Avsnitt

  • 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?

    ------


    🖼️ Borrow ETH or USDC with an NFT on NFTFi
    https://bankless.cc/NFTFi_pod


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    🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
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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=46

    13:56 Have We Lost The Plot?
    https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U

    19:39 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=20

    26:55 Long Term Focus
    https://twitter.com/RyanSAdams/status/1772320119504449592?s=20

    31:10 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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    🗣️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

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    ------
    TIMESTAMPS

    0:00 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

    ------
    RESOURCES

    Pacman
    https://twitter.com/PacmanBlur

    Blast
    https://blast.io

    Pacman 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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    🔗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


    ------
    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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    🦄 UNISWAP | SWAP SMARTER
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    🛞MANTLE | MODULAR LAYER 2 NETWORK
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    🔗CELO | CEL2 COMING SOON
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    🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
    https://bankless.cc/toku

    ------
    TIMESTAMPS

    0:00 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

    ------
    RESOURCES

    Patrick McKenzie
    https://twitter.com/patio11

    Check 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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    🔗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

    ------
    TIMESTAMPS

    00:00 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
    ------
    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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    🐙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

    ------
    TIMESTAMPS

    0:00 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

    ------
    RESOURCES

    Ledger
    https://twitter.com/ledgerstatus

    Stephen
    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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    🐙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

    ------
    TIMESTAMPS

    0:00 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

    ------
    RESOURCES

    L2Beat
    https://l2beat.com/scaling/summary

    ETH in 2024
    https://www.youtube.com/watch?v=0rPF8zNnfnE

    Anthony Sassano
    https://twitter.com/sassal0x

    Mike 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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    https://bankless.cc/Origin-pod

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    🐙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-availability

    18:09 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/1766827037149343951

    26:40 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/1768023077932380257

    29:33 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/1767278815791722629

    38:28 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/1762589707756548566

    1:01:59 Swell announced their Restaked Rollup
    https://twitter.com/swellnetworkio/status/1767889656451047505

    1:03:00 Tensor introduced the TNSR token
    https://twitter.com/TensorFdn/status/1767616700609171508

    1:03:25 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/1765923336138211353

    1:08:59 Saylor has no chill
    https://x.com/MEMECOETH/status/1767690213877252485

    1:10:18 Raises and BVC Investments
    https://twitter.com/EclipseFND/status/1767212277285969979
    https://twitter.com/clique2046/status/1768277734113907127

    1:12:27 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/1768269073354231826

    1:14:22 MEME of the Week
    Name kids after what you love
    https://x.com/abbeyjazzy/status/1767890031824216551

    1:15:27 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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    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 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


    ------
    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.

    ------
    ➡️ Apply to the Cartesi Grants Program here:
    https://bankless.cc/Cartesi

    ------
    🎧 Listen On Your Favorite Podcast Player:
    https://bankless.cc/Podcast

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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

    ------
    TIMESTAMPS

    00:00 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

    ------
    RESOURCES

    Robert Leshner
    https://twitter.com/rleshner

    Superstate
    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.

    ------
    🏹 USE PODCAST24 FOR 10% OFF
    https://bankless.cc/Citizen2024

    ------
    🎧 Listen On Your Favorite Podcast Player:
    https://bankless.cc/Podcast

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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

    ------
    TIMESTAMPS

    00:00 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


    ------
    RESOURCES

    Justin Sun
    https://x.com/justinsuntron

    TRON
    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
    -----
    ➡️ 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 ⁠


    🦄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
    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/

    ------
    🏹 USE PODCAST24 FOR 10% OFF
    https://bankless.cc/Citizen2024
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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
    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  • 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.

    ------
    🌐 CARTESI | MODULAR EXECUTION ON LINUX
    https://bit.ly/3SYkjzF

    ------
    🎧 Listen On Your Favorite Podcast Player:
    https://bankless.cc/Podcast

    ------
    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
    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.html

    10:40 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%3ATAOUSDT

    20:00 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-coins

    46:55 Top Signals

    49:50 Predictions & Closing
    https://twitter.com/mrjasonchoi/status/1758902284980027818

    56:51 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.

    ------
    🏹 USE PODCAST24 FOR 10% OFF
    https://bankless.cc/Citizen2024

    ------
    🎧 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

    ------
    TIMESTAMPS

    00:00 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


    ------
    RESOURCES

    Paolo Ardoino
    https://twitter.com/paoloardoino

    Tether Transparency Reports
    https://tether.to/en/transparency/#reports

    Circle’s Caroline Hill on Congress
    https://twitter.com/Pledditor/status/1758243599446089799

    JPMorgan 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
    ------
    🌐 CARTESI | MODULAR EXECUTION ON LINUX
    https://bit.ly/3SYkjzF
    ------
    🎧 Listen On Your Favorite Podcast Player:
    https://bankless.cc/Podcast
    ------
    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=20

    00:12:09 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/1760763968187154923

    00:20:27 L2 Update
    https://l2beat.com/scaling/summary

    00:24:39 Coinbase Down
    https://twitter.com/brian_armstrong/status/1762933446194901140?s=46

    00:25:52 Reddit Buys BTC and ETH
    https://twitter.com/QwQiao/status/1760767461253628254?s=20
    https://twitter.com/econoar/status/1760763758467830016

    00:31:07 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_launch

    00:35:43 Gemini Earn Customers Bailed Out
    https://twitter.com/geminitrustco/status/1762954631150207226?s=46
    https://twitter.com/RyanSAdams/status/1762966619112825249?s=20

    00:39:22 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=20

    00:52:46 Blast Mainnet Launch
    https://x.com/Blast_L2/status/1762274684316405908?s=20

    00:53:52 Coinbase Validator Report
    https://www.coinbase.com/cloud/discover/insights-analysis/execution-client-diversity

    00:55:41 Lens Protocol is Permissionless
    https://x.com/LensProtocol/status/1762591256381927799?s=20

    00:58:38 Uncovering Satoshi
    https://twitter.com/pete_rizzo_/status/1761040089075888292?s=20

    01:02:06 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=20

    01:06:52 Bankless Meetup
    https://x.com/banklesshq/status/1763247319951007923?s=46
    https://x.com/mheinrich/status/1762990723992092796?s=20

    01:08:33 Raises
    https://x.com/bounce_bit/status/1762874894520656120?s=20
    https://twitter.com/ether_fi/status/1762841187356979302?s=46

    Meme of The Week
    https://twitter.com/greg16676935420/status/1759688234672505103?s=20

    01:14:24 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.

    ------
    🏹 USE PODCAST24 FOR 10% OFF
    https://bankless.cc/Citizen2024
    ------
    🎧 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

    💸 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

    ------
    RESOURCES

    CESR 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.pdf

    More 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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    📣SUI | Register for Sui Basecamp
    https://bankless.cc/SUI-podcast

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    🎧 Listen On Your Favorite Podcast Player:
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    TIMESTAMPS

    0:00 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

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    RESOURCES

    Justin Drake
    https://twitter.com/drakefjustin

    Ben Fisch
    https://twitter.com/benafisch

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    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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    BANKLESS SPONSOR TOOLS:

    🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://k.xyz/bankless-pod-q2 ⁠

    🔗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

    ⚖️ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum

    💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
    https://bankless.cc/CTC

    ------
    TIMESTAMPS

    0:00 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

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    RESOURCES

    Nic Carter
    https://twitter.com/nic__carter

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    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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    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

    ------
    TIMESTAMPS

    00:00 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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    RESOURCES

    Jon Charbonneau
    https://twitter.com/jon_charb

    Neel Somani
    https://twitter.com/neelsalami

    Celestia
    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.

    See our investment disclosures here:
    https://www.bankless.com/disclosures