Avsnitt
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On today's episode of Bankless Takes we're exploring the current state of crypto's social layer. Are we in this for the right reasons, or has crypto lost the plot?
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🖼️ Borrow ETH or USDC with an NFT on NFTFi
https://bankless.cc/NFTFi_pod
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https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
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TIMESTAMPS
00:00 Start
05:16 The Worst Memecoins
10:37 How We Got Here
https://x.com/reganbozman/status/1769775181722190293?s=4613:56 Have We Lost The Plot?
https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U19:39 Celebrating Criminals
https://x.com/laurashin/status/1772407168760713454?s=20
https://x.com/TrustlessState/status/1772313252183126314?s=20
https://x.com/TrustlessState/status/1772428935206183082?s=2026:55 Long Term Focus
https://twitter.com/RyanSAdams/status/1772320119504449592?s=2031:10 Don't Ignore The Bad, Pursue The Good
https://twitter.com/nic__carter/status/1771980083667861734?s=20------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-pacman-blast-l2------
Pacman is one of the most interesting builders in crypto right now. After creating Blur, a disruptive NFT exchange, the crypto wonder kid is targeting the L2 space with his new yield bearing L2 called Blast.In this episode, we cover Pacman’s story, how he built Blur, how he pioneered Points and finally, we get into Blast, the already third largest L2 in TVL.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
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TIMESTAMPS0:00 Intro
6:45 Pacman’s Story
24:40 Blast’s Perception
29:36 Blur
34:45 Points
47:55 Blast Genesis
54:35 Blast’s Native Yield
1:19:05 Yield Risks
1:23:15 Net Gas Revenue
1:26:00 Projects on Blast
1:30:12 Is Blast a Multisig?
1:32:51 Blast’s Vision
1:34:10 Blast on OP Superchain?
1:36:53 Closing Thoughts------
RESOURCESPacman
https://twitter.com/PacmanBlurBlast
https://blast.ioPacman Blur’s Episode
https://www.youtube.com/watch?v=KBKRrKtGTY8------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
Saknas det avsnitt?
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Bankless Friday Weekly Rollup
3rd Week of March
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BANKLESS SPONSOR TOOLS:
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🔗CELO | CEL2 COMING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap
------
Timestamps & Resources:
00:00:00 Welcome to Bonkless
https://twitter.com/RyanSAdams/status/1770089383850312109
https://twitter.com/RyanSAdams/status/1733256908230775194/photo/1
00:05:24 MARKETS
https://pro.kraken.com/app/trade/btc-usd
00:06:39 Why Selloff?
https://twitter.com/tedtalksmacro/status/1770297816138887223
https://www.coinglass.com/LiquidationData
https://twitter.com/Jesseeckel/status/1769339678988157077
https://imgur.com/wAzzwcj
00:13:14 Solana Memecoin Mania
https://www.theblock.co/post/282993/solana-memecoin-volume-fees-highs
https://cryptopragmatist.com/p/memecoin-mania-hits-solana
https://twitter.com/phantom/status/1767610926461538795
https://x.com/RyanSAdams/status/1769758122929693116?s=20
https://twitter.com/RyanSAdams/status/1768735643964723427?s=20
00:20:00 Problems to Solve
https://dune.com/scarn_eth/solana-tx-fail-rate
00:22:18 $100M in 48 hours
https://x.com/0xGumshoe/status/1769407082908832193?s=20
https://twitter.com/zachxbt/status/1769948459266707961?s=20
00:25:04 Slerf Deleting $10m
https://x.com/Slerfsol/status/1769628588809031864?s=20
00:29:04 Blobs and Base
https://dune.com/0xRob/blobs
00:31:19 L2 Fees
https://twitter.com/liamihorne/status/1768979646954008921
https://www.gasfees.io/
https://twitter.com/tokenterminal/status/1769010809479266659
00:37:41 Fed Meeting
https://twitter.com/NickTimiraos/status/1770510628492284375?s=20
https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html
https://twitter.com/LynAldenContact/status/1768669656116593146?s=20
00:40:33 Blackrock On Chain Fund
https://www.businesswire.com/news/home/20240320771318/en/BlackRock-Launches-Its-First-Tokenized-Fund-BUIDL-on-the-Ethereum-Network
https://securitize.io/invest
https://twitter.com/iamDCinvestor/status/1770226356648890491
https://twitter.com/alexadelman/status/1770480118273581410?s=46&t=iahr7Lh5v08SSM_Ery-bGw
00:45:46 Blackrock Violating Sanctions
https://twitter.com/Awawat_Trades/status/1770477144990261480/photo/1
00:47:59 Ethereum Foundation Under Investigation
https://fortune.com/crypto/2024/03/20/sec-gary-gensler-ethereum-security-commodity-crypto-foundation/
https://x.com/MikeSeligEsq/status/1770475199609114831?s=20
https://twitter.com/iampaulgrewal/status/1770594620969501035?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/BrianQuintenz/status/1770541103667929161?s=20
00:54:26 ETH ETF Updates
https://www.theblock.co/amp/post/283542/following-fidelitys-lead-grayscale-looks-to-add-staking-for-its-proposed-ethereum-etf
https://twitter.com/JSeyff/status/1770184966648877511?s=20
01:00:08 EtherFi Airdrop
https://twitter.com/ether_fi/status/1769002585501962253
https://twitter.com/TrustlessState/status/1769860129543901654?s=20
01:04:53 $16.4m Alien Punk Sale
https://x.com/nftnow/status/1770549365016322265?s=20
01:05:54 SEC Bad Faith
https://twitter.com/eleanorterrett/status/1769840053369327671
https://twitter.com/CampbellJAustin/status/1769841646789673439
01:07:55 Bob Gensler
https://twitter.com/jimmyragosa/status/1770425599472902564
01:08:50 CZ Updates
https://twitter.com/cz_binance/status/1769877743607448029?s=46&t=LKBC7Qtm18FnZ380xCF2pA
01:10:16 Bankless is Hiring!
https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf
01:11:15 Meme of The Week
https://twitter.com/AshleyDCan/status/1769791782957564343
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-patrick-mckenzie------
Why do banks have holidays? Should we redesign the banking system? Is there a future for crypto?Today we’re joined by Patrick McKenzie, an advisor at Stripe who writes about the modern financial system helps us answer these exact questions.
First, we talk about the inner workings of the existing banking system. Then we get into crypto, where Patrick shares his reasons for skepticism.
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https://bankless.cc/Mantle🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku------
TIMESTAMPS0:00 Intro
6:35 Patrick’s Background
9:48 Banking System Evolution
20:09 Banking Holidays
26:44 Financial System Redesign
40:12 Transactional Freedom Trade-offs
1:03:39 Crypto Slogans
1:11:36 Crypto Predictions
1:21:42 Closing Thoughts------
RESOURCESPatrick McKenzie
https://twitter.com/patio11Check Out Patrick’s Blog
https://www.bitsaboutmoney.com/Molly White Episode
https://www.youtube.com/watch?v=y9Itd3g23QI------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
The crypto bull market is here and nothing drives price like a good ol' narrative. On the show today we walk you through the top 7 that we're most excited about to watch unfold during this bull run.
Can you guess which one is our favorite?
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https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS00:00 Start
06:19 3 Ways To Make Money in Crypto
10:25 #1 - Decentralized AI
18:29 #2 - Restaking
24:40 #3 - Bitcoin Renaissance
30:25 #4 - New Infrastructure
42:10 #5 - Alt Layer 1
50:34 #6 - DePin
55:09 #7 - Real World Assets
59:45 David's Top Choice------
RESOURCES
https://www.bankless.com/the-2024-bull-run-narrative-glossary
https://www.bankless.com/this-is-the-ai-x-crypto-cycle
https://x.com/TrustlessState/status/1766087668595638336?s=20
https://dune.com/hashed_official/lrt
https://www.coingecko.com/en/categories/restaking
https://www.bankless.com/8-bitcoin-l2s-you-should-watch?ref=bankless.ghost.io
https://www.coingecko.com/en/categories/data-availability
https://www.coingecko.com/en/categories/layer-2
https://x.com/BanklessHQ/status/1764722637333229610?s=20
https://www.coingecko.com/en/categories/layer-1
https://www.coingecko.com/en/categories/depin
https://youtu.be/kdQi-N1BfO4
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Today on the show we have two guests debating the merits and costs of crypto memecoins. Ledger (Brian Krogsgard) from the UpOnly podcast thinks that memecoins are financial nihilism that creates room for bad actors and grifters. Stephen Cesaro, from the Alfalfa Podcast, thinks memecoins are something to appreciate and celebrate.
Which side are you on?
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS0:00 Intro
8:35 Ledger’s Memecoin Arc
11:53 Stephen’s Memecoin Arc
13:20 $DOGE vs. $BTC
18:38 Tokenization of Memes
22:28 Memecoin Intent & Transparency
33:24 Memecoin Theory & Practice
44:30 Investing in Brands
51:55 Reframing Memecoins
56:27 Memecoins vs. Scams
1:09:01 Closing & Disclaimers------
RESOURCESLedger
https://twitter.com/ledgerstatusStephen
https://twitter.com/0xmagiclines------
See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-l2-tokens/------
Are Layer2 Tokens bullish or are they just worthless governance tokens?We’ve brought a team of expert panelists to help us answer that exact question.
Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.
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🥩PRIMESTAKED | MINT primeETH NOW
https://bankless.cc/Origin-pod------
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS0:00 Intro
7:50 L2 Value Capture
13:37 Short-Term vs Long-Term
17:30 L2 Business Model
28:24 Worthless Governance Tokens?
42:04 Immutable & Base
53:40 Vertically-Integrated Chains
1:05:24 Do L2s Need Tokens?
1:15:38 L2 Experimentation
1:32:44 Capturing L2 Upside
1:38:44 Closing & Disclaimers------
RESOURCESL2Beat
https://l2beat.com/scaling/summaryETH in 2024
https://www.youtube.com/watch?v=0rPF8zNnfnEAnthony Sassano
https://twitter.com/sassal0xMike Ippolito
https://twitter.com/MikeIppolito_Jordi Alexander
https://twitter.com/gametheorizing------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Weekly Rollup
2nd Week of March, 2024------
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🥩PRIMESTAKED | MINT primeETH NOW
https://bankless.cc/Origin-pod------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum------
TIMESTAMPS & RESOURCES
0:00 Intro
7:48 Markets
9:00 Bitcoin’s market cap surpassed Silver this week
https://companiesmarketcap.com/assets-by-market-cap/
https://twitter.com/robustus/status/1767164377969340419
https://l2beat.com/scaling/data-availability18:09 Movers of the Week - Memecoins?
https://twitter.com/econoar/status/1767170724446552159
https://twitter.com/blknoiz06/status/1766680047547494658
https://twitter.com/FTI_DA/status/1767969299350610040
https://x.com/RyanSAdams/status/176682703714934395126:40 U.S. CPI rose faster than expected last month
https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html
26:58 Why are DeFi rates so high?
https://twitter.com/ErikVoorhees/status/1766326070545162321
https://twitter.com/haydenzadams/status/1766669255100055866
https://twitter.com/ethena_labs/status/176802307793238025729:33 ETF Watch!
https://dune.com/hildobby/btc-etfs
https://dune.com/queries/3382000/5674971
https://twitter.com/zerohedge/status/1768022702294470855
https://twitter.com/JSeyff/status/1767206535879389332
https://twitter.com/jchervinsky/status/1767175990285857006
https://x.com/jchervinsky/status/1767187618876305628
https://x.com/orb_land/status/176727881579172262938:28 Blobs arrived to Mainnet, L2 Fees plummet!
https://x.com/parithosh_j/status/1767973626987606190
https://x.com/RyanSAdams/status/1767913396777767361
https://twitter.com/sproule_/status/1767960271853686879
https://twitter.com/zksync/status/1767983026443579448
https://twitter.com/argenthq/status/1767917028013224370
https://x.com/Optimism/status/1768090982862803203
https://twitter.com/liamihorne/status/1768068293787615288
https://x.com/brian_armstrong/status/1768091017021116562
https://twitter.com/jessepollak/status/1768071129854562698
https://x.com/TrustlessState/status/1768074308482400556
https://x.com/js_horne/status/1768075186824163698
https://fees-growthepie.streamlit.app/
https://x.com/arbitrum/status/1767912321618505954
https://dune.com/0xRob/blobs
https://twitter.com/liamihorne/status/1767962414312521844
https://x.com/lightclients/status/1767957828969349148
https://x.com/TrustlessState/status/1768243873430552801
https://x.com/TrustlessState/status/17625897077565485661:01:59 Swell announced their Restaked Rollup
https://twitter.com/swellnetworkio/status/17678896564510475051:03:00 Tensor introduced the TNSR token
https://twitter.com/TensorFdn/status/17676167006091715081:03:25 Jito is getting rid of Mempool?!
https://twitter.com/jito_labs/status/1766228889888514501
https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/
https://twitter.com/smyyguy/status/1766234020076011865
https://twitter.com/jon_charb/status/17659233361382113531:08:59 Saylor has no chill
https://x.com/MEMECOETH/status/17676902138772524851:10:18 Raises and BVC Investments
https://twitter.com/EclipseFND/status/1767212277285969979
https://twitter.com/clique2046/status/17682777341139071271:12:27 David demo signing up for it while RSA highlights
https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn
We recently celebrated 4 years
https://x.com/RyanSAdams/status/17682690733542318261:14:22 MEME of the Week
Name kids after what you love
https://x.com/abbeyjazzy/status/17678900318242165511:15:27 Moment of Zen
https://www.youtube.com/watch?v=B5if2hthPCs------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.
He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | SWAP SMARTER
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
------
TIMESTAMPS
00:00 Start
04:44 Naming "Dencun"
08:40 Overview on Blobs
11:31 EIP-7514 (Epoch Churn Limit)
14:42 EIP-6780 (Self Destruct)
19:27 EIP-7044 (Signed Voulentary Exits)
20:49 EIP-7045 (Max Attestation Inclusion)
21:49 EIP-4788 (Beacon Block Route)
25:31 Opcode Changes
29:58 What's Next
37:53 Future EIPs
41:37 Max Effective Balance
45:22 Inclusion Lists
50:40 Additional Noteworthy EIPs
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RESOURCES
Tim:
https://twitter.com/TimBeiko
ETH Magicians:
https://ethereum-magicians.org/u/timbeiko/summary
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Can we Tokenize the World? Robert Leshner, creator of Compound and one of the forefathers of DeFi, is on a mission to do so.
With his new company Superstate, new product, tokenized t-bills and new location, New York city. Robert is trying to bring $300 trillion in TradFI assets on-chain.
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➡️ Apply to the Cartesi Grants Program here:
https://bankless.cc/Cartesi------
🎧 Listen On Your Favorite Podcast Player:
https://bankless.cc/Podcast------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS00:00 Intro
4:27 Tokenization History
9:46 RWA Problem Statement
14:04 Opening the Door
26:37 Securities Laws
31:50 Tokenizing Treasuries
39:06 Superstate
46:57 Regulatory Constraints
56:01 The Future of RWAs
1:00:36 Pitching TradFi
1:05:13 2030 Prediction
1:06:57 Closing & Disclaimers------
RESOURCESRobert Leshner
https://twitter.com/rleshnerSuperstate
https://superstate.co/Superstate - USTB Fund
https://superstate.co/ustb------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-justin-sun------
Justin Sun, the Controversial Founder of TRON has finally entered the chat.This episode is packed with hot takes. Expect to learn why Justin is still in Crypto, why he should’ve copied Ethereum 100% and not just 95%, why he views Vitalik as a goldmine and much more.
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🎧 Listen On Your Favorite Podcast Player:
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS00:00 Intro
7:17 Justin Sun Origin Story
13:01 Why Crypto?
19:51 The Next Cycle
25:32 Justin’s Role
29:00 The State of Tron
36:36 Tron Economics
47:28 Tron Plagiarism
53:22 Decentralizing Tron
57:03 Addressing Tron’s Censorship
1:03:33 Crypto Favorites
1:05:20 What’s Next
1:09:16 People to Watch
1:14:51 Closing & Disclaimers
------
RESOURCESJustin Sun
https://x.com/justinsuntronTRON
https://tron.network/TRON Stats
https://thedefireport.substack.com/p/should-we-be-taking-tron-seriously------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
Weekly Rollup
2nd Week of March
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🔗CELO | CEL2 COMING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
------
TIMESTAMPS & RESOURCES
00:00 Start
00:46 Fake All Time Highs?
https://twitter.com/iamdcinvestor/status/1765320979679699285?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/RyanSAdams/status/1763324643635835082?s=20
05:18 MARKETS
https://twitter.com/GayatriPC_/status/1765441708383486109?s=20
https://twitter.com/kobeissiletter/status/1763553807298875568?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://x.com/EricBalchunas/status/1765121689036427654?s=20
https://www.ccn.com/news/bitcoin-etf-gold-btc-aum/
https://twitter.com/AP_Abacus/status/1763264513220964715?s=20
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20
08:25 Biggest BTC Monthly Candle Ever
https://twitter.com/intangiblecoins/status/1763390416307519840
17:58 ETH ETF?
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20
https://twitter.com/jchervinsky/status/1763705594949570757?s=20
24:05 Rise of The Memecoins
https://www.coingecko.com/
33:55 SEC vs Shapeshift
https://www.sec.gov/files/litigation/admin/2024/34-99676.pdf?utm_medium=email&utm_source=govdelivery
https://x.com/ErikVoorhees/status/1765411276497293365?s=20
36:28 Ryan and David Screenplay Acting
https://twitter.com/RyanSAdams/status/1765463226781774048?s=20
https://www.sec.gov/news/statement/peirce-uyeda-statement-a-crypto-world-turns-03-06-24
https://x.com/0xdef1cafe/status/1765466419649540269?s=20
https://x.com/TrustlessState/status/1763607417105867050?s=20
41:12 Wormhole Airdrop
https://wormhole.com/w-airdrop-explained/
https://airdrop.wormhole.com/
https://www.bankless.com/claimables?ref=no-address
47:06 Eigenlayer Passes $1 Billion
https://app.eigenlayer.xyz/
48:27 Coinbase Smart Wallets
https://www.coinbase.com/blog/evolving-wallets-to-bring-a-billion-users-onchain
https://twitter.com/jessepollak/status/1763583352391500103
https://x.com/RyanSAdams/status/1765481895448428882?s=20
52:14 Record CryptoPunk Sale
https://warpcast.com/ecr/0x4a44d2a6
54:19 Saylor Buys More Bitcoin
https://twitter.com/JanWues/status/1764788016206286996
57:17 Permissionless III
https://twitter.com/Permissionless/status/1765030038905463132?s=20
https://x.com/JasonYanowitz/status/1765040063086231695?s=20
59:32 ETH Denver Uber Driver Recap
https://twitter.com/moo9000/status/1765321693503832471?s=20
1:05:29 Moment of Zen
https://x.com/songadaymann/status/1765838218388222375?s=20
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
An in person interview with presidential candidate RFK Jr. who shares his takes and policies on the state of crypto in the United States.
To learn more, visit https://www.kennedy24.com/
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https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
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Not financial or tax advice. See our investment disclosures here:
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Ryan and David share another Bankless Takes episode where they discuss their AI memecoin analysis, why AI crypto tokens are a big deal, how to speculate on narratives like AI memecoins (lessons and guidance for “narrative investing”, and what are the next big narratives this cycle.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum------
TIMESTAMPS & RESOURCES0:00 Intro
4:49 Why is Crypto x AI Narrative a thing?
https://media1.tenor.com/m/q0zcs7G7FogAAAAd/galassia-galassie.gif
https://twitter.com/0xMubeenn/status/1764139946062029212
https://vitalik.eth.limo/general/2024/01/30/cryptoai.html10:40 Decentralized AI & Compute
https://x.com/TrustlessState/status/1762318512507208182
https://x.com/anna_kazlauskas/status/1764675698310926459?
https://www.coingecko.com/en/coins/filecoin
https://www.coingecko.com/en/coins/arweave
https://www.coingecko.com/en/coins/renderc
https://www.tradingview.com/chart/?symbol=MEXC%3ATAOUSDT20:00 Road to AGI
23:00 AI Memecoins
21:12 Crypto Narrative Guidance
https://twitter.com/0xMubeenn/status/1764139946062029212/photo/4
https://cryptonarratives.substack.com/p/how-to-catch-a-few-20x-to-100x-coins46:55 Top Signals
49:50 Predictions & Closing
https://twitter.com/mrjasonchoi/status/175890228498002781856:51 Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Paolo Ardoino is the CEO of Tether, the $100 Billion stablecoin company that owns more U.S. Treasuries than most countries.
We explore why Tether is winning, how it’s helping people in emerging markets and what really backs a $USDT. We also cover the state of the stablecoin regulation and even market competitors.
Tether has been and it’s still a target of Fud in the Crypto industry. Paolo is here to refute that Fud and much more.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap------
TIMESTAMPS00:00 Intro
6:52 Paolo Background
11:01 The History of Tether
15:40 USDT in Emerging Markets
25:30 Why not Bitcoin?
28:25 What’s Backing Tether?
42:25 Banking Risks
54:59 Tether Reserves Breakdown
59:39 Becoming Too Big
1:06:23 The Stablecoin Wars
1:11:18 Freezing Funds
1:13:45 USDT Competitors
1:16:59 Tokenized T-Bills
1:19:55 Tether on Tron
1:24:53 Regulation
1:26:14 The Value of Tether
1:29:10 Closing & Disclaimers
------
RESOURCESPaolo Ardoino
https://twitter.com/paoloardoinoTether Transparency Reports
https://tether.to/en/transparency/#reportsCircle’s Caroline Hill on Congress
https://twitter.com/Pledditor/status/1758243599446089799JPMorgan negative on Tether
https://www.theblock.co/post/275643/jpmorgan-tether-negative-crypto------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Weekly Rollup
Last Week Of February
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum------
TIMESTAMPS
00:00:00 Start
00:03:26 Bull Market Hype
https://twitter.com/ercwl/status/1762873948847440333?s=46
https://x.com/RyanSAdams/status/1762977062225145933?s=20
https://warpcast.com/ssj2/0x365adfd3
https://twitter.com/RyanSAdams/status/1762611219121234165?s=2000:12:09 Markets
https://twitter.com/balajis/status/1762802897518215405?t=dgPNsdAH9BvMoJNsH8tqVA&s=19
https://twitter.com/jseyff/status/1763069374867427767?s=46
https://twitter.com/matt_hougan/status/1762846266093125793?s=46&t=iahr7Lh5v08SSM_Ery-bGw
https://www.bloomberg.com/news/articles/2024-02-23/ria-carson-group-greenlights-four-spot-bitcoin-etfs-for-retail-buyers
https://www.coindesk.com/business/2024/02/28/morgan-stanley-evaluating-spot-bitcoin-etfs-for-its-giant-brokerage-platform-sources/
https://twitter.com/HHorsley/status/176076396818715492300:20:27 L2 Update
https://l2beat.com/scaling/summary00:24:39 Coinbase Down
https://twitter.com/brian_armstrong/status/1762933446194901140?s=4600:25:52 Reddit Buys BTC and ETH
https://twitter.com/QwQiao/status/1760767461253628254?s=20
https://twitter.com/econoar/status/176076375846783001600:31:07 Kraken vs The SEC
https://twitter.com/DavidLRipley/status/1760829432292405368
https://x.com/RyanSAdams/status/1761123526247916020?s=20
https://twitter.com/jchervinsky/status/1761033870139613514?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://blog.kraken.com/news/introducing-kraken-institutional?utm_source=Twitter&utm_medium=social&utm_campaign=2024_q1_institutional_launch00:35:43 Gemini Earn Customers Bailed Out
https://twitter.com/geminitrustco/status/1762954631150207226?s=46
https://twitter.com/RyanSAdams/status/1762966619112825249?s=2000:39:22 Uniswap Fee Switch
https://x.com/UniswapFND/status/1761029569983971567?s=20
https://twitter.com/eek637/status/1761029351263318151?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://twitter.com/TheiaResearch/status/1761077943563104613
https://twitter.com/mrjasonchoi/status/1761048443756421259?s=46&t=LKBC7Qtm18FnZ380xCF2pA
00:49:16 Dencun Updates
https://twitter.com/timbeiko/status/1762492163869614411?s=46&t=2SMKWt7-hlJuSdhYSlImeQ
https://twitter.com/RyanSAdams/status/1762849105481441405?s=2000:52:46 Blast Mainnet Launch
https://x.com/Blast_L2/status/1762274684316405908?s=2000:53:52 Coinbase Validator Report
https://www.coinbase.com/cloud/discover/insights-analysis/execution-client-diversity00:55:41 Lens Protocol is Permissionless
https://x.com/LensProtocol/status/1762591256381927799?s=2000:58:38 Uncovering Satoshi
https://twitter.com/pete_rizzo_/status/1761040089075888292?s=2001:02:06 Avalanche Goes Down
https://status.avax.network/01:02:35 Donald Trump Crypto Take
01:04:07 Liz Warren Take
https://twitter.com/twobitidiot/status/1762612018312315069?s=2001:06:52 Bankless Meetup
https://x.com/banklesshq/status/1763247319951007923?s=46
https://x.com/mheinrich/status/1762990723992092796?s=2001:08:33 Raises
https://x.com/bounce_bit/status/1762874894520656120?s=20
https://twitter.com/ether_fi/status/1762841187356979302?s=46Meme of The Week
https://twitter.com/greg16676935420/status/1759688234672505103?s=2001:14:24 Moment of Zen
https://www.instagram.com/reed_harrington23?igsh=aWlla2d4N3A0bjc0------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Chris Perkins has a fascinating background as a marine who was shot at in Iraq, was at Lehman bros when it all came crashing down, was a Citigroup trying to pick up the piece of the financial crisis where he first ran across Gary Gensler, and now he’s in crypto. We talk about all that, but that’s not even the main event.
The Main Event is Ether the asset and a new reference rate he’s building on top of it. This sounds in the weeds but it’s actually actually key to unlocking trillions in new financial products. You might call this new rate the Libor for ETH.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🦄 UNISWAP | Swap Smarter
https://bankless.cc/uniswap------
TIMESTAMPS
00:00:00 Start
00:11:33 Intro to Chris
00:13:17 From Banks To Crypto
00:16:27 Hostility Towards Crypto
00:19:16 National Security
00:25:23 Takes on Regulation
00:31:12 TradFi Response To Crypto
00:33:58 ETH ETF
00:37:24 Libor for ETH?
00:42:43 Libor Recap
00:45:35 How Was Libor Corrupted?
00:53:21 ETH Reference Rate
01:04:13 Risk Free Rate
01:10:08 Real vs Nominal Returns
01:21:51 DeFi Applications
01:26:01 Market Size
01:33:17 Going Forward------
RESOURCESCESR home page: https://www.coindesk.com/indices/ether/cesr
CESR methodology document: https://coinfund.io/cesr/
CESR Tearsheet: https://downloads.coindesk.com/cd3/CDI/CESR+Fact+Sheet.pdfMore Reading:
https://www.coindesk.com/consensus-magazine/2023/09/26/how-staking-rates-can-drive-the-crypto-economy-forward/
https://www.coindesk.com/business/2023/09/27/five-reasons-why-the-world-needs-a-standardized-ethereum-staking-rate/
https://www.risk.net/derivatives/7957405/new-hope-for-crypto-derivatives-as-markets-urged-to-hail-cesr------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In today’s episode, we do a shared sequencing deep dive with repeat guest, Mr. Moonmath himself, the Blockchain Brainiac, and the Ethereum Evangelist– Justin "The Juggernaut" Drake. Justin is joined by The Sultan of Sequencing, the Espresso Emperor, the Cross-Rollup Connoisseur himself, Ben, the Blockchain Barista Fisch.
Where the fragments of Ethereum threaten to turn the digital ecosystem into a maze of confusion, these two men stand tall, illuminating the way, to come and save us from the labyrinth of Ethereum’s rollup-centric roadmap.
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🎧 Listen On Your Favorite Podcast Player:
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum💸CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC------
TIMESTAMPS0:00 Intro
6:09 Goals For the Episode
8:32 Sequencing / Sharing Explained
15:13 Ethereum’s Arc
18:20 Shared Sequencing Obstacles
23:52 Network Effects & the Cold Start Problem
32:54 MEV Redistribution
45:25 Reserve Price
46:45 Loss of Sovereignty
54:34 Espresso Announcement!
1:03:52 Fast L2 Finality
1:09:52 Real-Time, Recursive Proving, & Hardware
1:13:32 Flash Loans & Snark Proving
1:15:38 Low Latency Finality
1:17:08 Censorship Solutions
1:21:50 Discussing the Downsides
1:35:38 Known Unknowns of the Future
1:39:46 Closing & Disclaimers------
RESOURCESJustin Drake
https://twitter.com/drakefjustinBen Fisch
https://twitter.com/benafisch------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures -
Nic Carter rejoins the podcast to discuss Bitcoin’s second civil war. When did it begin? Where are the party lines drawn? How will it end? Possible solutions? David and Nic dig into all of these questions and much more.
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🎧 Listen On Your Favorite Podcast Player:
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC------
TIMESTAMPS0:00 Intro
7:30 The Bitcoin Civil War
10:32 Defining Side Lines
14:14 No Core Consensus
17:13 Filtering Out Transactions & Expressivity
22:39 Season Two
26:16 Lightning Doesn’t Work?
29:16 Ordinals & Bitcoin L2s
32:49 The Future of Bitcoin Core
35:16 Covenants Explained
37:26 Bitcoin Venture Capital
48:26 BitVM
51:64 Bitcoin Block Philosophy
1:02:10 Bitcoin Expressivity Going Too Far
1:07:36 Bitcoin Ideology
1:10:12 Closing------
RESOURCESNic Carter
https://twitter.com/nic__carter------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures -
What’s Data Availability (DA) and what’s its Business Model?
In this episode we’re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.
We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.
------
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https://bankless.cc/sui-basecamp------
🎧 Listen On Your Favorite Podcast Player:
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC------
TIMESTAMPS00:00 Intro
7:27 What is DA?
16:45 Is DA a Commodity?
23:40 DA Costs
30:23 What DA Unlocks
37:41 The DA Market
1:01:40 Network Effects
1:07:56 DA Economics
1:14:50 DA Value Capture
1:20:23 Celestia Monetary Premium
1:29:10 What’s Next for DA
1:34:29 Solana DA
1:36:01 Closing Thoughts
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RESOURCESJon Charbonneau
https://twitter.com/jon_charbNeel Somani
https://twitter.com/neelsalamiCelestia
https://celestia.org/EigenDA
https://docs.eigenlayer.xyz/eigenda/overview------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
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https://www.bankless.com/disclosures - Visa fler