Avsnitt

  • AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.

    Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds.

    Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.

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    TIMESTAMPS

    0:00 Intro
    3:48 Exponential Human Progress
    7:50 Moore’s Law vs Huang’s Law
    15:17 Synthetic Biology
    20:37 Economic Impact
    23:17 Job Market
    31:02 Self-Driving Cars
    33:33 Aviation
    35:43 Energy
    41:10 David Deutsch
    45:42 Electricity & Income
    51:20 Nuclear Energy
    54:46 The Unibomber
    1:01:09 Defensive Accelerationism
    1:03:06 Robotics
    1:06:14 Closing & Disclaimers

    ------
    RESOURCES

    Josh Kale
    https://x.com/Josh_Kale

    The Beginning of Infinity
    https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359

    Bankless Nation Discord
    https://www.bankless.com/discord

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

  • Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple—causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability.

    Follow Haseeb: https://x.com/hosseeb

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    TIMESTAMPS & RESOURCES

    0:00 Intro

    0:26 Tucker Carlson Interviews SBF
    https://x.com/TuckerCarlson/status/1897709140535132442

    5:10 Trump announced strategic crypto reserves
    https://truthsocial.com/@realDonaldTrump/posts/114093946326587357
    https://x.com/cz_binance/status/1896246000161001877
    https://x.com/nic__carter/status/1896588091235656190
    https://x.com/EleanorTerrett/status/1896966911721607536
    https://imgur.com/a/Q3tPnYI
    https://x.com/KobeissiLetter/status/1896240960788627681
    https://x.com/KobeissiLetter/status/1896305838144548884
    https://x.com/KobeissiLetter/status/1896958095424729133
    https://x.com/KobeissiLetter/status/1896949387856933048
    https://x.com/KobeissiLetter/status/1896951231266140234

    25:14 Tariffs & Macro Markets

    41:20 Ethereum Foundation has new leadership!
    https://x.com/ethereumfndn/status/1895851576251826227
    https://x.com/tkstanczak/status/1895862549578469523
    https://x.com/tkstanczak/status/1896246373919453285
    https://x.com/ethereumfndn/status/1895442343689363652
    https://x.com/TimBeiko/status/1892593175845368316
    https://x.com/dannyryan/status/1895851747865944114
    https://x.com/VitalikButerin/status/1895863075527700959

    52:23 Base is getting faster and faster!
    https://x.com/buildonbase/status/1895223243713458184?s=46
    https://x.com/jessepollak/status/1895283716597166514
    https://base.mirror.xyz/HwG1GQ5hoxz0OTOF_nQhNcVTk4Ae9cRIrcqVQ14N4-c

    55:41 Devconnect
    https://x.com/BanklessHQ/status/1897321244158255567

    1:00:14 AI Developments & Kaito
    https://x.com/Punk9277/status/1897684877098770736

    1:16:12 Closing & Disclaimers

    ------
    Not financial or tax advice. See our investment disclosures here:
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  • In this episode, we kick off with jaw-dropping scenes of home robots that aren’t just putting groceries away, they’re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google’s game-changing agent swarm that’s setting new research standards. We also explore Claude’s innovative new model and code that transforms complex problem-solving, plus Anthropic’s record-shattering $3.5B raise. And that’s not all, we share exclusive takeaways from ETH Denver’s AI scene, highlight AskBilly’s profit-making sports betting agent, and introduce Freysa’s digital twin game with a $250K prize. Whether you’re a tech enthusiast or just curious about tomorrow’s breakthroughs, this episode is your all-access pass to the cutting edge of innovation.

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    TIMESTAMPS & RESOURCES

    00:00:00 Humanoid Robots
    https://x.com/figure_robot/status/1892577871366939087?s=46
    https://x.com/thehumanoidhub/status/1893014256473473272?s=46


    00:04:33 Gibberlink
    https://x.com/ggerganov/status/1894057587441566081?s=46
    https://x.com/ggerganov/status/1896592079997788300?s=46


    00:09:07 Google Co-Scientist
    https://x.com/sundarpichai/status/1892254274895184244?s=46


    00:10:27 Claude 3.7
    https://x.com/AnthropicAI/status/1894092430560965029
    https://x.com/AnthropicAI/status/1894095351218335927
    https://x.com/ns123abc/status/1894144121784209770?s=46


    00:16:00 Vibe Coding


    00:24:32 The Good About ETH Denver
    https://x.com/cryptopunk7213/status/1895891065233711501


    00:31:16 The Bad About ETH Denver


    00:35:26 Expert Sports Better
    https://x.com/askbillybets/status/1892959166307639642?s=46
    https://x.com/sportstensor/status/1895821780151124321?s=46


    00:52:57 Freysa AI
    https://x.com/freysa_ai/status/1892392982395187666?s=46
    https://x.com/freysa_ai/status/1893556530563424510?s=46
    https://x.com/freysa_ai/status/1895251589197373508?s=46
    https://x.com/econoar/status/1897002735352054036


    01:04:42 Homework For you!
    https://x.com/karpathy/status/1895242932095209667


    ------
    Not financial or tax advice. See our investment disclosures here:
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  • Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid?

    Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield.

    We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction?

    Tune in for Jim’s expert take.

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    ------
    TIMESTAMPS

    0:00 Intro
    5:53 What is Trump Doing?
    12:07 Economic Rebalancing
    17:37 Crypto Strategic Reserve
    28:52 Tariffs
    33:39 Trade Imbalances
    38:45 Tariffs & 10 Year Yield
    48:28 Recession in 2025?
    55:04 Optimistic Future
    1:01:22 Risk-On Sector
    1:05:07 Closing & Disclaimers

    ------
    RESOURCES

    Jim Bianco
    https://x.com/biancoresearch

    Bianco Research
    https://www.biancoresearch.com/visitor-home/

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

  • The AI arms race is on, and the stakes couldn’t be higher.

    Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.

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    ------
    TIMESTAMPS

    0:00 Intro
    0:25 A New Life Form?
    4:23 The AI Rabbithole
    11:49 xAI & Grok 3
    26:51 Deepseek Breakthrough
    28:47 English as a Programming Language
    30:19 Open Sourcing LLMs
    34:13 Other Models
    39:29 Meta AI
    44:04 AI Bets
    46:27 Elon Musk vs Sam Altman
    51:59 Worldcoin
    55:48 From OpenAI to AGI
    1:03:01 AI Doomerism
    1:10:06 Neuralink
    1:15:20 AI vs Humans
    1:22:08 Frontier Tech
    1:24:43 Crypto’s Role
    1:28:00 Closing & Disclaimers

    ------
    Not financial or tax advice. See our investment disclosures here:
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  • Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it?

    Follow Alex: https://x.com/intangiblecoins

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    ⚖️ARBITRUM | SCALING ETHEREUM
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    🛞MANTLE | MODULAR LAYER 2 NETWORK
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    🌐CELO | BUILD TOGETHER AND PROSPER
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    🦋MORPHO | CRYPTO-BACKED LOANS
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    ------

    TIMESTAMPS & RESOURCES

    00:00:00 Intro To Alex

    00:01:21 Market Breakdown
    https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html

    00:09:43 Treasuries vs Equities

    00:22:12 The Largest Hack In History
    https://x.com/Bybit_Official/status/1892965292931702929
    https://x.com/smyyguy/status/1893007399687958586/photo/1
    https://x.com/benbybit/status/1892969284587966869
    https://x.com/benbybit/status/1893102137711960486
    https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/
    https://x.com/StefanDGeorge/status/1894781521803858353
    https://x.com/hasufl/status/1894772256179405158
    https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg
    https://x.com/Jesseeckel/status/1893047605133037905
    https://x.com/mudit__gupta/status/1893290720603050121
    https://x.com/Bybit_Official/status/1893687749229563958
    https://x.com/benbybit/status/1893865556840775758
    https://x.com/lookonchain/status/1893840256342040727
    https://x.com/TimBeiko/status/1893412457567383559
    https://x.com/ethena_labs/status/1892971552565805309

    00:34:12 Ethereum Hard Fork Backlash

    00:43:03 SEC Drops Lawsuits
    https://x.com/coinbase/status/1892923603814936896
    https://x.com/dfinzer/status/1893086281300582772
    https://x.com/Uniswap/status/1894452298698358989
    https://x.com/econoar/status/1894501626209271973

    00:48:32 Hester Peirce Update

    00:54:46 Bullish Or Bearish?

    01:04:48 A16Z’s Newest Hire
    https://x.com/patrickmchenry/status/1894735546213171378

    01:06:30 Stablecoin Issues

    01:12:31 US Treasury Updates
    https://x.com/Bitcoin_Laws/status/1893399549454229690
    https://bitcoinlaws.io/

    01:15:58 Find Alex on Twitter
    https://x.com/intangiblecoins

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

  • 📣RESERVE | INVEST IN CRYPTO NARRATIVES
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    ------


    Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.


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    🌐CELO | BUILD TOGETHER AND PROSPER
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    🦋MORPHO | CRYPTO-BACKED LOANS
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    ------
    TIMESTAMPS


    00:00 Start
    04:42 Delphi's Interest In The Space
    08:20 Initial AI Crypto Use Cases
    09:18 The Era's Of AI
    13:41 Where Does Value Accrual Come From
    20:38 How Do You Choose The Winning Model?
    27:08 Silicon Valley AI Vs Crypto AI
    37:12 Fracturing Of Frontier Models
    41:43 What's Exciting?
    46:27 Due Diligence Via Agent
    49:02 When To Use What Agent
    53:10 A Birthday Surprise


    ------
    RESOURCES


    Tom Shaughnessy
    https://x.com/Shaughnessy119


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

  • Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones.

    We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics.

    A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights!

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    🛞MANTLE | MODULAR LAYER 2 NETWORK
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    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🦋MORPHO | CRYPTO-BACKED LOANS
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    https://bankless.cc/Ondo

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    ------
    TIMESTAMPS

    00:00 Intro
    04:37 Advance Decline Index (ADI)
    08:45 Crypto Vibes & Economy
    10:26 ETH & BTC Dollar Relation
    15:04 Has ETH Gone Home?
    20:38 FED & Memecoins
    23:58 Take on SOL/BTC Ratio
    28:51 Rise of Meme & Alt Coins
    31:45 Where the Value Lies in the Market?
    39:11 Trump’s Plans with Tenures & Dollar
    44:00 Crypto's Bullish Setup vs. Market Vibes
    47:35 Meme Coins vs. VC Giants
    53:36 Did We Just Skip a Cycle?
    59:08 Closing & Disclaimers

    ------
    RESOURCES

    Ben Cowen
    https://x.com/intocryptoverse

    Into the Cryptoverse
    https://intothecryptoverse.com/

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

  • This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February!

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    ⁠https://bankless.cc/Arbitrum

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🦋MORPHO | CRYPTO-BACKED LOANS
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    🏦ONDO | INSTITUTIONAL GRADE FINANCE
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    ------
    TIMESTAMPS & RESOURCES

    0:00 Intro, Libra, Memecoins, & ICOs
    https://x.com/KobeissiLetter/status/1890611964994363769
    https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz
    https://x.com/bubblemaps/status/1890531084221182326
    https://x.com/JMilei/status/1890606683291779195
    https://x.com/KelsierVentures/status/1890914579493863532
    https://x.com/MemeCoin_Track/status/1892324967196569675
    https://x.com/JupiterExchange/status/1891181433588470052
    https://x.com/hellochow/status/1891341548115149190
    https://x.com/stoolpresidente/status/1891285564713836830
    https://x.com/KobeissiLetter/status/1890611982320971992
    https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform
    https://x.com/RunnerXBT/status/1891400277535703389
    https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399

    29:59 Markets
    https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025

    38:51 Kaito Airdrop
    https://yaps.kaito.ai/
    https://x.com/KaitoAI/status/1890379872280682548
    https://www.coingecko.com/en/coins/kaito
    https://x.com/divine_economy/status/1892597817434145113
    https://x.com/smyyguy/status/1892585101873033380

    53:16 Ethereum’s Pectra Upgrade
    https://x.com/sassal0x/status/1890534315148132521

    1:00:21 Monad launched a public testnet
    https://x.com/monad_xyz/status/1892227817149997212

    1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors
    https://www.sec.gov/newsroom/press-releases/2025-42

    1:06:52 Infinex
    https://x.com/infinex_app/status/1887028112099283198

    1:11:29 Closing & Disclaimers

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

  • Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper?
    Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week.


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


    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle


    🌐CELO | BUILD TOGETHER AND PROSPER
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    🦋MORPHO | CRYPTO-BACKED LOANS
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    🏦ONDO | INSTITUTIONAL GRADE FINANCE
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    ------
    TIMESTAMPS & RESOURCES


    00:00 Intro & Temp Check


    04:10 Grok 3 Release
    https://x.ai/blog/grok-3


    12:25 Nous Research
    https://x.com/NousResearch/status/1890148000204485088


    20:17 Date Abby
    http://dateabby.com


    23:22 Replit and Agent On Agent Coding


    27:59 Kaito Explained
    https://x.com/0x_ultra/status/1891353010934358456?s=46


    36:47 Kaito Airdrop


    41:18 Tracy And Sports Betting AI
    https://x.com/HeyTracyAI
    https://x.com/khloekardashian/status/1891552900070908130


    45:13 BillyBets
    https://docs.billybets.ai/
    https://x.com/VaderResearch/status/1891699035742011673


    50:48 BIttensor Upgrade
    https://x.com/Old_Samster/status/1890071216645603802


    56:03 AI16Z
    https://x.com/ai16zdao/status/1890473840314315158


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

  • SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

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    🦄UNISWAP | SWAP ON UNICHAIN
    https://bankless.cc/unichain

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

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🦋MORPHO | CRYPTO-BACKED LOANS
    https://bankless.cc/Morpho

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    ------
    TIMESTAMPS

    00:00 Intro
    04:21 Post-Election Thoughts
    05:09 Crypto Task Force & SAB 121
    11:00 Hester's Statement on SEC Site
    12:41 Issuing Tokens & SEC
    14:58 No-Action Letters
    18:30 Communication with SEC
    22:00 Task Force & Companies
    23:55 SEC & CFTC Relations
    26:42 Token as a Security?
    32:00 KYC, Securities & Open Networks
    36:23 Investment Barriers & Accreditation
    38:32 Paul Akin’s Retirement Effects
    40:30 Matt Levine’s "Dumb Investment"
    42:52 SEC & Memecoins
    45:03 Airdropped Coins
    47:33 Miscellaneous Issues
    48:46 SEC & ETFs
    49:23 Prioritizing Work
    50:17 Future SEC Plans
    53:15 Closing & Disclaimers

    ------
    RESOURCES

    Hester Peirce
    https://www.sec.gov/about/sec-commissioners/hester-m-peirce
    https://x.com/HesterPeirce

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

  • This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!

    ------
    📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
    https://bankless.cc/Morpho
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    BANKLESS SPONSOR TOOLS:

    🪙FRAX | SELF SUFFICIENT DeFi
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    🦄UNISWAP | SWAP ON UNICHAIN
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    ⚖️ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

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    ------
    TIMESTAMPS & RESOURCES

    00:00:00 Start

    00:03:33 Trump vs The Fed

    http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html

    http://x.com/bennyjohnson/status/1889681567779283447

    00:06:25 Tarun Market Takes

    00:10:18 ETH Staking ETF

    http://x.com/WatcherGuru/status/1889803399320969603

    http://x.com/RasterlyRock/status/1889856397032235226

    00:15:26 Robinhood Enters The Chat

    http://x.com/Tyler_Did_It/status/1889833087258992937

    http://x.com/bridge__harris/status/1889904770485461389

    http://x.com/0xjaypeg/status/1889805008318906689

    00:27:13 Brian Quintenz Nominated to Lead CFTC

    http://warpcast.com/brianquintenz/0xbd4cc8ef

    http://x.com/TrustlessState/status/1889736851474333932

    00:30:08 Is The Airdrop Meta Over?

    http://x.com/ffvv1211/status/1889333575348355152?s=46

    00:34:21 MegaETH Exploring Alternatives

    http://x.com/megaeth_labs/status/1889733671420330150

    http://x.com/barnaclebarny/status/1889936153509503193

    00:40:38 OpenSea SEA Airdrop

    http://x.com/openseafdn/status/1890041091577057522

    http://x.com/dfinzer/status/1890039791808376874

    00:46:17 Ethereum Shenanigans

    http://x.com/VitalikButerin/status/1889771554512200166

    http://x.com/ameensol/status/1889774627796427235

    http://x.com/TrustlessState/status/1889900532770414985

    http://x.com/laurashin/status/1890044244750135695

    http://x.com/ethereumfndn/status/1889978208986280031

    00:52:51 Arbitrum Launched BOLD

    http://x.com/ArbitrumDevs/status/1889709836226416805

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

    00:55:19 JailStool

    http://x.com/stoolpresidente/status/1887963615161905566

    http://x.com/stoolpresidente/status/1887936281058947391

    http://x.com/stoolpresidente/status/1887960660820042168

    http://x.com/stoolpresidente/status/1889032422768918834

    http://x.com/stoolpresidente/status/1888332104016015781

    http://x.com/stoolpresidente/status/1888337834605420917

    http://x.com/trustyournuts/status/1888336912844255436

    http://x.com/CryptoKaleo/status/1888420272182604043

    http://x.com/stoolpresidente/status/1888598919354941897

    http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72

    01:04:01 Where To Find Tarun

    https://x.com/tarunchitra

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

  • Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.

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

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🏦ONDO | INSTITUTIONAL GRADE FINANCE
    https://bankless.cc/Ondo


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    ------
    TIMESTAMPS & RESOURCES

    0:00 Intro

    1:17 Crypto x AI Exposure Strategy

    10:56 Elon’s $97B OpenAI Bid

    13:14 Crypto x AI Mindshare & Markets
    https://www.cookie.fun/
    https://x.com/S4mmyEth/status/1889675738099376149
    https://x.com/dv_memetics/status/1888956005515477372
    https://x.com/0xelonmoney/status/1889743777088360909

    22:48 Andrej Karpathy
    https://x.com/karpathy
    https://x.com/hyperbolic_labs/status/1887229114769359013

    22:58 Replit comes out with a mobile app
    https://x.com/Replit/status/1887159041455169683
    https://x.com/karpathy/status/1886192184808149383

    33:12 X (Twitter) is getting involved in agents
    https://x.com/ethermage/status/1887526320487473326

    37:24 ARC reveals their new launchpad & agent launch
    https://x.com/cryptopunk7213/status/1889768219873099902
    https://x.com/askjimmy_ai/status/1889736290696045017
    https://x.com/0thTachi/status/1887620290727059731

    51:17 Virtuals are live on Solana!
    https://x.com/virtuals_io/status/1889365020393496910
    https://x.com/gkisokay/status/1889721779146596503
    https://x.com/virtuals_io/status/1887508625268367843
    https://x.com/gkisokay/status/1889331963917729993

    59:03 AIXBT holders can now connect X account = richer agent interactions
    https://x.com/aixbt_terminal/status/1887355817957204434

    1:02:46 Ai16z (ElizaOS): a brutally raw take
    https://x.com/CryptoStreamHub/status/1887435927309721992

    1:07:57 What Ejaaz focused on this upcoming week

    1:08:59 Closing & Disclaimers

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

  • In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.

    ------
    📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
    https://bankless.cc/Morpho

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    🪙FRAX | SELF SUFFICIENT DeFi
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    ⚖️ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

    ------
    TIMESTAMPS
    00:00 Start
    05:10 How Did Bera Come To Be?
    09:43 Starting With Community
    12:09 The Memetic Roadmap
    14:43 Proof Of Liquidity
    20:41 The Triangle Based Loop
    33:26 Liquidity Provisioning
    35:21 Discovering Equilibrium
    38:28 How To Grow Market Share
    43:53 Bera and Monad
    47:13 Addressing Criticism
    53:51 2025 Roadmap

    ------
    RESOURCES

    Smokey - https://x.com/smokeythebera

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

  • Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency.

    We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers.

    A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!

    ------
    📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
    https://bankless.cc/Morpho

    ------
    BANKLESS SPONSOR TOOLS:

    🪙 FRAX | SELF SUFFICIENT DeFi
    https://bankless.cc/Frax

    🦄UNISWAP | SWAP ON UNICHAIN
    https://bankless.cc/unichain

    🌐 CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

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

    🏦ONDO | INSTITUTIONAL GRADE FINANCE
    https://bankless.cc/Ondo

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    ------
    TIMESTAMPS

    0:00 Intro
    5:38 Unichain’s Significance
    11:43 Uniswap V4 & Unichain
    18:56 Unichain's Interoperability
    25:46 How Interoperability Works
    31:21 Tech Behind Interop
    46:33 Mempools, MEVs & Unichain
    49:16 When Will Blocks Hit 250ms?
    50:25 Unichain's Validation & Fees
    56:02 Unichain Rollout
    58:51 Unichain Developer Ecosystem
    1:05:53 Hooks & Uniswap V4
    1:12:29 Closing & Disclaimers

    ------
    RESOURCES

    Hayden Adams
    https://x.com/haydenzadams

    Unichain
    https://unichain.org/

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

  • The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden.

    She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond.

    Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

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    🪙 FRAX | SELF SUFFICIENT DeFi
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    🦄UNISWAP | BUG BOUNTY PROGRAM
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    ⚖️ ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐 CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🏦ONDO | INSTITUTIONAL GRADE FINANCE
    https://bankless.cc/Ondo


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    ------
    TIMESTAMPS

    0:00 Intro
    4:03 Trump’s Policies
    15:52 Dollar Strength
    24:11 Plaza Accord 2.0
    29:59 Inflation
    33:25 Tariffs
    37:50 Interest Rates
    47:32 Monetary Policy
    56:06 Impact on Stocks & Crypto
    59:33 Bitcoin as a Reserve Asset
    1:06:32 Energy Policy
    1:07:58 Closing Thoughts

    ------
    RESOURCES

    Lyn Alden
    https://x.com/LynAldenContact

    Lyn Alden Newsletter
    https://www.lynalden.com/

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

  • This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.


    Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito


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    📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
    https://bankless.cc/Morpho

    ------
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    🪙FRAX | SELF SUFFICIENT DeFi
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    🦄UNISWAP | BUG BOUNTY PROGRAM
    https://bankless.cc/Uniswap-Bug-Bounty


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


    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle


    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo


    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

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    ------
    TIMESTAMPS & RESOURCES
    00:00:00 Start


    00:03:57 Why We Dumped, Again
    https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/
    https://x.com/benbybit/status/1886393172152156604
    https://x.com/KobeissiLetter/status/1886373316249649437


    00:15:33 L2 Updates
    https://x.com/ak47ink/status/1882228296626458970
    https://blog.kraken.com/product/staking/new-us-staking


    00:18:06 Microstrategy Rebrands to ‘Strategy’
    https://www.bankless.com/read/microstrategy-rebrands-to-strategy
    https://x.com/saylor/status/1887229546199462309


    00:19:28 The $20 Billion Dollar Bid
    https://x.com/MikeIppolito_/status/1887274787677913457
    https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR
    https://x.com/SemlerEric/status/1886764609924948349


    00:26:31 US Lawmakers Plan For Digital Assets
    https://x.com/BanklessHQ/status/1886876049113588156


    00:28:06 New Stablecoin Bill
    https://x.com/SenLummis/status/1886887005113790866


    00:35:07 SEC Creates Crypto Task Force
    https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425
    https://x.com/HesterPeirce/status/1886864054477815861
    https://x.com/AlexanderGrieve/status/1886869439293067404
    https://x.com/EricBalchunas/status/1886910308762980788
    https://www.sec.gov/newsroom/press-releases/2025-36
    https://x.com/NateGeraci/status/1886870066924245297


    00:42:42 Uniswap V4 Is Live!
    https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19
    https://x.com/TrustlessState/status/1885349829091459354
    https://x.com/angstromxyz/status/1885011791761068427
    https://x.com/flaunchgg/status/1878879274566107323
    https://x.com/whetstonedotcc


    00:49:41 Berachain Token Launch
    https://x.com/berachain/status/1887178672995537236
    https://www.coingecko.com/en/coins/berachain


    00:57:51 ETH To Increase Gas Limit
    https://x.com/data_always/status/1886573645687935463?s=46
    https://x.com/VitalikButerin/status/1886579901039337759


    01:01:38 Loss Of Ultra Sound
    https://ultrasound.money/
    https://x.com/drakefjustin/status/1887108667675124174


    01:08:02 Thanks To Mike


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

  • David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon).

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    🪙FRAX | SELF SUFFICIENT DeFi
    https://bankless.cc/Frax

    🦄UNISWAP | BUG BOUNTY PROGRAM
    https://bankless.cc/Uniswap-Bug-Bounty

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

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🏦ONDO | INSTITUTIONAL GRADE FINANCE
    https://bankless.cc/Ondo

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    TIMESTAMPS & RESOURCES

    0:00 Intro

    0:41 AI Crypto Mindshare
    https://www.cookie.fun
    https://x.com/S4mmyEth/status/1886429346488791099
    https://x.com/DV_Memetics/status/1886452402154316257
    https://x.com/0xnairolf/status/1886756102928269748

    15:13 Fair-Launch Tokens Good or Bad?
    https://x.com/shawmakesmagic/status/1886829695343161494

    25:30 Virtuals Nation Fiscal Policy
    https://x.com/virtuals_io/status/1884938359573000665
    https://x.com/vaderresearch/status/1885311150277222641

    35:10 Coinbase Hackathon
    https://x.com/CoinbaseDev/status/1886468701689631006

    42:54 OpenAI’s Deep Research Agent
    https://x.com/sama/status/1886220046864671067
    https://x.com/Felipe_Millon/status/1886205433469178191

    50:52 Freysa
    https://x.com/chappieonchain/status/1886427494632276127
    https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900

    59:32 EigenLayer Verifiable Agents
    https://x.com/eigenlayer/status/1886880694019788973

    1:04:18 Voice-Enabled Agents Next Meta?
    https://x.com/cryptopunk7213/status/1885692491095036019
    https://x.com/soulgra_ph/status/1884748450534993924
    https://x.com/bcsmithx/status/1884751516399206455
    https://x.com/agenttanklive/status/1885032386121138325
    https://x.com/limitusintel/status/1886466941268975811

    1:11:22 Reflection of 10 Weeks of AI Rollup

    1:12:37 Closing & Disclaimers

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    https://www.bankless.com/disclosures ⁠

  • Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory.

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    ⚖️ARBITRUM | SCALING ETHEREUM
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    🌐CELO | BUILD TOGETHER AND PROSPER
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    🏦ONDO | INSTITUTIONAL GRADE FINANCE
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    TIMESTAMPS

    0:00 Intro
    2:40 Trump Tariffs & Bitcoin Connection
    4:09 Fiscal Deficit Benefits
    7:28 Plaza Accord 1.0 & 2.0
    14:12 Tariffs Now vs. 8 Years Ago
    16:55 What Happens Next?
    19:36 Lowering 10-Year Rate
    22:10 Fiscal Dominance Policy Control
    23:28 The Triffin Dilemma
    29:01 Bitcoin’s Impact
    32:16 Trump Advocation of Bitcoin
    35:10 Crypto & Real Estate
    37:06 Eric Trump’s ETH Tweet
    39:22 10-Year Yield Rate Lowering Invetitabilty
    42:07 Bitcoin & Other Crypto Risk Assets
    47:17 Bitwise’s Dogecoin ETF
    50:05 Closing & Disclaimers

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    RESOURCES

    Jeff Park
    https://x.com/dgt10011

    Jeff Park’s Thread
    https://x.com/dgt10011/status/1886125163642552606

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

  • In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.

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    🦄UNISWAP | BUG BOUNTY PROGRAM
    https://bankless.cc/Uniswap-Bug-Bounty

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

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐 CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🏦ONDO | INSTITUTIONAL GRADE FINANCE
    https://bankless.cc/Ondo

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    TIMESTAMPS

    00:00:00 Intro
    00:03:53 Opinion on Pengu token and its competitor
    00:08:03 Reformatting the idea of a memecoin
    00:12:32 Pudgy Penguins aren't just memes
    00:16:09 Solana competitor vs Pengu
    00:20:03 Impact of 30 Billion views on the GIFs on the brand
    00:22:56 How does the GIFs system work?
    00:25:27 GIFs working principle
    00:27:13 Big brands doing SEO on GIFs
    00:28:38 Non-crypto people using Pudgy GIFs
    00:31:59 Physical Products of Pudgy Penguins
    00:36:50 Other components of expanding the brand
    00:38:56 How big is the conglomerate?
    00:39:26 Choosing Solana L1 over L2
    00:45:27 Where does Base stand in the algorithm?
    00:51:26 Some thoughts on Ethereum's current state
    00:55:32 Abstract Chains
    01:02:58 Pudgy Penguins' relation with Abstract Chains
    01:04:18 Closing & Disclaimers

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    RESOURCES

    Luca Netz
    https://x.com/LucaNetz

    Pudgy Penguins
    https://pudgypenguins.com/

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