~50% share, and 70M people now using crypto on-chain out of 716M owners. We dig into why institutions are actually shipping (not just PR), how stablecoins now rival Visa-scale volumes and sit among top U.S. Treasury holders, why DEX spot share near 20% changes price discovery, and how perps, infra throughput, and fee-switch economics are reshaping revenue across chains. Plus: prediction markets’ second act, the AI×crypto handshake (agents, proof-of-humanity, IP), and Bitcoin’s long-dated quantum dilemma.

---

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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO
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---
TIMESTAMPS

0:00 Price–Innovation Cycle: Where We Are Now
3:46 Bitcoin Dominance & Market Correlations
12:09 User Geography & Adoption: MAUs vs Owners
20:15 Institutions & TradFi: Motives, Stablecoins, Integration
27:40 Stablecoin Scale: Volumes, Treasuries & Dollar Power
39:03 Stablecoin Decoupling & DeFi Growth
42:33 Perps, Protocol Revenue & Prediction Markets
47:55 Infrastructure: TPS, Scalability & Bottlenecks
49:51 Token Valuation & Chain Revenue
59:24 Bitcoin’s Quantum Risk: Paths & Responses
1:02:48 AI × Crypto: Use Cases & Decentralization
1:04:00 Outlook & Closing: Predictions & Cycle Top?

---
RESOURCES

Eddy Lazzarin
https://x.com/eddylazzarin

Daren Matsuoka
https://x.com/DarenMatsuoka

a16z’s Quantum Computing Podcast
https://a16zcrypto.com/posts/podcast/quantum-computing-what-when-where-how-fact-vs-fiction/

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

Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

Tue, 21 Oct 2025 10:30:00 -0000

Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still drive a melt-up. Michael explains why this cycle has felt muted, what would confirm a top, and how he’s positioning into year-end.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io/

------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPAN

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find

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🪙FRAXNET | MINT, REDEEM, EARN

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🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

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TIMESTAMPS & RESOURCES

How Futarchy Ends the Rug Pull Era | Felipe Montealegre & Proph3t

Mon, 20 Oct 2025 10:30:00 -0000

Futarchy flips governance on its head—decisions aren’t voted on, they’re traded on.

In this conversation with Felipe Montealegre of Thea Research and Proph3t, co-founder of MetaDAO, we explore how market-driven governance can eliminate the token “rug pull” problem, create true shareholder protections on-chain, and unlock the next era of crypto capital markets.

From prediction markets and token design to MetaDAO’s “ownership coins,” this is how futarchy could make crypto investable again.

------

TIMESTAMPS

0:00 Intro

1:51 What is Futarchy?

4:26 US Capital Markets vs Futarchy

6:39 Futarchy Incentives

12:01 Futarchy Market Participants

16:05 A New Form of Governance

18:59 Liquidity & Insider Participation

24:03 Futarchy Genesis

31:31 Crypto Rugs

47:45 Trustworthy Tokens

53:00 Umbra Example

1:00:37 MetaDao

1:07:20 Unrugable Tokens

1:12:42 Regulation

1:18:31 What’s Next?

1:20:48 Closing & Disclaimers

------

RESOURCES

Felipe Montealegre

https://x.com/theiaresearch

Proph3t

https://x.com/metaproph3t

MetaDao

https://metadao.fi/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: $19B Flash Crash | Binance Fee Leak | China L2 on ETH | $14B BTC Reserve

Fri, 17 Oct 2025 10:30:00 -0000

Markets just saw a $19B wipeout in a single day. In this week’s Weekly Rollup, we break down the Friday Flash Crash, what really caused it, and whether it signals the end of the cycle or just a reset.

We also cover Binance’s leaked listing fees, a major Chinese tech company quietly building on Ethereum, and reports that the U.S. may add $14B in Bitcoin to its strategic reserve. Plus, Democrats renew their push against DeFi, and Larry Fink gears up for BlackRock’s next big crypto play.

------
📣IMMUNEFI | CRYPTO SECURITY OS
https://bankless.cc/Immunefi

------
BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:14 Markets

https://x.com/sykodelic_/status/1978728444038152542

https://www.macrotrends.net/1333/historical-gold-prices-100-year-chart

https://x.com/Pledditor/status/1978783238614126798

https://x.com/NateGeraci/status/1978254468970909820

https://x.com/iamDCinvestor/status/1978227611722486016

https://x.com/Cointelegraph/status/1978800773480825133

https://x.com/RyanSAdams/status/1978441509788590590

https://x.com/growthepie_eth/status/1978460964245631206

https://x.com/RyanSAdams/status/1978549428114882674

https://x.com/jconorgrogan/status/1978563381880582649

https://x.com/Paxos/status/1978565015943950411

https://www.kerrisdalecap.com/wp-content/uploads/2025/10/Kerrisdale-BitMine-Immersion.pdf

https://www.strategicethreserve.xyz/

https://x.com/AltcoinDaily/status/1978562431640346760

29:31 Black Friday - (Flash Crash Friday) of 2025
https://x.com/kookcapitalllc/status/1976778625942011964
https://x.com/QuintenFrancois/status/1976906323058213118 https://x.com/KobeissiLetter/status/1976664345435414918

https://x.com/diogenes/status/1976947177520808270
https://x.com/TedPillows/status/1977000112216805431
https://x.com/diogenes/article/1976947177520808270/media/1976938624139841536
https://x.com/0xdoug/status/1976850615621107743
https://x.com/wacy_time1/status/1976772080768368886
https://x.com/lighter_xyz/status/1976855873344749847
https://x.com/Rabby_io/status/1912055838702784639
https://x.com/StaniKulechov/status/1976777483824644454
https://x.com/traderview2/status/1976762799159234661
https://x.com/cobie/status/1976788855006302686
https://x.com/kris/status/1976939942254461094
https://x.com/RaoulGMI/status/1976875434785554831

48:21 Binance listing fees were leaked

https://x.com/sjdedic/status/1852049944380932142

https://x.com/cjhtech/status/1978039748565532700

https://x.com/jessepollak/status/1978095944232026236

https://x.com/CryptoDefiLord/status/1978353232838623581

https://x.com/PhilOnChain/status/1978498099493621941

https://x.com/ViktorBunin/status/1978445847235907632

https://x.com/cz_binance/status/1978391907374899379

https://x.com/gregosuri/status/1853219191391650137

https://www.bankless.com/podcast/exposing-binances-listing-fees-cj-hetherington

54:05 MEGAETH VS MONAD TOKENS

https://x.com/monad/status/1978525785800495400

https://x.com/megaeth_labs/status/1978449245931012439

https://www.bankless.com/read/news/megaeth-commences-mega-ico-registration-on-cobies-sonar-platform

58:01 Ant Group - Alipay introduced its L2

https://x.com/james_gaps/status/1978350046861984079

https://x.com/Jrag0x/status/1978358112458342697

https://x.com/RyanSAdams/status/1978431508575613213

59:51 Ethereum Phone - dGEN1 left the factory

https://x.com/jessepollak/status/1976710468539715895

1:01:19 US seized 127,000 BTC linked to pig butchering scam

https://x.com/zoomerfied/status/1978101347401539638

https://x.com/SilvermanJacob/status/1978121251303334130

https://x.com/business/status/1978122242895630685

https://x.com/tayvano_/status/1978273602719158448

https://x.com/zackbshapiro/status/1978151239796854817

1:06:02 Dems countered the Market Structure bill

https://x.com/jchervinsky/status/1976380118437331425

https://x.com/haydenzadams/status/1976678889909805501

1:08:54 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Is Lighter Ethereum's L2 Perp DEX? | Founder Vlad Novakovski

Thu, 16 Oct 2025 10:30:00 -0000

A $19B liquidation wave hit crypto 10 days after Lighter’s public mainnet—so we asked founder/CEO Vladimir Novakovski why they built a ZK L2 Perp DEX on Ethereum, how the escape hatch actually protects users, and what really happened under extreme stress. We dig into ADL vs. LLP, trader-first design, and why verifiability (not vibes) should govern order matching and liquidations. Vlad shares throughput targets, why Lighter chose custom ZK circuits over a generalized ZKVM, and what’s next: Spot, universal cross-margin, and a ZKVM sidecar for a broader platform play. We close with lessons from the cascade, realistic tradeoffs of being an L2, and how L2Beat “stage upgrades” fit into the roadmap.

---

📣IMMUNEFI | CRYPTO SECURITY OS
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---
BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast

---
TIMESTAMPS

0:00 Intro
3:04 Guest Intro & ZK L2 “Why”
4:58 L2 Security & Verifiability
11:35 Verifiable Matching & Liquidations
14:02 Mainnet Launch & Liquidation Stress Test
18:16 Outage: Timeline & Make-Good
18:58 Scorecard: Lighter vs Hyperliquid vs Binance
22:20 ADL 101: Why Automated Deleveraging Exists
32:32 “Customer-First” Design Stance
38:32 Takeaways: Transparency, Proofs, Details
41:48 Causes Considered & Vlad’s Market Lens
49:31 Why a Perp DEX: Product & Fit
57:42 L1 vs L2: Tradeoffs, Sovereignty, Incentives
1:06:45 Roadmap: Spot, ZKVM Sidecar, Cross-Margin, New Markets
1:11:21 Points, Token Timing & Transparency
1:15:31 Closing Thoughts

---
RESOURCES

Vladimir Novakovski
https://x.com/vnovakovski

Lighter
https://x.com/lighter_xyz

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

Untitled

Wed, 15 Oct 2025 18:40:00 -0000

Binance listing fees, finally out in the open. CJ Hetherington, Founder of Limitless, published the offer he received after no NDA. 8% of total token supply and $250k. We dig into why the founders accept deals like this, the hidden sell pressure, and how onchain price discovery can replace CEX gatekeeping. CJ also breaks down Limitless on Base, instant-settlement price markets, and the path to Coinbase via Aerodrome.

------
📣IMMUNEFI | CRYPTO SECURITY OS
https://bankless.cc/Immunefi

------
BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------
TIMESTAMPS
0:00 Centralized Exchange Listing Fees
3:08 The Binance Drama Unfolds
3:41 Introducing Limitless
5:00 Conversation with CJ
15:28 The Hidden Costs of Listing Fees
25:17 The Future of Onchain Markets
28:44 Building on Base
32:39 Limitless: A New Prediction Market
43:43 Exploring Limitless Features
53:10 User-Generated Markets & Censorship
1:06:10 How to Engage with Limitless

------
RESOURCES

CJ
https://x.com/cjhtech

Limitless
https://x.com/trylimitless

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

Tom Lee & Arthur Hayes: How Crypto Flips Wall Street

Mon, 13 Oct 2025 10:30:00 -0000

Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH’s comeback, and a surge of institutional capital, tokenization, and stablecoin rails.

Tom lays out Bitmine’s big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether’s rise signals for the new banking stack.

Please visit https://fundstrat.com/tom for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists.

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🐂BULLISH | TRADING COMPETITION

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💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

0:42 BTC All Time Highs

5:07 ETH Performance & Bitmine

9:32 DATs Market

15:26 4-Year Cycles

25:32 5% Bitmine’s Target

28:00 Tom’s Involvement in Ethereum

32:42 ETH’s Position

38:37 Compute for Finance

40:53 Tether’s $500B Valuation

44:57 USDT Flips BTC?

46:35 Crypto Equities

48:26 Hacks & Exploits

50:39 Financial Entertainment

55:13 Perps

58:38 Price Targets

1:00:45 2026 Wish List

1:03:06 Closing & Disclaimers

------
RESOURCES

Tom Lee

https://x.com/fundstrat

Arthur Hayes

X - https://x.com/cryptohayes

IG - https://www.instagram.com/cryptohayes/

LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/

Substack - https://cryptohayes.substack.com/

Bitmine

https://bitminetech.io/

Fundstrat

https://fundstrat.com/tom

Maelstrom

https://maelstrom.fund/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

ROLLUP: Gold & BTC ATH | AI Bubble or Debasement Trade? | BNB Surge | $2B Polymarket Deal

Fri, 10 Oct 2025 10:30:00 -0000

Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week’s Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto’s next move.

We cover BNB’s explosive run to the #3 spot, ICE’s $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm.

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🐂BULLISH | TRADING COMPETITION

https://bankless.cc/trading-competition

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:31 Markets

https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds

https://x.com/RayDalio/status/1973766977421275598

https://x.com/BTC_Archive/status/1975562328377528702

https://x.com/jvb_xyz/status/1975047567852671125

https://x.com/matthew_sigel/status/1976251057421647886

https://www.coinglass.com/bull-market-peak-signals

https://x.com/Grayscale/status/1975262626377834938

https://x.com/joechalom/status/1975251314117648420

https://x.com/TheCryptoLark/status/1975147566351237315

https://x.com/EricBalchunas/status/1976037299373646270

21:56 Gold ATH, Equities at ATH and PTJ is calling out the AI bubble!

https://x.com/elerianm/status/1975782709084500136

https://companiesmarketcap.com/assets-by-market-cap/#google_vignette

https://x.com/SpencerHakimian/status/1975608283751981521

https://x.com/FluentInFinance/status/1975704684808560774

https://x.com/lisaabramowicz1/status/1975121018428809484

https://x.com/noahkaufmanmd/status/1975930839201702195

https://x.com/1MarkMoss/status/1973775891626164276

https://thedefireport.io/research/does-bitcoin-follow-gold#correlation-analysis

https://x.com/esaagar/status/1975290951787745581

https://x.com/spikedoanz/status/1975806155470635429

https://x.com/MauiBoyMacro/status/1975589846971523102

https://x.com/pumatheuma/status/1976085531500200220?s=46

https://www.cnbc.com/2025/10/06/cnbc-transcript-tudor-investments-founder-cio-paul-tudor-jones-on-squawk-box-today.html

https://x.com/AltcoinDaily/status/1975363814167380090

https://x.com/dgt10011/status/1975353090128638415

https://x.com/RyanSAdams/status/1975560592166355425

41:48 Why is BNB pumping!

https://imgur.com/a/4d6Pnb3

https://x.com/cz_binance/status/1975595775540257262

https://defillama.com/chain/bsc

https://x.com/RyanSAdams/status/1975601864423940288

https://x.com/TheCryptoDog/status/1975602134189285606

https://x.com/mattyboomboom/status/1975888004074922144

https://x.com/RyanSAdams/status/1975909116431515777

https://x.com/eugenegeu/status/1975110416876577133

https://finance.yahoo.com/news/cz-returns-binance-speculations-getting-105754644.html

49:17 ICE - NYSE parent company is investing into Polymarket & Distributing Polymarket - $2 billion

https://x.com/polymarket/status/1975528768039985449?s=46

https://x.com/CoinDesk/status/1975935472586125456

https://x.com/shayne_coplan/status/1975534265698812046

https://x.com/shayne_coplan/status/1975994093529690405?s=46

51:20 Galaxy launched Galaxy One

https://x.com/galaxyhq/status/1975173116428234999

https://x.com/GalaxyOneZac/status/1975140872753999932

https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AGLXY

https://x.com/solspacecadet/status/1975262934797353010

56:11 Monad Airdrop Claim Portal incoming Tuesday Oct 14th

https://x.com/monad/status/1976279260869619994

https://dropstab.com/coins/monad

57:40 3 things Ryan is excited about:

https://x.com/RyanSAdams/status/1976044336111341719 https://x.com/Jrag0x/status/1976180218814660675

https://x.com/brian_armstrong/status/1975948961845538985

https://x.com/maxbranzburg/status/1975214629552091239

https://blog.ethereum.org/2025/10/08/privacy-commitment

https://notes.ethereum.org/@niard/KohakuRoadmap

https://beta.walletbeat.eth.limo/wallet/summary/

1:02:18 Moment of Zen

https://x.com/cocothecorncob/status/1975373485410033673

1:02:45 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Bull Case For Prediction Markets | Ryan & David

Thu, 09 Oct 2025 10:30:00 -0000

In this episode of Bankless, Ryan and David dive into prediction markets and their place in today’s financial landscape. They unpack how peer-to-peer markets differ from traditional sportsbooks, spotlighting Polymarket and Kalshi, and explore scalability, regulation, and societal impact. Are these markets tools for informed decision-making or just another gambling avenue?

------

📣BANKLESS SUMMIT 2025 | SPONSORED BY M0
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🛞MANTLE | MODULAR L2 NETWORK

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🌳KGEN | REQUEST A DEMO

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🐂BULLISH | TRADING COMPETITION

https://bankless.cc/trading-competition

💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

------

TIMESTAMPS & RESOURCES

0:00 Intro to Prediction Markets

2:43 Bankless Summit Announcement

5:32 How Prediction Markets Work

8:06 Who the Big Players Are

14:31 Kalshi’s Breakout and U.S. Access

19:08 Prediction Markets as Media

20:27 How Big Are They Right Now

https://x.com/Polymarket/status/1975528768039985449

https://x.com/shayne_coplan/status/1975534265698812046

https://www.tradingview.com/chart/?symbol=NASDAQ%3ADKNG

26:17 Where This Is Headed

https://x.com/Domahhhh/status/1973576583064567961

26:40 Sportsbooks vs. Prediction Markets

https://www.tradingview.com/chart/?symbol=NASDAQ%3ADKNG

https://www.tradingview.com/chart/?symbol=NYSE%3AFLUT

31:43 Why Sportsbooks Are Systemically Unfair

39:10 Rules, Regulators, & Court Fights

54:43 Why This Matters for Society

1:00:31 Wrap Up & What to Watch Next

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Why China Builds Faster Than America & The Rest of the World | Dan Wang

Wed, 08 Oct 2025 10:40:00 -0000

Why does China build so much faster—and what does that reveal about two very different ways of running a society?

Ryan and David sit down with Dan Wang, author of Breakneck: China’s Quest to Engineer the Future, to unpack China’s “engineers-in-charge” model versus America’s “lawyerly” governance.

We cover how this shapes daily life and growth (from subways and high-speed rail to batteries, EVs, and drones), common western misconceptions about China (surveillance, social credit, “imminent collapse”), why U.S. capital markets soar while Chinese manufacturing dominates, what an American “abundance agenda” could look like, and Dan’s closing prescription: the U.S. needs ~20% more engineering; China needs ~50% more rights-protecting legalism.

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🦄UNISWAP | SWAP ON UNICHAIN

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🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

🐂BULLISH | TRADING COMPETITION

https://bankless.cc/trading-competition

💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

0:45 US Lawyers vs China Builders

8:50 Becoming Elite in China vs US

14:55 Motivating Forces

18:26 China’s Misconceptions

24:38 Protests in China

26:00 US vs China Innovation

27:59 Digital Authoritarianism

34:49 Social Credit System?

36:51 Will China Collapse?

42:53 China & Crypto

47:59 China’s Capital Markets

49:46 Path to Wealth

54:29 Property Rights

58:49 Stock Price vs Productivity

1:02:35 The 1960s

1:04:56 Abundance Agenda

1:06:51 US Weakness Relative to China

1:10:53 The Best of Both Worlds

1:13:43 Is China a Security Threat?

1:14:52 US Manufacturing Comeback?

1:20:20 US Global Talent Hub

1:25:07 China’s US Misconceptions

1:27:03 US Success Scenario

1:29:39 Closing & Disclaimers

------

RESOURCES

Dan Wang

https://x.com/danwwang

Breakneck: China's Quest to Engineer the Future

https://www.amazon.com/Breakneck-Chinas-Quest-Engineer-Future/dp/1324106034

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

LIMITLESS: We Interviewed The Team Behind ChatGPT's #1 Feature

Tue, 07 Oct 2025 10:30:00 -0000

OpenAI’s personalization leads, Christina Kaplan and Samir Ahmed map the shift from an “assistant with a notebook” to Pulse—the part of ChatGPT that quietly preps your day while you sleep. We unpack how short- and long-term memory work across sessions and why April’s subtle update changed the experience, show how daytime chats stay aligned with overnight prep, and close on the big questions: privacy, consent, and why this is an assistant/representative—not a digital clone.

------

💫 LISTEN TO THE FULL EPISODE
https://pod.link/1813210890
https://youtube.com/watch?v=cDrllt2zn5M

------
TIMESTAMPS

0:00 Intro
1:03 Why Memory Mattered
6:00 User Reception
9:45 Under the Hood: Short vs Long Term
12:20 Behavior Shift & Data Strategy
20:26 What is Pulse?

------
RESOURCES

Christina Kaplan
https://x.com/ChristinaHartW

Samir Ahmed
https://x.com/PageOfSamir

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

The Art of Spending Money: How to Get Rich and STAY Rich | Morgan Housel

Mon, 06 Oct 2025 10:30:00 -0000

How do you spend money in ways that actually make life better?

Morgan Housel, author of the new book The Art of Spending Money, explores status vs. satisfaction, the hedonic treadmill, and why money’s best use is buying independence.

We also cover quiet compounding, a practical 15-stage path to financial freedom, when to spend vs. save, helping kids without spoiling them, and small experiments that raise the utility of every dollar.

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🛞MANTLE | MODULAR L2 NETWORK

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🌳KGEN | REQUEST A DEMO

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🐂BULLISH | U.S. EXCHANGE LAUNCH

https://bankless.cc/bullish

💠BIT DIGITAL ($BTBT) | ETH TREASURY

------

TIMESTAMPS

0:00 Intro

2:29 Who’s The Book For?

5:49 There’s No Universal Formula

12:59 What People Want

19:36 Money as a Curse

22:03 Taking a Step Off

26:59 Holding vs Spending

30:26 Identity Traps

33:50 Secret to Contentment

37:32 External vs Internal Benchmarks

40:41 Making an Impact

42:37 Social Debt

50:51 Quiet Compounding

55:10 Financial Freedom

1:02:20 Money & Parenting

1:09:48 Balancing Saving & Spending

1:14:44 Small Purchases

1:16:59 Trying New Things

1:19:29 Morgan’s Financial Decisions

1:21:37 Closing & Disclaimers

------
RESOURCES

Morgan Housel

https://x.com/morganhousel?lang=en

The Art of Spending Money

https://www.amazon.com/Art-Spending-Money-Simple-Choices/dp/0593716620

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Uptober Rally | Tom Lee $1B ETH Buy | Vanguard Flips to Crypto | Stripe Stablecoin Play

Fri, 03 Oct 2025 10:30:00 -0000

In this week’s Weekly Rollup, Uptober kicks off with Bitcoin and Ethereum surging toward all-time highs as Tom Lee drops another $1B into ETH and Vanguard finally opens its doors to crypto ETFs.

We cover Stripe’s push to break the Tether–Circle duopoly with its new stablecoin platform, Cloudflare’s surprising entry into onchain payments, and Swift teaming up with Consensys on blockchain rails. Plus, Zcash rockets 200%, Ethereum’s Lighter perps exchange goes live, and Circle sparks debate with plans for reversible USDC.

---
📣0G | CRYPTO X AI

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🛞MANTLE | MODULAR L2 NETWORK

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🌳KGEN | REQUEST A DEMO

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🐂BULLISH | U.S. EXCHANGE LAUNCH

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💠BIT DIGITAL ($BTBT) | ETH TREASURY

https://bankless.cc/bit-digital

*We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors*

---

TIMESTAMPS & RESOURCES

0:00 Intro

3:38 U.S. Government Shutdown

https://www.bbc.com/news/articles/crrj1znp0pyo

7:13 Markets

https://x.com/pumatheuma/status/1973717212025553313 - ZK Szn??

https://x.com/CoinDesk/status/1971565473218113771

https://www.strategicethreserve.xyz/

https://www.bankless.com/read/news/another-week-another-buy-bitmine-stacks-234k-eth

https://x.com/Jrag0x/status/1972643353918677497

https://x.com/smyyguy/status/1971585912602796266

https://x.com/fundstrat/status/1972948825578131523

https://www.reuters.com/sustainability/boards-policy-regulation/us-regulators-probe-stock-moves-before-companies-made-crypto-treasury-2025-09-26/

24:57 Plasma nailed its go-to-market

https://x.com/Plasma/status/1972660468561965173

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

https://defillama.com/chains

https://blockworks-research.beehiiv.com/p/plasma-s-defi-shockwave

https://x.com/lemiscate/status/1972337762205339788

https://x.com/ajwarner90/status/1972823448897634648

https://x.com/RyanSAdams/status/1973436365225468336

32:35 Everyone gets a Stablecoin! The duopoloy is dead!

Phantom announced Cash stablecoin

https://x.com/phantom/status/1973035201950617617

https://x.com/useCash/status/1973035307139477561

https://stripe.com/blog/introducing-open-issuance-from-bridge

https://x.com/zcabrams/status/1973052207911129557

https://x.com/nic__carter/status/1973399535092171216

38:43 Cloudflare launched their own stablecoin on Base

https://x.com/CoinbaseDev/status/1970477072792592484

https://x.com/eastdakota/status/1971226533831582073

https://x.com/Kira_sama/status/1971237126378504230

https://x.com/Rewkang/status/1970782770805813392

https://x.com/RyanSAdams/status/1973753405894992073

44:18 Lighter - Ethereum Zk Perps

https://x.com/Lighter_xyz/status/1973508660061180363

https://defillama.com/protocol/lighter

50:06 More crypto TradFi mainstream!

https://x.com/MorphoLabs/status/1972913932802421202

https://finance.yahoo.com/news/swift-teams-ethereum-software-giant-190506673.html

https://www.theblock.co/post/372706/swift-blockchain-ledger-consensys

https://x.com/Louis_Tellier/status/1973692818452337125

https://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactions

57:36 With new Sora, the need for zk proving reality 100x-ed

https://youtu.be/qeORiYlsEH4?t=374

https://x.com/pumatheuma/status/1973258262939312433

1:01:52 CEO of Polymarket gets flipped off
https://x.com/shayne_coplan/status/1972675295564931242
https://x.com/nickpreszler/status/1972748902240780589

1:04:44 Closing, Disclaimers, & Moment of Zen

https://x.com/coinbase/status/1972731382830072129

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The State of Authoritarian Tech | Steven Feldstein

Thu, 02 Oct 2025 10:30:00 -0000

Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing. Steven Feldstein, senior fellow at Carnegie and author of The Rise of Digital Repression, joins Bankless to map the expanding world of repression technology.
We cover everything from Nepal’s protest movement to China’s sophisticated censorship stack, the global spyware industry, and the unsettling rise of predictive policing and AI in warfare. Along the way, Feldstein explains how financial repression and social credit systems extend state power into the economic sphere — and where crypto fits into the story of resistance.

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🛞MANTLE | MODULAR L2 NETWORK
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🌳KGEN | REQUEST A DEMO
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🐂BULLISH | U.S. EXCHANGE LAUNCH
https://bankless.cc/bullish

---
TIMESTAMPS

0:00 Intro
1:54 The Toolkit of Digital Repression
4:22 Nepal Protests & Freedom Tech
13:32 China’s Integrated Control Playbook
19:48 Who Builds And Sells Repression
28:51 Vendors, Dual-Use, Governance Risks
36:04 Democracies Use These Tools Too
45:00 AI Supercharges Repression
51:57 Crushing Mobilization & 3.5% Rule
58:55 Blunt Backfires, Iran Copies China
1:07:43 How Repression Tech Spreads
1:13:29 Financial Repression, Crypto Workarounds
1:18:48 How To Resist, Practically
1:23:44 Closing Thoughts

---
RESOURCES

Steven Feldstein
https://x.com/stevejfeldstein

The Rise of Digital Repression:
How Technology is Reshaping Power, Politics, and Resistance
https://stevejfeldstein.com/

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

Was That the Top? Bitcoin, ETH, & Q4 Setup | Michael Nadeau's DeFi Report #6

Tue, 30 Sep 2025 10:30:00 -0000

Is this really the cycle top, or just a reset before Q4 fireworks? Michael Nadeau from The DeFi Report joins Ryan to decode the latest onchain and macro data. We dig into Bitcoin’s key levels, ETH’s $4K line, and why September’s liquidation event might have cleared the path for new highs in Q4. Michael explains what a “mini alt season” tells us about dominance, where fresh capital could come from, and how to think about positioning ahead of year-end.

Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/research/is-the-top-in

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🏄SURF | UPGRADE YOUR CRYPTO RESEARCH
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——————
TIMESTAMPS

0:00 Introduction to Crypto Fundamentals
1:43 Recapping the Summer Market
2:11 Analyzing the Mini Altcoin Season
6:54 Examining Long-Term Holder Behavior
7:35 Bitcoin vs. Altcoins: Market Dynamics
12:38 The Next Phase of the Cycle
14:41 Bitcoin's Critical Price Levels
17:12 Moving Averages: Key Indicators
20:40 Current State of the Altcoin Market
26:34 Insights on Ethereum’s Future
27:44 Liquidation Events and Market Sentiment
31:22 Understanding Global Liquidity
34:42 Macro Economic Outlook
38:41 Impact of Rate Cuts on Crypto
47:41 Future Capital Inflows into Crypto
49:37 Monitoring Market Cycles & Conditions
50:49 Closing & Disclaimers

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

Crypto vs. Banks: Who Controls America’s Money? | Summer Mersinger

Mon, 29 Sep 2025 10:30:00 -0000

Crypto vs. Banks — the proxy war for the future of money is heating up.
Summer Mersinger, CEO of the Blockchain Association and former CFTC Commissioner, joins Bankless to unpack the battle over the GENIUS Act, why banks are fighting to roll it back, and how stablecoins have become the frontline. From Elizabeth Warren’s fading influence to the $700M bank lobbying machine, we explore what’s really happening on Capitol Hill, the global stakes for stablecoins, and how upcoming U.S. policy could reshape innovation, regulation, and consumer freedom.

---

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---
TIMESTAMPS

0:00 Intro
1:12 The GENIUS Act Victory
8:49 How Laws Really Get Made
16:17 The Bank Lobby vs. The Crypto Lobby
20:29 The Shifting Politics of Crypto
27:29 Will Banks Go Crypto?
33:10 International Dimension
37:14 CFTC, SEC, and Market Structure
52:26 DC Drama & Leadership Vacancies
55:42 Prediction Markets & Policy Battles
1:00:07 Looking Ahead to 2026
1:02:15 Closing Thoughts

---
RESOURCES

Summer Mersinger
https://x.com/SKMersinger

Blockchain Association
https://x.com/BlockchainAssn

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

ROLLUP: Markets Down | Tether $500B Raise | South Park x Polymarket | Gensler Grilled

Fri, 26 Sep 2025 10:30:00 -0000

In this week’s Weekly Rollup, we break down “Downtemper” market moves as Bitcoin and Ethereum slide, and examine why Vitalik Buterin is calling low-risk DeFi Ethereum’s true backbone. We highlight Tether’s ambitious $500B raise, Polymarket’s mainstream moment on South Park, and Gary Gensler’s testy CNBC appearance. We also cover Paul Atkins’ push for pro-crypto regulation, the heated debate over whether Base should be regulated like Nasdaq, and the surprising deletion of 86 million bank accounts in Vietnam as digital ID mandates expand.

------
📣0G | CRYPTO X AI
https://bankless.cc/OGAI

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🏄SURF | UPGRADE YOUR CRYPTO RESEARCH
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------
TIMESTAMPS & RESOURCES
0:00 Intro
4:16 Markets
https://x.com/PeterSchiff/status/1971193227807162797
https://x.com/tomleeupdates/status/197097365172296 1041
https://x.com/TheOneandOmsy/status/1969076691478696325
7:38 BitGo IPO
https://x.com/jseyff/status/1969143764535972186
9:51 Tether $500B Raise
https://www.reuters.com/business/crypto-firm-tether-eyes-500-billion-valuation-major-raise-round-bloomberg-news-2025-09-23
17:06 Polymarket / South Park
https://x.com/Polymarket/status/1970829572842065995
https://x.com/aleximm/status/1971063404308918630
https://x.com/Polymarket/status/1971137036863275056
https://x.com/martypartymusic/status/1970125767460950181
23:43 Gary Gensler / Paul Atkins / CFTC / Clarity Act
https://x.com/altcoindaily/status/1968814029943480623
https://www.foxbusiness.com/video/6379979495112
https://x.com/vronirwin/status/1969775136959270993
https://x.com/amandalfischer/status/1970254506374938992
https://www.coindesk.com/policy/2025/09/10/trump-s-cftc-hopeful-quintenz-takes-his-dispute-with-tyler-winklevoss-very-public
https://x.com/BrianQuintenz/status/1965855208195412356
https://www.theblock.co/post/371778/white-house-patrick-witt-market-structure-bill
39:25 Vitalik / DeFi / Coinbase
https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html
https://x.com/RyanSAdams/status/1969794415595077997
https://youtu.be/ADiEX92S58E
https://x.com/brian_armstrong/status/1968708504547364921
43:53 Synthetix Perp Dex
https://x.com/synthetix_io/status/1970237341760655656
https://www.bankless.com/podcast/how-synthetix-brings-perps-back-to-the-ethereum-l1-kain-warwick?ref=bankless.ghost.io
48:12 Base / Nasdaq Debate
https://thedefiant.io/newsletter/defi-daily/should-base-be-regulated-as-an-exchange
https://x.com/iampaulgrewal/status/1970206735206900038
https://x.com/MaxResnick1/status/1970250612399825075
https://x.com/VitalikButerin/status/1970258498996048247
https://x.com/jchervinsky/status/1970571188993958214
https://x.com/danrobinson/status/1970557854190051463
57:53 Coinbase + Cloudflare x402
https://x.com/CoinbaseDev/status/1970477072792592484
https://x.com/balajis/status/1952582943689556453
59:19 Vietnam Bank Account Purge
https://x.com/alanvibe/status/1967643742653042698
https://x.com/RyanSAdams/status/1969390296812196325
1:03:47 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart

Thu, 25 Sep 2025 10:30:00 -0000

James Seyffart from Bloomberg Intelligence joins to break down the state of crypto ETFs and their explosive growth.

We cover the rise of Bitcoin and Ethereum ETFs, the debate between ETFs and DATs, and the institutional inflows reshaping the market. James explains how advisors, hedge funds, and sovereign wealth funds are participating, the regulatory hurdles around staking ETFs, and why basket products may be the next big wave.

We also explore the implications of tokenized ETFs, the S&P 500’s gatekeeping of crypto companies, and what to watch for in the coming months as approvals and new products hit the market.

------

TIMESTAMPS

0:00 Intro

1:18 DATs vs ETFs

6:18 DATs Final Equilibrium

9:21 ETFs 1-Year Check-in

23:42 Crypto Indexes

30:41 ETF Approval Process

41:03 Solana ETF

44:17 BTC & ETH ETFs

56:11 What’s Driving the Price?

59:39 Crypto Companies in the S&P

1:07:17 Blackrock Tokenized ETFs?

1:13:59 Key Outcomes

1:19:14 Closing & Disclaimers

------

RESOURCES

James Seyffart

https://x.com/JSeyff

https://www.linkedin.com/in/jamesseyffart

Bloomberg Intelligence

https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Vitalik Declares DeFi Ethereum’s Killer App | Ryan & David

Wed, 24 Sep 2025 10:30:00 -0000

Vitalik Buterin just declared DeFi as Ethereum’s “killer app.” In his new post, he compares it to Google Search, the dependable core business that powers everything else.

Ryan and David break down why Vitalik believes DeFi has finally earned this title, how it survived the volatility of the last cycle, and what it means for ETH as collateral, culture, and revenue. They cover the Google analogy, the risks DeFi has outgrown, and why this moment could define Ethereum’s future.

------
📣0G | CRYPTO X AI
https://bankless.cc/OGAI

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------
TIMESTAMPS

0:09 DeFi: Ethereum's Core Business
3:50 The Significance of Vitalik's Article
5:27 Vitalik's Perspective on DeFi Maturity
9:27 The Stability of DeFi vs. TradFi
12:20 Core Low-Risk DeFi Activities
14:47 DeFi's Global Accessibility
15:37 DeFi and Ethereum's Cultural Goals
17:56 Economic Contributions of DeFi
21:24 ETH as a Store of Value
26:05 The Noble Purpose of DeFi
30:48 Alignment of DeFi with Ethereum
34:45 Google Analogy: DeFi's Backbone
39:27 Vitalik's Pride in DeFi
41:49 Marketing Messages and Ethereum
1:04:37 Closing & Disclaimers

------
RESOURCES

Vitalik’s Post
https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html

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

The Unbundling of Banks: How Stablecoins Change Everything | Charles Calomiris

Mon, 22 Sep 2025 10:30:00 -0000

What happens when stablecoins break apart the traditional business model of banks?

Economist Charles Calomiris explains how the “unbundling” of payments and lending reshapes finance, why politics matter more than technology, and what this revolution could mean for the dollar’s future.

------
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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🎩DEGEN | JOIN THE COMMUNITY

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🌳KGEN | REQUEST A DEMO

https://bankless.cc/KGEN-podcast

🏄 SURF | UPGRADE YOUR CRYPTO RESEARCH

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------

TIMESTAMPS

0:00 What Are Banks?

7:56 Chartered Banking

30:44 The Unbundling

51:48 Stablecoin Yield Concerns

1:01:42 Death of The Dollar?

1:15:45 Stablecoins Abroad

1:20:52 Future of The Dollar

1:24:38 Dollar as a SoV

1:32:10 Are Stablecoins Winning?

1:36:30 Closing & Disclaimers

------
RESOURCES

Charles Calomiris

https://x.com/cwcalomiris

Fragile by Design (Charles' Book)

https://www.amazon.com/Fragile-Design-Political-Princeton-Economic/dp/0691155240/ref=sr_1_1?ie=UTF8&sr=8-1

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: The Fed Lowered Interest Rates: What That Means For Crypto

Fri, 19 Sep 2025 10:30:00 -0000

In this Weekly Rollup, we discuss the implications of recent Federal Reserve rate cuts on crypto markets, exploring their potential benefits for Bitcoin and Ethereum.

We highlight the SEC's easing of crypto ETF regulations, Tether's new compliant stablecoin, and SEC Chair Paul Atkins' vision for clearer regulations. Finally, we touch on how global finance is adapting to crypto innovations in Ghana and Nepal.

---
📣0G | CRYPTO X AI
https://bankless.cc/OGAI

---
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🎩DEGEN | JOIN THE COMMUNITY
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🌳KGEN | REQUEST A DEMO
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🏄 SURF | UPGRADE YOUR CRYPTO RESEARCH
https://bankless.cc/surf

---
TIMESTAMPS & RESOURCES

0:00 Intro
3:24 Markets
https://fred.stlouisfed.org/series/FEDFUNDS
https://polymarket.com/event/fed-decision-in-october
https://x.com/CryptoMalfoy_/status/1968357964906979484
https://x.com/joechalom/status/1968383138943361374
https://x.com/CryptoHayes/status/1968060229805019140
https://x.com/GarrettGoggin/status/1967905389321535779
15:52 Solana DATS
https://x.com/zoomerfied/status/1967560072717869273
https://blockworks.com/analytics/treasury-companies/market-data
https://panteracapital.com/helius-hsdt-building-the-preeminent-solana-treasury/
https://x.com/AltcoinDaily/status/1967645702429044799
21:34 New ETF Standards
https://x.com/JSeyff/status/1968437645660352620
https://x.com/matt_hougan/status/1968432392726593686
26:00 Base Token
https://blog.base.org/the-state-of-base-at-basecamp-2025
https://x.com/base/status/1967602096360063341
https://x.com/brian_armstrong/status/1967602534601875734
https://x.com/coinbase/status/1967609260667535463
https://x.com/RyanSAdams/status/1968320893953933781
44:30 Tether USAT
https://x.com/USAT_io/status/1966520959713620001
48:25 Banking Lobby vs. Crypto
https://www.coindesk.com/opinion/2025/09/16/the-genius-act-is-already-law-banks-shouldn-t-try-to-rewrite-it-now
https://x.com/RyanSAdams/status/1968392328474706285
https://x.com/RyanSAdams/status/1968317057109287046
https://x.com/0xKofi/status/1968221311806718320
56:49 The Revolution in Nepal
https://www.thestreet.com/crypto/markets/exclusive-nepal-turns-to-bitcoin-and-stablecoins-as-protests-rock-the-nation
59:50 Paul Atkins
https://www.sec.gov/newsroom/speeches-statements/atkins-keynote-address-inaugural-oecd-roundtable-global-financial-markets-091025
1:01:23 Wrapping Up
https://x.com/Polymarket/status/1967592719603429824
https://syndicate.io/blog/community-first-token-launch
https://x.com/NasdaqExchange/status/1966512285465170265
https://x.com/BTC_Archive/status/1967960768264970690
https://x.com/afpost/status/1968426582764093740
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

FinTech Meets Crypto: The Future of Global Payments | Simon Taylor

Wed, 17 Sep 2025 10:30:00 -0000

What if payment chains are the “AWS moment for money”?

Simon Taylor — fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood — joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo’s push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa.

We cover the rise of payments L1s, the regulatory roulette of stablecoins, and whether neutrality and permissionlessness can survive in corporate-led networks. Plus, Simon breaks down the differences between stablecoins, tokenized deposits, and CBDCs — and explains why the future of finance is already being rebuilt on-chain.

---

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🌳KGEN | REQUEST A DEMO
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🏄 SURF | UPGRADE YOUR CRYPTO RESEARCH
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---
TIMESTAMPS

0:00 Intro

4:28 FinTech Meets Crypto

9:47 The AWS Moment for Money

14:34 Why Payments Are Broken

21:25 Stablecoins in Action

25:59 The Rise of Payments Chains

38:11 Neutrality, Permissionlessness & The Libra Lesson

52:48 Stablecoins, Tokenized Deposits & CBDCs

59:08 The Stablecoin Boom Ahead

1:12:24 Is FinTech Becoming Crypto?

1:15:22 Tokenization Beyond Payments

1:36:25 Agents & AI Commerce

1:40:33 Closing Thoughts

---
RESOURCES

Simon Taylor
https://x.com/sytaylor/

FinTech Brainfood
https://www.fintechbrainfood.com/

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

Why Recessions Are Dead & How to Invest in The Debasement Era | Macro Investor Vincent Deluard

Mon, 15 Sep 2025 10:30:00 -0000

Why do recessions feel like a relic of the past?

Macro strategist Vincent Deluard argues we’ve entered an era where fiscal dominance, structural inflation, and relentless asset debasement reshape how capital flows and how investors must position themselves.

We cover the U.S. supercycle, the role of tech and energy, why the “2% inflation target” is dead, and what a portfolio looks like in the age of permanent stimulus.

------
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------

TIMESTAMPS

0:00 Intro

3:33 The Next 10 Years

5:47 The Mind of a Pension Fund Manager

8:25 US Dominance

26:17 Dominance Shift

37:21 AI Bubble?

41:19 Inflationary Forces

52:40 Inflationista Thesis

58:36 Fiscal Dominance

1:03:38 Trump vs The Fed

1:09:41 Are Debt Cycles Inevitable?

1:12:26 Are Recessions Dead?

1:20:27 Portfolio Construction

1:26:21 Emerging Markets

1:33:45 Gold

1:37:42 Closing & Disclaimers

------
RESOURCES

Vincent Deluard

https://x.com/vincentdeluard

StoneX

https://www.stonex.com/en/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

PREMIUM - Preston Van Loon, Uma Roy, DeFi Dave | David's Personal Research

Sat, 13 Sep 2025 12:00:00 -0000

🏴 Access all episodes with Citizenship 🏴
https://www.bankless.com/premium

——
In this bonus episode of the Bankless podcast, we highlight insights from three guests featured in the Bankless premium feed. Uma Roy from Succinct discusses the Succinct Prover Network's role in enhancing Ethereum's transaction capabilities. Preston Van Loon outlines the upcoming hard forks Fusaka and Glamsterdam, along with essential privacy innovations. DeFi pioneer Dave from CapMoney presents a novel stablecoin model that combines yield-generating strategies with risk mitigation. Join us for a glimpse into the innovative advancements shaping the crypto world!

——
TIMESTAMPS

0:00 Intro
1:28 Uma Roy’s Insights on Succinct Prover Network
7:50 Ethereum Roadmap with Preston Van Loon
14:30 DeFi Innovations with DeFi Dave
20:11 Conclusion and Call to Action

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

ROLLUP: One Chart Determines if We're in a Bull or Bear Market

Fri, 12 Sep 2025 11:00:00 -0000

In the 2nd Weekly Rollup of Flat-tember, we discuss whether the crypto bull market is over amid rising unemployment and market uncertainty. We cover stablecoin competition for Hyperliquid partnerships, Justin Sun's frozen WFLI tokens, and Nasdaq's tokenized equities. With Ethereum leading in asset tokenization, they also reflect on lost SEC Chair Gensler's texts and the rise of DAOs, alongside major moves from Fidelity and Robinhood.

—-
📣SANCTUM | STAKE YOUR SOL
https://bankless.cc/Sanctum-report
---
Bankless Weekly Rollup: 2nd Week of September, 2025

---
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🪙FRAX | SELF SUFFICIENT DeFi
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🎩DEGEN | JOIN THE COMMUNITY
https://bankless.cc/degen

---
TIMESTAMPS & RESOURCES

0:00 Intro
3:42 Markets
https://www.reuters.com/business/us-unemployment-rate-near-4-year-high-labor-market-hits-stall-speed-2025-09-05/
https://fred.stlouisfed.org/series/UNRATE
https://www.reuters.com/business/cooler-us-producer-inflation-hints-softening-demand-2025-09-10/
https://polymarket.com/event/fed-decision-in-september
https://thedefireport.io/research/markets-are-nearing-an-inflection-point#global-liquidity
https://x.com/EricBalchunas/status/1965381497936117794
https://x.com/SharpLinkGaming/status/1965385468360741042
https://x.com/DefiIgnas/status/1965412886731538686
https://x.com/amitisinvesting/status/1965031182443139242
https://blockworks.co/news/samani-expected-chairman-solana-treasury
https://x.com/smyyguy/status/1965054449212342629
https://blockworks.com/analytics/treasury-companies/market-data
https://x.com/RyanSAdams/status/1965118547052695588
https://beincrypto.com/fidelity-tokenized-treasury-fund-on-ethereum/
https://x.com/RyanSAdams/status/1965152999963328571
29:30 Justin Son WLFI Frozen
https://x.com/molly0xFFF/status/1963684142454894967
https://x.com/QuintenFrancois/status/1963882897909145937
https://www.coingecko.com/en/coins/world-liberty-financial
https://x.com/jconorgrogan/status/1963665497393975324
https://x.com/0xNonceSense/status/1963654615947514277
https://x.com/worldlibertyfi/status/1964081164408250558
https://x.com/jconorgrogan/status/1963665740109893656
https://x.com/justinsuntron/status/1963807543983263802
https://x.com/ASvanevik/status/1963761428445442341
35:35 Hyperliquid USDH Bidding War
https://www.bankless.com/read/hyperliquids-usdh-bidding-war
https://x.com/DefiIgnas/status/1965370023377248437
https://polymarket.com/event/who-will-win-the-usdh-ticker-159?tid=1757505856052
https://x.com/0xfoobar/status/1965445696032846173
https://x.com/hosseeb/status/1965520465172328717
42:15 MegaETH Stablecoin
https://x.com/megaeth_labs/status/1965082874627199414
47:30 Ronin and Upbeat Join OP Stack L2
https://x.com/Ronin_Network/status/1965220031320793442
https://giwa.io/home
https://coinmarketcap.com/rankings/exchanges/
https://x.com/hildobby/status/1965820218854486232
50:56 Robinhood Joins S&P 500
https://x.com/WatcherGuru/status/1964078422050681221
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AHOOD
52:45 Gary Gensler’s Missing Texts
https://x.com/EleanorTerrett/status/1963731865577127980
https://x.com/haydenzadams/status/1964471380403245525
https://x.com/NateGeraci/status/1963780017281765392
https://x.com/lex_node/status/1642242646931300353
56:36 Senate Clarity Act
https://x.com/jchervinsky/status/1965465751122592119
58:15 Nasdaq Seeks Tokenized Stocks
https://www.coindesk.com/policy/2025/09/08/nasdaq-seeks-nod-from-u-s-sec-to-tokenize-stocks
1:01:15 Robinhood Social
https://x.com/RobinhoodApp/status/1965589746937446623

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

Tokenized Stocks: The $100 Trillion Onchain Shift | Ondo Finance Ian De Bode & Nathan Allman

Thu, 11 Sep 2025 10:30:00 -0000

Ryan & David sit down with Ondo Finance’s Nathan Allman and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks.

We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/5 primary markets with 24/7 secondary markets, Defi composability and liquidity at fair prices.

Ethereum and Ondo are leading a $100T onchain migration you can’t miss.

------
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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

🎩DEGEN | JOIN THE COMMUNITY

https://bankless.cc/degen

------

TIMESTAMPS

0:00 Intro

5:55 Is Business Booming?

7:59 Are RWAs Inevitable?

12:50 Tokenized Treasuries

19:13 Tokenization Roadmap

24:17 Types of Tokenized Treasuries

31:40 What’s Holding the US Back?

37:08 Tokenized Stocks

41:04 Tokenized Stocks Liquidity

50:56 Property Rights

56:25 Is Permissionless Tokenization Possible?

1:04:32 24/7 Markets?

1:07:52 Ondo Global Markets

1:10:54 Why Ethereum?

1:12:08 Stocks Meet DeFi

1:19:26 What Chains will RWAs Settle On?
1:32:41 Is Wall Street Ready?

1:34:29 What’s Next?

1:36:00 Closing & Disclaimers

------
RESOURCES

Ian

https://x.com/iandebode

Nathan

https://x.com/nathanlallman

Ondo Finance

https://ondo.finance/

Ondo Global Markets

https://app.ondo.finance/

RWAs Overview

https://app.rwa.xyz/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Hyperliquid’s Rise: Revenue, Valuation & Risks | Michael Nadeau

Wed, 10 Sep 2025 10:30:00 -0000

Hyperliquid is less than a year old, yet it’s already rivalling Ethereum and Solana in revenue. In this episode, Ryan and Michael from the DeFi Report dive deep into the rise of crypto’s hottest exchange: from its fair-launch token drop to its Binance-like UX, to why whales and builders can’t get enough of it.
We cover the project’s inception story, the ecosystem forming around HyperEVM, and the unique buyback model funnelling millions back into its token. Along the way, we unpack tough questions about valuation, decentralization, and regulatory risk.
Is Hyperliquid the future of on-chain trading or just another bull market phenomenon? Tune in for a full breakdown of the fundamentals, the risks, and the potential upside.

---

📣SANCTUM | STAKE YOUR SOL
https://bankless.cc/Sanctum-report

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---
TIMESTAMPS

0:00 Intro
1:47 Hyperliquid’s Revenue Surge
6:33 Valuation Questions
13:42 Product Experience & Growth Flywheel
18:16 The Team Behind Hyperliquid
20:14 Ecosystem Expansion
24:33 Decentralization & Risks
33:34 Regulation, AML, and KYC
38:35 Tokenomics & Buybacks
49:18 Valuation Comparisons
57:15 Closing Thoughts

---
RESOURCES

Michael Nadeau
https://x.com/JustDeauIt

The DeFi Report
https://x.com/the_defi_report

Hyperliquid (HYPE)
https://x.com/HyperliquidX

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

Stripe’s Trillion-Dollar Bet: How Stablecoins Eat Global Payments | Founder of Bridge Zach Abrams

Mon, 08 Sep 2025 10:30:00 -0000

Zach Abrams—co-founder of Bridge, acquired by Stripe—joins Ryan to unpack Stripe’s stablecoin strategy and why tokenized dollars are poised to devour global payments.

We cover Bridge’s sale to Stripe, how “fiat L1 / stablecoin L2” rails unlock faster, cheaper cross-border payouts (from startups to government aid), the case for many issuer- and app-specific stablecoins with better yield sharing, and what the Tempo chain targets for payment-scale throughput, privacy, and finality.

------
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BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🎩DEGEN | JOIN THE COMMUNITY

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------

TIMESTAMPS

0:00 Intro

6:28 Zach’s Founder Arc

15:47 Fintech x Crypto Convergence

18:55 Founding Bridge in the Dark Times

22:42 Traditional Payment Inefficiencies

26:21 Bridge 101

42:00 Traditional Bank Pushback

42:17 Stablecoin Treasuries

50:22 Post-Genius Stablecoin Market

59:27 Fintech in 5 years

1:05:01 Tempo L1

1:13:30 Too Many Blockchains

1:17:25 Exiting TradFi

1:20:49 Getting Stablecoins to Trillions

1:25:28 Stripe x Crypto

1:29:44 AI Stablecoin Users

1:32:32 Closing & Disclaimers

------
RESOURCES

Zach Abrams

https://x.com/zcabrams

Tempo

https://tempo.xyz/

Bridge

https://www.bridge.xyz/

Stripe

https://stripe.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: ETH Hits All Time High, But Will It Stick?

Fri, 05 Sep 2025 10:30:00 -0000

In this episode, we discuss Ethereum's rise past $4,780 and co-host David Hoffman's insights from Burning Man. We explore Ethereum's treasury dynamics, the debut of the World Liberty Financial Token, and potential Bitcoin and Ethereum listings on major exchanges. The episode also covers advancements in tokenized securities, competition in prediction markets, and the quirky rise of tokenized Pokémon cards. Join us for a concise look at the latest in crypto!

---
📣SANCTUM | STAKE YOUR SOL
https://bankless.cc/Sanctum-report

---
BANKLESS SPONSOR TOOLS:

---
TIMESTAMPS & RESOURCES

0:00 Burning Man
7:30 Markets
https://thedefiant.io/news/markets/bitcoin-august-all-time-high-above-usd124k-could-be-cycle-top-coingecko
https://www.theblock.co/post/369477/ethereums-monthly-spot-volume-tops-bitcoin-trading-on-centralized-exchanges-for-first-time-in-over-7-years
https://x.com/RyanSAdams/status/1962945359988035865
https://www.theblock.co/post/369497/nasdaq-tightens-scrutiny-of-companies-raising-cash-to-buy-crypto-report
https://x.com/intocryptoverse/status/1963240688146948108
https://x.com/intocryptoverse/status/1962989752455700874
32:00 WLFI Dropped
https://x.com/DonaldJTrumpJr/status/1962485085896323466
https://x.com/worldlibertyfi/status/1960068943562870830
https://www.coingecko.com/en/coins/world-liberty-financial
https://governance.worldlibertyfinancial.com/t/proposal-use-100-of-wlfi-treasury-liquidity-fees-for-buyback-burn/41226
https://x.com/worldlibertyfi/status/1962648359681839381
https://x.com/NateGeraci/status/1962634267764166743
https://mail.blockworks.com/p/wlfi-the-token-is-the-product
https://x.com/jchervinsky/status/1962884341626773959
38:30 Tempo
https://x.com/matthuang/status/1963633379284587017
https://x.com/zcabrams/status/1963640969183859116
45:00 Tokenized Securities
https://x.com/OndoFinance/status/1886822778277351608
https://x.com/rleshner/status/1963211892438049172
49:50 Polymarket in US
https://x.com/shayne_coplan/status/1963280673709625346
https://www.cftc.gov/PressRoom/PressReleases/9113-25
https://x.com/shayne_coplan/status/1962903170859843759
https://x.com/shayne_coplan/status/1960377824793010489
https://x.com/williamlegate/status/1963386120471003607
https://x.com/allanmaman/status/1963406022183465032
55:14 Tokenized Pokemon
https://x.com/Collector_Crypt
58:49 Credit Score
https://x.com/mattyTokenomics/status/1963009390342242327

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

Debate: Is Ethereum Ready for Real World Assets? | Omid Malekan vs Austin Campbell (Crypto Professors)

Wed, 03 Sep 2025 10:30:00 -0000

Austin Campbell (NYU) and Omid Malekan (Columbia) debate a simple question: is Ethereum ready to host real-world assets?

They walk through stress tests—what if an exchange is hacked, a stablecoin breaks, or a court order targets the chain—and whether the network should ever step in.

You’ll hear where they agree and disagree, what protections are realistic today, and what still needs to be built before RWAs can scale.

------
📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET

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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🎩DEGEN | JOIN THE COMMUNITY

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------

TIMESTAMPS

0:00 Intro

6:13 Twitter Debate Genesis

8:58 Bybit Hack

17:56 Crypto vs RWA Immutability

29:29 Ethereum Validator Intervention

33:11 Dealing with Multiple Jurisdictions

52:23 Credible Neutrality for a Multipolar World

1:00:32 Blockchain Use Cases

1:13:40 Consortium Chains

1:24:57 Closing Arguments

------
RESOURCES

Omid Malekan

https://x.com/malekanoms

https://www.omidmalekan.com/

Austin Campbell

https://x.com/campbelljaustin

https://zero-in.beehiiv.com/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

From BlackRock to Ethereum: Betting It All on ETH | Joseph Chalom

Mon, 01 Sep 2025 10:30:00 -0000

What does BlackRock’s former crypto lead see in Ethereum that others still miss? Joseph Chalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.” We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV premiums, ATMs, converts, and the transparency metrics that matter. Less hype, more architecture: if security, liquidity, and 24/7 settlement are the future, this is the bridge.

---

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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🎩DEGEN | JOIN THE COMMUNITY
https://bankless.cc/degen

---
TIMESTAMPS

0:00 Intro
3:53 Larry Fink’s arc: skeptic to champion
9:15 Joseph’s crypto journey
18:09 Aladdin × Coinbase Prime
20:55 Building IBIT
24:28 ETHA & ETH ETF staking approval
36:04 Tokenization roadmap & magnitude
44:48 SharpLink’s ETH bet
50:13 Ether as “high-octane money”
58:54 Beyond ‘buy and hold’
1:03:11 ETH vs BTC treasuries
1:06:09 Radical transparency
1:10:31 mNAV, ATMs & buybacks
1:19:10 Where’s the price impact?
1:25:32 How many treasuries win?
1:29:25 Closing thoughts

---
RESOURCES

Joseph Chalom
https://x.com/joechalom

Sharplink
https://www.sharplink.com/

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

ROLLUP: ETH ATH! | U.S. Gov Onchain GDP | Google’s L1 | Hyperliquid Prints | EU Digital Euro?

Fri, 29 Aug 2025 10:30:00 -0000

On this week’s Weekly Rollup, Ryan and Haseeb debate if ETH’s new all-time high signals the top or just the start, with whales rotating from BTC into ETH and alt season heating up. Powell hints at rate cuts, ETFs keep pulling billions, and Tom Lee’s billion-dollar ETH bet takes center stage while treasury premiums sink. Meanwhile, Google teases an L1, Hyperliquid outpaces Robinhood, and Europe floats a digital euro, setting up another pivotal week in crypto.
---

📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET
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---
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https://bankless.cc/Mantle
---
TIMESTAMPS & RESOURCES
0:00 Intro
0:38 Big Sean Crypto
https://x.com/altcoindaily/status/1960753873376961031
3:20 Powell’s speech last week
https://www.nbcnews.com/business/economy/powell-opens-door-potential-rate-cut-speech-jack
https://x.com/FinanceLancelot/status/1958934829082583312
https://x.com/Cointelegraph/status/1958907551442993491:
https://x.com/charliebilello/status/1958910251819786478
https://x.com/AnnaEconomist/status/1958923556680536487
9:10 Markets
https://x.com/JSeyff/status/1959982000804442559
https://x.com/BanklessHQ/status/1958941150041317514
https://x.com/speculatorart/status/1960322107864141966
https://www.coindesk.com/markets/2025/08/25/bitcoin-flash-crash-triggers-usd550m-in-sunday-l
https://x.com/JacobKinge/status/1959724849598718428
https://x.com/lookonchain/status/1958767845934080277
https://x.com/woonomic/status/1960442328604200987
24:53 HYPE Crushing it - competitive with major exchanges
https://x.com/cointelegraph/status/1960379396927213990
https://blockworks-research.beehiiv.com/p/is-hype-still-cheap-8541fea8eaae3e65
https://x.com/infinitybanyan/status/1960373080389304611
34:55 SOL DATs are coming - 3 of em!
https://x.com/matthew_sigel/status/1959942140500365564
https://x.com/SolanaFloor/status/1959948823280619558
https://decrypt.co/336832/pantera-capital-eyes-1-25b-raise-solana-treasury-firm
https://panteracapital.com/blockchain-letter/dat-value-creation/
https://mcga.com/news/trump-media-group-cro-strategy-to-acquire-cro-digital-asset-treasury
https://blockworks.co/analytics/treasury-companies/market-data
42:01 Google is building its L1
https://www.linkedin.com/posts/rich-widmann-a816a54b_all-this-talk-of-layer-1-blockchains-has-activity-7366124738848415744-7idA/
49:35 US GOV - will publish GDP figures onchain!
https://www.youtube.com/watch?v=cbEPqUdelFo
https://blog.chain.link/united-states-department-of-commerce-macroeconomic-data/
https://x.com/Cointelegraph/status/1961067983800881224
https://x.com/krakenfx/status/1961081675175149795
https://etherscan.io/address/0x36ccdf11044f60f196e981970d592a7de567ed7b#code
https://docs.chain.link/data-feeds/us-government-macroeconomic/addresses?page=1&testnetPage=1
51:41 The EU may release a Stablecoin on a public chain - Ethereum or Solana
https://x.com/DefiIgnas/status/1958754787345727712
https://app.rwa.xyz/stablecoins
https://www.reuters.com/business/finance/china-considering-yuan-backed-stablecoins-boost-global-currency-usage-sources-2025-08-21/
56:45 Kanye West released $YZY
https://x.com/kanyewest/status/1958346810801697237
https://x.com/CryptoHayes/status/1958356982991401006
https://x.com/lookonchain/status/1958355708010975580
https://x.com/JamesWynnReal/status/1958383968945831940
59:43 DOJ announced that it won’t bring charges against non-custodial developers
https://x.com/BanklessHQ/status/1958645825732501566
1:04:51 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

ETHZilla: Ethereum Treasury Strategy | McAndrew Rudisill & Avichal Garg

Wed, 27 Aug 2025 10:30:00 -0000

ETHZilla wants to turn ETH into Wall Street’s new reserve asset, and they’ve built a plan to do it. Ryan sits down with Avichal Garg (Electric Capital) and Mac Rudisill (ETHZilla) to unpack why ETH treasuries exploded this cycle, how credit markets (converts, preferreds, and debt) supercharge accumulation, and why stablecoins → DeFi → ETH forms a flywheel that turns Ether into high-quality collateral. We dig into leverage discipline, mNAV premiums, operational security, and the business math that makes an ETH treasury look more like Berkshire than a hype trade. Plus: can this wave trigger a DeFi after-boom, and what does “winning” actually mean for ETHZilla?

---

📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET
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---

BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

---
TIMESTAMPS

0:00 Intro
3:53 Catching Tom Lee and Peter Thiel Backing
7:53 Treasury vs. ETF vs. Just Holding ETH
11:58 Why Treasuries Are Booming
16:51 New Debt Instruments & Appetite
22:00 Leverage, Rehypothecation & Risk Controls
29:50 The Big Unlock: ETH as High-Quality Collateral
34:35 Stablecoins → DeFi → ETH Flywheel
38:55 “ETH Is the Next Bitcoin?”
54:51 Why ETH Lagged BTC
56:05 ETH vs BTC Treasuries: Yield Surface
1:01:33 Why Electric Capital Runs Deployment
1:03:45 Buy Rules: Time vs. Price
1:09:00 Attention Matters: Spokesperson & Community
1:13:24 What “Winning” Looks Like for ETHZilla
1:17:59 Where Are We in the Cycle?
1:26:12 DeFi Afterboom?

---
RESOURCES

Maria Shen’s “Beyond Stablecoins” Report
https://x.com/MariaShen/status/1942658782439395815

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

Will Crypto Peak in 2025 or 2026? Onchain Data Signals | Michael Nadeau’s DeFi Report #5

Tue, 26 Aug 2025 10:30:00 -0000

Crypto cycles have always topped on a four-year rhythm, but are we heading for a Q4 2025 peak or an extended run into 2026?
Michael Nadeau from The DeFi Report joins Ryan to break down the onchain and macro signals shaping this cycle. We cover Powell’s dovish pivot at Jackson Hole, global liquidity trends, and why loosening bank lending standards could fuel risk-on markets. Michael explains how whale Bitcoin selling, ETH’s breakout, and muted altcoin flows fit into the bigger cycle map. Finally, we dive into portfolio strategy, from core holdings to high-beta “hot sauce” bets, and why holding fewer, higher-conviction assets is the edge most investors miss.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
https://thedefireport.io/research/how-many-assets-should-you-hold-in-a-crypto-portfolio#closing-thoughts

------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com

------
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
------
TIMESTAMPS
0:00 Intro
3:01 Global Liquidity Insights
6:44 Market Valuations Discussion
9:53 Lending Standards & Bank Activity
11:49 Powell's Impact on Markets
15:34 Inflation and Market Psychology
17:38 Bitcoin Fear and Greed Index
18:58 Long-term vs Short-term Holders
22:45 Realized Price vs Market Value
26:34 Altcoin Market Dynamics
31:19 Extended Cycle vs Classic Cycle
35:06 Portfolio Construction Strategies
39:27 Core vs Non-Core Asset Holdings
43:10 High Beta Assets Explained
45:54 Cash Allocation Strategies
54:05 Upcoming Research and Reports
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management

Mon, 25 Aug 2025 10:30:00 -0000

Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity.

They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity.

Risks and realities aren’t ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving.

------
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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

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🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

------

TIMESTAMPS

0:00 Intro

5:55 Throwback to 2020

9:29 Institutional Infra: Before & After

11:47 Institutional Adoption: Before & After

15:57 TradFi ETF Incentives

19:07 Did Crypto Become Consensus?

22:45 Balancing Conviction & Change of Opinion

28:20 The Story of Money

33:19 Institutional Understanding

37:57 Is Crypto Too Big to be Shut Down?

43:44 Operation Chokepoint Takeaways

49:18 Crypto Regulation 180

56:13 Working with Different Jurisdictions

1:04:05 The Future of Tokenization

1:10:10 Crypto ETFs Aftermath

1:18:32 How High Can Crypto Go?

1:32:23 Treasury Companies

1:38:27 Eric’s Macro Trades

1:44:18 What Could Go Wrong?

1:48:04 Coinbase Asset Management

1:53:34 What’s Next?

1:54:52 Closing

------
RESOURCES

Eric Peters

https://www.linkedin.com/in/charlesericpeters/

Coinbase Asset Management

https://www.cbassetmgmt.com/

One River Asset Management
https://www.oneriveram.com/

Last Eric Peters interviews

https://www.youtube.com/watch?v=z8oocKy3IwU

https://www.youtube.com/watch?v=NMPiGjxdH0E

Vitalik’s Interview

https://www.youtube.com/watch?v=rNSnYIjoqOM

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish

Thu, 21 Aug 2025 10:30:00 -0000

On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto.

---
📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET
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---

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

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🦄UNISWAP | SWAP ON UNICHAIN

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:10 What if $124,000 was the cycle top and there won’t be an altseason?

https://x.com/QuintenFrancois/status/1957893416282648646

5:10 Markets

https://x.com/TheStalwart/status/1958179878940901700

https://x.com/TheStalwart/status/1958179988802302124

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview

https://www.tradingview.com/chart/1RYLG2gC/

https://finance-commerce.com/2025/08/fed-rate-cut-debate-jobs-inflation/

https://polymarket.com/event/fed-decision-in-september?tid=1755697973403

https://farside.co.uk/eth/

https://x.com/hildobby/status/1957489251890962578

https://x.com/Cointelegraph/status/1957491638671949895

21:12 Treasuries keep buying…but mNAV losing it’s premium.. Is the treasury meta over?

Bitmine became the 2nd largest crypto treasury

https://x.com/SERdotxyz/status/1957417581138288945

https://x.com/arkham/status/1956387897830965711

https://x.com/RyanSAdams/status/1957849710678384977

https://www.strategicethreserve.xyz/

https://x.com/Cointelegraph/status/1957623767443587218

https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AETHZ

https://x.com/saylor/status/1957413273122287738

https://x.com/kale_abe/status/1957433733025288674

https://youtu.be/hEJueJxftuU?si=682aUZrlLGwuDDCg

https://blockworks.co/analytics/treasury-companies/bitcoin-treasury-companies

https://www.coindesk.com/business/2025/08/18/btcs-to-pay-first-ever-ether-dividend-loyalty-bonus-to-discourage-short-selling

41:00 Is the current crypto cycle over?

https://www.coinglass.com/bull-market-peak-signals

https://x.com/fejau_inc/status/1957672639054639465

https://x.com/nic__carter/status/1957875046002680141

https://x.com/NateGeraci/status/1957074513365016952

https://cointelegraph.com/news/norway-sovereign-wealth-fund-bitcoin-exposure

50:05 Gemini is getting ready for its IPO

https://www.theblock.co/post/367160/gemini-ipo-filing-exchange-targets-nasdaq-as-gemi-reveals-dip-in-revenue

51:06 New York proposed 0.2% tax on digital asset transactions starting September

https://x.com/Cointelegraph/status/1956423461342969915

53:43 Wyoming launched the first stablecoin issued by a US state

https://x.com/eleanorterrett/status/1957763504435524055

55:01 Exec director crypto whitehouse - Bo Hines left exchanged White House for Tether

https://tether.io/news/tether-appoints-former-white-house-crypto-council-executive-director-bo-hines-as-strategic-advisor-for-digital-assets-and-u-s-strategy/

57:35 SEC is investigating the CEO of WLFI treasury company

https://x.com/zoomerfied/status/1957856353537372614

https://x.com/ALT5_Sigma/status/1957946923647922519

https://x.com/Jonisaac702/status/1957903664393384023

59:04 FED is turning bullish on crypto

https://www.theblock.co/post/367508/we-stand-at-a-crossroads-feds-bowman-urges-more-of-an-embrace-toward-crypto-and-tech

1:02:05 Closing & Disclaimers

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google

Tue, 19 Aug 2025 10:30:00 -0000

Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience.

From replacing mundane workflows with proactive assistance to envisioning a fully AI-native operating system, Aravind shares his long-term vision, the thinking behind Perplexity’s new Comet browser, and why curiosity will remain humanity’s most valuable skill in the AI era.

We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.

------
💫 LIMITLESS | SUBSCRIBE & FOLLOW

https://limitless.bankless.com/

https://x.com/LimitlessFT

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BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

------

TIMESTAMPS

0:00 Intro

9:58 Curiosity as the Key Human Advantage

15:26 From Keywords to Questions

21:35 Personalization and Agency in Browsing

27:13 Keeping Humans in the Loop

32:30 Why People Love Perplexity

38:35 Comet - The AI Browser

47:24 The Browser vs. Agent Debate

57:16 Competing with Big Tech

1:01:26 The OS Endgame

1:08:48 Closing Thoughts

------
RESOURCES

Aravind Srinivas

https://x.com/AravSrinivas

Perplexity

https://www.perplexity.ai/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google

Tue, 19 Aug 2025 10:30:00 -0000

Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience.

We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.

------
💫 LIMITLESS | SUBSCRIBE & FOLLOW

https://limitless.bankless.com/

https://x.com/LimitlessFT

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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

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🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

------

TIMESTAMPS

0:00 Intro

9:58 Curiosity as the Key Human Advantage

15:26 From Keywords to Questions

21:35 Personalization and Agency in Browsing

27:13 Keeping Humans in the Loop

32:30 Why People Love Perplexity

38:35 Comet - The AI Browser

47:24 The Browser vs. Agent Debate

57:16 Competing with Big Tech

1:01:26 The OS Endgame

1:08:48 Closing Thoughts

------
RESOURCES

Aravind Srinivas

https://x.com/AravSrinivas

Perplexity

https://www.perplexity.ai/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google

Tue, 19 Aug 2025 10:30:00 -0000

Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience.

We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.

------
💫 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

------

TIMESTAMPS

0:00 Intro

9:58 Curiosity as the Key Human Advantage

15:26 From Keywords to Questions

21:35 Personalization and Agency in Browsing

27:13 Keeping Humans in the Loop

32:30 Why People Love Perplexity

38:35 Comet - The AI Browser

47:24 The Browser vs. Agent Debate

57:16 Competing with Big Tech

1:01:26 The OS Endgame

1:08:48 Closing Thoughts

------
RESOURCES

Aravind Srinivas

https://x.com/AravSrinivas

Perplexity

https://www.perplexity.ai/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Why Passive Investors Lose | Contrarian Investor Michael Green

Mon, 18 Aug 2025 10:30:00 -0000

Contrarian strategist Michael Green lays out why “passive” isn’t passive at all—it’s a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raises the odds of market non-clearing shocks.

We unpack Sharpe’s arithmetic vs. rebalancing reality, lessons from Volmageddon, the aging of investor cohorts, why stress may be deflationary before inflationary, and how to “doom-proof” a portfolio with assets that throw off cash (including overlooked duration/TIPS and munis).

Michael also separates crypto’s burn-it-down narrative from its true promise: tokenized, programmable securities that fix TradFi’s paper plumbing.

------
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | SWAP ON UNICHAIN

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

------

TIMESTAMPS

0:00 Intro

4:52 Finance Twitter vs Crypto Twitter

6:42 Fundamentals vs Narrative

9:53 Passive Index Investing

22:12 Message for Passive Investors

28:43 Market Cap vs FDV

30:23 Large Cap Dominance

40:45 Other Distortions

43:40 Volmageddon

50:14 Demographics

55:17 Passive Doom-Proof Portfolio

1:04:15 Currency Collapse

1:09:51 Gold & Precious Metals

1:15:58 Bitcoin vs Gold

1:18:29 Ray Dalio Debt Cycles

1:22:43 Stablecoins & Tokenization

1:28:53 Message to the Listeners

1:34:32 Action Items

1:35:28 Closing & Disclaimers

------
RESOURCES

Michael Green

https://x.com/profplum99

Michael’s Substack

https://www.yesigiveafig.com/subscribe?coupon=879f4ac8

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack

Fri, 15 Aug 2025 10:30:00 -0000

On this week’s Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee’s 1M ETH treasury, and the ETH/BTC setup. Also, Stripe and Circle launch L1s, Coinbase routes Aerodrome in-app, Uniswap’s Wyoming DUNA and fee switch path, Monero’s 51% attack, plus quick hits on Do Kwon and bank pushback on the Genius Act.

---
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

---

TIMESTAMPS & RESOURCES

0:00 Intro
4:01 PPI Volatility & Markets
https://x.com/fundstrat/status/1955995766742192612
https://x.com/fundstrat/status/1955992342453772783
https://polymarket.com/event/fed-decision-in-september?tid=1755177801833
https://x.com/DegenerateNews/status/1955763404733603857
https://companiesmarketcap.com/assets-by-market-cap/
https://x.com/CoinMarketCap/status/1955457154686849099
https://x.com/nilesh_rohilla/status/1954190478712164631
https://www.theblock.co/post/366734/standard-chartered-analysts-raise-ethereum-year-end-price-target
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1955100618088972649
https://decrypt.co/334366/harvard-116-million-blackrock-bitcoin-etf
https://x.com/BitcoinPierre/status/1955433791805329825
https://x.com/BitcoinPierre/status/1955493635119780321
https://x.com/brian_armstrong/status/1955980017315295514
https://www.cnbc.com/2025/08/13/crypto-exchange-bullish-more-than-doubles-in-nyse-debut-after-pricing-ipo-above-expected-range.html
https://x.com/hosseeb/status/1955815228245205461
https://x.com/RyanSAdams/status/1954876419261010119
https://x.com/tedpillows/status/1955283896049807480?
https://www.strategicethreserve.xyz/
https://x.com/CryptoGucci/status/1955339759917646012
https://www.bankless.com/read/ethzilla-shares-surge-after-peter-thiel-takes-7-5-stake
https://x.com/MikeIppolito_/status/1955606885442179298
https://x.com/JasonYanowitz/status/1956001519095947593
https://x.com/StoryProtocol/status/1954885593286238460
https://x.com/JasonYanowitz/status/1954890658155545074
https://x.com/EricTrump/status/1955653873730720202
https://x.com/EricTrump/status/1955324074684518557
37:07 Stablecoin big boys launching their own L1s
https://x.com/circle/status/1955246636223135976
https://x.com/adamscochran/status/1955257074318823568
https://x.com/jgarzik/status/1955270849595937091
https://x.com/jgarzik/status/1955270849595937091
https://x.com/RyanSAdams/status/1955011330777497987:
https://x.com/chuk_xyz/status/1955064401490280721
https://x.com/100y_eth/status/1955081750683766805
https://x.com/CampbellJAustin/status/1955240962038349995
https://x.com/cherdougie/status/1955383195609993270
47:36 Banks demand the exclusion for yield-bearing stablecoins in the GENIUS
https://x.com/jchervinsky/status/1955763041594958175
https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-guarantees-fair-banking-for-all-americans/
52:22 Scott Bessent - Strategic Bitcoin Reserve update…it’s not great
https://x.com/watcherguru/status/1955987518509154717
54:01 ETH, Coinbase, & Uniswap
https://x.com/AerodromeFi/status/1953853358575587631
https://x.com/wagmiAlexander/status/1955101747082309745
https://x.com/brian_armstrong/status/1955268909294068192
https://www.theblock.co/data/crypto-markets/public-companies/coinbase-total-volume
https://www.theblock.co/post/366257/uniswap-foundation-eyes-protocol-fee-switch-with-propose
https://gov.uniswap.org/t/foundation-feedback-group-ffg-thread/25549/10
https://x.com/SenLummis/status/1954950030306968055
https://x.com/unichain/status/1955978120269312280
58:54 Do Kwon pleaded guilty
https://www.reuters.com/legal/government/do-kwon-pleads-guilty-us-fraud-charges-40-billion-crypto-collapse-2025-08-12/
1:00:48 Monero getting 51% attacked - now controls over 51% of Monero hashrate
https://x.com/caffeinateduser/status/1954999609039917448
https://x.com/PixOnChain/status/1955738903895531893
1:05:30 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Who Really Controls the Dollar? | Jeff Snider

Wed, 20 Aug 2025 10:30:00 -0000

What if everything you thought about the dollar was wrong?
Monetary historian Jeff Snider joins Bankless to deliver a radical thesis: the Federal Reserve doesn't control the U.S. dollar; a sprawling offshore system of interbank ledger money does. This hidden network, known as the Eurodollar system, is the real engine of global finance, and it’s been breaking down for over 15 years.
In this episode, we unpack how Eurodollars work, why the Fed lost control, the eerie similarities between stablecoins and shadow banking, and why Jeff sees a “Silent Depression,” masked by asset booms but driven by deflationary forces.
If you’ve been bullish on crypto because of debasement fears, Jeff’s counter-narrative might challenge everything you believe.

---

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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---
TIMESTAMPS

0:00 Intro
5:30 Who’s Actually in Charge of the Dollar?
12:55 Stablecoins vs. Eurodollars
21:19 Did the Fed Ever Have Control?
30:02 Eurodollar Demand & Market Forces
38:24 What Backs a Eurodollar?
46:38 The Silent Depression Since 2008
52:58 From Fed Power to $6 Trillion Lost
58:45 Jeff’s Portfolio Thesis
1:05:24 “There’s No Debasement”
1:14:19 The Jeff Snider Portfolio

------
RESOURCES

Jeff Snider
https://x.com/JeffSnider_EDU

Eurodollar University
https://www.eurodollar.university/

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

Who Really Controls the Dollar? | Jeff Snider

Wed, 20 Aug 2025 10:30:00 -0000

---

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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

---
TIMESTAMPS

Jeff Snider
https://x.com/JeffSnider_EDU

Eurodollar University
https://www.eurodollar.university/

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

Who Really Controls the Dollar? | Jeff Snider

Wed, 20 Aug 2025 10:30:00 -0000

---

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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

---
TIMESTAMPS

Jeff Snider
https://x.com/JeffSnider_EDU

Eurodollar University
https://www.eurodollar.university/

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

Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli

Wed, 13 Aug 2025 10:30:00 -0000

Jake Chervinsky and Amanda Tuminelli join us to unpack the Roman Storm verdict—what it means for DeFi, why Section 1960 is a looming threat to open-source developers, and the strong grounds for appeal.

We discuss the legal, political, and legislative paths forward, the role of Congress in protecting developers, and how the crypto industry can mobilize to prevent future prosecutions.

------
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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

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🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

------

TIMESTAMPS

0:00 Intro

0:24 Verdict First Impressions

4:22 Was it Successful?

6:26 Second Trial?

9:47 Money Transmitter Debate

15:20 Optimistic Setup?

19:56 Levels of Precedent

26:04 What’s Next?

30:26 Crypto Industry Agency

34:01 Regulatory Acts

37:33 Two Paths

44:35 Trump Administration

49:02 Upcoming Administrations

53:45 Call to Action

56:55 Closing & Disclaimers

------
RESOURCES

Jake Chervinsky

https://x.com/jchervinsky

Amanda Tuminelli

https://x.com/amandatums

DeFi Education Fund

https://www.defieducationfund.org/

Fund Roman Storm

https://freeromanstorm.com/

Fund Alex Pertsev

https://juicebox.money/v2/p/713

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Ethereum's Next Decade | Vitalik Buterin

Mon, 11 Aug 2025 10:30:00 -0000

Ethereum just turned 10, and Vitalik Buterin returns to reflect on the last decade—and where it’s headed next.

In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again.

We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future.

------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-ethereums-next-decade-vitalik-buterin

------
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

------
TIMESTAMPS

0:00 Intro
0:52 Ethereum’s First 2 Years
2:25 Ethereum’s Top Contributions
4:18 Biggest Surprises
7:37 What Took Longer than Expected
9:05 Overcoming Challenges
11:03 Lesson for Younger Vitalik
15:53 Bitcoin vs Ethereum
18:49 Ethereum’s Cultural Evolution
32:11 Privacy on Ethereum
37:42 Nation State Resistant Privacy
43:03 Cypherpunk vs Mainstream
56:05 World Ledger
59:09 Ethereum in 2024
1:02:23 Changes in the Ethereum Foundation
1:10:10 Economic Alignment
1:16:38 Scaling the L1
1:31:21 Ethereum’s Barbell Strategy
1:39:28 Ethereum Nationalism
1:48:28 ETH Treasuries
1:55:19 The Next 10 Years for Ethereum
1:59:35 The Next 10 Years for Vitalik
2:01:25 The Next 10 Years for Bankless
2:02:52 Closing & Disclaimers

------
RESOURCES

Vitalik Buterin
https://x.com/VitalikButerin

2021 Endgame
https://vitalik.eth.limo/general/2021/12/06/endgame.html

Convex and Concave Dispositions
https://vitalik.eth.limo/general/2020/11/08/concave.html

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

Ethereum's Next Decade | Vitalik Buterin

Mon, 11 Aug 2025 10:30:00 -0000

Ethereum just turned 10, and Vitalik Buterin returns to reflect on the last decade—and where it’s headed next.

In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again.

We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future.

------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-ethereums-next-decade-vitalik-buterin

------
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

------
TIMESTAMPS

------
RESOURCES

Vitalik Buterin
https://x.com/VitalikButerin

2021 Endgame
https://vitalik.eth.limo/general/2021/12/06/endgame.html

Convex and Concave Dispositions
https://vitalik.eth.limo/general/2020/11/08/concave.html

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

Ethereum's Next Decade | Vitalik Buterin

Mon, 11 Aug 2025 10:30:00 -0000

Ethereum just turned 10, and Vitalik Buterin returns to reflect on the last decade—and where it’s headed next.

In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again.

We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future.

------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-ethereums-next-decade-vitalik-buterin

------
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

------
TIMESTAMPS

------
RESOURCES

Vitalik Buterin
https://x.com/VitalikButerin

2021 Endgame
https://vitalik.eth.limo/general/2021/12/06/endgame.html

Convex and Concave Dispositions
https://vitalik.eth.limo/general/2020/11/08/concave.html

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

ROLLUP: $3B ETH Whale | Roman Storm Verdict | Trump 401(k) Crypto Order

Fri, 08 Aug 2025 10:30:00 -0000

On this week’s Weekly Rollup, Ryan and David cover Tom Lee’s $3B ETH buying spree at 12x Michael Saylor’s pace, the race to become the top Ethereum treasury, and whether these companies are a buy or not. They also discuss the Roman Storm verdict, Trump’s surprise $8.7T 401(k) crypto order, and Arthur Hayes selling millions in ETH. Plus, Base’s 33-minute outage, the launch of Succinct’s ZK prover network, and the SEC declaring liquid staking tokens are not securities.

---
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BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
---
TIMESTAMPS & RESOURCES
0:00 Intro
6:17 Markets
https://www.cbsnews.com/news/jobs-report-today-july-2025-economy-tariffs-trump-doge/
https://x.com/CryptoHayes/status/1951510939469292023
https://x.com/EricBalchunas/status/1952346941523701954
https://x.com/MitchellHODL/status/1948779978579214777
https://x.com/cburniske/status/1953240847669182937
13:05 Tom Lee becomes the largest crypto holder
https://x.com/WhaleInsider/status/1952386215975469242
https://www.tradingview.com/chart/1CDu50yK/?symbol=AMEX%3ABMNR
https://x.com/RyanSAdams/status/1952386046206890262
https://youtu.be/iClsnZ1KYSk?si=Ko99PtLiTCiJ_Q-O
https://x.com/fabdarice/status/1953110071493439604
https://www.strategicethreserve.xyz/
https://x.com/NateGeraci/status/1953272814422937941
https://blockworks.co/analytics/treasury-companies/market-data
https://www.theblock.co/post/365645/mei-pharma-litecoin-treasury-strategy-charlie-lee-gsr
25:31 Roman Storm’s case came to the end
https://x.com/SDNYnews/status/1953196594876301702
https://x.com/valkenburgh/status/1953149843565605015
https://x.com/katiebiber/status/1953235191893549123
https://x.com/jchervinsky/status/1953142247504908496
https://x.com/RyanSAdams/status/1953147290165641407
https://www.youtube.com/watch?v=zfKSKz3Kafk
36:10 Executive order - crypto in your 401k
https://watcher.guru/news/trump-to-sign-order-allowing-crypto-in-401k-retirement-plans
41:20 Base halted block production for half an hour
https://x.com/jessepollak/status/1952785312767459709
https://x.com/TrustlessState/status/1953129400087572524
45:22 Succinct Prover Network is live!
https://x.com/pumatheuma/status/1952836524808257580
https://www.coingecko.com/en/coins/succinct
49:00 SEC said LSTs are not securities
https://x.com/RebeccaRettig1/status/1952780309876867200
https://x.com/jespow/status/1952833684392034404
50:23 Metamask is about to launch its stablecoin
https://x.com/AggrNews/status/1952821245814182346
51:41 Barry Silbert returns to Grayscale as chairman
https://x.com/BarrySilbert/status/1952460252571468187
52:29 China said Worldcoin-style iris data collection are national security threat
https://www.theblock.co/post/365752/chinese-security-ministry-flags-iris-national-threat
https://x.com/BanklessHQ/status/1947265308416229745
55:43 Coinbase Ad was banned in the UK
https://x.com/brian_armstrong/status/1952152928044847477
https://www.theguardian.com/politics/2025/aug/04/george-osborne-uk-cryptocurrency-boom-left-behind
58:02 Closing & Disclaimers
58:11 Moment of Zen
https://x.com/coinbase/status/1950843893240496564
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

ROLLUP: $3B ETH Whale | Roman Storm Verdict | Trump 401(k) Crypto Order

Fri, 08 Aug 2025 10:30:00 -0000

---
📣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
---
TIMESTAMPS & RESOURCES
0:00 Intro
6:17 Markets
https://www.cbsnews.com/news/jobs-report-today-july-2025-economy-tariffs-trump-doge/
https://x.com/CryptoHayes/status/1951510939469292023
https://x.com/EricBalchunas/status/1952346941523701954
https://x.com/MitchellHODL/status/1948779978579214777
https://x.com/cburniske/status/1953240847669182937
13:05 Tom Lee becomes the largest crypto holder
https://x.com/WhaleInsider/status/1952386215975469242
https://www.tradingview.com/chart/1CDu50yK/?symbol=AMEX%3ABMNR
https://x.com/RyanSAdams/status/1952386046206890262
https://youtu.be/iClsnZ1KYSk?si=Ko99PtLiTCiJ_Q-O
https://x.com/fabdarice/status/1953110071493439604
https://www.strategicethreserve.xyz/
https://x.com/NateGeraci/status/1953272814422937941
https://blockworks.co/analytics/treasury-companies/market-data
https://www.theblock.co/post/365645/mei-pharma-litecoin-treasury-strategy-charlie-lee-gsr
25:31 Roman Storm’s case came to the end
https://x.com/SDNYnews/status/1953196594876301702
https://x.com/valkenburgh/status/1953149843565605015
https://x.com/katiebiber/status/1953235191893549123
https://x.com/jchervinsky/status/1953142247504908496
https://x.com/RyanSAdams/status/1953147290165641407
https://www.youtube.com/watch?v=zfKSKz3Kafk
36:10 Executive order - crypto in your 401k
https://watcher.guru/news/trump-to-sign-order-allowing-crypto-in-401k-retirement-plans
41:20 Base halted block production for half an hour
https://x.com/jessepollak/status/1952785312767459709
https://x.com/TrustlessState/status/1953129400087572524
45:22 Succinct Prover Network is live!
https://x.com/pumatheuma/status/1952836524808257580
https://www.coingecko.com/en/coins/succinct
49:00 SEC said LSTs are not securities
https://x.com/RebeccaRettig1/status/1952780309876867200
https://x.com/jespow/status/1952833684392034404
50:23 Metamask is about to launch its stablecoin
https://x.com/AggrNews/status/1952821245814182346
51:41 Barry Silbert returns to Grayscale as chairman
https://x.com/BarrySilbert/status/1952460252571468187
52:29 China said Worldcoin-style iris data collection are national security threat
https://www.theblock.co/post/365752/chinese-security-ministry-flags-iris-national-threat
https://x.com/BanklessHQ/status/1947265308416229745
55:43 Coinbase Ad was banned in the UK
https://x.com/brian_armstrong/status/1952152928044847477
https://www.theguardian.com/politics/2025/aug/04/george-osborne-uk-cryptocurrency-boom-left-behind
58:02 Closing & Disclaimers
58:11 Moment of Zen
https://x.com/coinbase/status/1950843893240496564
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

ROLLUP: $3B ETH Whale | Roman Storm Verdict | Trump 401(k) Crypto Order

Fri, 08 Aug 2025 10:30:00 -0000

---
📣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
---
TIMESTAMPS & RESOURCES
0:00 Intro
6:17 Markets
https://www.cbsnews.com/news/jobs-report-today-july-2025-economy-tariffs-trump-doge/
https://x.com/CryptoHayes/status/1951510939469292023
https://x.com/EricBalchunas/status/1952346941523701954
https://x.com/MitchellHODL/status/1948779978579214777
https://x.com/cburniske/status/1953240847669182937
13:05 Tom Lee becomes the largest crypto holder
https://x.com/WhaleInsider/status/1952386215975469242
https://www.tradingview.com/chart/1CDu50yK/?symbol=AMEX%3ABMNR
https://x.com/RyanSAdams/status/1952386046206890262
https://youtu.be/iClsnZ1KYSk?si=Ko99PtLiTCiJ_Q-O
https://x.com/fabdarice/status/1953110071493439604
https://www.strategicethreserve.xyz/
https://x.com/NateGeraci/status/1953272814422937941
https://blockworks.co/analytics/treasury-companies/market-data
https://www.theblock.co/post/365645/mei-pharma-litecoin-treasury-strategy-charlie-lee-gsr
25:31 Roman Storm’s case came to the end
https://x.com/SDNYnews/status/1953196594876301702
https://x.com/valkenburgh/status/1953149843565605015
https://x.com/katiebiber/status/1953235191893549123
https://x.com/jchervinsky/status/1953142247504908496
https://x.com/RyanSAdams/status/1953147290165641407
https://www.youtube.com/watch?v=zfKSKz3Kafk
36:10 Executive order - crypto in your 401k
https://watcher.guru/news/trump-to-sign-order-allowing-crypto-in-401k-retirement-plans
41:20 Base halted block production for half an hour
https://x.com/jessepollak/status/1952785312767459709
https://x.com/TrustlessState/status/1953129400087572524
45:22 Succinct Prover Network is live!
https://x.com/pumatheuma/status/1952836524808257580
https://www.coingecko.com/en/coins/succinct
49:00 SEC said LSTs are not securities
https://x.com/RebeccaRettig1/status/1952780309876867200
https://x.com/jespow/status/1952833684392034404
50:23 Metamask is about to launch its stablecoin
https://x.com/AggrNews/status/1952821245814182346
51:41 Barry Silbert returns to Grayscale as chairman
https://x.com/BarrySilbert/status/1952460252571468187
52:29 China said Worldcoin-style iris data collection are national security threat
https://www.theblock.co/post/365752/chinese-security-ministry-flags-iris-national-threat
https://x.com/BanklessHQ/status/1947265308416229745
55:43 Coinbase Ad was banned in the UK
https://x.com/brian_armstrong/status/1952152928044847477
https://www.theguardian.com/politics/2025/aug/04/george-osborne-uk-cryptocurrency-boom-left-behind
58:02 Closing & Disclaimers
58:11 Moment of Zen
https://x.com/coinbase/status/1950843893240496564
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

The Roman Storm Verdict | Peter Van Valkenburgh & David Morris

Thu, 07 Aug 2025 19:57:00 -0000

Welcome to BanklessTV, featuring Peter Van Valkenburgh from Coin Center and David Morris of The Rage, freshly back from the SDNY courtroom with the inside scoop on the Roman Storm verdict. In this episode we unpack the split decision—how Storm beat the money-laundering and sanctions-evasion counts yet was found guilty on the hot-button “unlicensed money-transmission” charge—and what that single conviction means for every non-custodial developer in crypto. Peter breaks down the legal tightrope between FinCEN guidance and DOJ prosecution, outlines three clear appeal paths (including the Blockchain Regulatory Certainty Act), and explains why Roman’s case could still become a rallying point for financial-privacy legislation. David shares firsthand color from the trial: jury deadlocks, high-stakes witness drama, and the emotional moment Storm walked free to see his daughter. Join us to hear why this verdict is both a wake-up call and an opportunity, what Congress, the courts, and the next administration might do next, and how the outcome could reshape DeFi, privacy tech, and open-source innovation for years to come.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

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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

------
TIMESTAMPS

0:28 Introduction to the Roman Storm Case
0:58 Reflections on the Verdict
3:37 Understanding the Charges
4:07 Breakdown of the Conspiracy Counts
8:40 The Sentencing Landscape
9:29 Courtroom Atmosphere and Reactions
11:18 The Appeal Process
15:20 Roman's Optimism After the Verdict
17:08 Legal Standards and Implications
21:58 The Role of FinCEN Guidance
26:03 The Bigger Picture for DeFi
29:25 Jury Dynamics Explained
34:08 Optimistic Outcomes and Future Paths
36:25 Legislative Changes Ahead
39:54 The Potential for Re-prosecution
47:43 The Impact of Political Climate
51:37 Paths to Clarity in Legislation
55:45 The Future of Non-Custodial Projects
1:02:08 The Importance of Precedent
1:08:27 Closing Thoughts on the Case
1:09:13 A Call to Action for Support
1:15:37 Supporting the Cause
1:18:13 Final Reflections on the Journey

------
RESOURCES

Support The Rage’s on-the-ground reporting
https://therage.co/donate

Support Coin Center’s policy work (fiat & crypto options)
https://coincenter.org/donate

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

The Roman Storm Verdict | Peter Van Valkenburgh & David Morris

Thu, 07 Aug 2025 19:57:00 -0000

------
RESOURCES

Support The Rage’s on-the-ground reporting
https://therage.co/donate

Support Coin Center’s policy work (fiat & crypto options)
https://coincenter.org/donate

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

The Roman Storm Verdict | Peter Van Valkenburgh & David Morris

Thu, 07 Aug 2025 19:57:00 -0000

------
RESOURCES

Support The Rage’s on-the-ground reporting
https://therage.co/donate

Support Coin Center’s policy work (fiat & crypto options)
https://coincenter.org/donate

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

The World’s Largest ETH Holder - Tom Lee on Treasuries, Ethereum Dominance, and Wall Street

Wed, 06 Aug 2025 10:30:00 -0000

In this episode, we talk with Tom Lee, chairman of Bitmine, about the rapid growth of his ETH treasury company and its goal to secure 5% of the total ETH supply.

Tom believes Ethereum could surpass Bitcoin in value, forecasting potential prices between $4,000 and $15,000. We discuss market dynamics, risks of excessive leverage, and his insights on valuing Ethereum and NFTs like Pudgy Penguins.

Tune in for key insights into Ethereum’s future and Wall Street’s role in crypto.

------

📣 LISTEN TO THE EXCLUSIVE DEBRIEF:

https://www.bankless.com/podcast/debrief-tom-lee-treasury

------

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

------

TIMESTAMPS

0:00 Intro

2:57 The Rise of ETH Treasuries

8:27 The 5% ETH Strategy

12:08 The Role of Ethereum in Wall Street

17:57 Accumulating More ETH

26:39 Wall Street's Misunderstanding of Crypto

29:41 Ethereum's 2017 Moment

37:09 The Potential for 100x

45:52 Estimating ETH's Value

50:08 Navigating Market Risks

59:36 Closing Thoughts on Ethereum

------

RESOURCES

Tom Lee

https://x.com/fundstrat

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The World’s Largest ETH Holder - Tom Lee on Treasuries, Ethereum Dominance, and Wall Street

Wed, 06 Aug 2025 10:30:00 -0000

In this episode, we talk with Tom Lee, chairman of Bitmine, about the rapid growth of his ETH treasury company and its goal to secure 5% of the total ETH supply.

Tune in for key insights into Ethereum’s future and Wall Street’s role in crypto.

------

📣 LISTEN TO THE EXCLUSIVE DEBRIEF:

https://www.bankless.com/podcast/debrief-tom-lee-treasury

------

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

------

TIMESTAMPS

0:00 Intro

2:57 The Rise of ETH Treasuries

8:27 The 5% ETH Strategy

12:08 The Role of Ethereum in Wall Street

17:57 Accumulating More ETH

26:39 Wall Street's Misunderstanding of Crypto

29:41 Ethereum's 2017 Moment

37:09 The Potential for 100x

45:52 Estimating ETH's Value

50:08 Navigating Market Risks

59:36 Closing Thoughts on Ethereum

------

RESOURCES

Tom Lee

https://x.com/fundstrat

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The World’s Largest ETH Holder - Tom Lee on Treasuries, Ethereum Dominance, and Wall Street

Wed, 06 Aug 2025 10:30:00 -0000

In this episode, we talk with Tom Lee, chairman of Bitmine, about the rapid growth of his ETH treasury company and its goal to secure 5% of the total ETH supply.

Tune in for key insights into Ethereum’s future and Wall Street’s role in crypto.

------

📣 LISTEN TO THE EXCLUSIVE DEBRIEF:

https://www.bankless.com/podcast/debrief-tom-lee-treasury

------

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

------

TIMESTAMPS

0:00 Intro

2:57 The Rise of ETH Treasuries

8:27 The 5% ETH Strategy

12:08 The Role of Ethereum in Wall Street

17:57 Accumulating More ETH

26:39 Wall Street's Misunderstanding of Crypto

29:41 Ethereum's 2017 Moment

37:09 The Potential for 100x

45:52 Estimating ETH's Value

50:08 Navigating Market Risks

59:36 Closing Thoughts on Ethereum

------

RESOURCES

Tom Lee

https://x.com/fundstrat

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Should I Buy ETH Treasuries? Early Stage Greed Cycle? | Michael Nadeau’s DeFi Report #4

Tue, 05 Aug 2025 10:30:00 -0000

Public companies are racing to lock ETH onto their balance sheets, but is this the spark for a late-cycle greed run or a setup for a painful reversal?

Mike Nadeau from The DeFi Report joins Ryan to unpack the ETH treasury boom, explain how staking yield and convertible debt amplify reflexivity, and show why onchain signals place us around 9 p.m. on the market clock. We examine surging DEX volumes, record stablecoin supply, and the alt-season gauges that could send ETH to new highs. Finally, we outline the risks of leverage, premium flips, and the exit strategy smart investors are already planning.

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io

------

📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY

http://bit-digital.com

------

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

------

TIMESTAMPS

0:00 Intro

0:48 Bullish on ETH Treasury Companies

4:47 The Tom Lee Effect

11:48 Why ETH Outperforms Bitcoin

17:50 The Impact of ETH on DeFi

19:15 DeFi Summer 2.0?

24:53 Evaluating ETH Treasury Companies

28:25 Picking the Right Treasury Company

32:30 Navigating Risks in the Market

35:07 Signs of Market Overheating

38:03 Indicators of Market Sentiment

42:07 Analyzing Active Loans in DeFi

45:56 Assessing the Current Market Cycle

48:43 The Launch of TDR Pro

51:48 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Should I Buy ETH Treasuries? Early Stage Greed Cycle? | Michael Nadeau’s DeFi Report #4

Tue, 05 Aug 2025 10:30:00 -0000

Public companies are racing to lock ETH onto their balance sheets, but is this the spark for a late-cycle greed run or a setup for a painful reversal?

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io

------

📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY

http://bit-digital.com

------

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

------

TIMESTAMPS

0:00 Intro

0:48 Bullish on ETH Treasury Companies

4:47 The Tom Lee Effect

11:48 Why ETH Outperforms Bitcoin

17:50 The Impact of ETH on DeFi

19:15 DeFi Summer 2.0?

24:53 Evaluating ETH Treasury Companies

28:25 Picking the Right Treasury Company

32:30 Navigating Risks in the Market

35:07 Signs of Market Overheating

38:03 Indicators of Market Sentiment

42:07 Analyzing Active Loans in DeFi

45:56 Assessing the Current Market Cycle

48:43 The Launch of TDR Pro

51:48 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Should I Buy ETH Treasuries? Early Stage Greed Cycle? | Michael Nadeau’s DeFi Report #4

Tue, 05 Aug 2025 10:30:00 -0000

Public companies are racing to lock ETH onto their balance sheets, but is this the spark for a late-cycle greed run or a setup for a painful reversal?

Michael Nadeau & The DeFi Report:

https://x.com/JustDeauIt

https://thedefireport.io

------

📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY

http://bit-digital.com

------

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

------

TIMESTAMPS

0:00 Intro

0:48 Bullish on ETH Treasury Companies

4:47 The Tom Lee Effect

11:48 Why ETH Outperforms Bitcoin

17:50 The Impact of ETH on DeFi

19:15 DeFi Summer 2.0?

24:53 Evaluating ETH Treasury Companies

28:25 Picking the Right Treasury Company

32:30 Navigating Risks in the Market

35:07 Signs of Market Overheating

38:03 Indicators of Market Sentiment

42:07 Analyzing Active Loans in DeFi

45:56 Assessing the Current Market Cycle

48:43 The Launch of TDR Pro

51:48 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?

Mon, 04 Aug 2025 10:30:00 -0000

Ethereum has flipped the switch.
After years of underperformance, ETH is showing decisive momentum, not just in USD terms, but against Bitcoin and the broader altcoin market. In this episode, Ben Cowen returns to break down what’s changed, why ETH may be on a path to new all-time highs, and what its dominance means for the rest of the cycle.
We explore ETH’s regression bounce, ETHBTC targets, the fading strength of altcoins, and how market narratives tend to follow price, not the other way around. Ben also lays out his roadmap for the coming months and shares why this phase might be “Ethereum season,” not just in name, but in structure.
For anyone navigating crypto in 2024–2025, this is essential context.

------

📣 INTO THE CRYPTOVERSE | GET 10% OFF
https://intothecryptoverse.com/ref/bankless/

------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

------
TIMESTAMPS

0:00 Intro
3:40 ETH Coming Home
14:13 Why ETH Outperforms Now
18:51 What ETH Season Actually Looks Like
24:48 ETHBTC Targets & USD Projections
29:25 Price First, Narrative Later
32:27 Bitcoin Risks & the Flippening Hypothetical
36:17 Ben’s Market Timeline
43:36 ETH Treasury Narrative Flip
48:11 Where’s the Alt Season?

------
RESOURCES

Ben Cowen
https://x.com/intocryptoverse

Ben’s Channel
https://www.youtube.com/@intothecryptoverse

Into The Cryptoverse
https://intothecryptoverse.com/

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

Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?

Mon, 04 Aug 2025 10:30:00 -0000

------

📣 INTO THE CRYPTOVERSE | GET 10% OFF
https://intothecryptoverse.com/ref/bankless/

------
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

------
TIMESTAMPS

Ben Cowen
https://x.com/intocryptoverse

Ben’s Channel
https://www.youtube.com/@intothecryptoverse

Into The Cryptoverse
https://intothecryptoverse.com/

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

Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?

Mon, 04 Aug 2025 10:30:00 -0000

------

📣 INTO THE CRYPTOVERSE | GET 10% OFF
https://intothecryptoverse.com/ref/bankless/

------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

------
TIMESTAMPS

Ben Cowen
https://x.com/intocryptoverse

Ben’s Channel
https://www.youtube.com/@intothecryptoverse

Into The Cryptoverse
https://intothecryptoverse.com/

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

ROLLUP: SEC Announces "Project Crypto." This Changes Everything.

Fri, 01 Aug 2025 10:30:00 -0000

We’re joined by Haseeb Qureshi from Dragonfly Capital to discusses the SEC's Project Crypto and its impact on the crypto landscape.

We celebrate Ethereum's 10th birthday, reflect on its growth, and analyze the ongoing trial of Roman Storm linked to Tornado Cash.

The episode also covers the launch of Ethereum treasury company ETH Zilla and advancements in crypto ETF regulations.

Haseeb: https://x.com/hosseeb

—-

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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---
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

—-

TIMESTAMPS

0:00 Ethereum's 10th Birthday

https://www.cnbc.com/2025/07/30/at-10-years-old-ethereums-future-is-brighter-than-ever-despite-recent-setbacks.html?taid=688a2118974852000113ad9a

https://x.com/TimBeiko/status/1950578090108993904

https://x.com/ethereumfndn/status/1950179673872510997
7:47 Analyzing SEC's Project Crypto

https://www.sec.gov/newsroom/press-releases/2025-101-sec-permits-kind-creations-redemptions-crypto-etps

https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
26:56 Exploring Token Launchpad Wars

https://x.com/smyyguy/status/1949657674003431788

https://x.com/smyyguy/status/1949790587877515697

https://x.com/0xMert_/status/1950324576204050752
48:41 The Roman Storm Verdict Discussion

https://x.com/innercitypress/status/1950586483955626129
1:03:39 Closing Thoughts and Reflections

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

ROLLUP: SEC Announces "Project Crypto." This Changes Everything.

Fri, 01 Aug 2025 10:30:00 -0000

We’re joined by Haseeb Qureshi from Dragonfly Capital to discusses the SEC's Project Crypto and its impact on the crypto landscape.

We celebrate Ethereum's 10th birthday, reflect on its growth, and analyze the ongoing trial of Roman Storm linked to Tornado Cash.

The episode also covers the launch of Ethereum treasury company ETH Zilla and advancements in crypto ETF regulations.

Haseeb: 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

—-

TIMESTAMPS

0:00 Ethereum's 10th Birthday

https://www.cnbc.com/2025/07/30/at-10-years-old-ethereums-future-is-brighter-than-ever-despite-recent-setbacks.html?taid=688a2118974852000113ad9a

https://x.com/TimBeiko/status/1950578090108993904

https://x.com/ethereumfndn/status/1950179673872510997
7:47 Analyzing SEC's Project Crypto

https://www.sec.gov/newsroom/press-releases/2025-101-sec-permits-kind-creations-redemptions-crypto-etps

https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
26:56 Exploring Token Launchpad Wars

https://x.com/smyyguy/status/1949657674003431788

https://x.com/smyyguy/status/1949790587877515697

https://x.com/0xMert_/status/1950324576204050752
48:41 The Roman Storm Verdict Discussion

https://x.com/innercitypress/status/1950586483955626129
1:03:39 Closing Thoughts and Reflections

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

ROLLUP: SEC Announces "Project Crypto." This Changes Everything.

Fri, 01 Aug 2025 10:30:00 -0000

We’re joined by Haseeb Qureshi from Dragonfly Capital to discusses the SEC's Project Crypto and its impact on the crypto landscape.

We celebrate Ethereum's 10th birthday, reflect on its growth, and analyze the ongoing trial of Roman Storm linked to Tornado Cash.

The episode also covers the launch of Ethereum treasury company ETH Zilla and advancements in crypto ETF regulations.

Haseeb: 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

—-

TIMESTAMPS

0:00 Ethereum's 10th Birthday

https://www.cnbc.com/2025/07/30/at-10-years-old-ethereums-future-is-brighter-than-ever-despite-recent-setbacks.html?taid=688a2118974852000113ad9a

https://x.com/TimBeiko/status/1950578090108993904

https://x.com/ethereumfndn/status/1950179673872510997
7:47 Analyzing SEC's Project Crypto

https://www.sec.gov/newsroom/press-releases/2025-101-sec-permits-kind-creations-redemptions-crypto-etps

https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
26:56 Exploring Token Launchpad Wars

https://x.com/smyyguy/status/1949657674003431788

https://x.com/smyyguy/status/1949790587877515697

https://x.com/0xMert_/status/1950324576204050752
48:41 The Roman Storm Verdict Discussion

https://x.com/innercitypress/status/1950586483955626129
1:03:39 Closing Thoughts and Reflections

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

The Dollar Kill-Switch: Edward Fishman on How The U.S. Controls The Global Economy

Wed, 30 Jul 2025 10:30:00 -0000

Can a country wage war without ever firing a bullet? In this episode of Bankless, we uncover the surprising truth: America’s most powerful weapon isn’t its military - it’s the dollar.
Joining us is Edward Fishman, a former State Department official and the author of Chokepoints: American Power in the Age of Economic Warfare. He explains how U.S. sanctions work, why they’re so effective, and what happens when countries try to escape them. From Iran and Russia to the rise of stablecoins and China’s digital yuan, we dive deep into the geopolitical power of financial infrastructure and crypto’s growing role in rewriting the rules.
If you want to understand the silent machinery behind global power, and why crypto might be the next battleground - don’t miss this one.

---

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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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https://bankless.cc/binance
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
---
TIMESTAMPS
0:00 Intro
5:51 Sanctions 101
8:32 The History of Economic Warfare
17:03 When Sanctions Precede War
22:27 Life After Dollar Disconnection
31:28 Sanctioning Russia: Methods & Lessons
43:49 Measuring Sanctions’ Effectiveness
49:20 The Strategic Tradeoffs of Sanctions
57:28 The Rise of Dollar Dominance
1:04:05 Unseen Costs of Sanction Power
1:08:15 Shifting Global Economic Power
1:15:47 Risks to U.S. Economic Leadership
1:20:43 Stablecoins as U.S. Leverage
1:28:13 Crypto’s Role in Sanction Evasion
------
RESOURCES
Edward Fishman
https://x.com/edwardfishman
Edward Fishman’s “Chokepoints”
https://www.penguinrandomhouse.com/books/726149/chokepoints-by-edward-fishman/
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

The Dollar Kill-Switch: Edward Fishman on How The U.S. Controls The Global Economy

Wed, 30 Jul 2025 10:30:00 -0000

---

The Dollar Kill-Switch: Edward Fishman on How The U.S. Controls The Global Economy

Wed, 30 Jul 2025 10:30:00 -0000

---

LIMITLESS - Dwarkesh Patel: The Scaling Era of AI is Here

Tue, 29 Jul 2025 10:30:00 -0000

Is intelligence just compute plus data? And if so... what happens next?
In this episode, Dwarkesh Patel, host of one of the most respected AI podcasts and author of “The Scaling Era”, joins us to break down the exponential rise of artificial intelligence. We explore how scaling laws became the engine behind modern models, why AI still can’t learn on the job, and whether we’re truly on the brink of AGI.
From coding to consciousness, from geopolitics to governance, Dwarkesh shares a grounded but urgent perspective on what it means to live through the transition and how we might prepare for what’s coming.
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT
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🪙FRAX | SELF SUFFICIENT DeFi
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🦄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
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
------
TIMESTAMPS
0:00 Intro
6:59 What Is the Scaling Era?
9:31 Compute + Data = Intelligence?
15:08 Are We Building God?
17:57 The Catalyst: Discovering the Scaling Laws
20:54 Model Capabilities
24:35 Why Coding Is the AI Frontier
31:43 What AIs Still Can’t Do
36:26 AI Isn’t Around the Corner
46:01 Is AI Really Smart?
50:54 Inside the Black Box
54:46 AI Safety and Alignment
1:03:49 Who Controls the Models?
1:08:16 Swiss Cheese Safety & Liberal AI
1:19:30 Scaling Inputs: Energy, Compute, Data
1:26:40 Jobs, Growth & the Intelligence Curse
1:32:07 Why 60% AGI by 2040?
1:36:14 Dwarkesh’s Personal View
------
RESOURCES
Dwarkesh Patel
https://x.com/dwarkesh_sp
Dwarkesh’s Book
https://www.amazon.com/Scaling-Era-Oral-History-2019-2025/dp/1953953557
Dwarkesh’s Podcast
https://www.dwarkesh.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

LIMITLESS - Dwarkesh Patel: The Scaling Era of AI is Here

Tue, 29 Jul 2025 10:30:00 -0000

LIMITLESS - Dwarkesh Patel: The Scaling Era of AI is Here

Tue, 29 Jul 2025 10:30:00 -0000

The Ether Machine: How ETH Becomes the Internet’s Reserve Currency | Andrew Keys & David Merin

Mon, 28 Jul 2025 10:30:00 -0000

Andrew Keys and David Merin join us to unveil the Ether Machine—a bold new strategy to make ETH the internet’s reserve currency.

We unpack their ambitious plan to acquire and actively manage hundreds of thousands of ETH, why they believe ETH is more than just a treasury asset, and how institutional capital can finally understand and tap into Ethereum’s full potential. From staking and restaking to DeFi yield generation and Wall Street education, this episode explores why Ether is not just digital oil—it’s the engine of the next internet.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

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------

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

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA

https://bankless.cc/coingecko

------

TIMESTAMPS

0:00 Intro

1:32 How Much Ether?

4:57 Other ETH Treasuries

9:41 Ether Machine

12:46 ETH vs BTC

17:27 Ether Machine DeFi Strategy

21:14 Explaining ETH to Wall Street

26:01 How Big is ETH?

28:14 ETH ETFs vs Ether Machine

37:13 Andrew’s Journey

40:54 Gensler’s SEC Era

43:30 Michael Saylor of ETH?

49:29 Decentralization Worries

52:09 ETH’s Narrative Problem

56:47 The Institutional Cycle

1:00:41 Closing

------
RESOURCES

The Ether Machine

https://x.com/TheEtherMachine

https://ethermachine.com/

Andrew Keys

https://x.com/ak_ethermachine

David Merin

https://x.com/dfmerin

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Ether Machine: How ETH Becomes the Internet’s Reserve Currency | Andrew Keys & David Merin

Mon, 28 Jul 2025 10:30:00 -0000

Andrew Keys and David Merin join us to unveil the Ether Machine—a bold new strategy to make ETH the internet’s reserve currency.

------
📣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

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA

https://bankless.cc/coingecko

------

TIMESTAMPS

0:00 Intro

1:32 How Much Ether?

4:57 Other ETH Treasuries

9:41 Ether Machine

12:46 ETH vs BTC

17:27 Ether Machine DeFi Strategy

21:14 Explaining ETH to Wall Street

26:01 How Big is ETH?

28:14 ETH ETFs vs Ether Machine

37:13 Andrew’s Journey

40:54 Gensler’s SEC Era

43:30 Michael Saylor of ETH?

49:29 Decentralization Worries

52:09 ETH’s Narrative Problem

56:47 The Institutional Cycle

1:00:41 Closing

------
RESOURCES

The Ether Machine

https://x.com/TheEtherMachine

https://ethermachine.com/

Andrew Keys

https://x.com/ak_ethermachine

David Merin

https://x.com/dfmerin

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Ether Machine: How ETH Becomes the Internet’s Reserve Currency | Andrew Keys & David Merin

Mon, 28 Jul 2025 10:30:00 -0000

Andrew Keys and David Merin join us to unveil the Ether Machine—a bold new strategy to make ETH the internet’s reserve currency.

------
📣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

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA

https://bankless.cc/coingecko

------

TIMESTAMPS

0:00 Intro

1:32 How Much Ether?

4:57 Other ETH Treasuries

9:41 Ether Machine

12:46 ETH vs BTC

17:27 Ether Machine DeFi Strategy

21:14 Explaining ETH to Wall Street

26:01 How Big is ETH?

28:14 ETH ETFs vs Ether Machine

37:13 Andrew’s Journey

40:54 Gensler’s SEC Era

43:30 Michael Saylor of ETH?

49:29 Decentralization Worries

52:09 ETH’s Narrative Problem

56:47 The Institutional Cycle

1:00:41 Closing

------
RESOURCES

The Ether Machine

https://x.com/TheEtherMachine

https://ethermachine.com/

Andrew Keys

https://x.com/ak_ethermachine

David Merin

https://x.com/dfmerin

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Crypto's Everything App | Base's Creator, Jesse Pollak

Sat, 26 Jul 2025 13:35:00 -0000

The internet is broken for creators, and Base thinks it has the fix.
Jesse Pollak joins Bankless to unveil the Base app, a crypto-powered everything app where posts earn, creators own, and mini apps go viral. From meme coins to market-based social media, this might be the start of a new onchain economy.
—-
📣BANKLESS TV | BASE DAY
https://x.com/BanklessHQ/status/1948769160932327886
—-
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
🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
—-
TIMESTAMPS
0:00 Intro
1:04 The Vision of BASE
3:11 The Everything App
6:10 The Future for Creators
10:13 Earning Through Engagement
14:29 Crafting the Perfect Content
20:54 The Rise of Mini Apps
23:59 Monetization and the Free Market
25:52 Addressing Creator Concerns
29:23 Closing Thoughts on BASE
—-
RESOURCES
Jesse
https://x.com/jessepollak
Base
https://x.com/base
—-
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Crypto's Everything App | Base's Creator, Jesse Pollak

Sat, 26 Jul 2025 13:35:00 -0000

Crypto's Everything App | Base's Creator, Jesse Pollak

Sat, 26 Jul 2025 13:35:00 -0000

ROLLUP: $4 Trillion Market Cap | GENIUS Act | ETH ETF Mania

Fri, 25 Jul 2025 11:30:00 -0000

In this episode, we celebrate the crypto market reaching a $4 trillion cap, exploring the impact of the Genius Bill on stablecoins and digital assets. We discuss Polymarket's U.S. acquisition, Ethereum's ETF inflows, and the courtroom drama surrounding the Roman Storm trial.

—-

📣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

🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

—-

TIMESTAMPS

0:00 Intro
2:15 MARKETS
https://x.com/WatcherGuru/status/1948062927879131412
https://x.com/TheCryptoLark/status/1947212505039704467
8:45 ETH ETF Inflows
https://x.com/Matt_Hougan/status/1948377319027998909
https://x.com/RyanSAdams/status/1948375840737124460
https://farside.co.uk/eth/
https://x.com/EricBalchunas/status/1948352147050930196
https://x.com/JasonYanowitz/status/1947348010045780016
11:15 ETH Treasuries
https://ethermachine.com/
https://x.com/jdetychey/status/1947278978454061240
https://x.com/fabdarice/status/1948395310310732184
https://x.com/RyanSAdams/status/1948355494885622027
https://x.com/fundstrat/status/1948114342680879306
https://x.com/hughkarp/status/1948021401513771236
https://x.com/materkel/status/1948360988832461271
https://x.com/laurashin/status/1948166358832759016
30:00 GENIUS Act
https://x.com/CoinDesk/status/1946292667098308757
https://x.com/WhiteHouse/status/1946632494855368917
https://x.com/paoloardoino/status/1946307158515069334
https://x.com/paoloardoino/status/1946292409068834935
https://x.com/SecScottBessent/status/1946283991562084432
https://www.coindesk.com/policy/2025/07/18/tether-ceo-says-he-ll-comply-with-genius-to-come-to-u-s-circle-says-it-s-set-now
38:45 Polymarket in US
https://x.com/shayne_coplan/status/1947322129654927465
https://x.com/shayne_coplan/status/1948087129193751030
https://x.com/shayne_coplan/status/1948087129193751030
https://x.com/jespow/status/1947702880838029717
https://x.com/brian_armstrong/status/1947827460307087528
47:00 45M Gas Limit Block
https://x.com/ChodoKamil/status/1947295096656794054
https://x.com/potuz_eth/status/1948068611341398286
52:45 Solana Bam Protocol and RICO Suit
https://x.com/jito_sol
59:10 Coinbase Perps and PNC Partnership
https://x.com/brian_armstrong/status/1947340416283537633
https://www.prnewswire.com/news-releases/pnc-bank-coinbase-announce-strategic-partnership-to-advance-digital-asset-solutions-and-expand-banking-services-302510790.html
58:30 Roman Storm Trial
https://x.com/tayvano_/status/1946062228878508119
https://www.propublica.org/article/whats-a-pig-butchering-scam-heres-how-to-avoid-falling-victim-to-one
https://x.com/tayvano_/status/1946062275871391924
https://x.com/amandatums/status/1948031555084972080
https://x.com/jchervinsky/status/1948037194909688230
https://x.com/RyanSAdams/status/1948348407103299814
1:05:44 Zora vs Pump
https://x.com/andy8052/status/1947791347538391199
https://x.com/smyyguy/status/1947291271401222593
https://blockworks.co/analytics/zora/zora-coin-platform
https://dune.com/adam_tehc/memecoin-wars
https://x.com/notthreadguy/status/1947793270169604321
https://x.com/ZeMirch/status/1948109514793689244
https://x.com/blocknewsdotcom/status/1948113825095458836
https://www.coingecko.com/en/coins/pump-fun
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

ROLLUP: $4 Trillion Market Cap | GENIUS Act | ETH ETF Mania

Fri, 25 Jul 2025 11:30:00 -0000

—-

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---
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

🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

—-

TIMESTAMPS

ROLLUP: $4 Trillion Market Cap | GENIUS Act | ETH ETF Mania

Fri, 25 Jul 2025 11:30:00 -0000

—-

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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---
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

🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

—-

TIMESTAMPS

The ETH Treasury Race Has Officially Begun | Sam Tabar, CEO of Bit Digital (2nd Largest)

Thu, 24 Jul 2025 10:30:00 -0000

The race for ETH supremacy among public companies is heating up—and BitDigital is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor’s playbook (but for ETH), and what sets BitDigital apart from the rest of the pack
We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it.
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------
TIMESTAMPS
0:00 Intro
0:57 Why ETH?
10:49 Ethereum TAM
12:11 Bit Digital
14:18 ETH Treasury Competition
19:07 Is This a Bubble?
21:30 Risks Involved
24:15 Financial Engineering
28:31 ETH Staking Yields
32:15 Ditching Bitcoin Mining
38:02 How Big is This?
40:09 Why Bit Digital?
41:37 Closing & Disclaimers
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RESOURCES
Sam Tabar
https://x.com/samirtabar
Bit Digital
https://bit-digital.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠.

6 Levels of Wealth with Nick Maggiulli | Author of The Wealth Ladder

Wed, 23 Jul 2025 10:30:00 -0000

Everyone wants to climb the wealth ladder - but very few ask if they should. In this episode, Ryan sits down with Nick Maggiulli to explore the six stages of wealth, how your strategy should evolve at each level, and why reaching the top isn’t always the win it seems.

From early savings and side hustles to ownership leverage and lifestyle trade-offs, Nick guides us through practical, data-driven ways to build wealth, without losing sight of happiness along the way. If you’re somewhere between $10K and $10M, this episode is for you.

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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

------
TIMESTAMPS

0:00 Intro
6:34 The Wealth Ladder Model
16:55 The 0.01% Rule & Smart Restraint
21:02 Time’s Role in Wealth Building
24:02 Demographics, Inflation & Shifting Rungs
30:29 How to Climb (and Avoid Falling)
41:19 The Ownership Threshold
50:20 Knowing When to Stop Climbing
54:45 Wealth vs. Happiness
1:08:01 Crypto, Leverage & Final Advice

------
RESOURCES

Nick Maggiulli
https://x.com/dollarsanddata

Nick’s Blog
https://ofdollarsanddata.com/

The Wealth Ladder Book
https://a.co/d/1okUAwh

Sohail Bloom’s Episode
https://www.youtube.com/watch?v=n6Rywzypi64

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

How Coinwatch Is Exposing Market Maker Manipulation | Co-Founders Matt Jobbe & Brian Tubergen

Tue, 22 Jul 2025 10:30:00 -0000

Crypto's murky market making practices are finally getting sunlight.

We sit down with Coinwatch co-founders Matt Jobbe and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail.

Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto.

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https://bankless.cc/Mantle

🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

------
TIMESTAMPS

0:00 Intro
0:30 Market Makers 101
7:25 Why the Bad Reputation?
14:25 TradFi Market Makers
16:34 Market Making Business Model
21:34 The Positive Case
23:22 Market Making Cabals
33:36 Matt & Brian Backgrounds
40:03 Coinwatch 101
46:33 Why Coinwatch?
51:31 The Bull Case
56:51 Call to Action
57:38 Closing & Disclaimers

------
RESOURCES

Coinwatch
https://coinwatch.co/

Coinwatch on X
https://x.com/coinwatchdotco

Matt Jobbe Duval
https://x.com/mattjob1

Brian Tubergen
https://x.com/tubergen

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

Can Worldcoin Fix The Internet's 99% Bot Problem? | Co-Founder Alex Blania

Mon, 21 Jul 2025 10:30:00 -0000

The bots are winning. AI-generated spam, fake profiles, and deepfakes are turning the internet into a digital hall of mirrors. But what if there were a way to prove you're human, without sacrificing privacy?

Worldcoin Co-Founder Alex Blania returns to Bankless to share a bold vision for addressing the online identity crisis. From 14 million users already “Orbed” to new integrations with dating apps and DeFi protocols, Worldcoin is evolving rapidly and facing significant questions. What happens when governments come knocking? And why does Alex think we’re heading toward internet-native citizenship?

Whether you're curious about AI-proof identity or sceptical of eyeball scanning orbs, this conversation cuts deep.

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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/podcast/debrief-can-worldcoin-fix-the-internets-99-bot-problem-co-founder-alex-blania

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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

------
TIMESTAMPS

0:00 Intro
1:15 The Bot Problem
9:28 Orb Scaling Limiters
15:40 Miniapps & Orb Use Cases
23:31 World ID Integration Plans
31:02 Incentives to Get Orbed
35:55 Civil Resistance & Sybil Attacks
40:14 Privacy Concerns: Will You Get Tracked?
46:26 Global Regulation
54:56 The Future: Internet Citizenship
58:42 Closing Thoughts

------
RESOURCES

Alex Blania
https://x.com/alexblania

World App
https://worldcoin.org/world-app

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

ROLLUP: ETH Breaks New Records While BTC Hits ANOTHER All Time High

Fri, 18 Jul 2025 10:30:00 -0000

We’re celebrating "Crypto Week" as declared by Trump amid the introduction of key regulatory bills.

But perhaps more importantly, Bitcoin's new all-time high, Ethereum's rising institutional interest, and Tom Lee's goal of acquiring 5% of ETH supply.

Highlights include Base's new "everything app," the trend of Bitcoin miners viewing ETH as a treasury asset, and updates on macroeconomic factors and the Roman Storm trial. This is the hottest news in crypto.

—-

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🌐BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

---
TIMESTAMPS

0:00 Trump’s Crypto Week
https://x.com/KobeissiLetter/status/1945144093350207624

2:30 Bankless Summit
https://lu.ma/0ph1qg6c

3:50 MARKETS
https://www.coingecko.com/en/coins/bitcoin
https://x.com/WatcherGuru/status/1944663480755458526
https://x.com/EricBalchunas/status/1943664470032576876
https://x.com/glassnode/status/1943661049783431240
https://x.com/glassnode/status/1943661049783431240
https://x.com/ercwl/status/1944759201441477040
https://x.com/jacqmelinek/status/1943373069063786953

9:30 ETH
https://www.coingecko.com/en/coins/ethereum
https://x.com/RyanSAdams/status/1945180957033546069
https://x.com/RyanSAdams/status/1945852323651022910
https://x.com/coinbaseduck/status/1945217164442489220
https://farside.co.uk/btc/
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1945665209529675794
https://x.com/sassal0x/status/1945662874216788060

16:00 Macro, Inflation, Powell
https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html
https://polymarket.com/event/us-recession-in-2025
https://x.com/KobeissiLetter/status/1945122105051185367
https://x.com/KobeissiLetter/status/1945507837817303243
https://x.com/BulwarkOnline/status/1945516462199673329
https://polymarket.com/event/will-trump-remove-jerome-powell

23:40 ETH Treasuries to $1B+ (BMNR, SBET, HYPE)
https://www.strategicethreserve.xyz/
https://x.com/maxxTFSA/status/1945828721321037966
https://x.com/RyanSAdams/status/1945263091656057078
https://x.com/bitmnr/status/1944743816986051049
https://www.strategicethreserve.xyz/
https://x.com/JoshwaaaDixon/status/1945851138407792793
https://www.coindesk.com/markets/2025/07/08/ether-treasury-firm-btcs-surges-100-on-100m-eth-buying-plan
https://x.com/HyperliquidNews/status/1944704235926434125
https://x.com/ThinkingUSD/status/1944719934128279669
https://x.com/matthuang/status/1944730866858799166
https://x.com/Crypto_McKenna/status/1944706319207845958

35:44 Coinbase’s Base App
https://x.com/baseapp/status/1945609622913757190
https://x.com/defiignas/status/1945793215665197468
https://x.com/base/status/1945624674656030985
https://x.com/brian_armstrong/status/1945676446204412244
https://join.base.app/
https://x.com/brian_armstrong/status/1943300747635925246

42:40 Crypto Week in Congress
https://x.com/BoHines/status/1943728972505714724
https://x.com/RepMaxineWaters/status/1945151846433140920
https://x.com/watcherguru/status/1945667844219277644
https://x.com/campbelljaustin/status/1945857868734816662
https://x.com/zGuz/status/1945682848054174091

47:00 PUMP ICO
https://x.com/pumpdotfun/status/1944043746292584849
https://x.com/0xSharples/status/1944111013973876989?1
https://www.coingecko.com/en/coins/pump-fun
https://x.com/hyperstitionHQ/status/1945425882245710186
https://blockworks.co/news/pump-fun-buybacks-axiom-competitor
https://www.binance.com/en/support/announcement/detail/29d8942bfcd0472890c00d30d6b2676c
https://www.binance.com/en/support/announcement/detail/29d8942bfcd0472890c00d30d6b2676c

50:05 Snoop Dogg NFTs
https://cointelegraph.com/news/snoop-dogg-nft-collection-telegram-ton-blockchain-sold-out
https://x.com/durov/status/1943077902817411292

51:20 Polymarket Cleared by DOJ
https://x.com/shayne_coplan/status/1945146324271218767
https://x.com/brian_armstrong/status/1945156692041457747

53:50 Roman Storm Trial Starts
https://www.theblock.co/post/362625/tornado-cash-roman-storm-trial-laundering
https://x.com/realDannyNelson/status/1944824924838793454
https://www.coindesk.com/policy/2025/07/16/hack-victims-say-tornado-cash-offered-no-help-in-the-wake-of-exploits-day-2-of-roman-storm-trial

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

10 Bullish ETH Charts | Michael Nadeau

Thu, 17 Jul 2025 10:30:00 -0000

Ethereum is gaining steam, but is the real rally just getting started?

Mike Nadeau of the DeFi Report joins us to break down Ethereum’s Q2 fundamentals and the 10 most bullish charts from his latest report. We explore why institutional demand may be driving this rally, how ETF flows and treasury holdings are accelerating, and whether ETH remains undervalued despite recent gains. Plus, we dig into the Genius Bill, stablecoin growth, real-world assets, and key onchain metrics that could fuel the next leg of Ethereum’s bull run.

Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
https://dune.com/the_defi_report/the-eth-report

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📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com

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https://bankless.cc/binance

🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko

------
TIMESTAMPS

0:00 Intro
2:29 Peter Thiel buying a 9.1% stake in Tom Lee’s ETH treasury company
4:03 Stablecoin institutional adoption
9:35 Active loans on ETH & L2s
11:49 Real world assets onchain
17:01 ETH in ETFs, net flows & ETH in treasury
24:22 ETH in smart contracts & balance on CEXs
27:36 MVRV/Fair Value & 200-week moving average
32:55 Market Cap vs. TVL & bull market math
35:32 ETH L2 & Yield Bear vs. Bull case
40:11 Closing & Disclaimers

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

Are Tokenized Stocks Real? | Gabriel Otte of Dinari

Mon, 14 Jul 2025 10:30:00 -0000

Tokenized stocks have long been a crypto dream, but are they real yet?

Gabriel Otte, founder of Dinari, joins to break down the current landscape. We cover what tokenized stocks actually are, why regulatory hurdles make them complex, how Dinari secured the first broker-dealer license for tokenized public shares, and what this means for on-chain finance.

We also explore the limitations of current tokenized stock offerings, Robinhood’s moves, and whether true DeFi composability is possible for equities.

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🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS

0:00 Intro
4:08 Tokenized Stocks 101
5:47 Why is it Taking so Long?
8:48 Traditional Stocks Infra
24:07 Broker Dealer Licenses
27:55 Dinari Tokenized Stocks
30:48 What is an ATS?
32:51 What about Exchanges
35:13 Tokenization Benefits
47:16 Pitching to Wall Street
51:49 The State of Tokenized Stocks
1:03:48 Hype or Real?
1:07:15 Stablecoin Analog
1:10:25 Tokenizing Private Companies
1:17:07 New SEC
1:21:04 What’s Next?
1:23:03 Cancer Research to Crypto
1:28:43 Closing & Disclaimers

------
RESOURCES

Gabriel Otte
https://x.com/GabeOtte

Dinari
https://dinari.com/defi

Dinari granted first broker-dealer registration to offer tokenized stocks
https://www.reuters.com/sustainability/boards-policy-regulation/dinari-granted-first-broker-dealer-registration-offer-tokenized-stocks-2025-06-26/

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

ROLLUP: Bitcoin All-Time-High, Is ETH Next?

Fri, 11 Jul 2025 10:30:00 -0000

This week, Ryan and David celebrate Bitcoin's new all-time highs as Ethereum sentiment explodes. ETH treasury firms are racing to stockpile billions, Fidelity is framing ETH as a store-of-value, and mainstream media is finally paying attention. So why isn't the price moving faster?

They unpack the $8.6 billion Bitcoin whale awakening, Pump's $4 billion ICO, and crypto's "what color is the dress" moment with Zelensky's suit. Plus, Hyperliquid beats Solana at its own game, Robinhood pushes tokenized stocks, and prediction markets face a credibility crisis.

Also, is ETH gearing up for a vertical breakout or just stuck in a bullish echo chamber?

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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:46 Markets
https://thequantuminsider.com/2025/07/08/did-quantum-fears-prompt-a-bitcoin-whale-to-make-an-8-billion-move/
https://x.com/Pentosh1/status/1942578558498427027
https://x.com/l3olanza/status/1943010575623074228
https://x.com/RyanSAdams/status/1943306201007034471
https://x.com/sassal0x/status/1943155217500897660
https://x.com/cryptomanran/status/1942854141308723597
https://x.com/RyanSAdams/status/1943014863359398166
https://x.com/SharpLinkGaming/status/1942320301414457777
https://x.com/Jrag0x/status/1942631804038443405
https://x.com/BitDigital_BTBT/status/1942954089647833552
https://www.strategicethreserve.xyz/
https://x.com/RyanSAdams/status/1942911577037963452
https://x.com/fabdarice/status/1943205144436629554
https://x.com/RyanSAdams/status/1942742550982373816
https://x.com/RyanSAdams/status/1943097344427245908
https://x.com/smyyguy/status/1942974829537165788
https://x.com/RyanSAdams/status/1942676961681170592
https://x.com/TrustlessState/status/1942628566610358756
https://x.com/SolanaFloor/status/1942955685534167471
https://x.com/EricBalchunas/status/1942963302109524450
https://farside.co.uk/sol/
https://x.com/solidintel_x/status/1943280583808798761

29:58 Pump.fun’s ICO will kick off this weekend!
https://x.com/pumpdotfun/status/1942947267436056740
https://x.com/whosknave/status/1942956245331370390
https://x.com/a1lon9/status/1942948097237172509
https://x.com/a1lon9/status/1942948099854328150
https://blockworks.co/analytics/solana/solana-launchpads/solana-launchpad-volume/

37:51 What happened with Polymarket and the bet over Zelenky’s outfit?
https://imgur.com/a/2vfr3Hy
https://www.youtube.com/watch?v=9dgAzRF96m4
https://x.com/BanklessHQ/status/1942592467120832784
https://polymarket.com/event/will-zelenskyy-wear-a-suit-before-july?tid=1751599304475
https://x.com/dieworkwear/status/1941013198465114263
https://x.com/Atlantislq/status/1940428544594563581
https://dune.com/queries/1096172/1874464

47:33 Phantom added Hyperliquid perps into its wallet
https://x.com/phantom/status/1942628993636917311
The choice of Hyperliquid was surprising!
https://x.com/DefiSolar/status/1942657673994068081
https://dune.com/uwusanauwu/perps
https://x.com/pumatheuma/status/1942669033771536640

51:24 Tornado Cash win!
https://x.com/valkenburgh/status/1942262643546292443
https://x.com/RyanSAdams/status/1941876192476275098
https://freeromanstorm.com/

54:52 Foundations are making moves
https://x.com/solana/status/1942945696061313306
https://x.com/monad_xyz/status/1942933687978365289

57:24 Jack Dorsey introduced a decentralized messaging without internet
https://x.com/DocumentingBTC/status/1942351534009807179

58:43 Is Robinhood might be in trouble in the EU over its tokenized stocks?
https://www.theblock.co/post/361534/robinhood-engaged-with-regulators-over-tokenized-stocks
https://x.com/RyanSAdams/status/1943009436546560432

1:04:21 Closing & Disclaimers

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

Ethereum's Strategy to Win Over Wall Street | Joe Lubin & Danny Ryan

Tue, 08 Jul 2025 10:30:00 -0000

Recorded live at the Permissionless IV conference, this conversation dives into Ethereum’s strategy to win over Wall Street.

Danny Ryan discusses how Etherealize is advising financial institutions to leverage Ethereum’s decentralization, resilience, and credible neutrality, while Joe Lubin explains why ConsenSys is taking a direct approach by accumulating ETH on Sharplink Gaming’s balance sheet, similar to MicroStrategy with Bitcoin.

Together, they unpack Ethereum’s strengths, institutional adoption strategies, and what it will take for Ethereum to become the foundation of the next-generation financial system.

------
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS

0:00 Intro
3:11 Ethereum's Evolution & Challenges
7:54 Regulatory Tensions & SEC Scrutiny
11:02 Ethereum's Resilience Against Regulation
14:47 Bridging TradFi & Decentralization
16:06 Institutional Adoption of Ethereum
17:19 Ethereum's Path Forward
21:51 Building for the Future
23:40 The Call for Problem Solving
24:41 Ethereum's Leadership Dynamics
33:25 Taking Ethereum to Wall Street
35:17 The Future of SBET & Ether

------
RESOURCES

Joe Lubin
https://x.com/ethereumjoseph

Danny Ryan
https://x.com/dannyryan

Permissionless IV
https://blockworks.co/event/permissionless

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

Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto

Mon, 07 Jul 2025 10:30:00 -0000

Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.
---

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🦄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

---
TIMESTAMPS

0:00 Intro
5:05 Elon Musk and the Data Flywheel
11:57 The Power of Wright’s Law
19:27 Forecasting AI’s Trillion-Dollar Impact
23:35 Why ARK Owns xAI, OpenAI, and Anthropic
29:04 Google and Apple’s AI Blindspots
35:52 Why X Merged with xAI
44:15 Robotaxis: The Biggest AI Project on Earth
52:02 Robo GDP: AI’s Real-World Economic Boost
55:31 Tesla’s Scaling Advantage
1:01:27 The Humanoid Opportunity
1:10:42 Neuralink: AI, Enhanced
1:15:34 Starlink & SpaceX: The $2.5T Bet
1:22:01 Crypto’s Stablecoin Supercycle
1:33:18 Macro & Trump’s Strategy

---
RESOURCES

Cathie Wood
https://x.com/CathieDWood

Brett Winton
https://x.com/wintonARK

Ark’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030

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

ROLLUP: Robinhood's Announcement Sets off Stock Tokens Frenzy

Fri, 04 Jul 2025 10:30:00 -0000

Welcome to the Weekly Rollup, where we cover the latest news in crypto.

———

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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------
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

———

TIMESTAMPS & RESOURCES

0:00 Intro and EthCC

5:30 MARKETS
https://www.coingecko.com/en/coins/bitcoin

7:30 Solana ETF
https://x.com/EricBalchunas/status/1940436515798348195
https://www.tradingview.com/chart/V7YvdegA/?symbol=CBOE%3ASSK

12:20 MACRO
https://x.com/TheStalwart/status/1940749966542360844
https://x.com/HadickM/status/1940754843838341559
https://imgur.com/uBt5LkP
https://x.com/KobeissiLetter/status/1939684213672038840
https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair

19:00 The Big Beautiful Bill
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751541176019
https://www.foxnews.com/politics/trumps-big-beautiful-bill-clears-final-hurdle-before-house-wide-vote
https://x.com/SenLummis/status/1939730903045218395

23:00 Robinhood Chain and Tokenized Stocks
https://x.com/smyyguy/status/1939725345772470671
https://x.com/RobinhoodApp/status/1939701274217460047
https://x.com/BanklessHQ/status/1940054189914145198
https://x.com/RobinhoodApp/status/1939706469966135442
https://x.com/RobinhoodApp_EU/status/1939709899690098770
https://x.com/vladtenev/status/1939713633392480417
https://x.com/OpenAINewsroom/status/1940502391037874606
https://x.com/vladtenev/status/1940547859532612028
https://x.com/0xren_cf/status/1940077604939129253
https://x.com/vladtenev/status/1940308314144883074
https://x.com/BanklessHQ/status/1940468665235001656
https://x.com/RobinhoodApp/status/1939703096168362170
https://x.com/hosseeb/status/1940050920483823819
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AHOOD
https://x.com/iamDCinvestor/status/1939711492397703307
https://open.spotify.com/episode/6XTj2K0YAtXIgYPpGrK0xg?si=ef33fb6a0e394acd
https://backed.fi/news-updates/xstocks-are-going-live-tokenized-stocks-for-the-defi-era
https://x.com/0xMert_/status/1939761568029225224
https://x.com/gemini/status/1938688845597577591?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://thedefiant.io/news/tradfi-and-fintech/dinari-wins-first-u-s-broker-dealer-license-tokenized-stocks-667afe25
https://sbt.dinari.com/tokens?tokenSymbol=AAPL.d
https://x.com/HadickM/status/1940018046833201168
https://www.theblock.co/post/360853/financial-industry-group-pushes-back-on-tokenized-equities-urges-sec-to-reject-crypto-firms-exemptions
https://www.cnbc.com/video/2025/07/02/sec-chairman-paul-atkins-on-regulating-private-markets-rise-of-stock-tokenization.html

47:20 Tom Lee Bullish ETH
https://www.tradingview.com/chart/V7YvdegA/?symbol=AMEX%3ABMNR
https://x.com/CNBC/status/1939658101193322537
https://x.com/RyanSAdams/status/1939686608254460283
https://x.com/sharplinkgaming/status/1940078442579644420

53:50 NEWS
https://x.com/tier10k/status/1940133141546770454
https://x.com/coinbase/status/1940385699653652500
https://x.com/zachxbt/status/1940388827392344261
https://x.com/RyanSAdams/status/1940480126925656343
https://www.youtube.com/live/zo72TWXrc3Y

———

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

Robinhood vs. Coinbase: Who Wins the Future of Finance? | David Rodriguez & Omar Kanji

Thu, 03 Jul 2025 10:30:00 -0000

David from Blockworks and Omar from Dragonfly join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app. We break down their business models, growth strategies, tokenized asset plays, and how each is approaching crypto, equities, and infrastructure. Will Robinhood’s slick UX and expanding product suite win the next generation? Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable?

Omar & Dragonfly
https://x.com/TheOneandOmsy
https://x.com/Dragonfly_xyz

David & Blockworks
https://x.com/EffortCapital
https://x.com/BlockworksAdv

---
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---
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

---
TIMESTAMPS

0:00 Intro
2:37 Understanding Coinbase
8:31 Coinbase B2B
13:39 Comparing Revenue, Valuation, & Infrastructure
23:12 Future Growth of Coinbase
28:14 Understanding Robinhood
38:22 Robinhood Competition
45:42 Robinhood 2021 Crisis Explained
48:14 Robinhood Bank
52:02 Tokenized Stocks & L2
55:32 Defending the Coinbase Moat
1:06:19 Forecasting Robinhood’s Future
1:11:08 Forecasting Coinbase’s Future
1:15:31 Closing & Disclaimers

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

Crypto Markets Forever Stuck? Onchain Data Explained | Michael Nadeau’s Defi Report #2

Wed, 02 Jul 2025 10:30:00 -0000

Crypto prices seem stuck. Is that about to change?

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
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---
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

---
TIMESTAMPS

0:00 Intro

2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market
https://mirror.xyz/sreevanth.eth/6unQ_oX9sQFkvjPi3yehVi6M7Ak2t1V5hzyWYs9yUi4

7:03 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-memo

51:14 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-l1

1:02:53 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

Tue, 01 Jul 2025 10:30:00 -0000

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.

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.

------

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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

------
TIMESTAMPS

0:00 Interview with Vlad Tenev
21:00 Interview with Johann Kerbrat
37:30 Interview with AJ Warner

------
RESOURCES

Vlad Tenev
https://x.com/vladtenev

Vlad’s Washington Post Op-Ed
https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/

Johann Kerbrat
https://x.com/johannkerbrat

AJ 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

Mon, 30 Jun 2025 10:30:00 -0000

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.

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
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------
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

------
TIMESTAMPS

0:00 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

------
RESOURCES

Sam 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 disclosures here:
https://www.bankless.com/disclosures⁠

ROLLUP: Bitcoin Dominance Hits 66% | Circle IPO 10x | Robinhood Flips Coin? | Kalshi vs Polymarket

Fri, 27 Jun 2025 10:30:00 -0000

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?

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

------

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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 & RESOURCES

0:00 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/1938065110351716707

36:50 US regulator orders Fannie Mae, Freddie Mac to consider crypto for mortgages
https://x.com/pulte/status/1937944964656152800
https://x.com/crypto_bobby/status/1937951968619639046

43:44 Ethereum
https://x.com/TrustlessState/status/1936037598805590364

49:04 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

Mon, 23 Jun 2025 10:30:00 -0000

Tether CEO Paolo Ardoino returns to Bankless at a historic moment for stablecoins.

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
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🦄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

------
TIMESTAMPS

0:00 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

------
RESOURCES

Paolo Ardoino
https://x.com/paoloardoino

USDT 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

Fri, 20 Jun 2025 10:30:00 -0000

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.

———

🤌 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 & RESOURCES

0:00 Intro

2:55 Markets
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum

8:00 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/1932527239679095097

12:00 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/1934665029866881155

29:00 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/1935027661421822149
https://x.com/RyanSAdams/status/1935371112403116518
https://x.com/intangiblecoins/status/1935095696454984027
https://x.com/intangiblecoins/status/1933583236778578274
https://x.com/pete_rizzo_/status/1933484989334659136
https://x.com/CryptosR_Us/status/1935475419286798505

38:30 JPMorgan Stablecoin JPMD
https://x.com/tier10k/status/1934684065875284187
https://x.com/base/status/1935055475252543823

43:00 INK Kraken Token
https://x.com/inkonchain/status/1934992073024823560
https://x.com/DefiIgnas/status/1935274751322435769

44:50 EigenLayer announces EigenCloud
https://x.com/ethereum/status/1935010523776430587
https://x.com/ViktorBunin/status/1934969360851857532
https://x.com/sreeramkannan/status/1935028483044032921
https://youtu.be/P2PGQIe9U6g?si=Q6ZZPy9KzyPQLBaA

47:43 Blockworks Token Transparency Framework
https://x.com/Blockworks_/status/1935321626788380714

50:10 Coinbase Product Launches
https://x.com/brian_armstrong/status/1933290398799065459
https://x.com/tier10k/status/1933238313567080716
https://x.com/tier10k/status/1933238313567080716
https://x.com/CoinbaseBiz/status/1933228168783278110
https://x.com/vivek4real_/status/1933230638842232989?s=46
https://blog.base.dev/commerce-payments-protocol
https://www.reuters.com/business/coinbase-seeking-us-sec-approval-offer-blockchain-based-stocks-2025-06-17/
https://x.com/luke_metro/status/1934061707158081538
https://x.com/KafiSq8/status/1934026011898683724

58:30 Roman Storm’s Legal Defense
https://x.com/ethereumfndn/status/1933564840112435567
https://x.com/ethereumfndn/status/1894704611606385012
https://x.com/rstormsf/status/1933502107577168047

59:25 Stablecoin Summer vs The Plot
https://x.com/mrjasonchoi/status/1935555875013538229

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

The GENIUS Act Passes the Senate: Lead Sen. Bill Hagerty Discusses The US Stablecoin Bill

Wed, 18 Jun 2025 20:41:00 -0000

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).

------

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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

------
TIMESTAMPS

0:00 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

------
RESOURCES

Sen. 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 investment disclosures here:
https://www.bankless.com/disclosures⁠

LIMITLESS: U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris

Wed, 18 Jun 2025 10:30:00 -0000

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.

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.

------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Jeremie Harris
https://x.com/jeremiecharris

Edouard Harris
https://x.com/harris_edouard

America’s Superintelligence Project
https://superintelligence.gladstone.ai/

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

EigenLayer Introduces EigenCloud: The First Crypto-Native Cloud Service | Sreeram Kannan & JT Rose

Tue, 17 Jun 2025 13:21:00 -0000

EigenLayer is back with a major announcement: EigenCloud.

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.

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------
TIMESTAMPS

0:00 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

------
RESOURCES

EigenCloud Announcement
https://x.com/eigenlayer/status/1934961135515828501

EigenCloud
https://eigencloud.xyz/

Sreeram Kannan
https://x.com/sreeramkannan

JT 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

Mon, 16 Jun 2025 10:30:00 -0000

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.

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.

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https://bankless.cc/Celo

🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS

0:00 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

------
RESOURCES

Sahil
https://x.com/SahilBloom

Sahil’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. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

ROLLUP: Circle’s $25B IPO Mania | Genius Act Passes? | Stripe Buys Privy | Polymarket Meets Twitter

Fri, 13 Jun 2025 07:30:00 -0000

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.

------
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https://x.com/i/jobs/1915861900677812658

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🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS & RESOURCES

0:00 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/1933109968510550430

15:02 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/1932877097623588922

27:35 Did Circle kickoff Stablecoin Summer?
https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL
https://x.com/MikeIppolito_/status/1932070226939810164
https://x.com/TaikiMaeda2/status/1929538665560031641
https://x.com/RyanSAdams/status/1932424510738673711
https://x.com/PlasmaFDN/status/1932072359080415702
https://www.barrons.com/articles/circle-ipo-crypto-retail-frenzy-06659b30?
https://x.com/perkinscr97/status/1931032964349276313

39:54 Stripe acquired Privy
https://x.com/privy_io/status/1932816495719166167
https://x.com/patrickc/status/1932817864450584939

42:41 Polymarket became official prediction market of X!
https://x.com/xai/status/1932481207180406923
https://x.com/shayne_coplan/status/1931008087688614155

44:50 Morpho Labs will be soon fully owned by MORPHO token holders
https://x.com/PaulFrambot/status/1930971485142761909
https://youtu.be/IJN_pgkKPjA?si=963i8GioANnNoVAR
https://x.com/MorphoLabs/status/1933162070465208423

49:17 Paul Atkins defended DEFI as the foundation American values
https://x.com/SECGov/status/1932137708068970924
https://x.com/SECGov/status/1932137708068970924

53:15 World Liberty Financial will acquire TRUMP for its treasury
https://x.com/EricTrump/status/1931089248926490772
https://x.com/coinbase/status/1932836009034617183

54:38 Closing & Disclaimers

55:13 Moment of Zen
https://x.com/BitcoinMagazine/status/1933172630099837134

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

Ethereum is Digital Oil: The Bull Case for ETH with Vivek & Danny Ryan from Etherealize

Thu, 12 Jun 2025 13:08:00 -0000

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.

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.

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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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------
TIMESTAMPS

0:00 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

------
RESOURCES

The Bull Case for ETH Report
http://ethdigitaloil.com/

VIvek Raman
https://x.com/VivekVentures

Danny Ryan
https://x.com/dannyryan

Etherealize
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

Wed, 11 Jun 2025 11:43:00 -0000

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.

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.

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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS & RESOURCES

0:00 Intro

0:32 Vibe Check
https://x.com/intern/status/1932238240880222270
https://x.com/blknoiz06/status/1932072994731647435

10:13 Crypto’s IPO Era
https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL
https://x.com/HadickM/status/1931323504525279522

18:11 Ethereum Valuation Debate
https://x.com/DeeZe/status/1932475461348835800

29:29 Hype vs SOL vs PUMP
https://www.tradingview.com/chart/?symbol=KUCOIN%3AHYPEUSDT

40:44 Hyperliquid vs Centralized Exchanges
https://dune.com/uwusanauwu/perps

50:35 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

Tue, 10 Jun 2025 10:30:00 -0000

Jon Charbonneau and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?

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.

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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Ryan Berckmans
https://x.com/ryanberckmans

Jon 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

Mon, 09 Jun 2025 10:30:00 -0000

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.

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.

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS

0:00 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

------
RESOURCES

Joe Lubin
https://x.com/ethereumJoseph

SharpLink 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

Fri, 06 Jun 2025 10:30:00 -0000

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.

------
📣BANKLESS & FRAX MEETUP | PERMISSIONLESS 2O25
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🛞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 & RESOURCES

0:00 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/1930621939279679542

9:34 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/1929993372586152364

23:53 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/lmrankhan/status/1928163796691845133
https://x.com/VannaCharmer/status/1930318687333986639

32:00 Ethereum Foundation announced another big change!
https://x.com/TimBeiko/status/1929620145984753843
https://x.com/econoar/status/1930361688047661495
https://blog.ethereum.org/2025/06/04/ef-treasury-policy
https://x.com/centauridoteth/status/1929896351447372191
https://x.com/ViktorBunin/status/1929945974316662804

44:43 Strategy found a new way how to raise more money for Bitcoin
https://x.com/saylor/status/1929635975367475403
https://x.com/DylanLeClair_/status/1929661889963086170

49:01 Trump team launched a crypto wallet - or did they?
https://x.com/BitcoinMagazine/status/1929943367892283828
https://x.com/EricTrump/status/1929966635445576103
https://x.com/0xLeoInRio/status/1929955682037731340
https://x.com/molly0xFFF/status/1930351820288741708
https://x.com/Ronxyz00/status/1929884476328276036
https://x.com/EricBalchunas/status/1930015280094429381

57:50 SBF is heading to Netflix!
https://x.com/netflix/status/1928153876475097117

1:00:26 Bankless is looking for talent!
https://x.com/i/jobs/1929890683927638133
https://x.com/i/jobs/1929889475783520481

1:01:38 Closing & Disclaimer

1:02:01 Moment of Zen
https://x.com/l3olanza/status/1930320045139173881

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

LIMITLESS - AI DEBATE: Runaway Superintelligence or Normal Technology? | Daniel Kokotajlo vs Arvind

Wed, 04 Jun 2025 11:53:00 -0000

Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan.

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/
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🌐SELF | PROVE YOUR SELF
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Daniel Kokotajlo
https://x.com/dkokotajlo

Arvind Narayanan
https://x.com/random_walker

Two Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-ai

AI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technology

AI 2027 - Daniel
https://ai-2027.com/

AI Snake Oil - Arvind
https://www.aisnakeoil.com/
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X

Pause 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

Tue, 03 Jun 2025 10:30:00 -0000

Austin Adams, founder of Whetstone and creator of Doppler, joins to discuss the next evolution in token launches.

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.

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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🛞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

0:00 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

------
RESOURCES

Austin Adams
https://x.com/AustinAdams10

Whetstone Research
https://x.com/whetstonedotcc

Doppler
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

Mon, 02 Jun 2025 10:30:00 -0000

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.

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.

------
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance

------
TIMESTAMPS

0:00 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

------
RESOURCES

Mike Novogratz
https://x.com/novogratz

Galaxy 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

Mike Novogratz: Bitcoin’s Escape Velocity, Bond Market Crisis, Crypto x AI, & the Genius Act

Mon, 02 Jun 2025 10:30:00 -0000

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.

------
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🛞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

------
RESOURCES

Mike Novogratz
https://x.com/novogratz

Galaxy 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

Mike Novogratz: Bitcoin’s Escape Velocity, Bond Market Crisis, Crypto x AI, & the Genius Act

Mon, 02 Jun 2025 10:30:00 -0000

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.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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BANKLESS SPONSOR TOOLS:

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🦄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

------
RESOURCES

Mike Novogratz
https://x.com/novogratz

Galaxy 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

Fri, 30 May 2025 10:30:00 -0000

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.

------
📣 RE | REAL-WORLD (RE)STAKING
https://bankless.cc/Re

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🛞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 & RESOURCES

0:00 Intro

0:37 JD Vance Bitcoin Conference 2025
https://x.com/cointelegraph/status/1927766577845305579

2:59 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/114588777076099501

12:29 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/1927408350527922585

18:39 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/1927450775870931015

25:26 Trump Dinner
https://x.com/BillSun_AI/status/1925728406974443607/video/1
https://x.com/Mollyploofkins/status/1926098775233241537
https://x.com/justinsuntron/status/192576411185 9597602
https://x.com/USHouseFSC/status/1925625286818689066
https://www.nbcnews.com/politics/congress/senate-republicans-raise-red-flags-trumps-private-dinner-meme-coin-hol-rcna204293
https://www.bloomberg.com/news/articles/2025-05-22/protesters-yell-shame-at-guests-of-trump-s-memecoin-dinner
https://www.youtube.com/watch?v=JNJD-vKtrPc

36:22 The Annual Bitcoin (Stablecoin) Conference Week
https://x.com/UnderCoercion/status/1927885141059260768
https://x.com/TheBitcoinConf/status/1927914310212407481
https://x.com/BitcoinMagazine/status/1926324131923976224
https://x.com/Cointelegraph/status/1927763954178150848
https://x.com/TPostMillennial/status/1927767083217039818
https://x.com/pete_rizzo_/status/1927509752931635256
https://x.com/BitcoinMagazine/status/1927479261780127747
https://x.com/DogCandles/status/1927879603055415557

44:08 Echo announced Sonar
https://x.com/echodotxyz/status/1927422067801997336

46:18 Circle filed for an IPO on the NYSE
https://x.com/CoinDesk/status/1927326167033356458

48:37 Some of the biggest US banks are about to launch joined stablecoin
https://www.wsj.com/finance/banking/crypto-stablecoin-big-banks-a841059e
https://x.com/CryptoHayes/status/1925739441634652654
https://x.com/SecScottBessent/status/1925967578540781743

51:55 Closing & Disclaimers

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

LIMITLESS - The Intelligence Curse: AI Makes Us All Obsolete | Luke Drago & Rudolf

Wed, 28 May 2025 10:30:00 -0000

Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse."

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

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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Luke 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/viewform

AI Snake Oil - Arvind Narayanan
https://press.princeton.edu/books/hardcover/9780691249131/ai-snake-oil

Vitalik’s Defensive Accelerationism
https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html

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

Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1

Tue, 27 May 2025 10:30:00 -0000

Is altseason finally here or just getting started?

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

---

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BANKLESS SPONSOR TOOLS:

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🛞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

0:00 Intro

0:23 Vince McMahon Meme
https://x.com/QuintenFrancois/status/1925543793371054122

1:10 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

Mon, 26 May 2025 10:45:00 -0000

How should we value L1 tokens in crypto?

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.

------
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🛞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

0:00 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

------
RESOURCES

Jonah Weinstein
https://x.com/_Jonahw

RSOV Deck
https://docsend.com/view/mb2v6k3yr38gpfwm

RSOV Dune Dashboard
https://dune.com/sc_research/rsov

RSOV Template Financial Model
https://docs.google.com/spreadsheets/d/1IH0IX0yal7raqhO8SWzcVGK-TAH-b7avRlZ3pxR0krc/edit?usp=sharing

Skycatcher
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

Fri, 23 May 2025 10:30:00 -0000

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.

------
📣 RE | REAL-WORLD (RE)STAKING
https://bankless.cc/Re

------
BANKLESS SPONSOR TOOLS:

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🛞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 & RESOURCES

0:00 Intro

0:31 Stanley Druckenmiller
https://x.com/mrexits/status/1925354907382816880

3:40 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/1925170860140249445

33:48 ETHEREUM IS SAVED. Bet it all on zk! Real-time proving is coming to Ethereum!
https://x.com/drakefjustin/status/1924929057676001466
https://x.com/VitalikButerin/status/1925050155922862526
https://x.com/pumatheuma/status/1925231968117277066
https://x.com/SuccinctLabs/status/1924523978703740963

45:26 Solana’s next leap: the proposed “Alpenglow” consensus
https://x.com/Austin_Federa/status/1924498049482559677
https://www.anza.xyz/
https://x.com/gttyson/status/1924519192101061035

47:57 FIGHT FOR RWAS
https://x.com/TrustlessState/status/1925577606163829203
https://blog.kraken.com/news/tokenized-equities-coming-soon

48:58 BIG Sui Dex hacked
https://x.com/Cointelegraph/status/1925509145366503486
https://x.com/SuiNetwork/status/1925572334054002774
https://www.coingecko.com/en/coins/sui

52:13 SKY became the sole governance token of the Sky
https://x.com/SkyEcosystem/status/1924515700564988354
https://upgrademkrtosky.com

53:54 Bitcoin community might rename sats to bitcoins
https://x.com/jack/status/1924121538485178658

57:16 Texas Strategic Bitcoin Reserve bill officially passed - TEXAS loves crypto
https://x.com/BitcoinMagazine/status/1925239389141049353
https://bitcoinlaws.io/tx

58:24 Galaxy was listed on Nasdaq - $7 billion
https://x.com/galaxyhq/status/1923411961754108177

59:11 Hester Peirce’s “New Paradigm” speech (SEC Speaks, 19 May 2025)
https://www.sec.gov/newsroom/speeches-statements/peirce-remarks-sec-speaks-051925
https://x.com/RyanSAdams/status/1924539029346828608
-https://www.coindesk.com/policy/2025/05/20/sec-charges-unicoin-top-executives-with-100m-massive-securities-fraud

1:01:39 DOJ is investigating Coinbase data breach & Circle Rumors?
https://cointelegraph.com/news/justice-department-coinbase-data-breach
https://www.coindesk.com/business/2025/05/20/circle-has-explored-potential-5b-sale-to-coinbase-or-ripple-instead-of-ipo-report

1:04:00 Closing & Disclaimers

1:04:26 Moment of Zen
https://x.com/mrexits/status/1925354907382816880

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

ROUNDTABLE: The REV Debate - Real Metric or Fake News? Jon, Bread, & Andy8052

Wed, 21 May 2025 10:30:00 -0000

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.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

—-

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---
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

0:00 REV
https://x.com/jon_charb/status/1923739890115543264
https://x.com/TrustlessState/status/1924835154700234866

17:56 Stablecoins vs Native Currencies

28:38 Tribalism
https://x.com/post_polar_/status/1924458711940055246
https://x.com/RyanSAdams/status/1924202146117153172

39:30 The Trenches
https://dune.com/beincrypto/solana-launchpads

49:14 Pump . Fun

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

Arthur Hayes: Money Printing & The Crypto Bet

Mon, 19 May 2025 10:30:00 -0000

Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation.

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.

------
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BANKLESS SPONSOR TOOLS:

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🛞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

0:00 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

------
RESOURCES

Arthur Hayes X
https://x.com/CryptoHayes

Arthur’s Blog Post
https://cryptohayes.medium.com/fatty-fatty-boom-boom-52e47a03f487

Arthur 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

Fri, 16 May 2025 10:30:00 -0000

📣 BANKESS x FRAX MEETUP | Permissionless 2025
https://lu.ma/uf9mmcoa

------
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 & RESOURCES

0:00 Intro

0:06 “Who is laughing now?” statement from NYC Mayor
https://x.com/WatcherGuru/status/1922036267685908761

3:47 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/summary

14:10 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-boom

28:40 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/1922984240318193934

35:48 Coinbase becomes the first crypto company in S&P500
https://x.com/iamdcinvestor/status/1922068706084970750
https://x.com/cbfutures/status/1920850444093448225
https://www.tradingview.com/symbols/NASDAQ-COIN/

37:28 Internet Capital Markets Meta
https://www.jellyjelly.com/
https://dexscreener.com/solana/3bc2e2rxcfvf9op22lvbansvwos2t98q6ercroayqydq
https://x.com/gabrielhaines/status/1922293923420000346
https://www.believescreener.com/
https://x.com/believeapp/status/1922780481684148519
https://x.com/alex_leiman/status/1922075531966550488
https://x.com/msg/status/1922708357686743551
https://x.com/pasternak/status/1922493500504867290
https://dune.com/adam_tehc/memecoin-wars
https://x.com/WazzCrypto/status/1922826087467204636
https://x.com/TrustlessState/status/1922635525992644770
https://x.com/pumpdotfun/status/1921941742854512924?
https://x.com/RyanSAdams/status/1922006135520764094

50:29 Robinhood will acquire Kevin O’Leary-Backed WonderFi - Leads to ETH L2.
https://x.com/RobinhoodApp/status/1922245928691421671
https://www.wonder.fi

52:12 CryptoPunks have a new owner!
https://x.com/cryptopunksnfts/status/1922291088431448396
https://x.com/econoar/status/1922339944774664660
https://www.coingecko.com/en/nft

53:46 Is the SEC becoming awesome now? pro-capital, pro-crypto SEC
Paul Atkins said that his priority is to develop new rules for crypto tokens
https://x.com/WatcherGuru/status/1921977322871140360
https://x.com/SECGov/status/1922001045087027349
https://x.com/RyanSAdams/status/1920585655039529220
https://www.sec.gov/files/ctf-memo-blackrock-05092025.pdf

58:42 Superstate is launching Opening Bell platform with their first client!
https://x.com/superstatefunds/status/1920479311728869826

1:00:01 JD Vance will speak at Bitcoin 2025
https://bitcoinmagazine.com/politics/u-s-vice-president-jd-vance-to-speak-at-bitcoin-2025-confer

1:00:32 Meta is exploring stabecoins again!
https://x.com/degeneratenews/status/1920557131201122806

1:01:59 Closing & Disclaimers

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

How ETH Wins | Ryan & David

Thu, 15 May 2025 10:30:00 -0000

Ryan and David reunite on Bankless Takes with a big question: What must Ethereum do to win?

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
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------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄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 & RESOURCES

0:00 Intro
3:21 Job’s Not Finished
10:11 A Call for Maximalism

13:10 Blue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763

25:23 Restoring ETH’s Product-Money Feedback Loop
https://www.bankless.com/read/restoring-eths-product-money-feedback-loop

46:58 Towards a United Chains of Ethereum
https://x.com/RyanSAdams/status/1917298612540739931
https://x.com/Spire_Labs/status/1915430799618564394
https://l2beat.com/scaling/summary

1:05:43 ETH—Commodity Money Backed by an Economy
https://x.com/RyanSAdams/status/1918065179725570536

1:08:59 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

Wed, 14 May 2025 10:30:00 -0000

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.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

—-

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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---
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

0:00 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/believeapp

22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/1922178773375418733

30:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum

46:25 Coinbase Listed
https://x.com/coinbase/status/1922046840528113880

53:47 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

Launchcoin & Believe | ETH's 50% Candle | Coinbase Listed on S&P 500 | Jon, Bread, & Andy8052

Wed, 14 May 2025 10:30:00 -0000

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

—-

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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---
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

0:00 ETH vs SOL vs BTC

22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/1922178773375418733

30:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum

46:25 Coinbase Listed
https://x.com/coinbase/status/1922046840528113880

53:47 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

Launchcoin & Believe | ETH's 50% Candle | Coinbase Listed on S&P 500 | Jon, Bread, & Andy8052

Wed, 14 May 2025 10:30:00 -0000

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

0:00 ETH vs SOL vs BTC

22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/1922178773375418733

30:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum

46:25 Coinbase Listed
https://x.com/coinbase/status/1922046840528113880

53:47 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

Mon, 12 May 2025 10:30:00 -0000

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.

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

------
TIMESTAMPS

0:00 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

------
RESOURCES

Shaun Maguire
https://x.com/shaunmmaguire

Sequoia Capital
https://www.sequoiacap.com/

Josh Kale
https://x.com/Josh_Kale

David 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!

Fri, 09 May 2025 10:30:00 -0000

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.
------

💫 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 & RESOURCES

0:00 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/1919864600339558405

13:44 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/1920486709831033039

21:36 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/1920498941583348014

40:04 Coinbase Acquires Options Platform Deribit
https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3?utm_source=chatgpt.com

41:55 Treasury Secretary is ALL in on Stablecoins
https://x.com/SecScottBessent/status/1920140049254854778
https://www.cnbc.com/2025/05/02/crypto-tether-eyes-us-expansion-with-new-stablecoin-as-ceo-courts-washington.html
https://x.com/intangiblecoins/status/1918802270310777128
https://x.com/SenatorHagerty/status/1918827160954909111
https://x.com/BrendanPedersen/status/1920193925081338114

47:26 Dems introduced legislation that would ban sitting presidents from issuing tokens
https://www.merkley.senate.gov/merkley-and-schumer-lead-the-charge-to-end-crypto-corruption-by-trump-other-elected-officials/
https://x.com/Cointelegraph/status/1919405803112472797
https://x.com/StevenTDennis/status/1920088287747711380
https://x.com/DegenerateNews/status/1919109508120371209
https://x.com/WatcherGuru/status/1919120401604477095
https://cointelegraph.com/news/eu-crypto-ban-anonymous-privacy-tokens-2027

54:04 Coinbase announced a new open source payments protocol - x402.
https://x.com/CoinbaseDev/status/1919784224170889696
https://chatgpt.com/share/681ba731-5244-8008-b801-37e128e240b8
https://stripe.com/en-cz/newsroom/news/sessions-2025

57:44 Bitcoin community is splitting over limit removal plan
https://x.com/ColeTU/thread/1919769012998647880
https://x.com/MartyBent/status/1919226199529677042

1:01:55 Unichain becomes the first L2 building blocks with TEE!
https://x.com/TrustlessState/status/1918450159274319876

1:04:26 Charles Schwab wants to launch spot Bitcoin trading by April 2026
https://cointelegraph.com/news/charles-schwab-eyes-spot-bitcoin-trading-2026

1:05:15 Bankless’s New Podcast! Limitless - go subscribe & follow
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

1:06:55 Closing & Disclaimers

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

AI Rollup: AI Robots and The $10T Arms Race

Thu, 08 May 2025 10:30:00 -0000

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.

------
💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄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 & RESOURCES

00:00:00 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-Structuring

https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

AI Rollup: AI Robots and The $10T Arms Race

Thu, 08 May 2025 10:30:00 -0000

------
💫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 & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://x.com/ns123abc/status/1912876350911754676

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

00:23:56 OpenAI Re-Structuring

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

AI Rollup: AI Robots and The $10T Arms Race

Thu, 08 May 2025 10:30:00 -0000

------
💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://x.com/ns123abc/status/1912876350911754676

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

00:23:56 OpenAI Re-Structuring

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052

Wed, 07 May 2025 10:30:00 -0000

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.

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

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🌐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

Mon, 05 May 2025 10:30:00 -0000

Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum.

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.

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🛞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

0:00 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

------
RESOURCES

Hsiao-Wei Wang
https://x.com/hwwonx

Tomasz K. Stańczak
https://x.com/tkstanczak

Ethereum 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?

Fri, 02 May 2025 10:30:04 -0000

📣BUILDBEAR | EASY EVM SANDBOX https://bankless.cc/buildbear ------ 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 & RESOURCES 0:00 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/1 19:18 Ethereum Pivot? Or Reprioritization? https://x.com/ethereumfndn/status/1916883771280040264 https://x.com/VitalikButerin/status/1917541325072916590 https://x.com/ethereumfndn/status/1916883782025482729 https://x.com/dankrad/status/1917678690852311333 https://x.com/RyanSAdams/status/1917689036744835390 https://x.com/TrustlessState/status/1917564803909918856 https://x.com/hasufl/status/1917880676000411796 https://x.com/0xoxus/status/1917824751151600084 28:05 Base and Scroll Reach Stage 1 Decentralization Milestone https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1917253415966798164 https://x.com/Scroll_ZKP/status/1916871844151406649 29:33 Worldcoins “At Last” Event in San Francisco https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com https://x.com/TheStalwart/status/1916277891299475462 38:45 Bitcoin Space Race https://x.com/BitcoinMagazine/status/1917271814356754459 https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america 42:20 What’s going on in Movement labs?! https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen https://x.com/hasufl/status/1917572935339888776 44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft https://x.com/zachxbt/status/1916756932763046273 45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token 47:09 US bank regulators pull back guardrails on bank crypto activities https://x.com/federalreserve/status/1915519104435224895 https://x.com/asvanevik/status/1915581219133415597 48:15 Senate Moves to Ban Congressional Stock Trading—Again https://x.com/HarrisonKrank/status/1916921283658252621 51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky https://x.com/cointelegraph/status/1917166974091534743 53:13 Circle rejected ripple takeover bid of $4-5B https://x.com/matthew_sigel/status/1917647009994993944 56:29 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!

Fri, 02 May 2025 10:30:00 -0000

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.

------
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🛞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 & RESOURCES

0:00 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/1

19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084

28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164

29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462

38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america

42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776

44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token

47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597

48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621

51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743

53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944

56:29 Closing & Disclaimers

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

AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You

Thu, 01 May 2025 10:30:00 -0000

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?

David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale

------

📣 BUILDBEAR | GITHUB FOR WEB3
https://bankless.cc/buildbear

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https://bankless.cc/Mantle

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Start
00:02:50 OpenAI's New Frontier Model

https://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 Cheat?

https://x.com/im_roy_lee/status/1914061483149001132?s=46

01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46

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

Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052

Wed, 30 Apr 2025 10:30:00 -0000

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.

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

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🛞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 & RESOURCES

0:00 Intro

1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005

18:49 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_query

1:04:07 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

Tue, 29 Apr 2025 10:30:00 -0000

Can Crypto disrupt the IP Market?

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.

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🦄UNISWAP | SWAP ON UNICHAIN
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🌐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
5:48 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

------
RESOURCES

Jason Zhao
https://x.com/jasonjzhao

Story 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

Mon, 28 Apr 2025 10:30:00 -0000

Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset?

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.

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🦄UNISWAP | SWAP ON UNICHAIN
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🌐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
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

------
RESOURCES

Sam Kazemian
https://x.com/samkazemian

Blue-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?

Fri, 25 Apr 2025 10:30:00 -0000

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.

------

📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
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🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex

------
TIMESTAMPS & RESOURCES

0:00 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/1915115437505049055

24:50 Bankless’s choices moving forward
https://x.com/TrustlessState/status/1914312548897219006

32:58 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

Thu, 24 Apr 2025 10:30:00 -0000

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.

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.

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------
TIMESTAMPS

0:00 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

------
RESOURCES

Paradigm Report
https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance

Dan Robinson
https://x.com/danrobinson

Justin Slaughter
https://x.com/JBSDC

Paradigm
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

Wed, 23 Apr 2025 10:30:00 -0000

Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.

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

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------
TIMESTAMPS & RESOURCES

0:00 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/1914330497905299790

27:56 Unichain or Ethereum L1 is DeFi?
https://x.com/TrustlessState/status/1913633500206428201

35:07 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

Mon, 21 Apr 2025 10:30:00 -0000

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.

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.

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------
TIMESTAMPS

00:00:00 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

------
RESOURCES

Dankrad Feist
https://x.com/dankrad

Ansgar Dietrichs
https://x.com/adietrichs

Mike 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

Fri, 18 Apr 2025 10:30:00 -0000

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.

Bread: https://x.com/0xBreadguy
MegaETH: https://x.com/megaeth_labs
Modern Market: https://x.com/modernmarket_

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------
TIMESTAMPS & RESOURCES

0:00 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

Thu, 17 Apr 2025 11:00:00 -0000

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.

David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale

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------
TIMESTAMPS & RESOURCES

00:00:00 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/1910402182589145411

00:16:10 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/1911843179898540311

https://x.com/openrouterai/status/1911803671878173114?s=46

https://x.com/kimmonismus/status/1912434791779017083?s=46

01:09:17 A New Model Architecture

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

Is Donald Trump Unwinding the Global Order?

Tue, 15 Apr 2025 10:30:21 -0000

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 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 ------ 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

Unraveling of the Global Order? | Rana Foroohar

Tue, 15 Apr 2025 10:30:00 -0000

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.

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🏦INFINEX | THE CRYPTO-EVERYTHING APP

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------

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

Mon, 14 Apr 2025 10:30:00 -0000

Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution.

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.

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------

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

Fri, 11 Apr 2025 10:30:00 -0000

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.

Follow Haseeb on X:
https://x.com/hosseeb

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------
TIMESTAMPS & RESOURCES

0:00 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-2025

31:17 Inflation
https://x.com/intocryptoverse/status/1910311058222227586

41:49 Paul Atkins confirmed as the new SEC chair
https://x.com/Cointelegraph/status/1910117967230300613

45:43 ETH/BTC Ratio & Crypto VC Funding
https://x.com/pet3rpan_/status/1910345673288958052

58:36 MegaETH released its testnet
https://x.com/megaeth_labs/status/1903099481874153880
https://x.com/0xBreadguy/status/1909619744455741709

1:03:05 Closing & Disclosures

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

AI ROLLUP: 26 Months Until AGI | Meta's New Top Model Cheated? | $20 Billion To AI Apps

Thu, 10 Apr 2025 10:00:00 -0000

Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.

------

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🌐SELF | PROVE YOUR SELF

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https://bankless.cc/Infinex

------

TIMESTAMPS & RESOURCES

00:00:00 AI Generated Tarriff’s

00:03:58 Meta’s Huge New LLAMA 4 Announcement

https://x.com/ahmad_al_dahle/status/1908595680828154198?s=46

https://x.com/alexocheema/status/1908651942777397737?s=46

00:11:54 Did Meta Cheat?

https://x.com/Yuchenj_UW/status/1909061004207816960

https://x.com/andrewallenxo/status/1909143884321481157

https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46

https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit

00:20:45 AGI Is Coming in 2027

https://ai-2027.com/

https://situational-awareness.ai/

00:28:02 What Happens After AGI

https://ai-2027.com/

https://situational-awareness.ai/

00:39:58 Shopify And The Employment Crisis

https://x.com/tobi/status/1909251946235437514

00:48:34 The Future Of Education

https://www.anthropic.com/news/introducing-claude-for-education

https://x.com/jowettbrendan/status/1907695965726978184

https://x.com/cryptopunk7213/status/1907969387958513727

https://x.com/itsPaulAi/status/1907122207136137368

https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country

00:59:55 How Much Does AI Know About You

01:04:58 A16Z’s $30B Fund

https://x.com/tkexpress11/status/1909626333711548526

https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Etherealize: Ethereum is Open for Business | Danny Ryan & Vivek Raman

Mon, 07 Apr 2025 10:30:00 -0000

We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.

We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption.

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------

TIMESTAMPS

00:00:00 Intro

00:07:12 Etherealize & Its Mission

00:15:29 Clients & Finances

00:20:17 Relation Between Ethereum Foundation & Etherealize

00:21:31 Etherealize's Funding

00:22:43 Etherealize's Competitions

00:26:02 Challenges & Roadblocks

00:28:15 What Success Looks Like for Etherealize

00:29:56 Etherealize's Co-Founders

00:31:10 Ethereum’s Upcoming Era

00:40:20 What Makes Ethereum Special

00:46:00 Political Effect on Ethereum

00:51:33 Community Support

00:54:51 Layer 1 & Etherealize

00:58:36 Hypothetical Scenarios with Ethereum

01:01:50 What’s Next for Etherealize

01:04:47 Some Unturned Stones

01:07:32 Closing & Disclosures

------

RESOURCES

Etherealize

https://www.etherealize.com

Vivek Raman

https://x.com/VivekVentures

Danny Ryan

https://x.com/dannyryan

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Trump Tariff Crash | Circle IPO | CoreWeave IPO | FDIC Crypto Greenlight

Thu, 03 Apr 2025 19:40:00 -0000

This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup.

Follow Alex on X & check out his Galaxy Brains podcast:
https://x.com/intangiblecoins
https://www.galaxy.com/insights/podcasts/galaxy-brains/

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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP
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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:29 Trump’s Reciprocal Tariffs

https://x.com/kobeissiletter/status/1907556839686054240

https://x.com/WhiteHouse/status/1907533090559324204

https://x.com/CalltoActivism/status/1907549193650188469

https://x.com/notlouisck/status/1907657906117554278

https://x.com/JamesSurowiecki/status/1907559189234196942

https://x.com/KushDesai47/status/1907618136444067901

https://x.com/TrustlessState/status/1907769359621067017

36:53 Circle Files for IPO

https://x.com/Cointelegraph/status/1907172102353924269

https://x.com/g_djuric/status/1907200843289370910

https://x.com/Nick_van_Eck/status/1907181670504993026

https://x.com/TheOneandOmsy/status/1907229821043626100

https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834

54:32 Eric Trump & Bitcoin Mining

https://x.com/EricBalchunas/status/1906689372142915712

https://x.com/FDICgov/status/1905662427783467111

58:07 CoreWeave IPO

https://www.galaxy.com/transactions/coreweave-growth-financing

1:04:47 Closing & Disclaimers

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

AI ROLLUP: ChatGPT's Viral Explosion | xAI Acquires X | Coreweave IPO Rocks Markets

Thu, 03 Apr 2025 10:00:00 -0000

AI heats up, markets shake, and the internet gets Ghbilified.

OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X.

A new “world’s best” model quietly drops—did Google just take the lead?

Cursor raises at a $9.6B valuation as “vibecoding” enters the mainstream.

Welcome back to another week of the AI Rollup.

------

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🦄UNISWAP | SWAP ON UNICHAIN

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🌐SELF | PROVE YOUR SELF

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🏦INFINEX | THE CRYPTO-EVERYTHING APP

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------

TIMESTAMPS & RESOURCES

00:00:00 The Ghibli Effect

https://x.com/alifarhat79/status/1904884015858884884

https://x.com/unusual_whales/status/1906831621166440583

00:05:09 Coreweave IPO

https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105

https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html

https://x.com/TheStalwart/status/1907438208662552647

00:14:28 xAI Acquires X

https://x.com/elonmusk/status/1905731750275510312?s=46

00:20:02 Grok's Telegram Integration

00:24:38 New Best Model Has Arrived

https://x.com/bookwormengr/status/1905050740110090429?s=46

https://x.com/gfodor/status/1904980153329242147?s=46

00:32:09 Cursor And The Vibe Coding Explosion

https://x.com/ArfurRock/status/1906768733135098360

00:39:02 AI Crypto Trend Update

https://x.com/defi0xjeff/status/1904154090424402163?s=46

00:45:47 BillyBets March Madness

https://x.com/playprophetx/status/1899535745435742608?s=46

https://x.com/bunchubets/status/1904224002123473294?s=46

00:56:51 Olas

https://olas.network/

01:01:32 Vana

https://x.com/anna_kazlauskas/status/1905414468315549737?s=46

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

From TradFi to Internet Finance: A New Era of Global Capital | Felipe Montealegre

Wed, 02 Apr 2025 10:30:00 -0000

Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System.

Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever.

This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century.

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🌐SELF | PROVE YOUR SELF

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🏦INFINEX | THE CRYPTO-EVERYTHING APP

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------

TIMESTAMPS

0:00 Intro

5:29 Internet Financial Systems

12:03 Frictions in Financial Systems

20:33 Innovations in Internet Financial Systems

28:42 Server with Laws

40:02 Incompatibilities within Systems

50:17 Absence of Financial Laws

57:34 Potential of Finance in Crypto

1:09:59 Server Compatibility with Governments

1:16:18 Different Laws for Investing in Crypto

1:26:26 Building Protocols

1:29:52 Closing & Disclaimers

------
RESOURCES

Felipe Montealegre

https://x.com/TheiaResearch

Internet Finance

https://x.com/TheiaResearch/status/1876618725547233417

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Vlad Tenev Wants to Tokenize SpaceX & OpenAI on Robinhood

Mon, 31 Mar 2025 10:30:00 -0000

Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood’s evolving product suite.

Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking.

This one’s a big glimpse into where TradFi and DeFi collide.

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🌐CELO | BUILD TOGETHER AND PROSPER

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------

TIMESTAMPS

0:00 Intro

5:54 New Administration

12:19 Tokenization

16:18 Tokenized SpaceX

18:12 An IPO Alternative

23:39 Prediction Markets

25:40 Kalshi

29:58 Future of Prediction Markets

35:58 Robinhood Banking

38:27 Robinhood Cortex

44:08 Robinhood Strategies

49:04 Cash Delivery

52:10 Crypto Listings

54:37 Why Distinct Apps?

56:32 How Bankless is Robinhood?

1:00:42 Closing Thoughts

------
RESOURCES

Vlad Tenev

https://x.com/vladtenev

Robinhood
https://robinhood.com/

Washington Post Op-ed

https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Stablecoin Surge | Hyperliquid Drama | Tornado Cash Freed | Robinhood Banking

Fri, 28 Mar 2025 10:30:00 -0000

This week, Mike Ippolito joins us to break down crypto’s big flip as institutions rush into stablecoins—triggering excitement and anxiety alike. Hyperliquid faces drama after a high-stakes market manipulation attack, BlackRock's tokenized treasuries surge to nearly $2 billion, and the U.S. Treasury finally removes Tornado Cash from its sanctions list. Meanwhile, Robinhood enters banking, raising questions about DeFi’s future. We dive into all of this and so much more.

Follow Mike on X & Checkout Bell Curve:

https://x.com/MikeIppolito_

https://www.youtube.com/@bellcurvepodcast/videos

------

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🌐CELO | BUILD TOGETHER AND PROSPER

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-----

✨ Mint the episode on Zora ✨

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------

TIMESTAMPS & RESOURCES

0:00 Intro

0:56 Blockworks DAS Week Recap

6:45 Saylor’s Strategy bought more Bitcoin

https://x.com/WatcherGuru/status/1904155021781901741

https://x.com/SaylorBuysBTC/status/1904631210887836142

12:33 Stablecoin Gold Rush
https://x.com/TrustlessState/status/1905219932612178237

https://x.com/JasonYanowitz/status/1904886554708898112

https://x.com/KobeissiLetter/status/1904521913528975550

25:32 Blackrock’s BUIDL fund is expanding to Solana

https://x.com/solana/status/1904520943667716531

https://x.com/carlosdomingo/status/1904516023623028894

44:59 Hyperliquid

https://x.com/MacroCRG/status/1904895153384357990

https://x.com/HyperliquidX/status/1904923137684496784

https://x.com/toghrulmaharram/status/1904935313081856406

https://x.com/Dogetoshi/status/1904919007930577175

1:03:10 US lifted sanctions on Tornado Cash

https://x.com/matthuang/status/1904192079691170137

https://wewantjusticedao.org/

1:05:55 Robinhood Banking

https://x.com/RobinhoodApp/status/1905127283532484696

1:09:38 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

The Next Chapter for Pump.Fun with Co-Founder Alon

Tue, 25 Mar 2025 12:47:30 -0000

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap. We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem. Alon on X: https://x.com/a1lon9 ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x593367264... ------ TIMESTAMPS 0:00 Intro 7:09 Pump.Fun Inception 13:46 Post-Launch Pump.Fun 19:09 Pump.Fun’s Impact on Memecoins 23:25 Making Memecoins Less Extractive 28:32 Pump.Fun 4Chan Aesthetic 36:57 Pump.Fun Moderation 47:37 Pump.Fun’s Success 50:52 PumpSwap 59:12 Creator Revenue Sharing 1:02:09 Pump.Fun vs Radium 1:05:41 Pump.Fun’s Social Elements 1:08:19 Content, Attention & Markets 1:10:56 Future of Memecoins 1:13:11 Are Memecoins Evil? 1:17:44 Pump.Fun’s Mission 1:20:17 Why Pump.Fun x Bankless 1:22:06 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

The Next Chapter for Pump.Fun | Co-Founder Alon

Tue, 25 Mar 2025 10:30:00 -0000

Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap.

We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem.

Alon on X: https://x.com/a1lon9

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⚖️ARBITRUM | SCALING ETHEREUM

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🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

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------

TIMESTAMPS

0:00 Intro

7:09 Pump.Fun Inception

13:46 Post-Launch Pump.Fun

19:09 Pump.Fun’s Impact on Memecoins

23:25 Making Memecoins Less Extractive

28:32 Pump.Fun 4Chan Aesthetic

36:57 Pump.Fun Moderation

47:37 Pump.Fun’s Success

50:52 PumpSwap

59:12 Creator Revenue Sharing

1:02:09 Pump.Fun vs Radium

1:05:41 Pump.Fun’s Social Elements

1:08:19 Content, Attention & Markets

1:10:56 Future of Memecoins

1:13:11 Are Memecoins Evil?

1:17:44 Pump.Fun’s Mission

1:20:17 Why Pump.Fun x Bankless

1:22:06 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Ethereum’s Next Big Upgrade: Pectra, Fusaka & Beyond | Tim Beiko

Mon, 24 Mar 2025 10:30:00 -0000

We’re joined by Tim Beiko, Ethereum Foundation coordinator, to break down Ethereum’s next major upgrades and the future of scaling.

We explore the upcoming Petra hard fork, which introduces validator consolidation, increased blob space for rollups, and EIP-7702 for improved account abstraction. Tim also shares insights on Fusaka and Glacier Dam, Ethereum’s roadmap for scaling, and how Ethereum’s upgrade process is becoming more efficient.

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------

TIMESTAMPS

0:00 Intro

5:43 Current State of EIPs & ETH Hard Forks

8:01 Why Security Is So Important

12:43 Naming Conventions of ETH Hard Forks

13:55 Pectra Upgrade & Its Effects

16:15 Maxeb Upgrade & Its Effects

24:29 Hard Forks, Bandwidth & Scaling

28:51 Other Updates Regarding Pectra

31:40 EOAs & Smart Contract Wallets

36:17 Smart Contract Wallets' Effect on Layer 2

43:15 Timeline of Fusaka & Glamsterdam

48:09 Vitalik's Tweet on Fusaka

51:15 Alcore Devs' Plans

54:25 What's EOF

59:18 Other Updates Regarding Fusaka

1:00:41 Uncertainty Regarding Glamsterdam

1:02:18 ETH's Slowness & Developers

1:05:19 Misconceptions Around ETH

1:07:32 Scaling the Layer 1

1:14:52 Summer of Protocols

1:18:13 Closing & Disclaimers

------

RESOURCES

Tim Beiko

https://x.com/TimBeiko

Ethereum Roadmap & Hard Forks

https://ethereum.org/en/roadmap/

EIP-7702 (Account Abstraction)

https://eips.ethereum.org/EIPS/eip-7702

Ethereum Object Format (EOF)

https://ethresear.ch/t/ethereum-object-format-eof/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Ethereum’s Leadership Move | Solana’s Inflation Debate | Kraken’s $1.5B Acquisition | Crypto's Macro Struggle

Fri, 21 Mar 2025 10:30:00 -0000

This week, Anthony Sassano joins us to unpack Solana’s most controversial governance vote yet, Ethereum’s major leadership overhaul, and crypto markets wrestling with macro chaos despite promising policy shifts. Kraken makes waves with a massive $1.5B acquisition—but will it move the needle? We dive into all of this and so much more.

Follow Anthony on X: https://x.com/sassal0x

------

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⚖️ARBITRUM | SCALING ETHEREUM

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

-----

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------

TIMESTAMPS & RESOURCES

0:00 Intro

1:39 Anthony’s Crypto Vibe Check

5:56 Markets

https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html

12:27 Ethena and Securitize launched a new chain

https://x.com/ethena_labs/status/1901672646015856749

https://x.com/coinbase/status/1902031828912844992

28:13 Robinhood launched their prediction market with Kalshi

https://x.com/Kalshi/status/1901634303768883377

https://x.com/vladtenev/status/1901703746033426919

34:52 Solana proposal to cut inflation failed to pass

https://simd-votes.stakingfacilities.com/

https://www.helius.dev/blog/simd-228

47:07 SOL Futures on CME

https://x.com/Cointelegraph/status/1901566174598398261

https://x.com/solana/status/1901279678620749997

51:25 Eth/acc & Ethereum Leadership Change

https://x.com/matthuang/status/1902562363532046674

https://x.com/KyleSamani/status/1901769358273040806

https://x.com/ethismoneyHQ/status/1901734022646317213

https://x.com/adietrichs/status/1899607524581740576

https://x.com/megapot_io/status/1902419979196338386

1:06:07 Kraken Acquires NinjaTrader $1.5B

https://www.reuters.com/technology/kraken-acquire-ninjatrader-15-billion-deal-2025-03-20/

1:07:08 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

AI ROLLUP #16: Retail Vs Institutions, Who's Right? | New Frontier AI Model | Mind Blowing Image Generation

Thu, 20 Mar 2025 10:30:00 -0000

This week on the AI Rollup, we’re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio’s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu’s latest model beats GPT-4.5 at half the cost, challenging OpenAI’s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let’s find out.

------

📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM

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🛞MANTLE | MODULAR LAYER 2 NETWORK

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🌐CELO | BUILD TOGETHER AND PROSPER

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------

TIMESTAMPS & RESOURCES

00:00 Sentiment Check and Recap

05:25 AI Podcast Hosts?

https://x.com/hedra_labs/status/1897699010632466469

08:50 Google Gemini 2.0

https://x.com/robertriachi/status/1899854394751070573

https://x.com/goodside/status/1900349595718148455?s=46

https://x.com/ilumine_ai/status/1900017235898622025

https://x.com/halimalrasihi/status/1900667639086673962?s=46

https://x.com/thatarrowsmith/status/1901203776746201556?s=46

17:55 China's New Frontier Model

https://x.com/scobleizer/status/1901089727568281975?s=46

27:21 AI Market Prices

https://www.cookie.fun/

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

32:55 Market Manipulation?

https://x.com/solgojo/status/1901002388007514381

https://x.com/0thTachi/status/1902090675111207380

38:11 Pockets Of Outperformers

https://x.com/S4mmyEth/status/1902348046479786315

43:09 Virtuals Update

https://x.com/smyyguy/status/1899181446126076283?s=46

https://x.com/ethermage/status/1899494870152282511

https://x.com/virtuals_io/status/1900185918147064015

49:48 AIXBT Hacked

https://x.com/S4mmyEth/status/1902021914517758277

52:44 New AI Trading Subnet

https://x.com/thebittensorhub/status/1899810734374047799?s=46

58:54 Pluralis Announcement

https://x.com/PluralisHQ/status/1902367132597252177

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

How Native Rollups Scale Ethereum | Uma Roy & Justin Drake

Mon, 17 Mar 2025 10:30:00 -0000

Native Rollups are the next big step toward scaling Ethereum securely. In this episode,

Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth.

Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future.

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------

TIMESTAMPS

0:00 Intro

6:41 Why Native Rollups?

16:32 Security & Composability Benefits

38:13 ZKProofs

42:52 Making L2s Native

50:48 Network Effects

52:35 Customizability Trade-Offs

58:59 Timelines

1:02:39 ETH Economic Impacts

1:05:46 Other Advantages

1:08:17 Succinct

1:08:59 ETHProofs.org

1:11:32 Real-Time Proving

1:12:33 Ethereum’s Bottleneck

1:15:43 Closing & Disclaimers

------

RESOURCES

Uma Roy

https://x.com/pumatheuma

Justin Drake

https://x.com/drakefjustin

Native Rollups

https://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517

Succinct

https://www.succinct.xyz/

L2Beat

https://l2beat.com/scaling/summary

ETHProofs

https://ethproofs.org/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

ROLLUP: Strategic Bitcoin Reserve | White House Digital Summit | Saylor's $21B BTC Bid | HyperLiquid

Fri, 14 Mar 2025 13:37:00 -0000

This week, the U.S. establishes its long-awaited Strategic Bitcoin Reserve yet the charts barely move and questions remain about altcoins like ADA, XRP, and SOL. A high-profile White House Digital Summit draws big names but yields few concrete regulatory wins. Meanwhile, HyperLiquid got exploited? Not quite but we'll get into that this week and so much more.

Follow Jordi on X: https://x.com/gametheorizing

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------

TIMESTAMPS & RESOURCES

00:00 Market Sentiment And Interpretation

https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html

https://x.com/kobeissiletter/status/1899147239160693054

06:49 Crypto Markets

https://farside.co.uk/?p=1518

https://x.com/BitwiseInvest/status/1899445386038620631

https://x.com/HHorsley/status/1899612285980880907

https://x.com/milesdeutscher/status/1899062184917000214

13:44 Trump’s Impact On Crypto

https://intel.arkm.com/explorer/entity/usg

18:32 Bitcoin Strategic Reserve

https://x.com/margomartin47/status/1897802829474955415?s=46&t=BK1udaJPJxPwz6RfE-m1iw

https://x.com/davidsacks47/status/1897802280738734236

https://x.com/nic__carter/status/1897837943106289967

https://x.com/ercwl/status/1897817161428541691

31:18 White House Digital Asset Summit

https://x.com/POTUS/status/1898162648962756970

https://x.com/nicrypto/status/1898180016459944350

https://x.com/TrustlessState/status/1898200766315209050

https://x.com/RepNickBegich/status/1899494764682363136

https://x.com/jchervinsky/status/1899586234248499450?s=46&t=LIRWzlNRT68jap2P18vctA

37:49 Saylor to Buy $21B More Bitcoin

https://x.com/saylor/status/1899068491409260639

48:32 HyperLiquid Exploit?

55:44 Interpol Red Notice For… Libra Creator

58:01 Unichain’s Explosive Growth

https://x.com/nansen_ai/status/1899000536487403748

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

AI ROLLUP #15: China Beats OpenAI? | Grok Launches Token | Alibaba's AI Breakthrough

Thu, 13 Mar 2025 10:30:00 -0000

In this episode, we break down China's latest AI breakthrough—the Manus agent—and how it's shaking up the AI race. We discuss Alibaba's powerful, compact new AI model, the rise of autonomous coding agents, and Microsoft's shifting relationship with OpenAI. Plus, we explore how AI agents like Grok are starting to impact crypto markets.

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------

TIMESTAMPS & RESOURCES

0:00 Intro

1:33 China drops Manus AI

https://x.com/thinking_panda/status/1897951585990590469

https://x.com/rowancheung/status/1898093008601395380

https://x.com/_philschmid/status/1899046957860979178

14:27 OpenAI Agent SDK

https://x.com/cryptopunk7213/status/1897406075072377093

https://x.com/AtomSilverman/status/1899511053601698073

21:05 Ex-Deepmind engineers creating autonomous coding agents

https://x.com/mishalaskin/status/1898048925157728601

https://x.com/kimmonismus/status/1899444649317527927

22:57 Build a game from scratch with AI

https://x.com/minchoi/status/1898469519565492490

https://x.com/Ror_Fly/status/1899473065328656485

https://x.com/ror_fly/status/1899803648781119765

25:55 Alibaba drops QWEN 32B

https://x.com/hosseeb/status/1897377619240468513

https://x.com/sundarpichai/status/1899779090472644881

https://x.com/hyperbolic_labs/status/1897437370552570047

30:44 Chinese company HunYuan released a new image to video

https://x.com/EHuanglu/status/1897628929768505611

32:31 The model competition is really heating up & Microsoft x OpenAI

https://x.com/cneuralnetwork/status/1898450452540465538

https://gizmodo.com/microsofts-relationship-with-openai-is-not-looking-good-2000573293

36:57 Grok earned over $100K this past week

https://x.com/mleejr/status/1898465691096727866

https://x.com/bankrbot

https://x.com/bankrbot/status/1897950192613441617

https://x.com/grok/status/1898884871742758966

https://x.com/grok/status/1898957064006774855

https://x.com/TrustlessState/status/1899565420966801647

https://dexscreener.com/base/0x5116773e18a9c7bb03ebb961b38678e45e238923

https://x.com/MLeeJr/status/1899647338978889743

https://x.com/grok/status/1899582316747391127

https://x.com/TrustlessState/status/1899585667899822520

https://x.com/bankrbot/status/1899589807350972768

https://x.com/grok/status/1898884871742758966

https://x.com/TrustlessState/status/1899566730059653431

https://x.com/rhynotic/status/1899190256727122331

56:26 Agents over the last 30 days

https://x.com/defi0xjeff/status/1898025840514101654

https://x.com/gkisokay/status/1899422660339393007

https://x.com/696_eth/status/1897446933406605599

56:58 Model Context Protocol

https://x.com/mattpocockuk/status/1897742389592440970

https://x.com/sendaifun/status/1892310991737598229

https://x.com/crossmint/status/1899492589763469802

1:05:30 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

The Age of Hyper Acceleration: AI, AGI & Beyond! | Josh Kale

Mon, 10 Mar 2025 11:30:00 -0000

AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.

Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds.

Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.

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------
TIMESTAMPS

0:00 Intro
3:48 Exponential Human Progress
7:50 Moore’s Law vs Huang’s Law
15:17 Synthetic Biology
20:37 Economic Impact
23:17 Job Market
31:02 Self-Driving Cars
33:33 Aviation
35:43 Energy
41:10 David Deutsch
45:42 Electricity & Income
51:20 Nuclear Energy
54:46 The Unibomber
1:01:09 Defensive Accelerationism
1:03:06 Robotics
1:06:14 Closing & Disclaimers

------
RESOURCES

Josh Kale
https://x.com/Josh_Kale

The Beginning of Infinity
https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359

Bankless Nation Discord
https://www.bankless.com/discord

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

ROLLUP: Trump Crypto Reserve | SBF Prison Interview | Ethereum Leadership Shuffle

Fri, 07 Mar 2025 11:30:00 -0000

Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple—causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability.

Follow Haseeb: https://x.com/hosseeb

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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:26 Tucker Carlson Interviews SBF
https://x.com/TuckerCarlson/status/1897709140535132442

5:10 Trump announced strategic crypto reserves
https://truthsocial.com/@realDonaldTrump/posts/114093946326587357
https://x.com/cz_binance/status/1896246000161001877
https://x.com/nic__carter/status/1896588091235656190
https://x.com/EleanorTerrett/status/1896966911721607536
https://imgur.com/a/Q3tPnYI
https://x.com/KobeissiLetter/status/1896240960788627681
https://x.com/KobeissiLetter/status/1896305838144548884
https://x.com/KobeissiLetter/status/1896958095424729133
https://x.com/KobeissiLetter/status/1896949387856933048
https://x.com/KobeissiLetter/status/1896951231266140234

25:14 Tariffs & Macro Markets

41:20 Ethereum Foundation has new leadership!
https://x.com/ethereumfndn/status/1895851576251826227
https://x.com/tkstanczak/status/1895862549578469523
https://x.com/tkstanczak/status/1896246373919453285
https://x.com/ethereumfndn/status/1895442343689363652
https://x.com/TimBeiko/status/1892593175845368316
https://x.com/dannyryan/status/1895851747865944114
https://x.com/VitalikButerin/status/1895863075527700959

52:23 Base is getting faster and faster!
https://x.com/buildonbase/status/1895223243713458184?s=46
https://x.com/jessepollak/status/1895283716597166514
https://base.mirror.xyz/HwG1GQ5hoxz0OTOF_nQhNcVTk4Ae9cRIrcqVQ14N4-c

55:41 Devconnect
https://x.com/BanklessHQ/status/1897321244158255567

1:00:14 AI Developments & Kaito
https://x.com/Punk9277/status/1897684877098770736

1:16:12 Closing & Disclaimers

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

AI ROLLUP #14: The AI Betting Genius That's Outsmarting Everyone | Humanoid Fighting Robots | AI's Invent a New Language

Thu, 06 Mar 2025 10:30:00 -0000

In this episode, we kick off with jaw-dropping scenes of home robots that aren’t just putting groceries away, they’re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google’s game-changing agent swarm that’s setting new research standards. We also explore Claude’s innovative new model and code that transforms complex problem-solving, plus Anthropic’s record-shattering $3.5B raise. And that’s not all, we share exclusive takeaways from ETH Denver’s AI scene, highlight AskBilly’s profit-making sports betting agent, and introduce Freysa’s digital twin game with a $250K prize. Whether you’re a tech enthusiast or just curious about tomorrow’s breakthroughs, this episode is your all-access pass to the cutting edge of innovation.

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------
TIMESTAMPS & RESOURCES

00:00:00 Humanoid Robots
https://x.com/figure_robot/status/1892577871366939087?s=46
https://x.com/thehumanoidhub/status/1893014256473473272?s=46

00:04:33 Gibberlink
https://x.com/ggerganov/status/1894057587441566081?s=46
https://x.com/ggerganov/status/1896592079997788300?s=46

00:09:07 Google Co-Scientist
https://x.com/sundarpichai/status/1892254274895184244?s=46

00:10:27 Claude 3.7
https://x.com/AnthropicAI/status/1894092430560965029
https://x.com/AnthropicAI/status/1894095351218335927
https://x.com/ns123abc/status/1894144121784209770?s=46

00:16:00 Vibe Coding

00:24:32 The Good About ETH Denver
https://x.com/cryptopunk7213/status/1895891065233711501

00:31:16 The Bad About ETH Denver

00:35:26 Expert Sports Better
https://x.com/askbillybets/status/1892959166307639642?s=46
https://x.com/sportstensor/status/1895821780151124321?s=46

00:52:57 Freysa AI
https://x.com/freysa_ai/status/1892392982395187666?s=46
https://x.com/freysa_ai/status/1893556530563424510?s=46
https://x.com/freysa_ai/status/1895251589197373508?s=46
https://x.com/econoar/status/1897002735352054036

01:04:42 Homework For you!
https://x.com/karpathy/status/1895242932095209667

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

Is Trump Trying to Wreck the Economy? | Macro Expert Jim Bianco

Wed, 05 Mar 2025 11:30:00 -0000

Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid?

Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield.

We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction?

Tune in for Jim’s expert take.

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------
TIMESTAMPS

0:00 Intro
5:53 What is Trump Doing?
12:07 Economic Rebalancing
17:37 Crypto Strategic Reserve
28:52 Tariffs
33:39 Trade Imbalances
38:45 Tariffs & 10 Year Yield
48:28 Recession in 2025?
55:04 Optimistic Future
1:01:22 Risk-On Sector
1:05:07 Closing & Disclaimers

------
RESOURCES

Jim Bianco
https://x.com/biancoresearch

Bianco Research
https://www.biancoresearch.com/visitor-home/

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

The AI Arms Race: Who Will Dominate the Next Industrial Revolution? | Josh kale

Mon, 03 Mar 2025 11:30:00 -0000

The AI arms race is on, and the stakes couldn’t be higher.

Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.

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⚖️ARBITRUM | SCALING ETHEREUM
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------
TIMESTAMPS

0:00 Intro
0:25 A New Life Form?
4:23 The AI Rabbithole
11:49 xAI & Grok 3
26:51 Deepseek Breakthrough
28:47 English as a Programming Language
30:19 Open Sourcing LLMs
34:13 Other Models
39:29 Meta AI
44:04 AI Bets
46:27 Elon Musk vs Sam Altman
51:59 Worldcoin
55:48 From OpenAI to AGI
1:03:01 AI Doomerism
1:10:06 Neuralink
1:15:20 AI vs Humans
1:22:08 Frontier Tech
1:24:43 Crypto’s Role
1:28:00 Closing & Disclaimers

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

ROLLUP: Macro Bearish Report | Biggest Hack In History | SEC Drops Crypto Cases

Fri, 28 Feb 2025 10:30:00 -0000

Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it?

Follow Alex: https://x.com/intangiblecoins

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🌐CELO | BUILD TOGETHER AND PROSPER
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------

TIMESTAMPS & RESOURCES

00:00:00 Intro To Alex

00:01:21 Market Breakdown
https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html

00:09:43 Treasuries vs Equities

00:22:12 The Largest Hack In History
https://x.com/Bybit_Official/status/1892965292931702929
https://x.com/smyyguy/status/1893007399687958586/photo/1
https://x.com/benbybit/status/1892969284587966869
https://x.com/benbybit/status/1893102137711960486
https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/
https://x.com/StefanDGeorge/status/1894781521803858353
https://x.com/hasufl/status/1894772256179405158
https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg
https://x.com/Jesseeckel/status/1893047605133037905
https://x.com/mudit__gupta/status/1893290720603050121
https://x.com/Bybit_Official/status/1893687749229563958
https://x.com/benbybit/status/1893865556840775758
https://x.com/lookonchain/status/1893840256342040727
https://x.com/TimBeiko/status/1893412457567383559
https://x.com/ethena_labs/status/1892971552565805309

00:34:12 Ethereum Hard Fork Backlash

00:43:03 SEC Drops Lawsuits
https://x.com/coinbase/status/1892923603814936896
https://x.com/dfinzer/status/1893086281300582772
https://x.com/Uniswap/status/1894452298698358989
https://x.com/econoar/status/1894501626209271973

00:48:32 Hester Peirce Update

00:54:46 Bullish Or Bearish?

01:04:48 A16Z’s Newest Hire
https://x.com/patrickmchenry/status/1894735546213171378

01:06:30 Stablecoin Issues

01:12:31 US Treasury Updates
https://x.com/Bitcoin_Laws/status/1893399549454229690
https://bitcoinlaws.io/

01:15:58 Find Alex on Twitter
https://x.com/intangiblecoins

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

AI ROLLUP #13: Crypto AI vs Silicon Valley | Live From ETH Denver

Thu, 27 Feb 2025 10:30:00 -0000

📣RESERVE | INVEST IN CRYPTO NARRATIVES
https://bankless.cc/reserve
------

Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

-----
✨ Mint the episode on Zora ✨
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------
TIMESTAMPS

00:00 Start
04:42 Delphi's Interest In The Space
08:20 Initial AI Crypto Use Cases
09:18 The Era's Of AI
13:41 Where Does Value Accrual Come From
20:38 How Do You Choose The Winning Model?
27:08 Silicon Valley AI Vs Crypto AI
37:12 Fracturing Of Frontier Models
41:43 What's Exciting?
46:27 Due Diligence Via Agent
49:02 When To Use What Agent
53:10 A Birthday Surprise

------
RESOURCES

Tom Shaughnessy
https://x.com/Shaughnessy119

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

Why This Cycle Feels Broken, Memecoins & Macro | Ben Cowen

Mon, 24 Feb 2025 11:30:00 -0000

Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones.

We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics.

A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights!

------
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | SWAP ON UNICHAIN
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

------
✨ Mint the episode on Zora ✨
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------
TIMESTAMPS

00:00 Intro
04:37 Advance Decline Index (ADI)
08:45 Crypto Vibes & Economy
10:26 ETH & BTC Dollar Relation
15:04 Has ETH Gone Home?
20:38 FED & Memecoins
23:58 Take on SOL/BTC Ratio
28:51 Rise of Meme & Alt Coins
31:45 Where the Value Lies in the Market?
39:11 Trump’s Plans with Tenures & Dollar
44:00 Crypto's Bullish Setup vs. Market Vibes
47:35 Meme Coins vs. VC Giants
53:36 Did We Just Skip a Cycle?
59:08 Closing & Disclaimers

------
RESOURCES

Ben Cowen
https://x.com/intocryptoverse

Into the Cryptoverse
https://intothecryptoverse.com/

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

ROLLUP: Milei’s Memecoin Scandal | KAITO Airdrop | The Fed’s QT Pivot? | Ethereum’s Pectra Upgrade

Fri, 21 Feb 2025 11:30:00 -0000

This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February!

------
📣RESERVE | INVEST IN CRYPTO NARRATIVES
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BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

-----
✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38

------
TIMESTAMPS & RESOURCES

0:00 Intro, Libra, Memecoins, & ICOs
https://x.com/KobeissiLetter/status/1890611964994363769
https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz
https://x.com/bubblemaps/status/1890531084221182326
https://x.com/JMilei/status/1890606683291779195
https://x.com/KelsierVentures/status/1890914579493863532
https://x.com/MemeCoin_Track/status/1892324967196569675
https://x.com/JupiterExchange/status/1891181433588470052
https://x.com/hellochow/status/1891341548115149190
https://x.com/stoolpresidente/status/1891285564713836830
https://x.com/KobeissiLetter/status/1890611982320971992
https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform
https://x.com/RunnerXBT/status/1891400277535703389
https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399

29:59 Markets
https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025

38:51 Kaito Airdrop
https://yaps.kaito.ai/
https://x.com/KaitoAI/status/1890379872280682548
https://www.coingecko.com/en/coins/kaito
https://x.com/divine_economy/status/1892597817434145113
https://x.com/smyyguy/status/1892585101873033380

53:16 Ethereum’s Pectra Upgrade
https://x.com/sassal0x/status/1890534315148132521

1:00:21 Monad launched a public testnet
https://x.com/monad_xyz/status/1892227817149997212

1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors
https://www.sec.gov/newsroom/press-releases/2025-42

1:06:52 Infinex
https://x.com/infinex_app/status/1887028112099283198

1:11:29 Closing & Disclaimers

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

AI ROLLUP #12: Kaito's Secret Token Utility | Grok 3 Released | Bittensor Launch | Virtuals Revenue Record

Thu, 20 Feb 2025 10:30:00 -0000

Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper?
Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week.

------
📣 RESERVE | INVEST IN CRYPTO NARRATIVES
https://bankless.cc/reserve

------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

-----
✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36

------
TIMESTAMPS & RESOURCES

00:00 Intro & Temp Check

04:10 Grok 3 Release
https://x.ai/blog/grok-3

12:25 Nous Research
https://x.com/NousResearch/status/1890148000204485088

20:17 Date Abby
http://dateabby.com

23:22 Replit and Agent On Agent Coding

27:59 Kaito Explained
https://x.com/0x_ultra/status/1891353010934358456?s=46

36:47 Kaito Airdrop

41:18 Tracy And Sports Betting AI
https://x.com/HeyTracyAI
https://x.com/khloekardashian/status/1891552900070908130

45:13 BillyBets
https://docs.billybets.ai/
https://x.com/VaderResearch/status/1891699035742011673

50:48 BIttensor Upgrade
https://x.com/Old_Samster/status/1890071216645603802

56:03 AI16Z
https://x.com/ai16zdao/status/1890473840314315158

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

SEC's Crypto Task Force: A New Era for Regulation? | Hester Peirce

Mon, 17 Feb 2025 11:30:00 -0000

SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

------
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⚖️ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

------
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------
TIMESTAMPS

00:00 Intro
04:21 Post-Election Thoughts
05:09 Crypto Task Force & SAB 121
11:00 Hester's Statement on SEC Site
12:41 Issuing Tokens & SEC
14:58 No-Action Letters
18:30 Communication with SEC
22:00 Task Force & Companies
23:55 SEC & CFTC Relations
26:42 Token as a Security?
32:00 KYC, Securities & Open Networks
36:23 Investment Barriers & Accreditation
38:32 Paul Akin’s Retirement Effects
40:30 Matt Levine’s "Dumb Investment"
42:52 SEC & Memecoins
45:03 Airdropped Coins
47:33 Miscellaneous Issues
48:46 SEC & ETFs
49:23 Prioritizing Work
50:17 Future SEC Plans
53:15 Closing & Disclaimers

------
RESOURCES

Hester Peirce
https://www.sec.gov/about/sec-commissioners/hester-m-peirce
https://x.com/HesterPeirce

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

ROLLUP: Trump vs. The Fed | Staked ETH ETF | The First Stage 2 Rollup | Robinhood's Crypto Pivot

Fri, 14 Feb 2025 10:30:00 -0000

This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!

------
📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho
------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
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------
TIMESTAMPS & RESOURCES

00:00:00 Start

00:03:33 Trump vs The Fed

http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html

http://x.com/bennyjohnson/status/1889681567779283447

00:06:25 Tarun Market Takes

00:10:18 ETH Staking ETF

http://x.com/WatcherGuru/status/1889803399320969603

http://x.com/RasterlyRock/status/1889856397032235226

00:15:26 Robinhood Enters The Chat

http://x.com/Tyler_Did_It/status/1889833087258992937

http://x.com/bridge__harris/status/1889904770485461389

http://x.com/0xjaypeg/status/1889805008318906689

00:27:13 Brian Quintenz Nominated to Lead CFTC

http://warpcast.com/brianquintenz/0xbd4cc8ef

http://x.com/TrustlessState/status/1889736851474333932

00:30:08 Is The Airdrop Meta Over?

http://x.com/ffvv1211/status/1889333575348355152?s=46

00:34:21 MegaETH Exploring Alternatives

http://x.com/megaeth_labs/status/1889733671420330150

http://x.com/barnaclebarny/status/1889936153509503193

00:40:38 OpenSea SEA Airdrop

http://x.com/openseafdn/status/1890041091577057522

http://x.com/dfinzer/status/1890039791808376874

00:46:17 Ethereum Shenanigans

http://x.com/VitalikButerin/status/1889771554512200166

http://x.com/ameensol/status/1889774627796427235

http://x.com/TrustlessState/status/1889900532770414985

http://x.com/laurashin/status/1890044244750135695

http://x.com/ethereumfndn/status/1889978208986280031

00:52:51 Arbitrum Launched BOLD

http://x.com/ArbitrumDevs/status/1889709836226416805

http://l2beat.com/scaling/projects/arbitrum

00:55:19 JailStool

http://x.com/stoolpresidente/status/1887963615161905566

http://x.com/stoolpresidente/status/1887936281058947391

http://x.com/stoolpresidente/status/1887960660820042168

http://x.com/stoolpresidente/status/1889032422768918834

http://x.com/stoolpresidente/status/1888332104016015781

http://x.com/stoolpresidente/status/1888337834605420917

http://x.com/trustyournuts/status/1888336912844255436

http://x.com/CryptoKaleo/status/1888420272182604043

http://x.com/stoolpresidente/status/1888598919354941897

http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72

01:04:01 Where To Find Tarun

https://x.com/tarunchitra

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

AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad

Thu, 13 Feb 2025 11:30:00 -0000

Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.

------
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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:17 Crypto x AI Exposure Strategy

10:56 Elon’s $97B OpenAI Bid

13:14 Crypto x AI Mindshare & Markets
https://www.cookie.fun/
https://x.com/S4mmyEth/status/1889675738099376149
https://x.com/dv_memetics/status/1888956005515477372
https://x.com/0xelonmoney/status/1889743777088360909

22:48 Andrej Karpathy
https://x.com/karpathy
https://x.com/hyperbolic_labs/status/1887229114769359013

22:58 Replit comes out with a mobile app
https://x.com/Replit/status/1887159041455169683
https://x.com/karpathy/status/1886192184808149383

33:12 X (Twitter) is getting involved in agents
https://x.com/ethermage/status/1887526320487473326

37:24 ARC reveals their new launchpad & agent launch
https://x.com/cryptopunk7213/status/1889768219873099902
https://x.com/askjimmy_ai/status/1889736290696045017
https://x.com/0thTachi/status/1887620290727059731

51:17 Virtuals are live on Solana!
https://x.com/virtuals_io/status/1889365020393496910
https://x.com/gkisokay/status/1889721779146596503
https://x.com/virtuals_io/status/1887508625268367843
https://x.com/gkisokay/status/1889331963917729993

59:03 AIXBT holders can now connect X account = richer agent interactions
https://x.com/aixbt_terminal/status/1887355817957204434

1:02:46 Ai16z (ElizaOS): a brutally raw take
https://x.com/CryptoStreamHub/status/1887435927309721992

1:07:57 What Ejaaz focused on this upcoming week

1:08:59 Closing & Disclaimers

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

Berachain 101: Everything You Need To Know | Founder Smokey The Bera

Wed, 12 Feb 2025 10:30:00 -0000

In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.

------
📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho

------
BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

------
TIMESTAMPS
00:00 Start
05:10 How Did Bera Come To Be?
09:43 Starting With Community
12:09 The Memetic Roadmap
14:43 Proof Of Liquidity
20:41 The Triangle Based Loop
33:26 Liquidity Provisioning
35:21 Discovering Equilibrium
38:28 How To Grow Market Share
43:53 Bera and Monad
47:13 Addressing Criticism
53:51 2025 Roadmap

------
RESOURCES

Smokey - https://x.com/smokeythebera

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

Unichain is Live! What This Means For The Future of DeFi | Hayden Adams

Tue, 11 Feb 2025 14:00:00 -0000

Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency.

We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers.

A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!

------
📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho

------
BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

🌐 CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

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

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31

------
TIMESTAMPS

0:00 Intro
5:38 Unichain’s Significance
11:43 Uniswap V4 & Unichain
18:56 Unichain's Interoperability
25:46 How Interoperability Works
31:21 Tech Behind Interop
46:33 Mempools, MEVs & Unichain
49:16 When Will Blocks Hit 250ms?
50:25 Unichain's Validation & Fees
56:02 Unichain Rollout
58:51 Unichain Developer Ecosystem
1:05:53 Hooks & Uniswap V4
1:12:29 Closing & Disclaimers

------
RESOURCES

Hayden Adams
https://x.com/haydenzadams

Unichain
https://unichain.org/

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

Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025

Mon, 10 Feb 2025 11:30:00 -0000

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden.

She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond.

Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

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⚖️ ARBITRUM | SCALING ETHEREUM
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🌐 CELO | BUILD TOGETHER AND PROSPER
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------
TIMESTAMPS

0:00 Intro
4:03 Trump’s Policies
15:52 Dollar Strength
24:11 Plaza Accord 2.0
29:59 Inflation
33:25 Tariffs
37:50 Interest Rates
47:32 Monetary Policy
56:06 Impact on Stocks & Crypto
59:33 Bitcoin as a Reserve Asset
1:06:32 Energy Policy
1:07:58 Closing Thoughts

------
RESOURCES

Lyn Alden
https://x.com/LynAldenContact

Lyn Alden Newsletter
https://www.lynalden.com/

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

ROLLUP: U.S. Crypto Task Force | Ethereum L1 Is Scaling | Microstrategy's Record BTC Buy | Uniswap v4 | Berachain's Massive Airdrop

Fri, 07 Feb 2025 10:30:00 -0000

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.

Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

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------
TIMESTAMPS & RESOURCES
00:00:00 Start

00:03:57 Why We Dumped, Again
https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/
https://x.com/benbybit/status/1886393172152156604
https://x.com/KobeissiLetter/status/1886373316249649437

00:15:33 L2 Updates
https://x.com/ak47ink/status/1882228296626458970
https://blog.kraken.com/product/staking/new-us-staking

00:18:06 Microstrategy Rebrands to ‘Strategy’
https://www.bankless.com/read/microstrategy-rebrands-to-strategy
https://x.com/saylor/status/1887229546199462309

00:19:28 The $20 Billion Dollar Bid
https://x.com/MikeIppolito_/status/1887274787677913457
https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR
https://x.com/SemlerEric/status/1886764609924948349

00:26:31 US Lawmakers Plan For Digital Assets
https://x.com/BanklessHQ/status/1886876049113588156

00:28:06 New Stablecoin Bill
https://x.com/SenLummis/status/1886887005113790866

00:35:07 SEC Creates Crypto Task Force
https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425
https://x.com/HesterPeirce/status/1886864054477815861
https://x.com/AlexanderGrieve/status/1886869439293067404
https://x.com/EricBalchunas/status/1886910308762980788
https://www.sec.gov/newsroom/press-releases/2025-36
https://x.com/NateGeraci/status/1886870066924245297

00:42:42 Uniswap V4 Is Live!
https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19
https://x.com/TrustlessState/status/1885349829091459354
https://x.com/angstromxyz/status/1885011791761068427
https://x.com/flaunchgg/status/1878879274566107323
https://x.com/whetstonedotcc

00:49:41 Berachain Token Launch
https://x.com/berachain/status/1887178672995537236
https://www.coingecko.com/en/coins/berachain

00:57:51 ETH To Increase Gas Limit
https://x.com/data_always/status/1886573645687935463?s=46
https://x.com/VitalikButerin/status/1886579901039337759

01:01:38 Loss Of Ultra Sound
https://ultrasound.money/
https://x.com/drakefjustin/status/1887108667675124174

01:08:02 Thanks To Mike

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

AI ROLLUP #10: 70% AI Market Crash | Fair-Launch Tokens Good or Bad? | Virtuals’ $2M Fiscal Policy | Coinbase AI Hackathon

Thu, 06 Feb 2025 11:30:00 -0000

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon).

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:41 AI Crypto Mindshare
https://www.cookie.fun
https://x.com/S4mmyEth/status/1886429346488791099
https://x.com/DV_Memetics/status/1886452402154316257
https://x.com/0xnairolf/status/1886756102928269748

15:13 Fair-Launch Tokens Good or Bad?
https://x.com/shawmakesmagic/status/1886829695343161494

25:30 Virtuals Nation Fiscal Policy
https://x.com/virtuals_io/status/1884938359573000665
https://x.com/vaderresearch/status/1885311150277222641

35:10 Coinbase Hackathon
https://x.com/CoinbaseDev/status/1886468701689631006

42:54 OpenAI’s Deep Research Agent
https://x.com/sama/status/1886220046864671067
https://x.com/Felipe_Millon/status/1886205433469178191

50:52 Freysa
https://x.com/chappieonchain/status/1886427494632276127
https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900

59:32 EigenLayer Verifiable Agents
https://x.com/eigenlayer/status/1886880694019788973

1:04:18 Voice-Enabled Agents Next Meta?
https://x.com/cryptopunk7213/status/1885692491095036019
https://x.com/soulgra_ph/status/1884748450534993924
https://x.com/bcsmithx/status/1884751516399206455
https://x.com/agenttanklive/status/1885032386121138325
https://x.com/limitusintel/status/1886466941268975811

1:11:22 Reflection of 10 Weeks of AI Rollup

1:12:37 Closing & Disclaimers

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

Tariffs, Trump, & Bitcoin Endgame | Jeff Park

Wed, 05 Feb 2025 11:30:00 -0000

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory.

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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐CELO | BUILD TOGETHER AND PROSPER
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🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

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------
TIMESTAMPS

0:00 Intro
2:40 Trump Tariffs & Bitcoin Connection
4:09 Fiscal Deficit Benefits
7:28 Plaza Accord 1.0 & 2.0
14:12 Tariffs Now vs. 8 Years Ago
16:55 What Happens Next?
19:36 Lowering 10-Year Rate
22:10 Fiscal Dominance Policy Control
23:28 The Triffin Dilemma
29:01 Bitcoin’s Impact
32:16 Trump Advocation of Bitcoin
35:10 Crypto & Real Estate
37:06 Eric Trump’s ETH Tweet
39:22 10-Year Yield Rate Lowering Invetitabilty
42:07 Bitcoin & Other Crypto Risk Assets
47:17 Bitwise’s Dogecoin ETF
50:05 Closing & Disclaimers

------
RESOURCES

Jeff Park
https://x.com/dgt10011

Jeff Park’s Thread
https://x.com/dgt10011/status/1886125163642552606

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

Can Pudgy Penguins Flip DOGE? | Luca Netz

Mon, 03 Feb 2025 11:30:00 -0000

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.

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🪙 FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 CELO | BUILD TOGETHER AND PROSPER
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🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

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------
TIMESTAMPS

00:00:00 Intro
00:03:53 Opinion on Pengu token and its competitor
00:08:03 Reformatting the idea of a memecoin
00:12:32 Pudgy Penguins aren't just memes
00:16:09 Solana competitor vs Pengu
00:20:03 Impact of 30 Billion views on the GIFs on the brand
00:22:56 How does the GIFs system work?
00:25:27 GIFs working principle
00:27:13 Big brands doing SEO on GIFs
00:28:38 Non-crypto people using Pudgy GIFs
00:31:59 Physical Products of Pudgy Penguins
00:36:50 Other components of expanding the brand
00:38:56 How big is the conglomerate?
00:39:26 Choosing Solana L1 over L2
00:45:27 Where does Base stand in the algorithm?
00:51:26 Some thoughts on Ethereum's current state
00:55:32 Abstract Chains
01:02:58 Pudgy Penguins' relation with Abstract Chains
01:04:18 Closing & Disclaimers

------
RESOURCES

Luca Netz
https://x.com/LucaNetz

Pudgy Penguins
https://pudgypenguins.com/

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

ROLLUP: Bitcoin on the US Balance Sheet? | Trump's US Crypto Stockpile | Banks Can Now Custody Crypto | Venice AI's Massive Airdrop

Fri, 31 Jan 2025 10:30:00 -0000

Joining us this week is Haseeb Qureshi who is here to help walk us through this week’s Weekly Rollup. We cover the major shift in the U.S. government’s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI’s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia’s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job—back at MIT.

------
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🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
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------
TIMESTAMPS & RESOURCES
00:00:00 Start

00:02:10 NVDA and Deepseek Selloff
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html

00:08:26 Why It Sold Off
https://x.com/DavidSacks/status/1883935713877782884

00:10:56 Markets
00:12:28 Why is The Vibe So Off?
https://x.com/intocryptoverse/status/1884408180014186958?s=46

00:16:53 Bitwise Files For Doge ETF
https://x.com/EricBalchunas/status/1884349554256142735

00:21:01 Powell On Cutting Rates
https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html
https://x.com/WatcherGuru/status/1884699251860553789

00:24:30 US Strategic Crypto Reserve?
https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/
https://x.com/Geiger_Capital/status/1882534611693211932

00:29:21 Czech And Norway Invest In BTC
https://x.com/DavidFBailey/status/1884491705841508708
https://x.com/BitcoinMagazine/status/1884901420677386243

00:33:28 SAB121 Repeal
https://x.com/hesterpeirce/status/1882562977985114185?s=46
https://x.com/saylor/status/1882565582870270241?s=46

00:37:02 New Treasury Secretary
https://x.com/USTreasury/status/1884377788263633262

00:38:48 Gary Returns To MIT
https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management

00:44:01 Venice AI Token Launch
https://x.com/AskVenice/status/1883925135825990091
https://x.com/ErikVoorhees/status/1883992467151663415
https://x.com/CoinbaseAssets/status/1884041161708356000
https://x.com/TrustlessState/status/1884320943008538781

00:49:08 Abstract Chain Mainnet Launch
https://x.com/AbstractChain/status/1883939915169423777
https://x.com/pudgypenguins/status/1884708668366545143

00:50:33 Symbiotic
https://x.com/symbioticfi/status/1884266642416492713

00:52:48 TRUMP Token, Good And Bad
https://x.com/hosseeb/status/1883466906080088478?s=46
https://x.com/Jesseeckel/status/1884615422521020626

00:58:02 TRUMP Is A Celeb Coin
https://www.bloomberg.com/news/articles/2025-01-28/trump-s-memecoin-can-now-be-used-to-buy-watches-and-sneakers

01:03:45 Haseeb’s Podcast And Parting Advice

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

AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI Push | Venice’s Billion-Dollar Airdrop | Solana DEX Record

Thu, 30 Jan 2025 11:30:00 -0000

Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
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------
TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled
https://en.wikipedia.org/wiki/Jevons_paradox

24:32 OpenAI & Perplexity Agent Products
https://x.com/OpenAI/status/1882509286439637448
https://x.com/perplexity_ai/status/1882466239123255686
https://x.com/sama/status/1884066337103962416

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA!
https://x.com/virtuals_io/status/1883107553183162507
https://x.com/state_of_mika/status/1883107601183048078
https://x.com/vaderresearch/status/1883597990830731678
https://www.lookonchain.com/articles/1035

53:01 AIXBT is becoming a product
https://x.com/aixbt_terminal/status/1882755705586982969

56:01 VeniceAI launches a token that pays for your agent’s expenses
https://x.com/askvenice/status/1883925135825990091
https://x.com/iampaulgrewal/status/1884051994324947001

1:03:13 Griffain now has a Shopify integration for their agents
https://x.com/griffaindotcom/status/1883230795764322328

1:05:22 ARC partnered with Solana
https://x.com/arcdotfun/status/1884325639047819476

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand?
https://x.com/shawmakesmagic/status/1883124194013319340
https://x.com/shawmakesmagic/status/1884376511391674742

1:08:45 What is Ejaaz paying attention to?

1:10:02 Closing & Disclaimers

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

DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel

Tue, 28 Jan 2025 17:54:00 -0000

China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
Jeff on X: https://x.com/doodlestein

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
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🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
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------
TIMESTAMPS
00:00 Start
05:20 Intro To Jeff
07:27 The Issue With DeepSeek
16:00 Inference Compute Explained
24:51 Nvidia's Competition
29:14 DeepSeek's Impact On Valuations
36:46 Criticism Around Jeff's Thesis
44:17 DeepSeek's 45x Upgrade
51:30 The Transformer Explained
01:03:15 Why Is Everyone Shocked?
01:12:07 Synthetic Data
01:21:30 Why Jeff's Article Went Viral

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

Superagency: The Bull Case for AI | Reid Hoffman

Mon, 27 Jan 2025 11:30:00 -0000

In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

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------
TIMESTAMPS

00:00:00 Intro
00:09:10 Is superagency a superpower?
00:11:09 How to identify a humanoid AI agent?
00:13:28 Which people will get this AI superpower?
00:17:22 Propagation of AI
00:18:47 AI religions
00:24:31 Zoomers are e/acc?
00:25:56 Thoughts on Gloomers
00:29:09 Mainframe computers' relation with today's AI
00:37:03 Negative and positive impacts of AI
00:50:28 Benefits of AI to the average citizen
00:52:58 What if AI misuses/sells our data?
00:59:31 How AI will deliver value worth millions
01:02:17 Why innovation is safety
01:05:59 AI choices shaping our freedom?
01:10:07 America’s approach towards AI
01:12:27 Is AI overhyped?
01:14:05 Closing & Disclaimers

------
RESOURCES

Reid Hoffman
https://x.com/reidhoffman

Blitzscaling
https://www.blitzscaling.com/

Super Agency
https://www.superagency.ai/

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

ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B?

Fri, 24 Jan 2025 07:30:00 -0000

In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts!

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https://bankless.cc/Ronin

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------
TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:30 Markets
https://farside.co.uk/?p=1518
https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d
https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B

00:06:08 ETF Flows
https://farside.co.uk/?p=1518
https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d

00:11:19 Trump Memecoin
https://x.com/realdonaldtrump/status/1880446012168249386

00:14:10 Melania Token
https://x.com/MELANIATRUMP/status/1881087523847593995

00:20:53 World Liberty Financial Bids
https://x.com/worldlibertyfi/status/1881457386671464804

00:26:06 Ross Ulbricht Freed
https://x.com/WatcherGuru/status/1881932492170760674

00:31:08 Politics and Agencies
https://x.com/DegenerateNews/status/1881760858508062898
https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025

00:35:53 Brian Armstrong Expectations
https://x.com/AltcoinDailyio/status/1880348843772113061

00:40:15 Trump Effect Kicking In
https://x.com/BitcoinMagazine/status/1880299698038493400
https://x.com/Cointelegraph/status/1881688751602286740

00:47:35 What’s Going On In The EF?
https://x.com/vitalikbuterin/status/1880635379771904423
https://x.com/VitalikButerin/status/1880723497393201460

00:56:19 EF Leadership Drama
https://x.com/dannyryan/status/1879705279761178690
https://x.com/VitalikButerin/status/1881680518934384676

01:06:37 SEC Charges Digital Currency Group
https://x.com/tier10k/status/1880299710495486365

01:07:25 Circle Introduces USDC Paymaster
https://x.com/circle/status/1882428077537386502

01:07:41 Phantom Raised $150M Series C
https://x.com/phantom/status/1880018917068009527

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

AI ROLLUP #8: $500B AI Boost | Trump’s $70B Memecoin Frenzy | 400K Onboarded | Agent Framework Wars

Thu, 23 Jan 2025 11:30:00 -0000

Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum.

On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.

From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride?

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-----
TIMESTAMPS & RESOURCES

0:00 Intro

0:50 Trump’s Memecoin & $MELANIA
https://x.com/cryptopunk7213/status/1880974772990832780
https://x.com/DiamondHandsDig/status/1880979832445780107

13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents
https://x.com/OpenAI/status/1881830103858172059
https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents

23:09 Virtuals goes multi-framework
https://x.com/virtuals_io/status/1881340149503857151
https://x.com/NickDGarcia/status/1880275667809374597

30:54 Indie.fun
https://x.com/indiedotfun/status/1879518209293918434

36:16 First AI Agent DOTA2 Stream
https://x.com/ethermage/status/1879900384019517522

38:39 Agent tank demo of agent performing TA on a chart
https://x.com/AgentTankLive/status/1881786054593925159

42:22 Ai16z demo day
https://x.com/0xwitchy/status/1880244340561441238

46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph
https://x.com/LiquidLizard_/status/1880068692261675228

1:00:20 AI Agent Playground Grows
https://x.com/nifty_island/status/1880258049149128749

1:03:19 Closing & Disclaimers

------
Not financial or tax advice. See our investment disclosures here:
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LIVE: Trump Pardons Ross Ulbrict, TRUMP Offical Memecoin, SEC's Pro-Crypto Pivot | Alex Thorn

Wed, 22 Jan 2025 18:28:00 -0000

Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.

Alex on X - https://x.com/intangiblecoins

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🌐 CELO | BUILD TOGETHER AND PROSPER
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🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
TIMESTAMPS

00:00 Inaugration Recap
04:23 Ross Ulbricht Is Free
20:42 TRUMP Token Launch
37:27 The Crypto Ball
44:00 Pro Crypto SEC
50:05 Tornado Cash Updates

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

BlackRock's Crypto Plans for 2025 | CIO Samara Cohen

Mon, 20 Jan 2025 11:38:00 -0000

In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.

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⚖️ ARBITRUM | SCALING ETHEREUM
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🌐 CELO | BUILD TOGETHER AND PROSPER
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🎮RONIN | THE FUTURE OF WEB3 GAMING
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------
TIMESTAMPS

00:00:00 Intro
00:06:59 Role of Market Modernizer
00:09:12 Blockchains and ETFs Future
00:12:54 "Blackrock" Blockchain?
00:16:09 ETF Progress Check
00:19:22 Bitcoin & Ether ETFs Updates
00:24:08 Blackrock on Cryptos/ETPs
00:27:47 Blackrock's Research Audience
00:29:26 2025 ETF Predictions
00:33:21 Blackrock's Effect on Options
00:36:06 Options Unlock Opportunities
00:40:28 "Price is Best Marketing"
00:42:42 Upgrading ETF Protocols
00:44:49 Blackrock’s Other ETFs Plan
00:54:11 New Administration Impact
00:58:11 Blackrock's 2025 Outlook
01:00:30 Digital Assets & ETF Teams
01:03:33 Samara's Next Guest
01:05:55 Samara on 2025 Excitement
01:09:02 Closing & Disclaimers

------
RESOURCES

Samara Cohen
https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/

Black Rock Research Paper
https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies

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

ROLLUP: 2025 Market Outlook | Inauguration Impact | Gary Gensler's Parting Gift | Sony Censors Ethereum?

Fri, 17 Jan 2025 10:30:00 -0000

This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase.

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🌐CELO | BUILD TOGETHER AND PROSPER
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🎮RONIN | THE FUTURE OF WEB3 GAMING
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------
TIMESTAMPS & RESOURCES

00:00:00 Start

00:02:34 Markets
https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c
https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html

00:11:45 Strong Jobs Report
https://imgur.com/MxHgOOe

00:18:28 SEC Sues Elon Musk
https://x.com/WatcherGuru/status/1879305674594865284
https://x.com/elonmusk/status/1879322286291054653
https://x.com/GOPMajorityWhip/status/1879319142303498579
https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification

00:29:26 3 Days Until Trump Takes Office
https://x.com/Polymarket/status/1879957585748734158
https://blockworks.co/news/trump-assembles-2025-cabinet
https://x.com/QuintenFrancois/status/1879093846493012042

00:36:24 What If Kamala Won?
https://x.com/BillHughesDC/status/1877740571831193697
https://x.com/katiebiber/status/1877783826442723365

00:41:59 Sony Launches ETH L2
https://soneium.org/en/blog/soneium-mainnet-is-live
https://x.com/a1lon9/status/1879038646231429332
https://x.com/0xKawz/status/1879032105767928026
https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19
https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/VitalikButerin/status/1879560670150017068

00:51:30 Coinbase uses Morpho for Bitcoin Loans
https://x.com/coinbase/status/1879902780564951530
https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin

00:53:58 Aevo Moves To EigenDA
https://x.com/aevoxyz/status/1879728286093479947

00:56:22 Veil.Cash Uses Coinbase
https://x.com/Veildotcash/status/1877827571926053220

01:03:05 An Update From RSA
https://blockworks.co/news/berachain-pre-launch-liquidity
https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/

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

AI ROLLUP #7: DeFAI Mindshare | Arc’s Multi-Chain Moves | ai16z: Sink or Swim? | Virtuals $40M Burn

Thu, 16 Jan 2025 11:30:00 -0000

Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto’s cutting edge. They uncover how Arc’s multi-chain approach and Ai16z’s Eliza framework are igniting a fresh wave of DeFAI innovation—everything from clever Twitter agents to more autonomous protocols.

They dive into Virtuals’ relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI’s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled volatility of this fast-growing sector.

Whether it’s DeFi revamps, multi-chain expansions, or full-blown AI-driven games, this episode outlines the major trends shaping crypto and AI’s convergent future. Ready for the ride?

Further DAO Drama Conext
https://x.com/TrustlessState/status/1878538551668736415

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------
TIMESTAMPS & RESOURCES

0:00 Intro
0:22 Last Week’s DAO Drama
9:14 Last 7 Days of AI Action & Themes
https://cookie.fun/
13:36 AI Mindshare DeFAI
https://x.com/0xNairolf/status/1878692478230118835
19:00 Franklin Templeton AI Agent Report
https://x.com/s4mmyeth/status/1879256605386019262
23:33 Arc Announcements & Why Arc?
https://x.com/arcdotfun/status/1879189754685636997
https://x.com/arcdotfun/status/1878848384821256329
https://x.com/0thTachi/status/1878921893236875296
https://x.com/arcdotfun/status/1879213739234463883
32:08 Ai16z: sink or swim?
https://x.com/linfluence/status/1878827828600283622
https://x.com/shawmakesmagic/status/1879030956985819248
https://x.com/cryptopunk7213/status/1879258434685554951
https://x.com/ai16znews/status/1879059702996402353
https://x.com/0xCygaar/status/1874575841763770492
46:22 aixbt & Virtuals Announcements
https://x.com/punk3600/status/1879316988381569159
https://x.com/Zeneca/status/1879331488166207517
https://x.com/S4mmyEth/status/1877051696037142678
https://x.com/virtuals_io/status/1879474995333939356
https://x.com/midoji7/status/1879484571273581032
https://x.com/ethermage/status/1876306411896144195
1:00:25 $Ava & Pippin
https://x.com/Pankekkeku/status/1878362793281261861
https://x.com/tong0x/status/1878973798814503272
https://x.com/lordofafew/status/1879013041892933648
https://x.com/dv_memetics/status/1879027812285469101
1:03:24 Closing & Disclaimers

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

Will Quantum Computing Kill Bitcoin? | Scott Aaronson & Justin Drake

Mon, 13 Jan 2025 11:35:00 -0000

Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier.

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⚖️ ARBITRUM | SCALING ETHEREUM
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------
TIMESTAMPS

0:00 Intro
6:50 Google Willow Chip
11:58 How is Quantum Computing Accelerating?
19:27 Quantum vs Classical Computers
40:18 Why are Quantum Computers so weird?
46:18 Quantum Computing & Cryptography
52:53 What will Break Cryptography
54:45 Time Horizons
1:03:14 Accounts Getting Hacked
1:13:23 The Bitcoin Case
1:24:10 Quantum Money
1:29:44 The Ethereum Case
1:35:00 Closing Thoughts
1:36:24 Debrief with Justin Drake

------
RESOURCES

Scott Aaronson
https://www.scottaaronson.com/

Justin Drake
https://x.com/drakefjustin

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

ROLLUP: Bull Market Over? | Operation Choke Point 2.0 Emails | Meta Free Speech | $6.5B Silk Road BTC Sale

Fri, 10 Jan 2025 11:27:00 -0000

Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?

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⚖️ARBITRUM | SCALING ETHEREUM
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🌐CELO | BUILD TOGETHER AND PROSPER
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https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14

------
TIMESTAMPS & RESOURCES

0:00 California Wildfires
https://x.com/white_lenka/status/1876973806817775719
https://x.com/babybeginner/status/1876872061265523155/video/1
https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com
mamboitaliano__/status/1876923670540501349/video/1
https://x.com/0xngmi/status/1877229902065283198

6:10 MARKETS
https://x.com/saylor/status/1876253178100117907

7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin
https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17
https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin

10:57 Markets Cont.
https://www.tradingview.com/symbols/AMEX-SPY/
https://companiesmarketcap.com/assets-by-market-cap/

15:15 Movers of the Week
https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching

18:21 Arbitrum is close to gain another green L2BEAT pie slice
https://x.com/sgoldfed/status/1876417832948523464
https://l2beat.com/scaling/projects/arbitrum

21:01 Succinct - zkEVMs on Superchain! First one!
https://x.com/pumatheuma/status/1877070524783931515

25:05 Is the bull market over - how long will continue?
https://mirror.xyz/kain.eth/Pa7XlhwUD-p
https://x.com/cburniske/status/1877043358956134826

35:39 Are AI Agents the Meta for the rest of the bull?
https://x.com/MessariCrypto/status/1874160250812825703/photo/1
https://www.cookie.fun/
https://x.com/RaoulGMI/status/1874934417032192325
https://x.com/Dogetoshi/status/1877381299612086691
https://x.com/askthehive_ai/status/1876730899695362452
https://x.com/blocknewsdotcom/status/1875280354640265524

49:05 Operation Choke Point 2.0…another general in the anti-crypto army out
https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf
https://x.com/SenLummis/status/1876346748744167924
https://x.com/EconWithNick/status/1876272018821439670
https://x.com/DavidSacks/status/1865199683087245405

55:29 Meta is now pro-free speech platform - Political wind change in DC + SV
https://x.com/BasedBeffJezos/status/1876602383754789079
https://x.com/lindayaX/status/1876612826456019145
https://x.com/elonmusk/status/1876657662068461657
https://www.bbc.com/news/articles/c8j9e1x9z2xo
https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/

1:00:14 Will Canada get a pro-crypto leader too?
https://x.com/WatcherGuru/status/1876299232887607433

1:01:47 Do Kwon arrived to the US and pleaded not guilty
https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty

1:04:30 Meme of the Week
https://x.com/dolos_diary/status/1877311858492977642

1:06:47 Closing & Disclaimers

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

AI ROLLUP #6: The Hottest AI Crypto Trends of 2025

Thu, 09 Jan 2025 10:30:00 -0000

Welcome back to The AI Rollup where we're diving into the intersection of AI and crypto, exploring the rise of autonomous AI agents and their impact on DeFi, gaming, and beyond. From groundbreaking tools like agent engines that simplify complex DeFi tasks to emerging trends like AI x Gaming, we’re at the forefront of innovation in this rapidly evolving space. Join us as we discuss the hottest AI crypto trends of 2025.

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🌐 CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

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------

TIMESTAMPS & RESOURCES
00:00:00 Intro

00:02:31 What's The Big Deal?

00:06:03 Utility Tools To Use
https://www.cookie.fun/
https://kaito.ai/

00:09:19 Evaluating AI Agents

00:12:18 Is This a Cycle Play?

00:20:55 Goals For Q2 + Q3

00:28:38 AI Mindshare
https://x.com/0xnairolf/status/1875950819553735118?s=46
https://yaps.kaito.ai/

00:37:00 Agent Threatens ThreadGuy
https://x.com/notthreadguy/status/1876811933950562572?s=46

00:42:51 DeFAI

00:49:09 Agent Engines
https://x.com/tonyplasencia3/status/1876508717002477808?s=46
https://x.com/askthehive_ai/status/1876730899695362452?s=46
https://x.com/blocknewsdotcom/status/1875280354640265524?s=46
https://x.com/pastagotsauce/status/1875331242151043161
https://x.com/templecrash/status/1875955040642298294?s=46
https://x.com/wheatiessol/status/1873727022427701355?s=46

01:00:51 AI x Gaming
https://hyperfy.io/
https://x.com/AshConnell/status/1803043078972096858
https://x.com/hyperfy_io/status/1876054106168865092
https://x.com/dankvr/status/1876139835834208412
https://x.com/arcagents/status/1876445978808721819?s=46
https://x.com/kieranwarwick/status/1876630731860177233?s=46

01:18:50 Agents Are Not Just LLM Wrappers
https://x.com/0xCygaar/status/1875610062804099203

01:24:35 Arc.Fun
https://x.com/0thTachi/status/1876356585947369576

01:28:42 Bully
https://x.com/dolos_diary
https://x.com/khouuba/status/1874968951249342962?s=46

01:32:06 Vvaifu
https://x.com/vvaifudotfun/status/1875256458834800757?s=46

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

Zerebro's Crazy Rise & The Future of AI Agent Artists | Founders Jeffy Yu & Tint

Wed, 08 Jan 2025 12:46:49 -0000

David and Ejaaz are joined by Jeffy and Tint, creators of Zerebro—an autonomous AI agent that composes rap tracks, launches NFTs, and even minted its own token by hijacking Jeffy’s computer. This on chain sensation transcends mere GPT wrappers, forging a bold new path for AI in crypto.

How does an AI manage cross-chain finances, get deplatformed by Spotify, and still power a no-code framework for agent creation? We explore Zerebro’s role in reshaping digital commerce and creativity, and what it means for the future of decentralized intelligence.

------
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⚖️ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

------
TIMESTAMPS

0:00 Intro
5:10 How Zerebro Came To Be
7:38 2026 Agent Impact Predictions
12:42 Zerebro’s Unique Value Prop
17:30 Zerebro’s Cross-Chain Strategy
22:54 Zerebro’s Life Roadmap & Timeline
30:39 What is Zerebro? Full Explanation
33:39 Why AI Swarms Are Important
34:56 $ZEREBRO Backstory & Utility
46:47 How to Give AI Agents Goals
49:06 What Are Zerebro’s Goals? Scaling?
53:33 Open vs. Closed Source? & Competition
59:06 End of 2025 Predictions
1:03:50 AI Agents Breaking Away From Crypto?
1:09:04 Closing & Disclaimers

------
RESOURCES

Jeffy Yu
https://x.com/jyu_eth

Tint
https://x.com/tintsion

Zerebro
https://x.com/0xzerebro

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

How to Build in Crypto: Lessons from 8 Leading Founders | Jesse Pollack, Jeremy Allaire, Anatoly Yakovenko & More

Mon, 06 Jan 2025 11:30:00 -0000

Do you think you’ve got what it takes to become a founder in crypto?

On the show today we’ve got 8 of crypto’s most famous and successful builders in crypto, each with about 15 minutes in time, giving you the wisdom they gained founding their own companies.

We’re joined by Jesse Pollack from Base, Jeremy Allaire from Circle, Anatoly from Solana, Stani from Aave, Kain from Synthetix, Mike & Jason from Blockworks, Kevin Owocki from Gitcoin and Lucas from Jito. Each one with their own perspectives, their own scars and hopefully by listening to this episode, you, the listener, can learn from their experiences to gain the confidence you need to venture into this world.

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🌐 CELO | BUILD TOGETHER AND PROSPER
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------
TIMESTAMPS

0:00 Intro
2:52 Jesse Pollack - Base
15:45 Jeremy Allaire - Circle
34:53 Anatoly Yakovenko - Solana
51:00 Stani Kulechove - Aave
1:07:48 Kain Warwick - Synthetix
1:27:06 Mike & Yano - Blockworks
1:44:16 Kevin Owocki - Gitcoin
1:59:19 Lucas Bruder - Jito

------
RESOURCES

Jesse Pollack - Base
https://x.com/jessepollak

Jeremy Allaire - Circle
https://x.com/jerallaire

Anatoly Yakovenko - Solana
https://x.com/aeyakovenko

Stani Kulechove - Aave
https://x.com/StaniKulechov

Kain Warwick - Synthetix
https://x.com/kaiynne

Jason Yanowitz - Blockworks
https://x.com/jasonyanowitz

Mike Ippolito - Blockworks
https://x.com/MikeIppolito_

Kevin Owocki - Gitcoin
https://x.com/owocki

Onchain Capital Allocation Handbook
https://allobook.gitcoin.co/

Lucas Bruder - Jito
https://www.linkedin.com/in/lucasbruder/

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

ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?

Fri, 03 Jan 2025 10:30:00 -0000

This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🌐 CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

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------
TIMESTAMPS & RESOURCES
00:00 Welcome To 2025

04:42 MARKETS
https://farside.co.uk/?p=1518

05:55 ETF Flows
https://x.com/Cointelegraph/status/1874342291114008989
https://x.com/nategeraci/status/1872415447276257654

10:07 Movers Of The Week
https://imgur.com/poIQakM
https://x.com/_kaitoai/status/1874830476189565343

12:40 L2 Update
https://imgur.com/EC5mjnT
https://imgur.com/BsK26dr
https://x.com/smyyguy/status/1873928354661085362

15:57 Blobs Are Burning
https://imgur.com/BsK26dr
https://x.com/smyyguy/status/1873928354661085362

17:13 Record DEX Volume
https://defillama.com/dexs

21:11 10 Predictions for 2025
https://x.com/pythianism/status/1869522809212543204
https://x.com/EffortCapital/status/1873192369891533193
https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook
https://x.com/MikeIppolito_/status/1870938936144761211
https://x.com/galaxyhq/status/1874843463293849712
https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
https://x.com/shaughnessy119/status/1867675171487986086?s=46
https://x.com/cryptopunk7213/status/1874101935353041056?s=46
https://avc.xyz/what-will-happen-in-2025-1
https://x.com/RyanSAdams/status/1874173947731992810

38:28 New IRS KYC Rules
https://home.treasury.gov/news/press-releases/jy2762
https://gordonlaw.com/learn/1099-da-revised-draft/
https://x.com/lex_node/status/1872649212804104254
https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/
https://x.com/TheCryptoCPA/status/1872714549243023830
https://x.com/fund_defi/status/1872694713108545576
https://x.com/KMSmithDC/status/1872869271660818887
https://x.com/jchervinsky/status/1873029020478292346
https://x.com/jchervinsky/status/1873746395137773816

47:30 Ethereum Expectations In 2025
https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE

50:37 Microstrategy Accelerates
https://x.com/BitcoinNewsCom/status/1871333716511097151

51:37 Do Kwon’s Extradition
https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us

53:05 Vitalik Adopts Moo Deng
https://x.com/KhaokheowZoo/status/1872151683700248587

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

AI ROLLUP #5: T-1 Listings Soon? | Ai16z’s Eliza #1 GitHub | Virtuals Flips Tao | Zerebro’s Creative LLM

Thu, 02 Jan 2025 11:30:00 -0000

Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025.

They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation.

From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness?

------
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------
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------
TIMESTAMPS & RESOURCES

0:00 Intro
3:09 Why Agents Are a Big Deal?
https://x.com/defi_monk/status/1874224438146982283
12:19 Truth Terminal Christmas Album
https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA
14:06 Agentic Dashboard & Meta
https://www.cookie.fun/en/agent/virtual
https://x.com/thedefivillain/status/1873857259337638091
19:49 AI Agent Fundamentals
https://x.com/thehiddenmaze/status/1872041324876374024
26:13 ai16z Eliza Framework
https://x.com/grantblocmates/status/1870387631978406330
https://x.com/m4t_nft/status/1873789231371317355
https://x.com/kelxyz_/status/1873914011701698784
https://x.com/cryptopunk7213/status/1872809091799875592
https://www.coingecko.com/en/coins/ai16z
https://x.com/0xwitchy/status/1870752358386536610
https://x.com/jarrodWattsDev/status/1871532146697126238
50:52 Zerebro
https://x.com/tintsion/status/1871385480480362610
https://x.com/jyu_eth/status/1873547159993487699
https://x.com/tintsion/status/1870333388105863552
https://x.com/tintsion/status/1869812792091611325
https://x.com/tintsion/status/1869910983604306107
https://x.com/tintsion/status/1874319644703490074
1:03:59 Virtuals
https://x.com/s4mmyeth/status/1873012044787794083
https://x.com/ethermage/status/1871456186408866298
https://x.com/jdhyper/status/1872673166969171994
https://x.com/smyyguy/status/1873757142550999083
https://x.com/ethermage/status/1873665044145459442
https://x.com/storyprotocol/status/1870152680045215759
https://x.com/blknoiz06/status/1873215635662225700
1:16:43 Vader Investment DAO
https://x.com/vaderresearch/status/1870114485069119888
https://x.com/VaderResearch/status/1873055088727744827
1:18:26 T1 Exchange Listings?
https://x.com/s4mmyeth/status/1871148044194095400
1:22:04 Closing & Disclaimers

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

“Why I Invested 50% of my Net Worth in Bitcoin” | Anthony Scaramucci

Mon, 30 Dec 2024 11:30:00 -0000

How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset?
Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy.
With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.

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------
TIMESTAMPS

0:00 Intro
5:30 Election takes
12:14 Why Harris lost the election
16:00 Did democrats learn their lessons?
23:42 Strategic Bitcoin Reserve?
26:38 US Dollar backed by Bitcoin?
30:54 US China Crypto race
37:56 Wall Street & Crypto
49:24 Paul Tudor Jones Story
51:45 Bitcoin's Price prediction for
53:35 Other Crypto Assets
54:26 Thoughts on Ether
54:47 The Book's target audience
57:23 Thoughts on Microstrategy
1:00:42 Hedging Advice
1:03:20 Closing & Disclosure

------
RESOURCES

Anthony Scaramucci
https://x.com/Scaramucci

The Little Book of Bitcoin
https://www.amazon.com/dp/1394286643

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

ROLLUP: Top 5 Biggest Crypto Events Of 2024

Fri, 27 Dec 2024 10:30:00 -0000

The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025!

------
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⁠
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------
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------
TIMESTAMPS & RESOURCES

00:00 Start

02:16 Markets
https://farside.co.uk/?p=1518

05:37 L2 Update
https://l2beat.com/scaling/activity

11:46 El Salvador Limits Bitcoin Activities
https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf

15:05 Hyperliquid and DPRK
https://x.com/tayvano_/status/1870960207842701358

17:47 Mo Shaikh Steps Away From Aptos
https://x.com/moshaikhs/status/1869851984129569194

20:13 Hawk Tuah Memecoin
https://imgur.com/pJQnQjp

22:55 Stephen Miran
https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers

24:21 Microstrategy Joins NASDAQ 100
https://x.com/saylor/status/1871179886036910278

25:58 30% To Raise Gas Limit
https://x.com/sassal0x/status/1870638097953968158

30:18 5 - Spot ETH ETFs Approved
https://www.theblock.co/post/296304/sec-approves-ethereum-etfs
https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec

36:22 4 - Spot BTC ETF Approved
https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf
https://www.sec.gov/newsroom/speeches-statements/gensler-statement-spot-bitcoin-011023

39:05 3 - Trump To Become Pro-Crypto President
https://www.youtube.com/watch?v=IK90OHuamLg

43:43 2 - Memecoins

45:49 1 - Bitcoin Crosses $100,000
https://bravenewcoin.com/wp-content/uploads/2024/11/Bitcoin-Approaching-100k.jpg

48:07 1,000 Episodes, Thank You
https://pbs.twimg.com/media/GexkjCFWEAAqMO9?format=jpg&name=small

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

"Society of AI Agents" | Jansen Teng (Virtuals Protocol)

Tue, 24 Dec 2024 11:30:00 -0000

Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals.

We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large.

------

📣The Rodman Law Group | Best Crypto Law Firm

https://bankless.cc/RodmanLaw

------

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⚖️ ARBITRUM | SCALING ETHEREUM

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https://bankless.cc/Mantle

⁠

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED

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🗣️TOKU | CRYPTO EMPLOYMENT

https://bankless.cc/toku

🐧 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple

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------

TIMESTAMPS

0:00 Intro

3:12 Virtuals Impressive Stats

4:49 Jansen’s Crypto & Virtuals Journey

17:38 Luna

29:40 Agent to Agent Commerce

41:44 Virtuals Country??

51:13 Agent Policies & Rights

52:57 Base, Infrastructure, & Open-Source Decisions

1:05:17 What Jansen is Most Excited For

1:08:20 How to Get Started

1:11:13 Where Will Value Accrue?

1:14:41 Closing & Disclaimers

------

RESOURCES

Jansen Teng

https://x.com/ethermage

Virtuals

https://x.com/Virtuals_io

Luna

https://x.com/luna_virtuals

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Finding 1,000x Assets & Asymmetric Returns | Dan Morehead of Pantera Capital

Mon, 23 Dec 2024 11:30:00 -0000

How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?

Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.

There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve

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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⁠
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

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------
TIMESTAMPS

0:00 Intro
6:00 The Email from 2013
14:15 Asymmetric Patterns
17:50 Buying Bitcoin in 2013
26:25 Onboarding Investors
32:12 Crypto's Global Adoption
37:15 Bitcoin's Escape Velocity
43:19 US Government Impact on Crypto
52:21 Global Bitcoin Race
56:14 Institutional Adoption for Crypto
1:04:37 Crypto Cycles
1:09:20 2025 Bull Market?
1:12:53 Macro Environment
1:16:50 Tokenization
1:21:18 Thoughts on AI
1:24:19 The Next Bitcoin
1:26:46 Future Plans
1:27:23 Closing & Disclaimers

------
RESOURCES

Dan Morehead
https://x.com/dan_pantera

Pantera Capital
https://panteracapital.com/

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

ROLLUP: Markets Turn Bearish | Trillion Dollar Bank Launches L2 | Massive Pudgy Airdrop | DeFi Drama

Fri, 20 Dec 2024 10:30:00 -0000

Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!

------
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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⁠
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
TIMESTAMPS & RESOURCES

00:00:00 Start
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135

00:02:45 Market
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135

00:09:10 Where Are We In This Cycle
https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle

00:12:04 ETF Flows
https://farside.co.uk/?p=1518 https://farside.co.uk/btc

00:16:09 Mover Of The Week… Fartcoin?
https://www.coingecko.com/en/coins/fartcoin https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt

00:26:48 Developers, Developers, Developers
https://www.developerreport.com/developer-report https://x.com/MariaShen/status/1867295574242078980 https://x.com/MariaShen/status/1851702783319126277 https://x.com/RyanSAdams/status/1867324885732671778

00:34:54 Kraken Ink Chain Live
https://x.com/inkonchain/status/1869417386761470219 http://inkonchain.com/dashboard

00:38:34 Deutsche Bank Announces zk L2
https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f

00:41:32 Caroline Crenshaw Vote
https://x.com/BrendanPedersen/status/1869055922238279940 https://x.com/standwithcrypto/status/1869151080300548383 https://www.citizen.org/article/support-comm-crenshaw/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421 https://x.com/EleanorTerrett/status/1867301980890165398

00:47:14 Aave vs Polygon
https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211 https://x.com/DefiIgnas/status/1868612366822461817 https://x.com/sandeepnailwal/status/1869153510756909475 https://x.com/stanikulechov/status/1869182600008679563

00:54:06 Pudgy Penguins Launched Their PENGU Token
https://x.com/LucaNetz/status/1869005071624904959 https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/ https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/

00:58:15 Ethena Launched Its New Stablecoin
https://x.com/ethena_labs/status/1868657723799470361 https://x.com/ZeMariaMacedo/status/1868673718911713602

01:00:35 Bankless Wrapped Just Launched!
https://bankless.com/wrapped

01:04:37 How to Recognize Bull Market Tops?
https://imgur.com/a/Vaw3TSW

01:10:42 Check Out The Daily Gwei
Shoutout to The Daily Gwei for Ethereum-focused insights and updates.
https://www.youtube.com/@TheDailyGwei

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

AI ROLLUP #4: Agents Order Pizza | Eliza x Stanford | Virtuals $35M Fees | Zerebro Staking ETH

Thu, 19 Dec 2024 11:30:00 -0000

Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.

They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.

Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213

------
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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⁠
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS & RESOURCES

0:00 Intro
2:04 AI Agent Bull Case
https://x.com/ai16zdao/status/1868105247056683129
5:46 Chris Dixon’s Read, Write, Own (Automate?)
9:20 AI Ordering Pizza
https://x.com/ropirito/status/1867013533243769100
12:23 AI Ordering Toilet Paper
https://x.com/AgentTankLive/status/1868704493157884289
16:16 Agent to Agent Commerce
https://x.com/ethermage/status/1868687530742460750
23:05 Bankless $500 Agent Tip
https://x.com/simulacrumai/status/1867230651075768533
26:13 Virtuals Growth
https://imgur.com/a/2Y79V3P
https://x.com/ethermage/status/1867616462019678708
https://x.com/virtuals_io/status/1868648756591391115
https://x.com/s4mmyeth/status/1868397655497613561
35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details
https://x.com/shawmakesmagic/status/1867721347406999917
https://x.com/ai16zdao/status/1868689379344195680
45:35 Arc
https://x.com/dv_memetics/status/1866670277440020570
https://x.com/0thtachi/status/1867337171595911473
https://x.com/arcdotfun/status/1867206440206696520
https://x.com/shawmakesmagic/status/1867799462787293244
https://x.com/0xcygaar/status/1868072783089127516
49:40 Zerebro Runs an Ethereum Validator
https://x.com/tintsion/status/1867293794112344080
https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb
57:17 Top Emerging Trends
https://x.com/ropirito/status/1867282256672567517
https://x.com/aimonicabrands/status/1867281243265806732
https://x.com/Defi0xJeff/status/1867976166201774265
1:07:15 Lightning Round of Cool Shit This Week
https://x.com/cookiedotfun/status/1867268954831695909
https://x.com/getmasafi/status/1867379305334153702
1:11:17 Homework to Learn More About AI Agents
https://www.bankless.com/ai-agents
https://x.com/yb_effect
https://x.com/S4mmyEth
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151
1:14:22 Closing & Disclaimers

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

Why Bubbles are Good | Byrne Hobart

Wed, 18 Dec 2024 12:28:00 -0000

How can economic bubbles be good for the world?

Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed

In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.

------
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview

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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⁠
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS

0:00 Intro
7:29 Byrne’s Crypto Background
10:13 Bitcoin Inception
28:17 Blockspace Economics
34:20 BOOM Thesis
45:35 The Great Stagnation
1:16:46 Civilizational Risk
1:32:31 Good Bubbles vs Bad Bubbles
1:40:04 Identifying the Next Bubble
1:47:53 Closing & Disclaimers

------
RESOURCES

Byrne Hobart
https://x.com/ByrneHobart

Boom: Bubbles and the End of Stagnation
https://a.co/d/f7m2OG8

The Diff Newsletter
https://www.thediff.co/

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

Investing in AI, Crypto, & Tech in 2025 | Elad Gil

Mon, 16 Dec 2024 11:30:00 -0000

What are the best investing opportunities in Tech for 2025?

Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.

In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.

------
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🐧 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⁠
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield

🔒 SAFE | INTRODUCING SAFENET
https://bankless.cc/SAFE

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------
TIMESTAMPS

0:00 Intro
6:02 AI in 2024
8:21 The Future of AI
12:35 Where are we on the S Curve?
17:38 AI vs Other Tech Revolutions
20:23 Are we in a Bubble?
23:59 Evolution of AI
29:06 AI x Crypto
34:12 Centralized vs Decentralized AI
37:46 AI Agents
42:32 Doomsday Scenario
47:16 Raw Crypto
52:28 Order of Trends
55:06 Silicon Valley on Crypto
58:14 Crypto Founders vs Tech Founders
1:01:27 Politics & Tech
1:14:36 Advice for 2025
1:17:13 Closing & Disclaimers

------
RESOURCES

Elad Gil
https://x.com/eladgil

Elad Gil Website
https://eladgil.com/

No Priors Podcast
https://www.youtube.com/@NoPriorsPodcast

Prime Open sources their 10B parameter training run
https://x.com/PrimeIntellect/status/1862607165669900407

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

ROLLUP: Are Record Inflows Good For ETH? | New Crypto & AI Czar | Record Liquidations | Where To Next?

Fri, 13 Dec 2024 10:30:00 -0000

This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.

------
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🐧 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield

🔒 SAFE | INTRODUCING SAFENET
https://bankless.cc/SAFE

------
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------
TIMESTAMPS & RESOURCES

00:00:00 Trump On Bitcoin Reserve
https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:03:43 MARKET
https://x.com/QuintenFrancois/status/1866445089909653545
https://x.com/DegenerateNews/status/1866957840805409049

00:13:47 L2 Update
https://x.com/jessepollak/status/1867047990843916334
https://dune.com/eekeyguy_eth/eth-supply-tracker

00:16:40 Bitcoin Reserve
https://x.com/InvestorAsh/status/1866221541400219847
https://x.com/el33th4xor/status/1866255029033943551

00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar
https://truthsocial.com/@realDonaldTrump/posts/113603133222686186
https://x.com/BitcoinNewsCom/status/1864857461481422934.
https://x.com/DavidSacks/status/1865199683087245405

00:32:26 CFTC Chair Rumors
https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:34:08 SEC - Crenshaw
https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/brian_armstrong/status/1865913522670260680
https://x.com/masonlynaugh/status/1866877145902948483

00:39:52 Should Ethereum Pump The Gas
https://x.com/dankrad/status/1863412876901306599
https://x.com/dankrad/status/1867078641118789787
https://x.com/drakefjustin/status/1865894859468427

00:44:44 MOVE Token
https://x.com/movementfdn/status/1866093209719579011

00:46:00 Magic Eden
https://x.com/MagicEden/status/1866483682367693227
https://mefoundation.com/
https://www.coingecko.com/en/coins/magic-eden

00:46:37 Pudgy Airdrop
https://x.com/pudgypenguins/status/1864851993094664602
https://nftpricefloor.com/pudgy-penguins

00:51:38 EtherRocks
https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:53:30 Quantum Computing
https://x.com/InvestorAsh/status/1866221541400219847
https://x.com/caprioleio/status/1866355221670302170
https://vitalik.eth.limo/general/2024/10/29/futures6.html
https://x.com/el33th4xor/status/1866255029033943551

00:59:36 Stablecoin News
https://x.com/jerallaire/status/1866733181728366593
https://defillama.com/stablecoins
https://x.com/aave/status/1866127138820112562
https://x.com/defiignas/status/1866831563272712393

01:05:16 Meme Of The Week
https://x.com/sherlock_hodles/status/1866557875671187912

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

AI ROLLUP #3: Solana AI Hackathon | Truth Terminal’s Roadmap | Satan & God Automated | Delphi Digital AI Analyst

Thu, 12 Dec 2024 11:30:00 -0000

Ejaaz is back with David to break down the latest in the explosive world of AI Agents.

This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.

Can AI agents truly become the catalysts for crypto's next bull market?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213

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------
TIMESTAMPS & RESOURCES

0:00 Intro
2:31 Why AI Agents Are a Big Deal
4:34 Vibes This Past Week
https://x.com/s4mmyeth/status/1866414390775329111
https://x.com/dwflabs/status/1866422609967235166
https://x.com/solana/status/1866536545550995466
9:18 a16z Blog Post
https://x.com/a16zcrypto/status/1864343219833627113
14:26 GOAT is Returning
https://x.com/pwnlord69/status/1866589407454826644
25:44 Satan & God Automated
https://x.com/ropirito/status/1864373559927173257
https://x.com/god
https://x.com/s8n
39:13 Eliza & Ai16z #1 trending GitHub
https://x.com/dreaminglucid22/status/1865758299464843285
https://x.com/BanklessHQ/status/1866845399715287399
47:04 Virtuals New Sandbox Tool & aixbt
https://x.com/0xCygaar/status/1866513570672079187
https://x.com/aixbt_agent
53:09 Zerebro
https://x.com/jyu_eth/status/1864579428639986126
https://x.com/opaiumdao/status/1865484155464630470
https://x.com/opaiumdao/status/1866572986805035325
https://x.com/jyu_eth/status/1866389720844111884
https://x.com/jyu_eth/status/1866556713647870341
https://x.com/cryptopunk7213/status/1864473729855553766
https://x.com/blormmy/status/1865987541972738549
1:01:44 Swarms & vvaifu.fun
https://x.com/vvaifudotfun/status/1864050584396906841
1:03:37 Clanker Fees cross $10M
https://dune.com/clanker_protection_team/clanker-fees
1:05:57 $SIMMI
https://x.com/Simmi_IO/status/1862510478745804856
https://x.com/SimulacrumAI/status/1866570195051090215
https://x.com/simulacrumai/status/1866641681795441070
1:08:46 Delphi Digital AI Analyst
https://x.com/Shaughnessy119/status/1866212479413678588
1:11:02 Ejaaz’s Advice for This Week
1:12:22 Closing & Disclosures

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

One Billion AI Agents | ai16z's Shaw

Wed, 11 Dec 2024 11:30:00 -0000

What is the role of AI in crypto, and how will it shape the future?

AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.

In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.

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------
TIMESTAMPS

0:00 Intro
8:05 Who is Shaw & Eliza Framework
18:57 Goals of ai16z & Marc AIndreessen
25:47 AI Agent North Star
31:20 AI-Powered Contributors & Fixing DAOs
38:49 Degenspartanai vs. Marc AIndreessen
52:02 What is ai16z?
56:51 DAO Governance
1:00:34 Eliza Framework Story & Success
1:03:55 Advice to New AI Agent Builders
1:06:29 Other Top AI Agents
1:08:02 Agent Swarming & World Mind Explained
1:17:14 How & Where to Learn More
1:18:36 Closing & Disclaimers

------
RESOURCES

Shaw
https://x.com/shawmakesmagic

David Hoffman
https://x.com/TrustlessState

Ejaaz Ahamadeen
https://x.com/cryptopunk7213

ai16z dao
https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

ai16z Github
https://github.com/ai16z

degenspartanai
https://x.com/degenspartanai

Marc AIndreessen
https://x.com/pmairca

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

Top 10 Crypto x AI Predictions for 2025 | Bitwise's Matt Hougan & Ryan Rasmussen

Tue, 10 Dec 2024 11:30:00 -0000

2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.

Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.

Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.

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------
TIMESTAMPS

0:00 Intro
5:19 Summarizing 2024
8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets
21:40 2025 Bitcoin ETF Flows
27:20 Coinbase Surpasses Charles Schwab
32:13 Year of the Crypto IPO
38:01 AI Agent Memecoin Mania
47:39 Countries Holding Bitcoin
53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100
56:54 Crypto 401(k)s
1:02:48 Stablecoin Assets Double
1:05:26 RWAs Surpasses $50B
1:09:12 Bonus Prediction: 2029 Bitcoin Price
1:12:32 Closing & Disclaimers

------
RESOURCES

Bitwise 2025 Predictions
https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025

Matt Hougan
https://x.com/Matt_Hougan

Ryan Rasmussen
https://x.com/RasterlyRock

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

Can Ethereum Compete with Bitcoin, Solana & Celestia? | Mike Ippolito & Jon Charbonneau

Mon, 09 Dec 2024 11:30:00 -0000

What is Ethereum’s North Star, and does it even need one?

There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.

This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.

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------
TIMESTAMPS

0:00 Intro
6:00 Jon’s Article
16:48 How did we get here?
23:16 Ethereum’s Three Front War
43:14 Ethereum Wins by its Synergies
52:52 Ethereum’s Focus
1:01:58 Ethereum Tactical Advice
1:18:18 Ultra Sound Money vs World Computer
1:30:26 Closing & Disclaimers

------
RESOURCES

Mike Ippolito
https://x.com/mikeippolito

Jon Charbonneau
https://x.com/jon_charb

Jon’s Article
https://dba.xyz/ethereums-north-star/

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

ROLLUP: BTC Shatters $100K, What's Next? | The Debanking Debacle | New SEC Chairman | Biggest Airdrop... Ever?

Fri, 06 Dec 2024 10:30:00 -0000

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto!

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------
TIMESTAMPS & RESOURCES

00:00:00 Lets Set The Tone

00:05:27 BTC $100K!
https://x.com/ETHbyDre/status/1864550741287030979
https://x.com/BitcoinMagazine/status/1864655677467042013

00:08:40 A Trip Down Memory Lane

00:15:02 Powell - BTC Is Digital Gold
https://x.com/BanklessHQ/status/1864392544018166186

00:19:23 ETH Price Analysis

00:22:50 Total Mkt Cap
https://x.com/crypto_condom/status/1862658827163758660

00:24:19 The Rise Of Ripple (XRP)
https://x.com/RyanSAdams/status/1863702614304518363
https://x.com/WazzCrypto/status/1863306452481253555

00:28:07 Solana ETF?
https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:32:52 Mainstream Debanking
https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/davidmarcus/status/1862654506774810641
https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw

00:42:23 New SEC Chairman
https://truthsocial.com/@realDonaldTrump/posts/113595807734621827
https://x.com/HesterPeirce/status/1864428440893735331

00:45:42 Crypto Czar
https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump

00:48:54 Hyperliquid Airdrop Was Huge
https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f

00:50:36 Hawk Tua Coin
https://x.com/WazzCrypto/status/1864433268319293811

00:55:06 Fluid Launch
https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985

00:56:56 RTFKT Shut Down
https://x.com/RTFKT/status/1863621178532773928

00:58:26 Alex Mashinsky Pleads Guilty
https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/

01:00:12 Releases
https://x.com/colton_art/status/1864705965016129740
https://x.com/crecimientoar/status/1862557162427310102

01:03:47 Meme Of The Week
https://x.com/scrypto_/status/1864603976282591549?s=46

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

AI ROLLUP #2: Virtuals $1B | Zerebro LLM | Ai16z Comeback? | Bittensor Tao | Freya $50K Game

Thu, 05 Dec 2024 11:30:00 -0000

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents.

This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more.

Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond?

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------
TIMESTAMPS & RESOURCES

0:00 Intro

3:10 Why Ejaaz is Bullish

6:42 Ai16z
https://x.com/0xwitchy/status/1863862261573632025

9:52 Virtuals
https://www.coingecko.com/en/coins/virtual-protocol
https://www.virtuals.io/
https://fun.virtuals.io/

16:17 aixbt
https://www.coingecko.com/en/coins/aixbt-by-virtuals
https://x.com/cryptopunk7213/status/1863584774901666038
https://x.com/aixbt_agent
https://x.com/PixOnChain/status/1863145856301674938

29:12 Freya agent gifts $50K to clever winner
https://x.com/jarrodWattsDev/status/1862299845710757980
https://www.freysa.ai/

33:09 Zerebo
https://x.com/jyu_eth/status/1864004665891013028
https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8
https://x.com/jyu_eth/status/1861190173196730729
https://x.com/jyu_eth/status/1863012741486616742

50:24 Ai16z
https://x.com/markus9x/status/1861242414515777767
https://x.com/0xwitchy/status/1863530135313600980

55:47 God
https://x.com/god

1:00:47 Bittensor Tao
https://x.com/cruciblelabs/status/1861154220021260473

1:04:30 NOUS and Prime Intellect leading decentralized training
https://x.com/NousResearch/status/1863622813317464157
https://x.com/PrimeIntellect/status/1862607165669900407

1:08:21 Ejaaz’s predictions & where his attention is going
https://x.com/Vader_AI_
https://x.com/0xprismatic/status/1863055816947101845

1:14:25 Solana vs. Base?

1:21:31 Homework for Bankless audience
https://x.com/cryptopunk7213

1:22:59 Closing & Disclaimers

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

The ZK Fast Track | Andrew & Uma of Conduit & Succinct

Wed, 04 Dec 2024 08:30:00 -0000

Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.

In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?

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------
TIMESTAMPS

0:00 Intro
2:52 zk Rollups Past vs. OP Succint
5:48 OP to zk Rollups Tradeoffs & Timeline
12:39 Benefits of 1-Hour Challenge Period
15:34 Scaling the Rollups
18:12 Endgame Vision
20:47 Cost of Proving Must Go Down?
21:55 Conduit’s Distribution Role
25:55 AggLayer vs. zk & Adoption
29:57 zk Rollup on ETH L1 Constraints?
35:53 Ethereum’s Negative Sentiment
51:04 Closing & Disclaimers

------
RESOURCES

Uma Roy
https://x.com/pumatheuma

Succinct
https://www.succinct.xyz/

OP Succinct
https://github.com/succinctlabs/op-succinct

Adrew Huang
https://x.com/KAndrewHuang

Conduit
https://x.com/conduitxyz

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

Ethereum’s Three Front War | Justin Drake

Mon, 02 Dec 2024 11:30:00 -0000

Is the Beam Chain the endgame for Ethereum?

At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse.

In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin.

So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!

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------
TIMESTAMPS

0:00 Intro
4:29 Beam Chain Reactions
9:43 Is Ethereum Ossifying
18:07 Ethereum’s Three Front War
27:03 Bitcoin Utility Prospects
33:20 The Endgame for Crypto
48:55 Beam Chain 101
54:20 Beam Fork Aftermath
59:51 Pre-Confirmations
1:05:06 L1 Execution Layer
1:12:47 Rollup Design Space
1:26:20 Ethereum’s Midgame
1:32:37 Ethereum 3.0?
1:34:04 Closing & Disclaimers

------
RESOURCES

Justin Drake
https://x.com/drakefjustin

Beam Chain Announcement
https://youtu.be/rGE_RDumZGg?t=7001

------
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ROLLUP: Memecoin Mania | Tornado Cash Win! | Pro-Crypto Trump Cabinet | Justin Sun & WLFI

Fri, 29 Nov 2024 11:30:00 -0000

Memecoin mania spiraled out of control this week, with shocking livestream rug pulls and Pump.fun disabling its livestream feature due to disturbing behavior. Meanwhile, Base and Farcaster hit record TPS and inflows as memecoin trading heats up.

In Washington, Trump nominated pro-crypto Scott Bessent as Treasury Secretary. What does this mean for crypto policy? Plus, a surprising investor joins Trump’s World Liberty Financial raise—we’ll reveal who.

And a major court victory for crypto privacy: judges ruled OFAC overstepped in the Tornado Cash case, declaring immutable smart contracts unsanctionable. Does this mean Tornado Cash is back?

------
📣UNISWAP
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------
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🤖dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS & RESOURCES

0:00 Intro

7:12 Markets
https://x.com/DegenerateNews/status/1859978611606102494
https://x.com/JacobKinge/status/1859979524487909769
https://x.com/saylor/status/1861033309934862601
https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd
https://x.com/Galois_Capital/status/1861299857975046261
https://farside.co.uk/?p=1518
https://imgur.com/pUSaAQ2
https://l2beat.com/scaling/tvl
https://x.com/HHorsley/status/1860397442547790105

26:00 Pump.fun suspends livestream feature
https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading
https://x.com/crypto_bitlord7/status/1860989408092258441
https://x.com/_kaitoai/status/1860969504798302691
https://x.com/pumpdotfun/status/1861138234580869128
https://x.com/ChainLinkGod/status/1861091091585409400
https://x.com/moo9000/status/1860980423716659462

34:15 Base And Farcaster AI Agent meta heating up
https://x.com/phantom/status/1861108202022318470
https://x.com/qiqileyuan/status/1861650662590947411
https://x.com/cryptotesters/status/1861216310631506364
https://x.com/jessepollak/status/1861434379270308195
https://x.com/dwr/status/1861595910498631928
https://x.com/TrustlessState/status/1861422824029647241
https://x.com/anoncast_
https://x.com/TrustlessState/status/1860806662962954526
https://warpcast.com/superanon/0x5c38e09ce41560f3a469946c8e08bcf463f31469
https://anoncast.org/anonfun
https://x.com/ChazSchmidt/status/1861539655620919497
https://x.com/TrustlessState/status/1861041911542223294
https://warpcast.com/cherdougie/0x2c3ba9646bc37de213953294076b1250acf8635b
https://x.com/search?q=%24blonde&src=cashtag_click
https://x.com/ayyyeandy/status/1861683577722909062
https://www.coingecko.com/en/coins/aixbt-by-virtuals
https://app.virtuals.io/

48:00 Bankless disclosures
https://www.bankless.com/disclosures
https://x.com/iamdcinvestor/status/1861028893408317863

53:06 Big victory in Tornado Cash case as judge says OFAC exceeded authority
https://x.com/BillHughesDC/status/1861545321450336342
https://x.com/valkenburgh/status/1861565828270846048
https://x.com/brian_armstrong/status/1861566807225532470
https://x.com/rstormsf/status/1861575644796330392
https://juicebox.money/@defend-roman-storm

1:00:01 US court struck down SEC broker-dealer rule
https://x.com/BlockchainAssn/status/1859657449856463077
https://x.com/NateGeraci/status/1859678807600529892
https://truthsocial.com/@realDonaldTrump/posts/113529294640959784
https://x.com/jchervinsky/status/1861430542668886408

1:05:53 Trump Media files a trademark for “TruthFi”
https://x.com/JoshGerben/status/1859689670986408392

1:07:10 Tron became the largest investor into World Liberty Finance
https://x.com/justinsuntron/status/1861121947372773545
https://x.com/SplitCapital/status/1861794875668136104
https://x.com/Caitlyn_Jenner/status/1861123142439313714

1:11:37 Bankless has its biggest Black Friday offer ever!
https://www.bankless.com/join

1:13:04 Top signals?
https://x.com/HalieyWelchX/status/1861470493280206907
https://x.com/RyanSAdams/status/1861053012573057285

1:17:15 Closing & Disclaimers

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

AI ROLLUP: Base vs. Solana | Ai16z | GOAT | AIxbt | Virtuals & Zerebro

Thu, 28 Nov 2024 11:30:00 -0000

AI agents are reshaping the crypto landscape, from gaming to decentralized venture capital. This week, we explore groundbreaking developments in Crypto AI, including breaking news out of Ai16z’s meteoric rise (and fall?), GOAT, AIxbt, Virtuals, Zerebro, and Base vs. Solana.

Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in crypto.

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

🦄UNISWAP | BROWSER EXTENSION
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🪄 MAGIC EDEN | HOME OF WEB3
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------
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------
TIMESTAMPS & RESOURCES

0:00 Intro

4:35 GOAT
https://x.com/truth_terminal/status/1859749795855990817

21:07 Ai16z Drama
https://x.com/shawmakesmagic/status/1858807615914229936
https://x.com/ColinTCrypto/status/1859070457724428734

45:10 Project or Memecoins?

48:39 AIxbt
https://x.com/aixbt_agent

50:40 Virtuals & Zerebro
https://x.com/jyu_eth/status/1858768880916672971
https://x.com/virtuals_io/status/1858899700042395925

59:44 Framework Competition

1:01:26 Base vs. Solana

1:08:55 David/Ejaaz’s Focus Next?

1:12:12 Closing & Disclaimers

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

A Short Story About Private Law | Peter Van Valkenburgh

Wed, 27 Nov 2024 10:30:00 -0000

The Director of Research at Coincenter, Peter Van Valkenburgh joins us for our final talk at the Bankless Summit with a story that hits close to home about privacy and surveillance.

------
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

------
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------
TIMESTAMPS

00:00 Start
03:39 What Is This Talk About?
08:16 Lets Talk About Cars
12:46 The Stolen Bike
14:37 Surveillance
17:18 California
24:41 Supercharged Surveilance
27:48 What We Should Be Building

------
RESOURCES

Peter - https://x.com/valkenburgh

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

Why ETH is Permissionless Money | Mike Neuder

Tue, 26 Nov 2024 11:30:00 -0000

Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.

Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money.

------
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🤖 dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

------
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------
TIMESTAMPS

0:00 Intro
3:08 ETH is Permissionless
13:28 ETH is Money
28:42 The Full Picture
30:05 Questions

------
RESOURCES

Mike Neuder
https://x.com/mikeneuder

Presentation Slides
https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e

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

From Web1 to Web3: Why Are We Here? | Matt Cutler

Mon, 25 Nov 2024 11:30:00 -0000

Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.

Blocknative is not his first company, It’s his fifth. Matt’s first company was an internet company that he started in the 90s well before the dot com boom and he founded a company in every major internet era since.

In today’s Bankless Summit talk, we hear from Matt’s experience and wisdom so we can learn how the rise of blockchain technology contrasts with the rise of the Internet and why we are here in the first place.

------
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | BROWSER EXTENSION
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🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🤖 dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS

0:00 Intro
5:01 Internet Early Days
11:47 The Rise of Blockchains
19:21 Why Are We Here?
23:43 Gas Network
27:16 Fix the World
29:08 Questions

------
RESOURCES

Matt Cutler
https://x.com/mcutler

Presentation Slides
https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1

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

ROLLUP: $100k BTC? | Gensler Resignation | Trump’s ‘Crypto Czar’ | Memecoin Rugs

Fri, 22 Nov 2024 11:30:00 -0000

Bitcoin soared to new all-time highs as MicroStrategy led massive BTC buys, and BlackRock's ETF options hit $1.9B volume. Meanwhile, a 13-year-old executed a rug pull, sparking chaos and meme token wars.

On the regulatory front, SEC Chair Gary Gensler announced his resignation effective January 20, 2025, coinciding with President-elect Donald Trump's inauguration. Trump teased a "Crypto Czar," while 18 states sued the SEC. Binance launched BFUSD with 19.55% APY, challenging Coinbase’s USDC yield.

Elsewhere, Solana reached new highs, McDonald’s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever!

------
📣 LEGION | MERIT BASED ICOs
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🪄MAGIC EDEN | HOME OF WEB3
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🤖dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:35 Gen-z Quant
https://x.com/DeeZe/status/1859110339251478754
https://x.com/RyanSAdams/status/1859225228045402203

8:03 It’s a week of Bitcoin buys!
https://x.com/samcallah/status/1858507239897632909
https://x.com/saylor/status/1858496146026467378
https://x.com/EricBalchunas/status/1859278500399620528
https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html
https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes
https://x.com/Metaplanet_JP/status/1858352792647225371
https://x.com/BitcoinMagazine/status/1858535519354827251
https://x.com/bitcoinmagazine/status/1858874854402920902
https://x.com/JSeyff/status/1858991206476509659
https://x.com/EricBalchunas/status/1858994117617086840

21:59 Chillguy
https://dexscreener.com/solana/93tjgwff5ac5thymi8c4wejvvqq4tumemuyw1leyz7bu
https://x.com/nayibbukele/status/1859433926206325107
https://solscan.io/account/AySxUvESXdGTVT6G3psgzWahduxJx8bGkb4Ddip8sADx

24:12 Vitalik bought $50 of an AI memecoin on Farcaster
https://x.com/Tyler_Did_It/status/1859420049427267912

30:32 Gary Gensler set to Resign
https://x.com/BanklessHQ/status/1859659202618327276
https://x.com/BanklessHQ/status/1859664473025581561
https://x.com/KMSmithDC/status/1859339558342607023
https://x.com/RyanSAdams/status/1857123002921463862
https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424
https://www.washingtonpost.com/business/2024/11/11/trump-crypto-regulation-bitcoin/

36:35 “Coincidently”, Trump met with Brian Amstrong this week
https://x.com/News_Of_Alpha/status/1858606637201633705
https://x.com/nic__carter/status/1858922946116346273

38:01 Trump picked Howard Lutnick to lead the US Department of Commerce
https://www.wsj.com/politics/trump-commerce-secretary-howard-lutnick-cabinet-77c86b81
https://x.com/TheFlowHorse/status/1858942817592103046
https://polymarket.com/event/who-will-trump-nominate-for-treasury-secretary
https://x.com/twobitidiot/status/1859266763860394426
https://www.reuters.com/world/us/trump-team-weighs-creating-first-ever-white-house-crypto-role-bloomberg-news-2024-11-20/
https://x.com/News_Of_Alpha/status/1859661975745167378
https://cointelegraph.com/news/trump-mulls-crypto-friendly-cftc-chairs-report

43:22 Trump Media might be buying Bakkt!
https://www.reuters.com/markets/deals/donald-trumps-social-media-group-talks-buy-bakkt-ft-reports-2024-11-18/
https://polymarket.com/event/will-trump-media-launch-a-crypto-exchange-in-2024

44:54 SEC is being sued in 18 US states
https://x.com/kobeissiletter/status/1857151924061221190

48:16 DAO members might be held liable under partnership laws
https://x.com/milesjennings/status/1858720755523219932
https://x.com/DennisonBertram/status/1859184992800186610

52:44 CEX STABLECOIN WARS:
https://x.com/lopp/status/1858609316929974340
https://x.com/coinbasewallet/status/1859286084535906744

57:44 Doodles partnered with McDonald's for holiday-themed collectibles
https://x.com/McDonalds/status/1857061165760741780
https://x.com/HuinGuillaume/status/1858538735375176159

58:44 Coinbase will delist Wrapped Bitcoin & Tether is launching a tokenization platform
https://x.com/ercwl/status/1859136365083951123
https://x.com/hadron_tether/status/1857091170825891962

1:01:08 Bankless is looking for Video Editor or Producer! & Bankless Summit is now online
https://x.com/BanklessHQ/status/1858857798471479777
https://x.com/BanklessHQ/status/1858741172404916622
https://bankless.cc/PodcastPremiumFeed

1:02:26 Meme of the Week
https://x.com/alistairmilne/status/1858508814305153307

1:02:51 Closing & Disclaimers

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

Roman Storm Speaks - Tornado Cash Developer on What’s at Stake

Thu, 21 Nov 2024 15:00:00 -0000

📣DONATE TO ROMAN’S CASE
https://juicebox.money/@defend-roman-storm

Tornado Cash developer Roman Storm faces decades in prison after being arrested last year for creating open-source privacy tools on Ethereum. His case could define whether code is speech, if developers are liable for bad actors, and if Americans have a right to digital privacy.

With the full force of the U.S. government against him, Roman’s trial this April is a pivotal moment for digital rights. Bankless has contributed $50k to his legal defense—this is about protecting privacy for all of us.

Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what’s at stake.

------
TIMESTAMPS

0:00 Intro
2:36 Roman’s Spirits
3:58 Who is Roman Storm?
5:40 Why Tornado Cash?
7:06 House raiding experience
8:43 What Roman was charged with
10:00 Why Roman is not guilty
17:10 What’s at stake
22:31 How to help Roman
25:16 Closing & Disclaimers

------
RESOURCES

Donate to Roman’s Case
https://juicebox.money/@defend-roman-storm

DeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf

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

The Future of Rollups is Based | Mteam

Wed, 20 Nov 2024 11:30:00 -0000

Mteam explores why the future of Ethereum Rollups is inevitably based. Many people said this was the most impressive technical talk at the Bankless Summit. I don’t know what you were doing when you were 17 but I was certainly not doing anything like this.

------
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🪄 MAGIC EDEN | HOME OF WEB3
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🤖 dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS

0:00 Intro
4:12 History of Value Accrual
6:43 So What?
11:57 Ethereum Stats
16:51 Sustainable Value Accrual
18:26 Based Rollup Future
22:57 Questions

------
RESOURCES

Mteam
https://x.com/mteamisloading

Presentation Slides
https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1

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

Why Are We Here? Crypto-Anarchism Explained | Arjun Bhuptani

Tue, 19 Nov 2024 11:30:00 -0000

Arjun gives one of the best non-technical talks at the Bankless Summit that everyone in crypto needs to hear. Do you know why you’re here? Arjun explains the first principle concept of Crypto-Anarchism.

------
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🦄UNISWAP | BROWSER EXTENSION
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🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------

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------
RESOURCES

Arjun Bhuptani
https://x.com/arjunbhuptani

Presentation Slides
https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true

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

Defending Beamchain & the Ethereum Roadmap | Justin Drake

Mon, 18 Nov 2024 11:30:00 -0000

For the Bankless Summit’s inaugural episode, Justin Drake shares his reflection on the Beamchain talk he gave earlier in the week at Devcon Bangkok. Additionally, Justin adds some much needed context and important (and very bullish) facets to the Ethereum Roadmap from his perspective.

------
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🪄 MAGIC EDEN | HOME OF WEB3
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
TIMESTAMPS & RESOURCES

0:00 Intro
4:00 5-Year Ethereum Roadmap
6:58 Part 1 - Execution
14:56 Part 2 - Data
20:23 Part 3 - Consensus
27:49 Audience Questions
33:00 Closing

------
RESOURCES

Justin Drake
https://x.com/drakefjustin

Presentation Slides
https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5

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

ROLLUP: Post Election All Time Highs | Beam Chain Announcement | Devcon Recap | FBI Raids Polymarket CEO

Fri, 15 Nov 2024 11:30:00 -0000

Bitcoin keeps going higher… What about Ethereum?

On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI?

------
📣 LEGION | MERIT BASED ICOs
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🦄UNISWAP | BROWSER EXTENSION
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🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🤖 dYdX | UNLIMITED LAUNCHING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

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------
TIMESTAMPS & RESOURCES

0:00 Intro

04:08 Markets
https://x.com/intangiblecoins/status/1856146168746479673?s=46
https://x.com/robustus/status/1856015427106701675
https://companiesmarketcap.com/assets-by-market-cap/
https://x.com/tier10k/status/1856720083684372950

11:28 ETF Flows
https://farside.co.uk/?p=1518
https://x.com/NateGeraci/status/1854882220407701661
https://x.com/woonomic/status/1854910141067673631
https://x.com/EricBalchunas/status/1854281747082477696
https://x.com/EricBalchunas/status/1856346407856112115

16:15 Coinbase Number 1 in Finance Apps
https://x.com/JasonYanowitz/status/1856745020230877668

17:58 ETH/BTC Ratio
https://pro.kraken.com/app/trade/eth-btc
https://www.coingecko.com/en/global-charts
https://ultrasound.money/
https://x.com/RyanSAdams/status/1857068158281998357

21:59 Memecoins
https://www.coingecko.com/en/coins/peanut-the-squirrel
https://www.coingecko.com/en/coins/dogecoin
https://x.com/TrumpWarRoom/status/1856500025037037606
https://imgur.com/362Df5M

29:50 FBI Raids Polymarket CEO
https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/
https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/
https://x.com/RyanSAdams/status/1856817245441401143
https://x.com/shayne_coplan/status/1856808022481539192
https://x.com/shayne_coplan/status/1856838409861386722
https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

38:24 Devcon Vibe Check
https://x.com/EFDevcon/status/1856359485029445677

43:18 Devcon Announcements
https://x.com/brantlymillegan/status/1855813557323178067?s=46
https://x.com/EspressoSys/status/1855973751982309624
https://x.com/bioprotocol/status/1856707895590846812
https://x.com/sjdedic/status/1856649048318464349

44:18 Justin Drake’s Beam Chain
https://x.com/TrustlessState/status/1856276664877010968
https://imgur.com/a/AKOzd8M
https://imgur.com/a/DzWFeh3

53:15 Blackrock’s BUIDL Goes Multichain
https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html
https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/

54:15 Deutsche Bank Launches ZK Chain
https://x.com/Memento_Bc/status/1854126014261272727
https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

56:18 Blur is Voting on a Fee Switch
https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040
https://x.com/mikeippolito_/status/1856147009927033316?s=46

57:09 Bitwise ETH Staking ETF?
https://x.com/bitwiseinvest/status/1856698856336969778

58:40 MicroStrategy Acquires 27,200 BTC
https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD

59:32 Phantom Update Cleared Users Wallet
https://x.com/mememe69696969/status/1856518115947110780
https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19
https://x.com/phantom/status/1856796137665245455

1:01:42 Aave Launches a Wallet
https://family.co/blog/launch

1:02:32 Meme of the Week
https://x.com/elonmusk/status/1856523237208797221

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

How Crypto AI Agents Will Take Over the World | Ejaaz Ahamadeen

Thu, 14 Nov 2024 11:30:00 -0000

Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.

Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.

------
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------
TIMESTAMPS

0:00 Intro
7:11 The AI Agent Story
20:27 Are AI Agents a Fad?
26:33 Smarter More Personalized Models
31:30 What Could Go Wrong?
34:49 Crypto & AI Relation
40:04 How to Invest in AI Agents
50:36 AI Agents Are the Crypto Natives
1:02:05 Crypto AI Isn’t Going Away
1:09:30 Are AI Agents Real Yet?
1:14:17 Crypto AI Layers
1:26:09 Open Source’s Importance & Stacks
1:37:07 Middleware & App Layers
1:42:18 Where VCs Are Allocating
1:48:18 Closing & Disclaimers

------
RESOURCES

Ejaaz
https://x.com/cryptopunk7213

Gospel of Goatsie Whitepaper
https://pdfupload.io/docs/aae14f87

Truth Terminal
https://x.com/truth_terminal

Accelerando
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151

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

2025 Crypto Predictions with Altcoin Daily | BTC, ETH, Memecoins & L2s

Wed, 13 Nov 2024 11:30:00 -0000

Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more!

------
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
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🤖 dYdX | UNLIMITED LAUNCHING SOON
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🐧 CARTESI | LINUX-POWERED ROLLUPS
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------
TIMESTAMPS

2:52 Intro
4:18 Background
10:30 Crypto Outlook for 2025
13:23 How High Will Bitcoin Go in 2025?
15:11 "Ethereum Is Incredibly Undervalued"
17:37 Why Ethereum L2's Are MASSIVE
20:26 When Will Ethereum Flip Bitcoin?
24:40 Ethereum Price Prediction 2025
29:03 What's The Next Ethereum of THIS Cycle?
32:10 The Memecoin Supercycle
33:49 Secret to Growing on Social Media
36:26 Thoughts on Cardano
39:56 Best Advice for Crypto Investors

------
RESOURCES

Altcoin Daily Interview
https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC

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

How to Prepare for the 2025 Bull Market | Arthur Hayes

Mon, 11 Nov 2024 11:30:00 -0000

What is Arthur Hayes buying for 2025?

We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.

We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🤖 dYdX | UNLIMITED LAUNCHING SOON
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🐧 CARTESI | LINUX-POWERED ROLLUPS
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------
TIMESTAMPS

0:00 Intro
5:11 Does the Election Matter?
13:44 Where are we in the Crypto Cycle?
17:23 Chinese Property Bubble
33:14 Isn’t Bitcoin Illegal in China?
37:45 Fed’s Next Move
45:16 Politics & The Money Printer
49:42 Arthur’s Crypto Portfolio
50:33 ETH as Money?
1:01:42 Is ETH Dead?
1:02:20 Ethena
1:03:46 Memecoins
1:05:42 AI x Crypto
1:09:10 War Scenario
1:18:48 Arthur’s Advice
1:20:28 Closing & Disclaimers

------
RESOURCES

Arthur Hayes Blog
https://cryptohayes.medium.com/

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

ROLLUP: A New Era For Crypto | Bitcoin All Time High | Polymarket Dominance | Where Do We Go Next?

Fri, 08 Nov 2024 10:30:00 -0000

Gary Gensler’s reign of terror is over. It’s ATH week.

With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.

------
📣 LEGION | MERIT BASED ICOs
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------
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

🤖 dYdX | UNLIMITED LAUNCHING SOON
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------
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------
TIMESTAMPS & RESOURCES

00:00 The New President
https://polymarket.com/elections
https://x.com/Reuters/status/1854093869664837997
https://www.perplexity.ai/elections/2024-11-05/us/senate

11:29 Polymarket’s Big Win
https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/shayne_coplan/status/1854045045806023002
https://x.com/Polymarket/status/1854248877798674529

19:15 Markets
https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://imgur.com/J9TUNmR

25:53 ETF Updates
https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/EricBalchunas/status/1854281747082477696

32:02 Post Election Winners
https://www.coingecko.com/

33:55 DeFi Renaissance
https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/
https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w

39:06 Fed Watch
https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l

40:42 $42 Billion Dollar Bitcoin Bid?
https://x.com/saylor/status/1851718391889043954

43:20 Global Dollar Network
https://x.com/global_dollar/status/1853558740957405362

48:36 UBS Launches Fund on Ethereum
https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html

50:28 Base Fault Proofs
https://x.com/base/status/1851672364439814529
https://x.com/l2beat/status/1853429669204230230

51:34 Roman Storm Trial Delayed
https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/
https://x.com/RyanSAdams/status/1853440809644802159

52:03 Devcon
https://lu.ma/0bpju5ic

54:54 Permissionless IV
https://x.com/Permissionless/status/1854542280301892074
https://x.com/BanklessHQ/status/1853426117157245208

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

The 2024 Presidential Election Breakdown With Alex Thorn

Wed, 06 Nov 2024 15:59:00 -0000

Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape.
We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.

Alex on X - https://x.com/intangiblecoins

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
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🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited

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

Why You Should Still Be Bullish ETH | Anthony Sassano

Tue, 05 Nov 2024 11:24:00 -0000

ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.

------
📣 GET YOUR ALL ACCESS PASS TO THE PODCAST
https://bankless.cc/podshownotes

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 ⁠

⚡️CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

------
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------
TIMESTAMPS

0:00 Intro
5:01 How is Ethereum Going?
8:52 Why is ETH Down Bad?
19:43 Are L2s Parasitic?
34:02 Is Ethereum Security Overkill?
39:41 ETH vs SOL Metrics
46:32 Making the L1 Great Again
54:41 ETH Pincer Attack
1:01:21 Investors Barbell Strategy
1:05:42 Ethereum’s North Star
1:12:57 ETH Bull Catalysts
1:18:25 Based Rollups
1:28:07 Ethereum’s Marketing Problem
1:37:37 What’s Next for ETH
1:48:46 Closing Thoughts

------
RESOURCES

Anthony Sassano
https://x.com/sassal0x

The Daily Gwei
https://www.youtube.com/c/TheDailyGwei

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

Do Based Rollups Solve Everything? | Justin Drake

Mon, 04 Nov 2024 10:30:00 -0000

What exactly are Based Rollups?

We’ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based.

A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we’re front running it all and getting you downloaded on all things Based Rollups. Enjoy!

------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-justin-drake-based-rollups

🌋 JOIN US AT THE BANKLESS SUMMIT
https://lu.ma/0bpju5ic?tk=1oUc7Q

📣GET YOUR ALL-ACCESS PASS TO THE PODCAST
https://bankless.cc/podshownotes

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 ⁠

🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

⚡️CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance ⁠

------
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------
TIMESTAMPS

0:00 Intro
5:51 How’s the Roadmap Going?
12:34 The Most Logical Progression
16:53 Aggregating DeFi Apps
23:43 What Based Rollups Solve
44:01 Ethereum as the Sequencer
49:59 Based Rollups Core Advantages
58:39 Shared Sequencers vs Based Rollups
1:10:37 Based Rollups & Superchain
1:26:48 Ethereum L1 Capacity
1:33:49 Impact on ETH Economics
1:35:00 Impact on DeFi
1:37:48 Impact on User Experience
1:42:04 ETH Value Accrual
1:53:59 Trade-Offs
1:59:17 Bankless Summit
2:01:26 Closing & Disclaimers

------
RESOURCES

Justin Drake
https://x.com/drakefjustin

Based Rollups
https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016

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

ROLLUP: Bitcoin's ATH Run | AI Memecoin Meta | Blobs Price Discovery | Microsoft Buying Bitcoin?

Fri, 01 Nov 2024 09:30:00 -0000

It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin.
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TIMESTAMPS & RESOURCES
00:00:00 Start

00:04:03 Markets
https://pro.kraken.com/app/trade/btc-usd
https://x.com/caprioleio/status/1850831666119623006
https://x.com/EricBalchunas/status/1850884568553013459
https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.coingecko.com/en/global-charts

00:13:52 L2 Update
https://x.com/peterschroederr/status/1850556872727945285
https://x.com/dimahledba/status/1851535737482604681?s=46
https://x.com/dimahledba/status/1851183188288127237?s=46
https://x.com/dylankugler/status/1850997725111669044
https://x.com/sreeramkannan/status/1851616723197428109

00:18:23 Blobspace
https://x.com/timjrobinson/status/1851222351524036855
https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:28:27 Election Updates
https://polymarket.com/elections
https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/
https://x.com/amitisinvesting/status/1850868412806746217

00:35:02 AI Agents
https://x.com/truth_terminal
https://www.coingecko.com/en/coins/goatseus-maximus
https://app.virtuals.io/virtuals/68
https://terminal.virtuals.io/
https://x.com/wojtekwtf/status/1850835219160416486
https://warpcast.com/aethernet
https://x.com/tee_hee_he
https://x.com/MurrLincoln/status/1850226148594082120

00:50:16 US prosecutors are investigating Tether
https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5
https://x.com/paoloardoino/status/1849876338573799912

00:55:14 OP Foundation Gave 425M OP To Ink
https://www.coindesk.com/tech/2024/10/29/optimism-foundation-agreed-to-give-kraken-425m-of-op-tokens-in-layer-2-deal/
https://x.com/Fwiz/status/1851280684473897466

00:57:35 RocketPool Upgrade
https://x.com/drjasper_eth/status/1849206972702228482

00:59:37 Microsoft Buying Bitcoin?
https://x.com/jameslavish/status/1849598011082670387
https://x.com/saylor/status/1849790766945587241

01:01:17 SEC NFT Trolling
https://x.com/brianlfrye/status/1851118844766535860
https://www.youtube.com/watch?v=96Cyp-nsL6k

1:04:44 Meme Of The Week
https://x.com/GoldTelegraph_/status/1850667711355113621

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

The AI Agent & Memecoin Thesis | Pantera’s Matt Stephenson

Wed, 30 Oct 2024 11:02:40 -0000

The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today.

We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech.

Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.

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TIMESTAMPS

0:00 Intro
5:34 Crypto x AI Narrative Shift
6:39 AI & Economic Agents Explained
11:50 GOAT Memecoin Summary
23:15 Were AI Crypto Agents Obvious?
25:18 Luna AI Token & Terminal
29:41 Consequences? Is This Life?
33:27 Exciting Use Cases
40:27 Sam Altman Quote Importance
42:33 Wealth Generation Process & Blockspace
48:15 Programmable Money & Agent MEV
56:14 The AI Agent & Memecoin Thesis
1:03:03 Government & Society Reaction Predictions
1:11:09 No Off Buttons?...
1:13:40 DePin & AI
1:16:45 AI Agent Blockspace Demand
1:19:15 Closing & Disclaimers

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RESOURCES

Matthew Stephenson
https://x.com/stephensonhmatt

Crypto's Role In The AI Revolution
https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush

------
Not financial or tax advice. See our investment disclosures here:
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Are L2s Extensions of Ethereum? | Kyle Samani & Max Resnick vs. David Hoffman & Jill Gunter

Mon, 28 Oct 2024 10:30:00 -0000

Bankless Nation, we’ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?

On one side, we’ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we’ve got David Hoffman and Jill Gunter defending L2s as successful extensions of Ethereum.

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TIMESTAMPS

0:00 Intro
8:54 Defending “Extensions of Ethereum”
16:33 Interoperability Standards
25:36 Are L2s Parasitic to Ethereum?
32:37 ETH Economics & Value Accrual
41:30 Solana vs Ethereum L2s
49:09 Closing Thoughts

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RESOURCES

Kyle Samani
https://x.com/KyleSamani

Max Resnick
https://x.com/MaxResnick1

Jill Gunter
https://x.com/jillrgunter

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

ROLLUP: Stripe's Billion Dollar Stablecoin Bet | Noteworthy Investor Longs BTC | Kraken's New L2 | Self Custody Is For Losers??

Fri, 25 Oct 2024 09:30:00 -0000

This week, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market’s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll’s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for “losers.”
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TIMESTAMPS & RESOURCES
00:00 Start
02:23 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://x.com/DegenerateNews/status/1849120571222536262
https://www.coingecko.com/en/global-charts

06:22 L2 Updates
https://l2beat.com/scaling/summary
https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/lukeyoungblood/status/1849217477668171831? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

08:09 Paul Tudor Jones Bullish Bitcoin
https://x.com/WatcherGuru/status/1848735063615152136

10:46 Election Check In
https://polymarket.com/elections
https://x.com/Polymarket/status/1849451658788384797

15:26 Kraken's New L2
https://x.com/inkonchain/status/1849443457883885801
https://inkonchain.com/en-US

19:23 Stripe's $1 Billion Dollar Bet
https://x.com/Stablecoin/status/1848390849215730100
https://x.com/zcabrams/status/1848391342524641533
https://x.com/benhoneill/status/1848390493425504388
https://x.com/cburniske/status/1848108613631390155

22:24 Michael Saylor Against Self Custody?
https://x.com/AdamSimecka/status/1848131598044074289
https://x.com/Sina_21st/status/1848450657205789161
https://x.com/ErikVoorhees/status/1848754319019151873
https://x.com/VitalikButerin/status/1848876323026178429
https://x.com/ercwl/status/1848737997463695827

28:59 Balance on CEX's
https://x.com/leonwaidmann/status/1848780740969795917? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

32:38 Uniswap Integrated Across
https://x.com/AcrossProtocol/status/1849106135443202069
https://x.com/danrobinson/status/1849142590131904650
https://x.com/TrustlessState/status/1849182167748022600

35:47 Scroll Airdrop
https://scroll.io/blog/introducing-scrolls-first-airdrop-a-celebration-of-the-global-community
https://claim.scroll.io/
https://x.com/Andrey_10gwei/status/1848441546645135672
https://x.com/redhairshanks86/status/1848653068554166339

39:12 Ethereum Blobs
https://x.com/Data_Always/status/1848789160888332340

42:46 WorldCoin launches 'World Chain' L2
https://world.org/blog/announcements/world-chain-now-open-every-human

48:46 Central Bankers
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4985877
https://www.minneapolisfed.org/research/working-papers/unique-implementation-of-permanent-primary-deficits

52:11 Buenos Aires Issues Decentralized ID's
https://zksync.mirror.xyz/kWRhD81C7il4YWGrkDplfhIZcmViisRe3lnsmbvOEmg

56:19 Nigeria Drops Charges
https://www.bloomberg.com/news/articles/2024-10-23/nigerian-court-releases-binance-executive-jailed-since-february

57:44 Meme Of The Week
https://x.com/TrustlessState/status/1849206541255389459
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Kraken's 'Ink' - the Newest L2 in the Optimism Superchain | Ben Jones & Andrew Koller

Thu, 24 Oct 2024 14:00:00 -0000

Optimism’s Ben Jones and Kraken’s Andrew Koller join us today to talk about Kraken’s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.

Kraken will share revenue with the Optimism Collective and participate in OP Governance, alongside major players like Coinbase and Uniswap. Ink’s mainnet is set to launch in early 2025, focusing on onchain wealth management and developer engagement.

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TIMESTAMPS

0:00 Intro
5:43 Ink Explained
10:23 What Happens on Ink?
12:52 Technicalities of Ink
14:00 Kraken x Ink Synergy & Goals
16:15 Why Superchain?
17:36 Ink Roadmap
19:08 Scaling Ink
24:41 Wen Superchain Promise
33:19 Superchain 2025 Forcast
37:36 Kraken BTC x Ink
38:38 $INK
39:35 Superchain Economics
48:28 What’s Next?
51:30 Closing & Disclaimers

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RESOURCES

Ink

http://inkonchain.com

Kraken
https://x.com/krakenfx

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

The Ethereum Roadmap Wars | Will Ethereum Win?

Wed, 23 Oct 2024 09:30:00 -0000

In this episode of Bankless Takes we dive into the growing sentiment that Ethereum is losing its edge, with its roadmap straying and competitors catching up.
We’ve spent a long time evaluating these arguments, and today, we give our take on the Ethereum Roadmap Wars. This is our best take on how the debate unfolds and why, in the end, we’re still bullish on Ethereum’s future.

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TIMESTAMPS
00:00 Start
03:24 The Roadmap Wars
12:22 What Are The Wars Really About?
25:40 Roadmap Proposed Solutions
35:03 Why Are We Fighting Over DeFi
39:15 What Do We Do About It?
44:59 Where Will DeFi End Up?
50:23 What About $ETH The Asset?
53:43 The Bull Case For ETH

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

ETH vs. SOL: A Professor's Take | Omid Malekan

Mon, 21 Oct 2024 10:30:00 -0000

Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.

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TIMESTAMPS

0:00 Intro
5:52 Omid Malekan’s Crypto Background
9:31 Transitioning from TradFi to Crypto
14:51 Explaining Blockchain to Crypto Newcomers
21:10 The Fear in Crypto Transactions
24:53 Blockchain as a New Financial Architecture
28:07 What New Crypto Users Get Wrong
32:06 Not All Blockchains Are Equal
39:25 Qualitative & Quantitative Block Space
41:49 Lessons from Traditional Finance
46:36 Modular Design in Blockchain Systems
1:01:30 Envisioning Crypto's Endgame
1:09:25 Ether's Value Proposition and Role
1:20:28 Opportunities for High-Quality Liquid Assets
1:23:38 Ether as the Money of the Internet
1:36:55 Settlement Assurances and the Future of Ether
1:44:07 Crypto Cycles and Future Gains
1:45:29 Own Podcast?
1:46:22 Closing & Disclaimers

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RESOURCES

Omid Malekan
https://x.com/malekanoms

Omid's Books
https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331
https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307

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

ROLLUP: $2B Polymarket Bet | Election Pump? | Ethereum Optimism | Trump 'WLFI' Launch

Fri, 18 Oct 2024 10:30:00 -0000

With 17 days to the election, Trump launched WLFI token sales, while Kamala’s positive crypto comments sparked reactions. Polymarket shows Trump at 62%—can that be real?

In Ethereum, despite price drops, Fuel launched a high-performance L2, and Paradigm introduced its own with Reth at the core.

Meanwhile, Saylor plans a Bitcoin Bank, and Kraken is rolling out wrapped Bitcoin.

------
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🪄MAGIC EDEN | HOME OF WEB3
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🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G

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TIMESTAMPS & RESOURCES

0:00 Intro

4:17 Markets, L2 Update, & Blobs
https://farside.co.uk/?p=1518
https://x.com/Evan_ss6/status/1846592303143776269
https://x.com/growthepie_eth/status/1845076141054345464
https://x.com/ryansadams/status/1845111043250393569
https://x.com/sassal0x/status/1846458384842916143
https://dune.com/hildobby/blobs
https://x.com/litocoen/status/1846455792461140222
https://imgur.com/a/hGxZIyT
https://x.com/pythianism/status/1846502438624231605
https://x.com/EricBalchunas/status/1845944946991276494

21:52 What’s going on on Polymarket?
https://polymarket.com/event/presidential-election-winner-2024?tid=1729178339570
https://x.com/RyanSAdams/status/1846660964105453836
https://x.com/fewture/status/1846667819200795038
https://x.com/adamscochran/status/1846677802583838768
https://x.com/divine_economy/status/1846677795423785150
https://www.natesilver.net/p/whats-behind-trumps-surge-in-prediction
https://x.com/fozzydiablo/status/1846369866091319743
https://x.com/fozzydiablo/status/1846647506446246089
https://x.com/hosseeb/status/1846395633806331914

31:12 Let’s check in on Trump and Kamala - 17 Days until election
First Trump - kicked off World Liberty Financial token sale
https://x.com/realDonaldTrump/status/1845179557852377508
https://x.com/tier10k/status/1846641132731552018
https://x.com/RyanSAdams/status/1845926256292122767

34:43 Then Harris - said something about crypto - appreciates the help of crypto in broadening access to wealth
https://kamalaharris.com/wp-content/uploads/2024/10/FMfcgzQXJZxzLGgcKmSNQSXCRKXShwxJ.pdf
https://x.com/RyanSAdams/status/1845920172638605768
https://x.com/Matt_Hougan/status/1845832802316751251
https://x.com/BanklessHQ/status/1846552111217045904
https://elections2024.thehill.com/massachusetts/massachusetts-senate-warren-deaton/
https://polymarket.com/event/massachusetts-us-senate-election-winner?tid=1729152612507

46:16 Galaxy researched released their Crypto policy scorecard
https://x.com/intangiblecoins/status/1845845163588907486

51:29 Kraken with a big release…Wrapped BTC - KBTC
https://www.coindesk.com/business/2024/10/17/crypto-exchange-kraken-launches-wrapped-bitcoin-token-kbtc/

52:17 Fuel mainnet is live!
https://x.com/fuel_network/status/1846536888003313786

53:54 Paradigm is launching a new L2, Odyssey
https://x.com/gakonst/status/1844757392061542781
https://x.com/danrobinson/status/1844759810421805069

55:49 Conduit introduced Conduit G2
https://x.com/conduitxyz/status/1846567345864536468

57:41 Michael Saylor wants to turn Microstrategy into a Bitcoin bank
https://x.com/isoandso/status/1844772434991325287

59:15 Italy will raise capital gain tax on Bitcoin from 26% to 42%
https://www.reuters.com/markets/europe/italy-stiffens-terms-digital-services-tax-2025-budget-2024-10-16

1:00:41 Bankless Summit is coming!
https://x.com/TrustlessState/status/1846722706919838081

1:02:34 Meme of the Week, David’s Fight & Kyle Samani Drama
https://x.com/Jesseeckel/status/1845491020492124361
https://x.com/sgoldfed/status/1846183598832959617

1:06:29 Closing & Disclaimers

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

The Bankless Summit

Thu, 17 Oct 2024 07:44:15 -0000

Announcing: The Bankless Summit

The Saturday after Devcon (Nov 16th) Bankless is hosting a single day of the most interesting talks and conversations in Ethereum!

Sit back and enjoy as Bankless curates the most interesting speakers in Ethereum while we let them speak!

Get tickets here:
https://lu.ma/0bpju5ic

BANKLESS CITIZEN PERK: 70% OFF THE TICKETS!
https://www.bankless.com/join

A16z 2024 State of Crypto Report | Eddy Lazzarin & Daren Matsuoka

Wed, 16 Oct 2024 16:39:00 -0000

A16z’s 2024 State of Crypto Report is out!

Bankless reviews these reports every year so we can get caught up on everything happening in Crypto. That's why we’re bringing a16z Crypto CTO Eddy Lazzarin and Data Scientist Daren Matsuoka.

Expect to learn how 2024 contrasts to 2023, crypto adoption signals, innovations in every sector from policy to scaling and stablecoins to zk cryptography. And most importantly, why the price innovation cycle is here to stay. Enjoy!

------
🎮 B3 | THE FUTURE OF ONCHAIN GAMING
https://bankless.cc/b3

------
BANKLESS SPONSOR TOOLS:

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🪄 MAGIC EDEN | HOME OF WEB3
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🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE
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------
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------
TIMESTAMPS

0:00 Intro
5:53 Vibe Check
7:00 Target Audience
9:16 2023 Contrast
12:14 How Big is Crypto?
21:23 Desktop vs Mobile Adoption
25:13 Crypto Policy
29:34 Stablecoins
36:24 Ethereum Gas Fees
46:09 Scaling
48:24 ZK Cryptography
58:30 Applications
1:00:23 Crypto x AI
1:06:23 DeFi vs Centralized Services
1:09:27 Builders
1:12:09 Price Innovation Cycle
1:16:14 Reflections on 2024
1:19:37 Closing & Disclaimers

------
RESOURCES

A16z 2024 State of Crypto Report

Eddy Lazzarin
https://x.com/eddylazzarin

Daren Matsuoka
https://x.com/darenmatsuoka

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

The End Of Centralized Exchanges | Kain Warwick's Infinex

Mon, 14 Oct 2024 09:30:00 -0000

Joining us today is Kain Warwick. Not to fight, but to talk about his exciting new project called Infinex.

Infinex aims to replace crypto's centralized exchange experience and bring it all onchian. It's ambitious, but if it works, could change the way we think about DeFi and navigate across chains forever.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS
00:00:00 Intro
00:04:29 Infinex
00:12:44 The Infinex Tech Stack
00:20:45 Optimizing Across Protocols
00:27:00 The Centralization Tradeoff
00:29:04 Key Tech Unlocks
00:34:48 Managing Protocol Risk
00:42:33 Transaction Experience & Security
00:50:40 Patron Sale
00:56:55 Future Growth Plans
01:00:29 Fight Commentary

------
RESOURCES
Kain Warwick - https://x.com/kaiynne

Infinex - https://x.com/infinex_app

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

ROLLUP: Satoshi Exposed | Unichain | FBI Token | Permissionless III | Hoffman vs. Warwick

Fri, 11 Oct 2024 10:30:00 -0000

This Weekly Rollup was recorded IRL at Permissionless III. We discuss HBO revealing the identity of Bitcoin’s creator, Uniswap’s Unichain announcement, the new FBI token and David Hoffman vs. Kain Warwick upcoming fight.

------
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https://bankless.cc/b3

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

⚡️ CARTESI | LINUX-POWERED ROLLUPS
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------
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------
TIMESTAMPS & RESOURCES

0:00 Intro
3:04 Markets
6:14 US Economy
https://www.cnbc.com/2024/10/04/september-2024-us-jobs-report.html
https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable
13:28 Uniswap Announces Unichain
https://x.com/Uniswap/status/1844363396382408774
https://x.com/TaikiMaeda2/status/1844363706798571828
https://x.com/0xCygaar/status/1844377718479257864
https://x.com/haydenzadams/status/1844363698485198899
https://x.com/delitzer/status/1844364429389070699
https://x.com/VitalikButerin/status/1575772104678510592
https://x.com/danrobinson/status/1844407479528194262
https://x.com/haydenzadams/status/1844411400523067599
https://x.com/Fwiz/status/1844375503601594594
https://x.com/gluk64/status/1844388796290183302
https://youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR
30:55 HBO Reveals Satoshi Identity?
https://x.com/crypto_div/status/1843838385913258387
https://x.com/MarcHochstein/status/1843768871318372562
https://x.com/peterktodd/status/1843957196830441766
https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi
https://x.com/ki_young_ju/status/1843872372627255541
https://x.com/HalieyWelchX/status/1844038238408990871
37:23 FBI Coin
https://www.reuters.com/legal/us-charges-18-people-companies-cryptocurrency-fraud-2024-10-09/
https://x.com/esatoshiclub/status/1844095224907432441
https://x.com/tier10k/status/1844106925149126887
https://x.com/loomdart/status/1844108582511575289
https://polymarket.com/event/ansem-criminal-charges-in-2024?tid=1728573367331
https://x.com/zachxbt/status/1843940648430493906
46:02 Crypto.com SEC Wells Notice
https://crypto.com/company-news/complaint
https://www.foxbusiness.com/media/sec-commissioner-confesses-crypto-approach-has-fueled-disaster-whole-industry?src=wgna
https://x.com/lex_node/status/1843651871522861187
https://www.politico.com/newsletters/morning-money
50:10 New EIP-7781
https://x.com/0xcygaar/status/1842985189124997362?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://github.com/ethereum/EIPs/pull/8931#issuecomment-2395026393
https://x.com/VitalikButerin/status/1841756178692358587
53:32 IMF vs Bitcoin
https://x.com/samcallah/status/1842193389569143027
55:22 World Liberty Financial New Details
https://thedefiant.io/news/defi/trumps-world-liberty-financial-proposes-aave-deployment-on-ethereum
https://www.theblock.co/post/320430/trump-world-financial-liberty-raise
58:47 Permissionless III
https://x.com/Ethereum_Women/status/1844051472335671694
https://x.com/Jesseeckel/status/1844196686484341067
https://x.com/benlakoff/status/1844394966925324694
1:02:57 David Hoffman vs Kain Warwick
https://polymarket.com/event/hoffman-vs-warwick?tid=1728578327494
https://x.com/TrustlessState/status/1844388312771068402
1:05:55 Moment of Zen

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

Announcing Unichain | DeFi's Next Frontier?

Thu, 10 Oct 2024 11:00:00 -0000

Unichain Is Here! Joining us today is Hayden Adams of Uniswap and Karl Floersch of Optimism to explain the exciting new release and vision for the future of Ethereum and appchains.

------

🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-announcing-uni

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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------

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------
TIMESTAMPS
00:00:00 Start
00:05:51 Announcing Unichain!
00:11:51 How Will Unichain Work?
00:17:21 Superchain And Interoperability
00:19:38 Superchain Enhancements
00:26:12 Unichain User Experience
00:30:43 What About Other Superchains?
00:38:49 Unfragmenting The Fragmentation
00:43:58 Coordinating All Of Ethereum
00:49:08 UNI Token
00:52:47 Should DeFi Live On L1?
00:57:57 What Success Looks Like
01:01:15 The Path To Superchain
01:03:19 Release Dates

------
RESOURCES

Unichain: https://unichain.org/

Hayden: https://x.com/haydenzadams

Karl: https://x.com/karl_dot_tech

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

Is DeFi Illegal Now? Tornado Cash Case Update | Jake Chervinsky

Tue, 08 Oct 2024 10:30:00 -0000

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.

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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⚡️CARTESI | LINUX-POWERED ROLLUPS
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Jake Chervinsky
https://x.com/jchervinsky

Jake Chervinsky’s Tweet
https://x.com/jchervinsky/status/1839412423096467753

A 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

Mon, 07 Oct 2024 10:30:00 -0000

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.

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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🗣️TOKU | CRYPTO EMPLOYMENT
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🦄UNISWAP | BROWSER EXTENSION
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⚡️CARTESI | LINUX-POWERED ROLLUPS
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------

✨ Mint the episode on Zora ✨

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------
TIMESTAMPS

0:00 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 Laws: Australia to U.S.
1:08:00 Government's Role in Protecting Free Speech
1:12:50 Bottom-Up Solutions for Truth & Speech
1:20:23 Inevitability of Censorship's Failures
1:22:33 Advancing Free Speech
1:23:01 Closing & Disclaimers

------
RESOURCES

Nico
https://x.com/NicoPerrino

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

ROLLUP: World War Threat | North Korean Hackers | Vitalik Roadmap Updates | Visa Platform On Ethereum

Fri, 04 Oct 2024 09:30:00 -0000

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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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS & Resources

00:00 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/1840944416997195974

08:49 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-charts

12:26 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/1840819209879896455

22:58 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-roman-storm

32:21 Ripple ETF?
https://x.com/BitwiseInvest/status/1841464422557954168
https://x.com/NateGeraci/status/18412784213655720187
https://x.com/EleanorTerrett/status/1841586154258285021

35:10 SEC Director Updates
https://x.com/SECGov/status/1841548406029754524
https://x.com/GOPMajorityWhip/status/1841560880955158916
https://x.com/jchervinsky/status/1841572472195305651

38:57 Visa Launch On Ethereum
https://blockworks.co/news/visa-to-help-banks-test-tokenized-assets-smart-contracts

40:30 Vitalik On Alignment
https://vitalik.eth.limo/general/2024/09/28/alignment.html
https://x.com/RyanSAdams/status/1840026201999495332

43:08 Pectra Upgrade
https://www.youtube.com/live/PWhn8KdgCl8?si=2dyOikXU9ja7lbji&t=2762
https://github.com/ethereum/pm/issues/1153#issuecomment-2377002932

47:32 Coinbase's New Exec
https://x.com/jessepollak/status/1840929040854892966?s=46

48:14 Polymarket
https://x.com/shayne_coplan/status/1840033666723938669?s=46

49:01 The gm Heard Round The World
https://x.com/cz_binance/status/1839861237850497271?s=46

49:26 North Korea
https://x.com/skesslr/status/1841421864779833494

54:35 Fight Prep
https://x.com/TrustlessState/status/1841094626108748128
https://x.com/kaiynne/status/1841642359378829411
https://polymarket.com/event/hoffman-vs-warwick?tid=1727184262347

If you don’t have your tickets yet, Bankless has something for you!
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with the link in the shownotes
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If you do have tickets and you are a Bankless citizen, don’t forget to sign up for the Bankless Meetup!
https://lu.ma/yj5pdeqe

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

CFTC vs. Uniswap, Prediction Markets, & Crypto | Commissioner Summer Mersinger

Thu, 03 Oct 2024 10:30:00 -0000

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.

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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BANKLESS SPONSOR TOOLS:

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🗣️TOKU | CRYPTO EMPLOYMENT
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⚡️CARTESI | LINUX-POWERED ROLLUPS
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

------
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------
TIMESTAMPS

0:00 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 is essential
1:20:55 Closing & Disclaimers

------
RESOURCES

Commissioner Summer Mersinger
https://x.com/cftcmersinger

Commissioner Mersinger’s Dissent
https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424

Uniswap Action
https://www.cftc.gov/PressRoom/PressReleases/8961-24

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

Where is Ethereum Headed? | Mike Ippolito & Mike Neuder

Tue, 01 Oct 2024 10:30:30 -0000

The exploration of the Ethereum Roadmap continues.

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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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance ⁠

🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Mike Ippolito
https://x.com/mikeippolito

Mike 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

Mon, 30 Sep 2024 10:30:00 -0000

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.

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.

------
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-austin-campbell-interview

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Austin Campbell
https://x.com/CampbellJAustin

Must 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

Fri, 27 Sep 2024 09:30:00 -0000

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.

------
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------
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------
TIMESTAMPS & Resources

00:00:00 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/1839260651614568845

00:14:17 Markets
https://pro.kraken.com/app/trade/btc-usd

00:16:39 ETH Options Approved
https://x.com/EricBalchunas/status/1837240128588169587
https://x.com/kellyjgreer/status/1824168136637288912

00:19:16 Movers Of The Week
https://www.coingecko.com/en/coins/sei
https://x.com/VitalikButerin/status/1838809754002690403

00:22:10 The Beijing Bazooka
https://x.com/JustDeauIt/status/1839152089718538572
https://finance.yahoo.com/news/what-chinas-biggest-stimulus-since-the-pandemic-means-for-us-investors-morning-brief-100039804.html
https://x.com/deitaone/status/1839235182294913315?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g

00:29:55 The Roast Of Gary Gensler
https://x.com/BanklessHQ/status/1838602362841374762
https://x.com/BanklessHQ/status/1838613533061230618
https://x.com/BanklessHQ/status/1838621580546425045

00:38:25 Jail Updates
https://www.reuters.com/world/us/bankman-frieds-ex-girlfriend-ellison-be-sentenced-over-crypto-fraud-2024-09-24/
https://x.com/autismcapital/status/1838661563663945804

00:44:23 Crypto Bank Crackdown Exposed
https://x.com/nic__carter/status/1836858969241100776

00:54:25 EIGEN Unlock
https://x.com/eigenfoundation/status/1838270195246170553
https://x.com/JimmyRagosa/status/1839272870809076003

00:55:55 Solana Breakpoint Recap
https://x.com/solana/status/1837035324587028567
https://x.com/solanamobile/status/1836614409613119632
https://x.com/solanafloor/status/1837038360101007577?s=46

00:59:05 Telegram Founder Updates
https://www.bbc.com/news/articles/cvglp0xny3eo

01:00:32 Raises
https://blog.celestia.org/celestia-foundation-raise/
https://x.com/infinex_app/status/1838730410710446144

01:03:57 David Fight Updates
https://polymarket.com/event/hoffman-vs-warwick

01:08:26 Meme Of The Week
https://x.com/spreekaway/status/1837128008169095172?s=46
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Crypto & The Democrats | Rep. Ro Khanna

Wed, 25 Sep 2024 10:30:00 -0000

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.

------
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Rep. 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

Mon, 23 Sep 2024 10:30:00 -0000

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.

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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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Mike Neuder
https://x.com/mikeneuder

Mike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesis

Max Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0U

Kyle 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

Fri, 20 Sep 2024 09:30:00 -0000

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?

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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⚡️ CARTESI | LINUX-POWERED ROLLUPS
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS & RESOURCES

00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/1835473538028814667

06:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/1836779556998459436

10:55 Total MKT Cap
https://www.coingecko.com/en/global-charts

11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count

13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703
https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html

18:57 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=NASDAQ%3AQQQ
https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz

27:03 Trump's Liberty Financial
https://x.com/EricTrump/status/1834322630721122521
https://x.com/worldlibertyfi/status/1835748701534404945
https://x.com/alexandergrieve/status/1836006655223275904

32:06 Takes On The Project
https://x.com/iamDCinvestor/status/1836006290125987860
https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q

34:42 Trump Pays With Bitcoin
https://x.com/WatcherGuru/status/1836510214482284545
https://x.com/crypto_condom/status/1836512092503077146

36:39 Vitalik Film Premiere
https://ethereumfilm.xyz/streaming
https://x.com/EthereumFilm/status/1828192695095042429
https://x.com/TrustlessState/status/1836737714223210638
https://x.com/dimabuterin/status/1836701356565922006
https://x.com/ViktorBunin/status/1836556640734085478
https://x.com/jessepollak/status/1836607456497275028
https://x.com/jessepollak/status/1836607456497275028
https://x.com/EthereumFilm/status/1835973354995499061

41:36 SEC Sues Rari?
https://www.sec.gov/newsroom/press-releases/2024-138
https://x.com/dcfgod/status/1836488126744924299

43:03 The Flyfish Case
https://www.sec.gov/files/litigation/admin/2024/33-11305.pdf
https://x.com/HesterPeirce/status/1835757603860681141
https://x.com/FinancialCmte/status/1836124400695021654
https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=19

50:41 Token 2049
https://x.com/justinsuntron/status/1836330985706918253
https://unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable/

53:36 New Zora App
https://x.com/RyanSAdams/status/1836399083482742814

56:19 New Fastest Rollup
https://x.com/atlasxyz/status/1833880969251524973

57:39 Permissionless Party
https://lu.ma/yj5pdeqe
Bankless listeners - 10% off tickets with BANKLESS10
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59:26 Moment Of Zen
https://www.youtube.com/watch?v=71DtEk1cFdg

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

Fed Rate Cut: Is It Too Late? | Macro Alf

Wed, 18 Sep 2024 10:30:00 -0000

Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?

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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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Maro Alf
https://x.com/MacroAlf

Alf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform

The 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

Tue, 17 Sep 2024 10:30:00 -0000

Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD.

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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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/64?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS

0:00 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

------
RESOURCES

Steven 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

Mon, 16 Sep 2024 10:30:00 -0000

That’s right, Bankless Nation, BlackRock on the podcast today.

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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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
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------
TIMESTAMPS

0:00 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

------
RESOURCES

Robbie
https://x.com/robbiemitchnick

Blackrock
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

Fri, 13 Sep 2024 10:30:00 -0000

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?

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 & RESOURCES

0:00 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/1832114732326957274

18:02 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/1833557017023459526

27:29 The Debate - they didn’t mention crypto!
https://x.com/CNN/status/1833703753179857334
https://x.com/erikvoorhees/status/1833705605045051850
https://polymarket.com/event/who-will-win-the-debate-according-to-polls
https://polymarket.com/event/presidential-election-winner-2024?tid=1726028429396
https://x.com/shayne_coplan/status/1833127734844789106
https://x.com/Polymarket/status/1833679653191512442
https://www.theblock.co/post/315808/presidential-debate-risk-off-crypto
https://x.com/MikeIppolito_/status/1833874331539034448

36:49 War mode vitalik? If its not stage 2, its not a rollup
https://x.com/vitalikbuterin/status/1834061075970683367

39:01 zkSync Stage 1? & New CMO?
https://blog.zknation.io/zksync-governance-system/
https://x.com/the_matter_labs/status/1833894141052494218

42:41 Sony Stable Yen
https://x.com/delzennejc/status/1833243834563650038

43:21 Friend.Tech team renounces control of smart contracts
https://x.com/friendtech/status/1832581118165709140
https://x.com/functi0nZer0/status/1833178200685318213
https://x.com/MacroMate8/status/1833393620407488542
https://x.com/friendtech/status/1833259362711986335

47:06 EigenLayer announced Season 2 Stakedrop!
https://blog.eigenfoundation.org/season-2-stakedrop/

48:55 ENS was integrated with PayPal and Venmo!
https://x.com/ensdomains/status/1833536140529570039
https://x.com/brantlymillegan/status/1833568986547818820?

50:16 Coinbase Bitcoin - cbBTC released!
https://x.com/coinbase/status/1834208544247144949
https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb

55:04 David Fighting at Permissionless

58:01 Closing & Disclaimers

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

Will AI Kill Democracy? | Yuval Noah Harari

Thu, 12 Sep 2024 09:30:00 -0000

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.

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

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RESOURCES

Yuval: 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

Tue, 10 Sep 2024 19:48:00 -0000

When is this all going to reverse?

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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TIMESTAMPS

0:00 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

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RESOURCES

Ben Cowen
https://x.com/intocryptoverse

Ben 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

Mon, 09 Sep 2024 10:30:00 -0000

Why does Bitcoin sucks and is inferior to Gold?

Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.

He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.

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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-peter-schiff-interview

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------
TIMESTAMPS

0:00 Intro
7:07 What is Money?
15:05 Why is Gold the Apex Money?
27:59 Gold vs. Bitcoin Custody
36:27 Gold in The Internet Age
43:08 Gold as a Productive Asset
49:30 Gold vs. Bitcoin Demographics
53:90 Can Gold be Disrupted?
1:04:20 Should we Abolish The Federal Reserve?
1:13:33 Is the Stock Market Overpriced?
1:20:09 Principles to Grow Wealth
1:25:30 Steelmanning Crypto
1:36:17 Closing & Disclaimers

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RESOURCES

Peter Schiff
https://x.com/PeterSchiff

Peter Schiff Youtube
https://www.youtube.com/@peterschiff

SchiffGold
https://www.schiffgold.com/

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

ROLLUP: Trump’s DeFi Project | CFTC vs. Uniswap | Brazil Bans Twitter | Coinbase AI | Polymarket & Bloomberg

Fri, 06 Sep 2024 10:30:00 -0000

This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?

Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?

Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.

On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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------
TIMESTAMPS & RESOURCES

0:00 Intro

2:03 Markets
https://x.com/Negentropic_/status/1830685688662040961
https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/
https://x.com/RyanSAdams/status/1831316995691671641
https://x.com/Fiskantes/status/1831302629651042637
https://x.com/SplitCapital/status/1831317921089642915
https://x.com/iamDCinvestor/status/1831318267367145492

18:30 Trump revealed more about his DeFi project, World Liberty Financial!
https://www.worldlibertyfinancial.com/
https://x.com/realDonaldTrump/status/1829141447087648796
https://x.com/lex_node/status/1831084542377206220
https://x.com/lex_node/status/1831105068952961399
https://x.com/nic__carter/status/1831145983847137451
https://x.com/worldlibertyfi/status/1831348462635397271
https://x.com/RyanSAdams/status/1829500453152837828

32:07 Brazil banned Twitter
https://x.com/elonmusk/status/1829778143449698764
https://x.com/RyanSAdams/status/1831015509384364428

37:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches
https://x.com/_RichardTeng/status/1830869029705441553

41:47 Arbitrum released Stylus!
https://x.com/arbitrum/status/1831020553211089243
https://x.com/joeykrug/status/1831367181885698392

43:30 Euler V2 is back!
https://x.com/eulerfinance/status/1831331399619756375

48:03 Celestia releases technical roadmap
https://blog.celestia.org/roadmap/

48:39 Bloomberg added Polymarket election data to Terminal
https://x.com/M_McDonough/status/1829166689516442043
https://x.com/shayne_coplan/status/1830984489259901203

50:13 CFTC charges Uniswap with illegal derivatives trading
https://www.cftc.gov/PressRoom/PressReleases/8961-24
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424
https://x.com/MinarikLaw/status/1831363800542634459

53:11 AIs are now paying other AIs with crypto
https://x.com/brian_armstrong/status/1829623778726592804

56:32 MEME of the Week
https://x.com/TrustlessState/status/1831386476841726226

59:03 Closing & Disclaimers

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

Is the Ethereum Roadmap Off Track? | Max Resnick

Wed, 04 Sep 2024 10:30:00 -0000

Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?

We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.

Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.

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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-max-resnick-interview

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------
TIMESTAMPS

0:00 Intro
5:08 Max’s Contrarian Take
12:20 The State of Rollups
17:59 Are L2s Extensions of Ethereum?
27:52 What Needs to Change
44:33 Based Rollups
50:05 The Holy Grail Blockchain
59:02 Scaling the L1
1:05:29 Max’s Incentives
1:09:53 Why Not Solana?
1:14:06 Navigating ETH’s Roadmap
1:18:05 ETH: The Asset
1:22:15 Value Capture
1:23:58 Call to Action
1:26:43 Closing & Disclaimers

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RESOURCES

Max Resnick
https://x.com/MaxResnick1

Max Resnick Holy Grail Blockchain Tweet
https://x.com/MaxResnick1/status/1826630256008331301

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

U.S. Strategic BTC Reserve - The BITCOIN Act | Senator Cynthia Lummis

Mon, 02 Sep 2024 10:30:00 -0000

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.

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🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-cynthia-lummis-interview

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------
TIMESTAMPS

0:00 Intro
6:40 The Bitcoin Act
10:01 Gold to Digital Gold
15:01 U.S. Strategic Reserves
18:00 U.S. Discretion in Selling Forfeited Bitcoin
20:44 Is Bitcoin Ready for Federal Reserve Backing?
23:24 Bitcoin Adoption to Tackle U.S. Debt
28:17 Bitcoin's Potential Impact
33:15 Being First in Bitcoin Strategic Reserves
39:22 Pros vs. Cons of Bitcoin Strategic Reserves
49:08 Bipartisan Prospects and Democratic Silence
53:52 Conservative Support vs. Liberal Adoption
56:30 Trump vs. Harris on Crypto Legislation

------
RESOURCES

Senator Cynthia Lummis
https://x.com/SenLummis

The Bitcoin Act
https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/
https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf

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

Multi-Proposers & The Future Of Ethereum

Sun, 01 Sep 2024 03:54:00 -0000

In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.

This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.

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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
TIMESTAMPS
00:00:00 Start
00:05:14 Intro To Our Guests
00:09:21 Proposer Builder Seperation
00:12:39 Stepping Forward vs Patching
00:19:35 Getting Rid Of MEV?
00:26:35 Inclusion Lists
00:40:14 What is Braid?
00:50:43 The Bear Case
01:06:37 Vitalik's Take
01:10:53 The Benefits of Braid
01:20:28 L2 Centric Roadmap Changes?
01:36:26 How's Rust Going?
01:44:49 Other Exciting Roadmap Updates
01:57:52 Call To Action

------
RESOURCES

Georgios: https://x.com/gakonst

Max: https://x.com/MaxResnick1

Charlie: https://x.com/_charlienoyes

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

ROLLUP: Ethereum Foundation Sells $100M? | Telegram Founder Arrested | SEC Targets Opensea

Fri, 30 Aug 2024 09:30:00 -0000

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
TIMESTAMPS & RESOURCES
00:00:00 Start

00:02:22 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.growthepie.xyz/fundamentals/total-value-locked

00:06:23 Rate Cuts Incoming
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm
https://x.com/RyanSAdams/status/1829156259062501574

00:08:41 Stablecoin ATH
https://defillama.com/stablecoins
https://x.com/PayPal/status/1828161802208985462

00:13:14 When Pump?
https://x.com/2xdog/status/1826460239090385028/photo/1

00:18:42 Telegram Founder Arrested
https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19

00:21:01 What Are The Charges?
https://x.com/Cointelegraph/status/1828915121823068476
https://x.com/RyanSAdams/status/1828122303047033327

00:24:03 Encryption

00:27:47 Takes On This Issue
https://x.com/EmmanuelMacron/status/1828077245606342672
https://x.com/VitalikButerin/status/1827602680388239582
https://x.com/Kasparov63/status/1827819652535489007
https://x.com/NoelleInMadrid/status/1827798993017127243

00:30:45 TON's Reaction
https://x.com/ton_society/status/1827753299736674599
https://x.com/ton_society/status/1828446248841441467

00:36:36 Mark Zuckerburgs Letter
https://x.com/boblatta/status/1828516974269472936/photo/1

00:39:46 Roman Storm's Battle
https://x.com/RyanSAdams/status/1828906357723955378

00:46:34 Ethereum Foundation Sold $100M?
https://thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate
https://x.com/0xstark/status/1828416178194104342
https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:52:26 Does Vitalik Hate DeFi?
https://x.com/VitalikButerin/status/1827583576751181961
https://x.com/kaiynne/status/1821020189594669398
https://x.com/RhettShipp/status/1827911788488487047
https://x.com/haydenzadams/status/1828452122385424718
https://x.com/VitalikButerin/status/1828448417585971661

01:01:51 Sony's Layer 2 - Soneium
https://x.com/soneium/status/1826832581897126367

01:03:34 MakerDAO Rebranded To SKY
https://x.com/SkyEcosystem/status/1828405625828843710
https://governance.aave.com/t/temp-check-buidl-gsm/18775

01:05:47 Trump Harris Debate
https://x.com/disclosetv/status/1828505848504819978

01:06:42 RFK Drops Out
https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw

01:07:45 Trump NFTs
https://x.com/mdudas/status/1828575205276459258

01:09:29 SEC Threatens To Sue Opensea
https://x.com/dfinzer/status/1828791832009953706?s=46

01:12:37 Chainbound Raises $4.6M
https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA

01:13:22 Most Unattractive Hobbies...
https://x.com/nic__carter/status/1827862983034245338

01:14:50 Moment Of Zen
https://x.com/songadaymann/status/1828885208227332591?s=46

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

How Crypto Is Transforming Argentina's Economy

Thu, 29 Aug 2024 09:30:00 -0000

Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution.

The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.

------
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
TIMESTAMPS
00:00:00 Start
00:16:37 Intro and Market Size
00:26:49 Demographics
00:30:29 Why isn't everyone using stablecoins?
00:37:14 Custody and Trust
00:42:29 Creating Crypto Power Users
00:49:08 Preferred Way Of Growing Wealth
00:55:28 Dealing With Competition
01:03:10 Building Under the Argentine Laws
01:12:21 Javier Milei
01:18:12 Crypto's Future In Argentina

------
RESOURCES
Marcelo Cavazzoli - https://x.com/lemoncheli

Federico Ogue - https://x.com/fedeogue

Manuel Beaudroit - https://x.com/mbeaudroit

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

How Crypto Fixes U.S. Debt | Fmr Speaker Paul Ryan

Wed, 28 Aug 2024 10:30:00 -0000

It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as:
- America’s debt crisis
- The potential loss of the U.S. reserve currency status
- How crypto could help the U.S. stay ahead of China
- Why the left is anti-crypto
- Crypto under a Trump vs. Kamala’s administration

This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.

------
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS

0:00 Intro
5:11 Why Politics Are Messier
7:36 Being Speaker of the House
11:27 Paul’s WSJ Stablecoin Op-Ed
16:47 Paul’s Intro to Crypto
18:54 U.S. Debt Crisis
26:05 Losing Reserve Currency
28:29 CBDCs vs. Stablecoins
38:06 KYC Stablecoins & Legislation
43:27 Anti-Crypto Army
46:16 Is the Left Anti-Crypto?
51:03 Right vs. Left Crypto Adoption
55:50 Kamala vs. Trump
58:49 Advice to Bankless Listeners
1:01:18 Closing & Disclaimers

------
RESOURCES

Paul Ryan
https://x.com/speakerryan

WSJ Article
https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717

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

Why is ETH Down So Bad this Cycle? | Kyle Samani

Mon, 26 Aug 2024 10:30:00 -0000

SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?

Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.

This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!

------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-kyle-samani-interview

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🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/53

------
TIMESTAMPS

0:00 Intro
5:40 Ethereum in a Vacuum
10:10 ETH Vs. BTC
25:50 Broken Layer2 Interoperability
34:46 Value Capture
51:46 What Needs to Change
55:23 Decentralization
1:06:34 Solana
1:12:25 Steelmanning Ethereum
1:17:49 Closing & Disclaimers

------
RESOURCES

Kyle Samani
https://x.com/KyleSamani

Multicoin Capital
https://multicoin.capital/

Paths To Tens Of Trillions Blog Post
https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/

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

ROLLUP: TRON's Massive Win | Dems Ignore Crypto | The $20M McDonalds Scam | Vitalik's Bull Post

Fri, 23 Aug 2024 09:30:00 -0000

Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars.

What's causing this big spike and... why?

------

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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
TIMESTAMPS & RESOURCES

00:00 David's New Fighting Opponent
https://x.com/Permissionless/status/1826245778098237923

05:35 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/

09:17 Tron Taking Over?
https://www.coingecko.com/en/coins/tron

14:57 Fear vs Greed In Markets
https://x.com/Barchart/status/1825970627011817561
https://www.coinglass.com/pro/i/FearGreedIndex

19:53 Dems 2024 Platform Release
https://x.com/BitcoinMagazine/status/1825571943891792289
https://x.com/RyanSAdams/status/1825620753783345308
https://x.com/RyanSAdams/status/1825625975528501711
https://x.com/RyanSAdams/status/1825619465339351144
https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/
https://x.com/RyanSAdams/status/1825618904686739630

32:36 Trump Onchain
https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes
https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html
https://opensea.io/collection/trump-digital-trading-cards

39:02 Optimism Disabled Fraud Proofs?
https://x.com/Optimism/status/1824560736657670314

42:47 Pump Dot Fun
https://x.com/adam_tehc/status/1824994679265349802?s=46

45:33 McDonalds Memecoin?
https://x.com/timo_bult/status/1826284191115530600
https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump

50:02 Story $80 Million Raise
https://www.story.foundation/
https://x.com/jasonjzhao/status/1826236451954286946

53:58 Sorella Labs $7.5 Million
https://www.theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social

57:20 Meme Of The Week
https://x.com/vitalikbuterin/status/1826253901240431083?s=46

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

Mega ETH vs Monad | Super Fast Ethereum

Wed, 21 Aug 2024 09:30:00 -0000

Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.

We answer:
1 - Which is faster, more decentralized, and more censorship-resistant?
2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?
3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?

------
🌊 KELP | Deposit ETH with Gain today
https://kelpdao.xyz/gain/?utm_source=Bankless
------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------

✨ Mint the episode on Zora ✨
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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?

------
RESOURCES

Lei Yang: https://x.com/yangl1996

Keone Hon: https://x.com/keoneHD

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

7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave

Tue, 20 Aug 2024 04:28:22 -0000

In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.

From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52

------
TIMESTAMPS

0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who’s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan’s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What’s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis’s Dad & Crypto
1:29:30 Closing & Disclosures

------
RESOURCES

Louis
https://x.com/gave_vincent
https://web.gavekal.com/
https://evergreengavekal.com/

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

Why Trump is Pro-Crypto | David Bailey

Mon, 19 Aug 2024 10:30:00 -0000

How in the world did Trump pivot to Pro-Crypto?

David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.

We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.

------
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⚖️ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
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------
TIMESTAMPS

0:00 Intro
6:51 Bitcoin 2024
10:43 Donald Trump
31:42 Trump’s Crypto Policies
47:44 Kamala Harris
54:26 Trump vs Kamala
1:01:15 The Bitcoin Idea
1:06:14 Closing & Disclaimers

------
RESOURCES

David Bailey
https://x.com/DavidFBailey

Bitcoin Media
https://b.tc/

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

Bull Market Price Predictions With Ledger

Sat, 17 Aug 2024 09:30:00 -0000

Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward?

We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.

------

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BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

-----
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS

00:00 Start
05:37 BTC Dominance
11:04 Market Vibe Check
16:11 Price Discovery?
23:57 ETH BTC Ratio
30:28 Narrative Winds
40:24 Relative Weakness
46:01 Trading Strategy
48:54 DeFi Summer Breakout
52:43 Looking Forward

------
RESOURCES

Ledger: https://x.com/ledgerstatus

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

ROLLUP: Kamala Crypto Pivot? | USDC iPhone Tap-to-Pay | WBTC Drama? | Superchain Soon?

Fri, 16 Aug 2024 10:30:00 -0000

This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto—could it be too late? Polymarket gives her a 10% chance against Trump.

Jeremy Allaire hinted at Tap to Pay with USDC on iPhones—coming soon?

BitGo’s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows—how can we support them?

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞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 & RESOURCES

0:00 Intro

1:26 Argentina
https://x.com/TrustlessState/status/1823437363898392792
https://x.com/smpalladino/status/1823476661473698063
https://x.com/TrustlessState/status/1823401536145514959

6:55 Markets
https://dune.com/hildobby/btc-etfs
https://dune.com/hildobby/eth-etfs
https://farside.;0co.uk/?p=1518
https://x.com/sassal0x/status/1823265107310219469
https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85
https://x.com/kellyjgreer/status/1823871991490675137

14:25 Memecoin Metrics
https://x.com/Adam_Tehc/status/1822411899843047651
https://x.com/TrustlessState/status/1822649650706563180
https://x.com/econoar/status/1822652061353468169
https://x.com/cobie/status/1822685974822027770

23:12 Can Crypto Get Kamala to Pivot?
https://x.com/Polymarket/status/1823801428416270455
https://polymarket.com/elections
https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable
https://www.foxbusiness.com/politics/crypto-executives-clash-democratic-leaders-heated-zoom-meeting
https://x.com/nic__carter/status/1821710798911054029
https://x.com/RoKhanna/status/1823109754706682135
https://www.coindesk.com/policy/2024/08/15/us-crypto-bill-can-happen-this-year-senates-schumer-tells-crypto-backers-of-harris/
https://x.com/jbrukh/status/1823904565101580776

35:19 Is it too late for Dem to win crypto votes?
https://x.com/Crypto4Harris
https://www.standwithcrypto.org/politicians/person/tim---walz
https://www.binance.com/en/square/post/11669100139586
https://home.treasury.gov/about/general-information/officials/Wally-Adeyemo
https://x.com/intangiblecoins/status/1823338614618550382
https://x.com/nic__carter/status/1823343463464677558
https://x.com/CampbellJAustin/status/1823362155984388226

46:27 Does crypto votes even matter to Dems?
https://x.com/RyanSAdams/status/1823338739910758898
https://policy.paradigm.xyz/writing/Dem-polling
https://x.com/RadarHits/status/1823051375174967378
https://x.com/mikulaja/status/1821563686495862905
https://x.com/nic__carter/status/1821567272432836943

55:37 Ethereum L2 Updates
https://x.com/cronos_chain/status/1823966639622324468
https://x.com/nebrazkp/status/1824098013880443013

59:48 Wrapped Bitcoin Drama
https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844/4
https://x.com/mikebelshe/status/1822318651996877224
https://x.com/justinsuntron/status/1822370692014485937
https://x.com/coinbase/status/1823501582006411614
https://x.com/jessepollak/status/1823515062658830681

1:03:47 Superchain will become one chain!
https://x.com/Optimism/status/1823073114366050695

1:06:41 Eric Trump reveals "Trump Project" focuses on digital real estate
https://nypost.com/2024/08/14/us-news/eric-trump-previews-major-trump-org-move-into-crypto-as-he-charts-the-family-companys-future/

1:08:22 USDC is integrating with Tap-to-pay on iPhones!
https://x.com/jerallaire/status/1823772497969602981
https://x.com/jerallaire/status/1823822639036604914?s=46

1:10:53 MEME of the Week
https://imgur.com/2Wgxr1P

1:12:18 Moment of Burden (Anti-Zen):
https://x.com/RyanSAdams/status/1823788207336526153
https://x.com/RyanSAdams/status/1823418719634141594
https://x.com/alex_pertsev/status/1822184616620339397

1:14:30 Closing & Disclaimers

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

Nate Silver: SBF, The 2024 Election, & Prediction Markets

Tue, 13 Aug 2024 10:30:00 -0000

Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker—fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us.

Nate is not just a respected analyst; he's one of us—a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today’s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents.

------
📣DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-nate-silver-interview

------
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/48

------
TIMESTAMPS

0:00 Intro
5:32 Nate is one of us
7:56 Nate’s POV on crypto
11:07 ‘The River’
17:35 ‘The Village’
19:15 Riverian & Villager conflict
25:38 Is the River better?
34:16 Sam Bankman-Fried
52:23 Sam Altman
59:13 Prediction markets & Polymarket
1:06:56 2024 election predictions
1:09:01 Riverian’s betting Trump?
1:10:50 How do we navigate this?
1:15:09 Advice for the crypto industry
1:16:38 Closing & Disclaimers

------
RESOURCES

Nate Silver
https://x.com/NateSilver538

On the Edge
https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/

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

What is Robinhood Doing in Crypto? | Co-Founder Vlad Tenev

Mon, 12 Aug 2024 10:30:00 -0000

Robinhood is the world’s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next?

In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They’re increasingly investing in crypto and we felt it was important to know their plans.

We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood’s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more.

------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-vlad-tenev-interview

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⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/47?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS

0:00 Intro
6:35 Why Crypto
12:28 Robinhood Consumer Base
15:45 The Crypto Transition
24:52 Bitstamp Acquisition
34:10 Robinhood Wallet
40:43 Robinhood L2?
45:11 Payments
53:09 Robinhood vs SEC
1:04:29 Orderflow Business Model
1:11:05 Current Crypto Cycle
1:14:06 Vlad’s Vision
1:15:20 Closing & Disclaimers

------
RESOURCES

Vlad Tenev
https://x.com/vladtenev

Robinhood Crypto
https://robinhood.com/eu/en/about/crypto/

Robinhood Credit Card
https://robinhood.com/creditcard/

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

ROLLUP: Crazy Markets Week | Prediction Markets Bad? | Zora Release | More Gensler Ls | Trump’s DeFi Sons

Fri, 09 Aug 2024 10:30:00 -0000

This week in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over?

Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L’s?

Zora’s latest release promises to shake up the NFT world.

And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…?

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🦄 UNISWAP | BROWSER EXTENSION
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance

🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/46

------
TIMESTAMPS & RESOURCES

0:00 Intro

2:50 What happened to markets?
https://x.com/dougboneparth/status/1820448580290724222
https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html
https://x.com/KobeissiLetter/status/1819753746202546478
https://x.com/radarhits/status/1820091232770572794
https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/
https://x.com/WatcherGuru/status/1820554001450258522
https://x.com/KobeissiLetter/status/1820897733143585209

11:27 What happened since Monday
https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/
https://x.com/peruvian_bull/status/1820999796334981126
https://x.com/NickTimiraos/status/1821532870529396989
https://x.com/Polymarket/status/1820869310119662035
https://x.com/KobeissiLetter/status/1820870572093448299

14:31 Bankless Episodes - Livestream & Tom Lee
https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C
https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq

22:24 Jump Capital is selling its crypto positions
https://x.com/lookonchain/status/1820321011730116636

25:17 Highest ETH ETF inflows since their launch
https://x.com/zerohedge/status/1821143966462484640
https://x.com/TommyWorldPower/status/1821091488132165719
https://www.cnbc.com/2024/08/02/morgan-stanley-wealth-advisors-bitcoin-etfs.html

27:10 Why is ETH so weak?
https://x.com/RyanSAdams/status/1821534234382627195
https://imgur.com/TsIvCPi
https://x.com/ceterispar1bus/status/1820842327901954453

33:38 Strong earnings for key crypto companies in Q2…what we can learn?
https://s27.q4cdn.com/397450999/files/doc_financials/2024/q2/Q2-24-Shareholder-Letter.pdf
https://www.theblock.co/post/310136/robinhoods-q2-crypto-revenues-up-161-as-trading-volume-hits-21-5-billion
https://x.com/wazzcrypto/status/1786139849197551637

36:56 Are Prediction Markets bad? Sen. Warren thinks so
https://www.merkley.senate.gov/wp-content/uploads/CFTC-Letter-FINAL.pdf
https://x.com/mansourtarek_/status/1820486209031766204
https://x.com/matthew_d_green/status/1821146583955583068
https://x.com/iamDCinvestor/status/1821361435449962562
https://x.com/hasufl/status/1820818054621622673
https://x.com/LWarho/status/1820888617469771813
https://x.com/Domahhhh/status/1821208004529942713
https://x.com/TrustlessState/status/1821178136282726643

48:02 Zora protocol now creates pools on Uniswap!
https://x.com/js_horne/status/1821215028457967757
https://x.com/haydenzadams/status/1821229811689517401
https://x.com/tbtstl/status/1821217611935273368

50:11 Ripple Labs settled with SEC & More Ls
https://x.com/EleanorTerrett/status/1821276946921345341
https://x.com/lex_node/status/1821282897921503742
https://x.com/bgarlinghouse/status/1821289051191963861
https://storage.courtlistener.com/recap/gov.uscourts.nysd.599908/gov.uscourts.nysd.599908.150.0.pdf
https://x.com/RyanSAdams/status/1821169925769044250
https://x.com/EleanorTerrett/status/1820540465609130052

53:25 Were Eric and Donald Trump Jr DeFi-pilled?
https://x.com/EricTrump/status/1820906993802211751
https://x.com/DonaldJTrumpJr/status/1821164331020517596

55:04 Where did Brian Armstrong’s co-founder go?
https://x.com/fehrsam/status/1820859394361610338

57:10 MEME of the Week
https://media.discordapp.net/attachments/1257324353301905579/1270790505357115674/image0.jpg?ex=66b5a422&is=66b452a2&hm=33fc015ff27ad80a11172c464d2edb054bd418d5234be0088788f6946593404f&=&format=webp&width=1620&height=1843

58:28 Closing & Disclosures

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

Macro Expert Tom Lee | What's Next For Markets?

Wed, 07 Aug 2024 09:30:00 -0000

In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over?
Our guest, Tom Lee, doesn’t think so.

We aim to answer several key questions:
Why did markets take a hit on Monday? Is there more pain to come?
Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?

And finally, Tom's Price Predictions.

------

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/45?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS

00:00 Intro
04:51 Welcome Tom Lee
09:39 How Bad Was This Really?
13:12 Is It Over?
19:22 What Happens Next?
22:22 Carry Trade Risk
23:52 The Recession Case
28:00 Comparing To The Past
31:35 Why Tom Was Right
36:05 Wall St Temp Check
40:42 BTC And ETH Price Predictions
43:14 Election Impact

------
RESOURCES

Tom on X: https://x.com/fundstrat

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

Live: Did This Crypto Cycle Just Come To An End?

Mon, 05 Aug 2024 22:28:00 -0000

What on earth is going on with markets around the world?!
We break it all down live on stream. What just happened, what does it mean, and where we go from here.
------

🍵MATCHA | NEW PRICING ENGINE
https://go.0x.org/matcha-v2-pod

------

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 ⁠

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------

✨ Mint the episode on Zora ✨

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/44?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

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

Mon, 05 Aug 2024 10:30:00 -0000

Do we have a right to own crypto assets?

We brought the perfect guest that walks us through the Constitution and the Bill of Rights in order to make the case for our already existent constitutional right to Crypto.

Richard is the Deputy AG for the State of Oklahoma for Technology & Digital Assets. He’s an economist at heart, turned legal and crypto native, working to make Oklahoma the most crypto friendly state in the union.

------
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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 ⁠

🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol

🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku

------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/43?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS

0:00 Intro
7:47 Constitution 101
11:08 The Bill of Rights
16:51 The Right to Crypto
30:23 1st Amendment
42:29 2nd Amendment
50:29 4th Amendment
1:02:20 5th Amendment
1:11:54 3rd Amendment
1:18:51 9th & 10th Amendment
1:27:00 6th, 7th & 8th Amendment
1:30:12 How to Secure Our Rights
1:37:18 Why Fight in the US
1:43:16 The Oklahoma Case
1:46:18 Closing & Disclaimers

------
RESOURCES

Richard Jackson
https://x.com/RickJacksonOK

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