Avsnitt

  • 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

  • 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

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

  • Saknas det avsnitt?

    Klicka här för att uppdatera flödet manuellt.

  • 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:
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  • 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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    ------

    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

  • 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

  • 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

  • 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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    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

  • 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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    https://bankless.cc/Self

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    https://bankless.cc/Mantle

    🏦INFINEX | THE CRYPTO-EVERYTHING APP

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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

  • 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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    ------
    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 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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    🌐SELF | PROVE YOUR SELF

    https://bankless.cc/Self

    🏦INFINEX | THE CRYPTO-EVERYTHING APP

    https://bankless.cc/Infinex

    ------

    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

  • 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

    https://bankless.cc/Mantle 

    🌐SELF | PROVE YOUR SELF

    https://bankless.cc/Self 

    🏦INFINEX | THE CRYPTO-EVERYTHING APP

    https://bankless.cc/Infinex

    ------

    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 

  • 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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    ------

    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

  • 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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    🌐CELO | BUILD TOGETHER AND PROSPER

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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

  • 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

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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

  • 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

  • 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

    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

    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

  • 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.

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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

  • 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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    🌐CELO | BUILD TOGETHER AND PROSPER

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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

  • 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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    ⚖️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 

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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 

  • 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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    ⚖️ARBITRUM | SCALING ETHEREUM

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    🌐CELO | BUILD TOGETHER AND PROSPER

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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 

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    https://www.bankless.com/disclosures⁠