Bankless
Bitcoin Ordinals NFTs with Casey Rodarmor & Eric Wall
updated
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Not financial or tax advice. See our investment disclosures here:
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This Weekly Rollup was recorded IRL at Permissionless III. We discuss HBO revealing the identity of Bitcoin’s creator, Uniswap’s Unichain announcement, the new FBI token and David Hoffman vs. Kain Warwick upcoming fight.
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BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
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TIMESTAMPS & RESOURCES
0:00 Intro
3:04 Markets
6:14 US Economy
cnbc.com/2024/10/04/september-2024-us-jobs-report.html
https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable
13:28 Uniswap Announces Unichain
https://x.com/Uniswap/status/1844363396382408774
https://x.com/TaikiMaeda2/status/1844363706798571828
https://x.com/0xCygaar/status/1844377718479257864
https://x.com/haydenzadams/status/1844363698485198899
https://x.com/delitzer/status/1844364429389070699
https://x.com/VitalikButerin/status/1575772104678510592
https://x.com/danrobinson/status/1844407479528194262
https://x.com/haydenzadams/status/1844411400523067599
https://x.com/Fwiz/status/1844375503601594594
https://x.com/gluk64/status/1844388796290183302
youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR
30:55 HBO Reveals Satoshi Identity?
https://x.com/crypto_div/status/1843838385913258387
https://x.com/MarcHochstein/status/1843768871318372562
https://x.com/peterktodd/status/1843957196830441766
polymarket.com/event/who-will-hbo-doc-identify-as-satoshi
https://x.com/ki_young_ju/status/1843872372627255541
https://x.com/HalieyWelchX/status/1844038238408990871
37:23 FBI Coin
reuters.com/legal/us-charges-18-people-companies-cryptocurrency-fraud-2024-10-09
https://x.com/esatoshiclub/status/1844095224907432441
https://x.com/tier10k/status/1844106925149126887
https://x.com/loomdart/status/1844108582511575289
polymarket.com/event/ansem-criminal-charges-in-2024?tid=1728573367331
https://x.com/zachxbt/status/1843940648430493906
46:02 Crypto.com SEC Wells Notice
crypto.com/company-news/complaint
foxbusiness.com/media/sec-commissioner-confesses-crypto-approach-has-fueled-disaster-whole-industry?src=wgna
https://x.com/lex_node/status/1843651871522861187
politico.com/newsletters/morning-money
50:10 New EIP-7781
https://x.com/0xcygaar/status/1842985189124997362?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
github.com/ethereum/EIPs/pull/8931#issuecomment-2395026393
https://x.com/VitalikButerin/status/1841756178692358587
53:32 IMF vs Bitcoin
https://x.com/samcallah/status/1842193389569143027
55:22 World Liberty Financial New Details
thedefiant.io/news/defi/trumps-world-liberty-financial-proposes-aave-deployment-on-ethereum
theblock.co/post/320430/trump-world-financial-liberty-raise
58:47 Permissionless III
https://x.com/Ethereum_Women/status/1844051472335671694
https://x.com/Jesseeckel/status/1844196686484341067
https://x.com/benlakoff/status/1844394966925324694
1:02:57 David Hoffman vs Kain Warwick
polymarket.com/event/hoffman-vs-warwick?tid=1728578327494
https://x.com/TrustlessState/status/1844388312771068402
1:05:55 Moment of Zen
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-announcing-unichain
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Unichain Is Here! Joining us today is Hayden Adams of Uniswap and Karl Floersch of Optimism to explain the exciting new release and vision for the future of Ethereum and appchains.
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TIMESTAMPS
00:00:00 Start
00:05:51 Announcing Unichain!
00:11:51 How Will Unichain Work?
00:17:21 Superchain And Interoperability
00:19:38 Superchain Enhancements
00:26:12 Unichain User Experience
00:30:43 What About Other Superchains?
00:38:49 Unfragmenting The Fragmentation
00:43:58 Coordinating All Of Ethereum
00:49:08 UNI Token
00:52:47 Should DeFi Live On L1?
00:57:57 What Success Looks Like
01:01:15 The Path To Superchain
01:03:19 Release Dates
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RESOURCES
Unichain: unichain.org
Hayden: https://x.com/haydenzadams
Karl: https://x.com/karl_dot_tech
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
Could DeFi be made illegal in the United States? Are DeFi developers going to be prosecuted if criminals use their code? Is it just DeFi? What other sectors could be at risk?
The answers to these and many other questions are discussed in today’s episode.
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TIMESTAMPS
0:00 Intro
4:44 Roman Storm’s Case
12:52 Is DeFi at Risk?
18:20 The Ruling & Its Implications
21:29 Money Transmission Explained
25:52 Roman Storm’s Arrest
30:54 Are All DeFi Protocols At Risk?
36:17 Prosecution of Privacy
43:11 What This Ruling Means & What’s Next
48:41 Best & Worst Case Scenario
53:11 Other Sectors At Risk
57:35 Other Cases
1:03:48 Totalitarian Nightmare
1:08:21 SEC Updates
1:12:00 US Election 2024
1:17:30 Geofencing
1:23:21 Are We Winning & Conclusion
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RESOURCES
Jake Chervinsky
https://x.com/jchervinsky
Jake Chervinsky’s Tweet
https://x.com/jchervinsky/status/1839412423096467753
A Practical Guide to Geofencing
https://variant.fund/articles/practical-guide-to-geofencing/
Defend Roman Storm
https://juicebox.money/@defend-roman-storm
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
We dive deep into the debate around censorship, the dangers of having a "Ministry of Truth," and the future implications of AI on free speech. Whether it’s the growing concerns about misinformation or the battle between government intervention and freedom of expression, Nico gives us a fresh perspective on navigating these complex issues.
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TIMESTAMPS
0:00 Intro
2:46 Nico Perino: Free Speech Advocate Introduction
3:17 Social Media Misinformation & AI Concerns
7:14 Debating 1984 & Ministry of Truth
11:49 Misinformation, Fractured Sources, & Consensus
16:36 John Kerry on Governance & Free Speech
21:56 Fractured Truth: Media Referees & COVID
23:26 Morlocks Trap: Conspiracy Theories and Control
24:23 Misinformation Amplified by Algorithms & Bias
32:56 AI as a Tool for Finding Truth
36:59 Misinformation vs. Disinformation
39:58 The Pavel Durov Case
46:50 Comparing Telegram & Apple Encryption Cases
48:05 Brazil's Ban on X & VPN Penalties
52:58 Balkanization of the Internet and Free Speech
56:10 UK Online Safety Act
59:46 Global Misinformation Laws: Australia to U.S.
1:08:00 Government's Role in Protecting Free Speech
1:12:50 Bottom-Up Solutions for Truth & Speech
1:20:23 Inevitability of Censorship's Failures
1:22:33 Advancing Free Speech
1:23:01 Closing & Disclaimers
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RESOURCES
Nico
https://x.com/NicoPerrino
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/0x
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In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa’s new fiat tokenization platform on Ethereum. Plus, don’t miss details on the upcoming Kain vs. David fight at Permissionless!
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TIMESTAMPS & Resources
00:00 War And Crypto
https://x.com/PeterKwoba2/status/1841177421179183405
https://x.com/lexfridman/status/1841253627190517785
coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on
https://x.com/legendarygainz_/status/1840733999930413127
https://x.com/VitalikButerin/status/1840944416997195974
08:49 Markets
pro.kraken.com/app/trade/btc-usd
farside.co.uk/btc
https://x.com/NateGeraci/status/1840036803404800018
coingecko.com/en/global-charts
12:26 L2 Update
l2beat.com/scaling/summary
https://www.growthepie.xyz/chains/ethereum
coingecko.com
17:57 Rate Cuts
https://x.com/Cointelegraph/status/1840819209879896455
22:58 Tornado Cash Updates
https://x.com/BanklessHQ/status/1839408070524547246
theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial
https://x.com/jchervinsky/status/1839478184808460325
https://juicebox.money/@defend-roman-storm
32:21 Ripple ETF?
https://x.com/BitwiseInvest/status/1841464422557954168
https://x.com/NateGeraci/status/18412784213655720187
https://x.com/EleanorTerrett/status/1841586154258285021
35:10 SEC Director Updates
https://x.com/SECGov/status/1841548406029754524
https://x.com/GOPMajorityWhip/status/1841560880955158916
https://x.com/jchervinsky/status/1841572472195305651
38:57 Visa Launch On Ethereum
blockworks.co/news/visa-to-help-banks-test-tokenized-assets-smart-contracts
40:30 Vitalik On Alignment
https://vitalik.eth.limo/general/2024/09/28/alignment.html
https://x.com/RyanSAdams/status/1840026201999495332
43:08 Pectra Upgrade
youtube.com/live/PWhn8KdgCl8?si=2dyOikXU9ja7lbji&t=2762
github.com/ethereum/pm/issues/1153#issuecomment-2377002932
47:32 Coinbase's New Exec
https://x.com/jessepollak/status/1840929040854892966?s=46
48:14 Polymarket
https://x.com/shayne_coplan/status/1840033666723938669?s=46
49:01 The gm Heard Round The World
https://x.com/cz_binance/status/1839861237850497271?s=46
49:26 North Korea
https://x.com/skesslr/status/1841421864779833494
54:35 Fight Prep
https://x.com/TrustlessState/status/1841094626108748128
https://x.com/kaiynne/status/1841642359378829411
polymarket.com/event/hoffman-vs-warwick?tid=1727184262347
If you don’t have your tickets yet, Bankless has something for you!
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with the link in the shownotes
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If you do have tickets and you are a Bankless citizen, don’t forget to sign up for the Bankless Meetup!
https://lu.ma/yj5pdeqe
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
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In this episode, we speak with CFTC Commissioner Summer Mersinger about the rapidly changing world of cryptocurrency regulation. Commissioner Mersinger provides a detailed look at the differences between the CFTC and SEC, their roles in overseeing digital assets, and how the regulatory landscape is evolving with DeFi and crypto markets. She discusses the CFTC’s recent dissent in the Uniswap case, the challenges of classifying assets as commodities or securities, and the implications of U.S. regulations on the global crypto industry.
Whether you're a crypto enthusiast, a DeFi developer, or just curious about how the U.S. government is approaching these new technologies, this episode offers invaluable insights into the future of crypto regulation.
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🦄UNISWAP | BROWSER EXTENSION
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TIMESTAMPS
0:00 Intro
5:20 Commissioner Mersinger
8:20 CFTC vs. SEC Regulation Differences
9:44 Assets: Commodities vs. Securities
21:59 Consensus on Digital Assets as Commodities
26:03 CFTC vs. SEC Rivalry Dynamics
28:25 Bureaucracy a Feature or Bug?
29:34 Overregulation in Crypto: CFTC vs. SEC
36:15 Uniswap Case: CFTC Enforcement Action
47:41 The Regulatory Paradox of Decentralized Finance
1:00:09 CFTC Enforcement Decision-Making Process
1:02:02 Addressing Crypto Prediction markets in crypto
1:15:08 Engagement for Productive Crypto Future
1:19:52 Continuing engagement and conversation is essential
1:20:55 Closing & Disclaimers
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RESOURCES
Commissioner Summer Mersinger
https://x.com/cftcmersinger
Commissioner Mersinger’s Dissent
cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424
Uniswap Action
cftc.gov/PressRoom/PressReleases/8961-24
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
blockworks.co/event/permissionless-iii
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The exploration of the Ethereum Roadmap continues.
Today on the show we’re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we’re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.
We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🗣️TOKU | CRYPTO EMPLOYMENT
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⚡️ CARTESI | LINUX-POWERED ROLLUPS
bankless.cc/CartesiGovernance
🦄UNISWAP | BROWSER EXTENSION
bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
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TIMESTAMPS
0:00 Intro
7:29 The Essence of the Argument
17:50 Ethereum and Rollups
33:00 Ethereum’s Schism
40:23 Value Accrual
59:30 Nation State Resistance
1:04:52 The Bull Case for Crypto
1:10:03 What Will Take
1:16:25 Closing & Disclaimers
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RESOURCES
Mike Ippolito
https://x.com/mikeippolito
Mike Neuder
https://x.com/mikeneuder
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-the-austin-campbell-interview
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Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system.
Today’s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He’s here to show why the middle class should care about the future of finance.
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BANKLESS SPONSOR TOOLS:
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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TIMESTAMPS
0:00 Intro
5:18 Austin’s Tweet Defending Crypto
13:55 How the Banking System Works
23:19 Who Manages Bank Risk?
32:37 Depositor Bailouts
41:36 Stablecoin Solution?
59:51 Stablecoin Impact on Banks
1:06:44 U.S. Payments Outdated?
1:10:15 Global Implications of Crypto Adoption
1:17:46 U.S. Regulatory Stance on Crypto
1:24:55 Anti-crypto Policy Motivation
1:32:13 Austin's Advice to Crypto Community
1:35:22 Closing & Disclaimers
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RESOURCES
Austin Campbell
https://x.com/CampbellJAustin
Must Read Threads
https://x.com/CampbellJAustin/status/1817590780879397114
https://x.com/CampbellJAustin/status/1821591319816581469
https://x.com/campbelljaustin/status/1823362155984388226
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/IndexCoop
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This week we break down China’s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets.
Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0’s legal implications. Plus, Eigenlayer’s token unlock is finally here after months of non-transferability. We’ll also dive into the key moments from Solana’s Breakpoint Conference. Buckle up.
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TIMESTAMPS & Resources
00:00:00 Kamala's Pivot?
theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan
twitter.com/standwithcrypto/status/1838327263953326469
https://x.com/EleanorTerrett/status/1839041447007342919
theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg
https://x.com/TrustlessState/status/1838578494462189990
https://x.com/mcuban/status/1838667484905578704?s=46
axios.com/2024/09/23/harris-embraces-crypto-overture-young-men
https://x.com/Zachary/status/1839260651614568845
00:14:17 Markets
pro.kraken.com/app/trade/btc-usd
00:16:39 ETH Options Approved
https://x.com/EricBalchunas/status/1837240128588169587
https://x.com/kellyjgreer/status/1824168136637288912
00:19:16 Movers Of The Week
coingecko.com/en/coins/sei
https://x.com/VitalikButerin/status/1838809754002690403
00:22:10 The Beijing Bazooka
https://x.com/JustDeauIt/status/1839152089718538572
finance.yahoo.com/news/what-chinas-biggest-stimulus-since-the-pandemic-means-for-us-investors-morning-brief-100039804.html
https://x.com/deitaone/status/1839235182294913315?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
00:29:55 The Roast Of Gary Gensler
https://x.com/BanklessHQ/status/1838602362841374762
https://x.com/BanklessHQ/status/1838613533061230618
https://x.com/BanklessHQ/status/1838621580546425045
00:38:25 Jail Updates
reuters.com/world/us/bankman-frieds-ex-girlfriend-ellison-be-sentenced-over-crypto-fraud-2024-09-24
https://x.com/autismcapital/status/1838661563663945804
00:44:23 Crypto Bank Crackdown Exposed
https://x.com/nic__carter/status/1836858969241100776
00:54:25 EIGEN Unlock
https://x.com/eigenfoundation/status/1838270195246170553
https://x.com/JimmyRagosa/status/1839272870809076003
00:55:55 Solana Breakpoint Recap
https://x.com/solana/status/1837035324587028567
https://x.com/solanamobile/status/1836614409613119632
https://x.com/solanafloor/status/1837038360101007577?s=46
00:59:05 Telegram Founder Updates
bbc.com/news/articles/cvglp0xny3eo
01:00:32 Raises
blog.celestia.org/celestia-foundation-raise
https://x.com/infinex_app/status/1838730410710446144
01:03:57 David Fight Updates
polymarket.com/event/hoffman-vs-warwick
01:08:26 Meme Of The Week
https://x.com/spreekaway/status/1837128008169095172?s=46
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today’s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward.
------
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------
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------
TIMESTAMPS
0:00 Intro
6:08 Harris vs. Trump Debate Reaction
8:58 Kamala Admin's Crypto Silence
11:27 Pro-Crypto Meetings with Democrats
17:01 Biden, Warren, & Crypto Stances
21:43 Future of Crypto Under Harris?
24:09 Ideal Democratic Crypto Policy
27:37 Kamala's Plans for Gary Gensler
28:37 Crypto Advocates in the DNC
30:43 Convincing Undecided Democrats on Crypto
33:27 Future of DeFi Regulation
34:58 Explaining DeFi Benefits to Democrats
37:50 Educating on Crypto's Transparency
39:55 Crypto Voter Dilemma: Harris vs. Trump
42:18 Closing & Disclosures
------
RESOURCES
Rep. Ro Khanna
https://x.com/reprokhanna
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
Gary testifies before Congress of the Hearing Entitled: Oversight of the Securities and Exchange Commission. Will Democrats finally change their tune in regard to digital assets? Tune in to hear Ryan and David give their live reactions to Gensler's testimony.
------
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------
RESOURCES
Livestream hearing details
financialservices.house.gov/calendar/eventsingle.aspx?EventID=409374
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
------
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------
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------
TIMESTAMPS
0:00 Intro
6:06 Why is the ETH Roadmap Great
12:38 Ethereum’s North Star
17:12 Property Rights
28:14 Rollups
33:20 Rollup Stages
47:38 Data Availability
1:06:25 Value Accrual for ETH
1:15:33 ETH as Money
1:21:35 Closing Thoughts
------
RESOURCES
Mike Neuder
https://x.com/mikeneuder
Mike Neuther Thesis
hackmd.io/@mikeneuder/ethesis
Max Resnick Pod
youtube.com/watch?v=FLUJ0uLye0U
Kyle Samani Pod
youtube.com/watch?v=7CMMLdVrtFE
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/IndexCoop
------
The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited?
Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token.
We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street.
------
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------
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------
TIMESTAMPS & RESOURCES
00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/1835473538028814667
06:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/1836779556998459436
10:55 Total MKT Cap
coingecko.com/en/global-charts
11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count
13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703
cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html
18:57 Cut Reactions
https://x.com/TimDuy/status/1836154346045870391
https://x.com/coinbase/status/1836470341063053572
https://x.com/RyanSAdams/status/1836795960321585388
coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets
https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/Jamie1Coutts/status/1836192104722370930
tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ
youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz
27:03 Trump's Liberty Financial
https://x.com/EricTrump/status/1834322630721122521
https://x.com/worldlibertyfi/status/1835748701534404945
https://x.com/alexandergrieve/status/1836006655223275904
32:06 Takes On The Project
https://x.com/iamDCinvestor/status/1836006290125987860
https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q
34:42 Trump Pays With Bitcoin
https://x.com/WatcherGuru/status/1836510214482284545
https://x.com/crypto_condom/status/1836512092503077146
36:39 Vitalik Film Premiere
https://ethereumfilm.xyz/streaming
https://x.com/EthereumFilm/status/1828192695095042429
https://x.com/TrustlessState/status/1836737714223210638
https://x.com/dimabuterin/status/1836701356565922006
https://x.com/ViktorBunin/status/1836556640734085478
https://x.com/jessepollak/status/1836607456497275028
https://x.com/jessepollak/status/1836607456497275028
https://x.com/EthereumFilm/status/1835973354995499061
41:36 SEC Sues Rari?
sec.gov/newsroom/press-releases/2024-138
https://x.com/dcfgod/status/1836488126744924299
43:03 The Flyfish Case
sec.gov/files/litigation/admin/2024/33-11305.pdf
https://x.com/HesterPeirce/status/1835757603860681141
https://x.com/FinancialCmte/status/1836124400695021654
https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=19
50:41 Token 2049
https://x.com/justinsuntron/status/1836330985706918253
unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable
53:36 New Zora App
https://x.com/RyanSAdams/status/1836399083482742814
56:19 New Fastest Rollup
https://x.com/atlasxyz/status/1833880969251524973
57:39 Permissionless Party
https://lu.ma/yj5pdeqe
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with link: bankless.cc/PermissionlessDiscount
59:26 Moment Of Zen
youtube.com/watch?v=71DtEk1cFdg
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?
We discuss all this and more with Macro Alf, one of the top minds in macro out there.
------
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------
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------
TIMESTAMPS
0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts
------
RESOURCES
Maro Alf
https://x.com/MacroAlf
Alf's Institutional Research Free Trial
docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform
The MacroCompass
themacrocompass.org
Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD.
Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.
In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.
------
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------
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------
TIMESTAMPS
0:00 Intro
4:01 L1 vs. L2 Relationship
10:45 Use Cases of the L1 vs. L2s
18:56 Fastest Blockchain
20:05 Decentralization Priority
25:15 Sequencer Debate
33:06 Arbitrum x Espresso
38:02 Optimistic Rollups Capturing Ethereum Governance?
41:58 What Does Arbitrum Want From the L1
45:21 Increasing Block Times?
49:17 Arbitrum Ecosystem
52:21 How Does Stylus Work?
57:22 Web2 Devs Now Web3 Devs
1:03:02 Arbitrum’s Next 10x
1:08:17 Closing & Disclaimers
------
RESOURCES
Steven Goldfeder
https://x.com/sgoldfed
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
------
That’s right, Bankless Nation, BlackRock on the podcast today.
BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.
But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.
We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.
------
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------
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------
TIMESTAMPS
0:00 Intro
5:36 What is BlackRock?
7:33 BlackRock’s Crypto Arc
14:42 Digital Assets Team
17:01 BlackRock Bitcoin ETF
20:33 Investor Education
22:48 Narratives
24:58 Risk Management
34:04 Regulatory Environment
38:27 The Future of ETFs
42:30 Tokenization
51:00 What Needs to be Built
54:26 The State of DeFi
57:03 BlackRock’s Crypto Mission
1:00:44 Closing & Disclaimers
------
RESOURCES
Robbie
https://x.com/robbiemitchnick
Blackrock
https://x.com/BlackRock
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
https://x.com/BanklessHQ/status/1832085867483083211
bankless.com/join
------
This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go?
Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.
Plus, did we see “war mode” Vitalik this week?
------
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------
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------
TIMESTAMPS & RESOURCES
0:00 Intro
5:21 Markets
farside.co.uk/?p=1518
https://x.com/biancoresearch/status/1832806811088638440
https://x.com/matt_hougan/status/1833149076722081906
cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week
https://www.tradingview.c om/symbols/FRED-WALCL/
https://x.com/sonyasunkim/status/1832114732326957274
18:02 House lawmakers ended up divided in 1st Congressional DeFi hearing
financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354
https://x.com/fund_defi/status/1833556632027955694
https://x.com/coinage_media/status/1833593592373243915
https://x.com/NeerajKA/status/1833530974212387228
https://x.com/rohangrey/status/1833543531228762323
https://x.com/jchervinsky/status/1833557017023459526
27:29 The Debate - they didn’t mention crypto!
https://x.com/CNN/status/1833703753179857334
https://x.com/erikvoorhees/status/1833705605045051850
polymarket.com/event/who-will-win-the-debate-according-to-polls
polymarket.com/event/presidential-election-winner-2024?tid=1726028429396
https://x.com/shayne_coplan/status/1833127734844789106
https://x.com/Polymarket/status/1833679653191512442
theblock.co/post/315808/presidential-debate-risk-off-crypto
https://x.com/MikeIppolito_/status/1833874331539034448
36:49 War mode vitalik? If its not stage 2, its not a rollup
https://x.com/vitalikbuterin/status/1834061075970683367
39:01 zkSync Stage 1? & New CMO?
blog.zknation.io/zksync-governance-system
https://x.com/the_matter_labs/status/1833894141052494218
42:41 Sony Stable Yen
https://x.com/delzennejc/status/1833243834563650038
43:21 Friend.Tech team renounces control of smart contracts
https://x.com/friendtech/status/1832581118165709140
https://x.com/functi0nZer0/status/1833178200685318213
https://x.com/MacroMate8/status/1833393620407488542
https://x.com/friendtech/status/1833259362711986335
47:06 EigenLayer announced Season 2 Stakedrop!
blog.eigenfoundation.org/season-2-stakedrop
48:55 ENS was integrated with PayPal and Venmo!
https://x.com/ensdomains/status/1833536140529570039
https://x.com/brantlymillegan/status/1833568986547818820?
50:16 Coinbase Bitcoin - cbBTC released!
https://x.com/coinbase/status/1834208544247144949
https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb
55:04 David Fighting at Permissionless
58:01 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-the-yuval-noah-harari-interview
------
Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus.
We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?
------
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------
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------
TIMESTAMPS
00:00:00 Start
00:08:07 The World of Information Networks
00:10:59 Truth vs Information
00:21:28 Tribal Consequences
00:25:05 Naive View Of Information
00:34:27 Populist View Of Information
00:44:54 Inventing New Mechanisms
00:53:33 A Brief History Of Information Networks
00:58:43 The Most Successful Story Ever Told
01:05:13 Story vs Information Network
01:12:29 Story Of Debt Clay Tablets
01:14:53 Entering the Age Of AI
01:20:50 Self Correcting Mechanisms
01:25:35 The Potential Of Crypto
------
RESOURCES
Yuval: ynharari.com
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
https://kelpdao.xyz/gain/?utm_source=Bankless
------
When is this all going to reverse?
That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.
The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:
- Are crypto 4 year cycles dead?
- What’s next for ETH/BTC?
- How’s Ben positioning his portfolio for what’s coming?
Except to learn that and much more.
------
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------
TIMESTAMPS
0:00 Intro
5:33 Where Are We?
7:44 4 Year Cycles
22:52 ETH/BTC Ratio
29:28 ETH Price Analysis
37:55 Blue Chips vs Altcoins
55:32 ETH/BTC Final Equilibrium
1:01:11 Idiosyncratic Events
1:13:34 The Flippening
1:16:23 The Bull Market
1:20:58 2026
1:25:00 Presidential Election
1:27:30 Ben’s Portfolio
1:32:08 Closing Thoughts
------
RESOURCES
Ben Cowen
https://x.com/intocryptoverse
Ben Cowen on YouTube
youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-the-peter-schiff-interview
------
Why does Bitcoin sucks and is inferior to Gold?
Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.
He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.
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------
TIMESTAMPS
0:00 Intro
7:07 What is Money?
15:05 Why is Gold the Apex Money?
27:59 Gold vs. Bitcoin Custody
36:27 Gold in The Internet Age
43:08 Gold as a Productive Asset
49:30 Gold vs. Bitcoin Demographics
53:90 Can Gold be Disrupted?
1:04:20 Should we Abolish The Federal Reserve?
1:13:33 Is the Stock Market Overpriced?
1:20:09 Principles to Grow Wealth
1:25:30 Steelmanning Crypto
1:36:17 Closing & Disclaimers
------
RESOURCES
Peter Schiff
https://x.com/PeterSchiff
Peter Schiff Youtube
youtube.com/@peterschiff
SchiffGold
schiffgold.com
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
https://kelpdao.xyz/gain/?utm_source=Bankless
------
This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?
Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?
Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.
On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.
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------
TIMESTAMPS & RESOURCES
0:00 Intro
2:03 Markets
https://x.com/Negentropic_/status/1830685688662040961
outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead
https://x.com/RyanSAdams/status/1831316995691671641
https://x.com/Fiskantes/status/1831302629651042637
https://x.com/SplitCapital/status/1831317921089642915
https://x.com/iamDCinvestor/status/1831318267367145492
18:30 Trump revealed more about his DeFi project, World Liberty Financial!
worldlibertyfinancial.com
https://x.com/realDonaldTrump/status/1829141447087648796
https://x.com/lex_node/status/1831084542377206220
https://x.com/lex_node/status/1831105068952961399
https://x.com/nic__carter/status/1831145983847137451
https://x.com/worldlibertyfi/status/1831348462635397271
https://x.com/RyanSAdams/status/1829500453152837828
32:07 Brazil banned Twitter
https://x.com/elonmusk/status/1829778143449698764
https://x.com/RyanSAdams/status/1831015509384364428
37:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches
https://x.com/_RichardTeng/status/1830869029705441553
41:47 Arbitrum released Stylus!
https://x.com/arbitrum/status/1831020553211089243
https://x.com/joeykrug/status/1831367181885698392
43:30 Euler V2 is back!
https://x.com/eulerfinance/status/1831331399619756375
48:03 Celestia releases technical roadmap
blog.celestia.org/roadmap
48:39 Bloomberg added Polymarket election data to Terminal
https://x.com/M_McDonough/status/1829166689516442043
https://x.com/shayne_coplan/status/1830984489259901203
50:13 CFTC charges Uniswap with illegal derivatives trading
cftc.gov/PressRoom/PressReleases/8961-24
cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424
https://x.com/MinarikLaw/status/1831363800542634459
53:11 AIs are now paying other AIs with crypto
https://x.com/brian_armstrong/status/1829623778726592804
56:32 MEME of the Week
https://x.com/TrustlessState/status/1831386476841726226
59:03 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-the-max-resnick-interview
------
Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?
We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.
Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.
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------
TIMESTAMPS
0:00 Intro
5:08 Max’s Contrarian Take
12:20 The State of Rollups
17:59 Are L2s Extensions of Ethereum?
27:52 What Needs to Change
44:33 Based Rollups
50:05 The Holy Grail Blockchain
59:02 Scaling the L1
1:05:29 Max’s Incentives
1:09:53 Why Not Solana?
1:14:06 Navigating ETH’s Roadmap
1:18:05 ETH: The Asset
1:22:15 Value Capture
1:23:58 Call to Action
1:26:43 Closing & Disclaimers
------
RESOURCES
Max Resnick
https://x.com/MaxResnick1
Max Resnick Holy Grail Blockchain Tweet
https://x.com/MaxResnick1/status/1826630256008331301
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.com/debrief-the-cynthia-lummis-interview
------
U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications.
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------
TIMESTAMPS
0:00 Intro
6:40 The Bitcoin Act
10:01 Gold to Digital Gold
15:01 U.S. Strategic Reserves
18:00 U.S. Discretion in Selling Forfeited Bitcoin
20:44 Is Bitcoin Ready for Federal Reserve Backing?
23:24 Bitcoin Adoption to Tackle U.S. Debt
28:17 Bitcoin's Potential Impact
33:15 Being First in Bitcoin Strategic Reserves
39:22 Pros vs. Cons of Bitcoin Strategic Reserves
49:08 Bipartisan Prospects and Democratic Silence
53:52 Conservative Support vs. Liberal Adoption
56:30 Trump vs. Harris on Crypto Legislation
------
RESOURCES
Senator Cynthia Lummis
https://x.com/SenLummis
The Bitcoin Act
lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation
lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
------
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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------
TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:22 Markets
pro.kraken.com/app/trade/btc-usd
pro.kraken.com/app/trade/eth-usd
farside.co.uk/?p=1518
https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.growthepie.xyz/fundamentals/total-value-locked
00:06:23 Rate Cuts Incoming
federalreserve.gov/newsevents/speech/powell20240823a.htm
https://x.com/RyanSAdams/status/1829156259062501574
00:08:41 Stablecoin ATH
defillama.com/stablecoins
https://x.com/PayPal/status/1828161802208985462
00:13:14 When Pump?
https://x.com/2xdog/status/1826460239090385028/photo/1
00:18:42 Telegram Founder Arrested
https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19
00:21:01 What Are The Charges?
https://x.com/Cointelegraph/status/1828915121823068476
https://x.com/RyanSAdams/status/1828122303047033327
00:24:03 Encryption
00:27:47 Takes On This Issue
https://x.com/EmmanuelMacron/status/1828077245606342672
https://x.com/VitalikButerin/status/1827602680388239582
https://x.com/Kasparov63/status/1827819652535489007
https://x.com/NoelleInMadrid/status/1827798993017127243
00:30:45 TON's Reaction
https://x.com/ton_society/status/1827753299736674599
https://x.com/ton_society/status/1828446248841441467
00:36:36 Mark Zuckerburgs Letter
https://x.com/boblatta/status/1828516974269472936/photo/1
00:39:46 Roman Storm's Battle
https://x.com/RyanSAdams/status/1828906357723955378
00:46:34 Ethereum Foundation Sold $100M?
thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate
https://x.com/0xstark/status/1828416178194104342
https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:52:26 Does Vitalik Hate DeFi?
https://x.com/VitalikButerin/status/1827583576751181961
https://x.com/kaiynne/status/1821020189594669398
https://x.com/RhettShipp/status/1827911788488487047
https://x.com/haydenzadams/status/1828452122385424718
https://x.com/VitalikButerin/status/1828448417585971661
01:01:51 Sony's Layer 2 - Soneium
https://x.com/soneium/status/1826832581897126367
01:03:34 MakerDAO Rebranded To SKY
https://x.com/SkyEcosystem/status/1828405625828843710
governance.aave.com/t/temp-check-buidl-gsm/18775
01:05:47 Trump Harris Debate
https://x.com/disclosetv/status/1828505848504819978
01:06:42 RFK Drops Out
https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw
01:07:45 Trump NFTs
https://x.com/mdudas/status/1828575205276459258
01:09:29 SEC Threatens To Sue Opensea
https://x.com/dfinzer/status/1828791832009953706?s=46
01:12:37 Chainbound Raises $4.6M
https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
01:13:22 Most Unattractive Hobbies...
https://x.com/nic__carter/status/1827862983034245338
01:14:50 Moment Of Zen
https://x.com/songadaymann/status/1828885208227332591?s=46
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.
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------
TIMESTAMPS
00:00:00 Start
00:16:37 Intro and Market Size
00:26:49 Demographics
00:30:29 Why isn't everyone using stablecoins?
00:37:14 Custody and Trust
00:42:29 Creating Crypto Power Users
00:49:08 Preferred Way Of Growing Wealth
00:55:28 Dealing With Competition
01:03:10 Building Under the Argentine Laws
01:12:21 Javier Milei
01:18:12 Crypto's Future In Argentina
------
RESOURCES
Marcelo Cavazzoli - https://x.com/lemoncheli
Federico Ogue - https://x.com/fedeogue
Manuel Beaudroit - https://x.com/mbeaudroit
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
- America’s debt crisis
- The potential loss of the U.S. reserve currency status
- How crypto could help the U.S. stay ahead of China
- Why the left is anti-crypto
- Crypto under a Trump vs. Kamala’s administration
This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.
------
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------
TIMESTAMPS
0:00 Intro
5:11 Why Politics Are Messier
7:36 Being Speaker of the House
11:27 Paul’s WSJ Stablecoin Op-Ed
16:47 Paul’s Intro to Crypto
18:54 U.S. Debt Crisis
26:05 Losing Reserve Currency
28:29 CBDCs vs. Stablecoins
38:06 KYC Stablecoins & Legislation
43:27 Anti-Crypto Army
46:16 Is the Left Anti-Crypto?
51:03 Right vs. Left Crypto Adoption
55:50 Kamala vs. Trump
58:49 Advice to Bankless Listeners
1:01:18 Closing & Disclaimers
------
RESOURCES
Paul Ryan
https://x.com/speakerryan
WSJ Article
wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.
This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!
------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
bankless.com/debrief-the-kyle-samani-interview
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⚖️ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT
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------
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------
TIMESTAMPS
0:00 Intro
5:40 Ethereum in a Vacuum
10:10 ETH Vs. BTC
25:50 Broken Layer2 Interoperability
34:46 Value Capture
51:46 What Needs to Change
55:23 Decentralization
1:06:34 Solana
1:12:25 Steelmanning Ethereum
1:17:49 Closing & Disclaimers
------
RESOURCES
Kyle Samani
https://x.com/KyleSamani
Multicoin Capital
https://multicoin.capital/
Paths To Tens Of Trillions Blog Post
linkedin.com/pulse/paths-tens-trillions-kyle-samani
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
What's causing this big spike and... why?
------
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🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT
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------
TIMESTAMPS & RESOURCES
00:00 David's New Fighting Opponent
https://x.com/Permissionless/status/1826245778098237923
05:35 Markets
pro.kraken.com/app/trade/btc-usd
pro.kraken.com/app/trade/eth-usd
farside.co.uk/?p=1518
unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows
09:17 Tron Taking Over?
coingecko.com/en/coins/tron
14:57 Fear vs Greed In Markets
https://x.com/Barchart/status/1825970627011817561
coinglass.com/pro/i/FearGreedIndex
19:53 Dems 2024 Platform Release
https://x.com/BitcoinMagazine/status/1825571943891792289
https://x.com/RyanSAdams/status/1825620753783345308
https://x.com/RyanSAdams/status/1825625975528501711
https://x.com/RyanSAdams/status/1825619465339351144
https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/
https://x.com/RyanSAdams/status/1825618904686739630
32:36 Trump Onchain
blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes
edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html
opensea.io/collection/trump-digital-trading-cards
39:02 Optimism Disabled Fraud Proofs?
https://x.com/Optimism/status/1824560736657670314
42:47 Pump Dot Fun
https://x.com/adam_tehc/status/1824994679265349802?s=46
45:33 McDonalds Memecoin?
https://x.com/timo_bult/status/1826284191115530600
https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump
50:02 Story $80 Million Raise
https://www.story.foundation/
https://x.com/jasonjzhao/status/1826236451954286946
53:58 Sorella Labs $7.5 Million
theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social
57:20 Meme Of The Week
https://x.com/vitalikbuterin/status/1826253901240431083?s=46
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
https://kelpdao.xyz/gain/?utm_source=Bankless
------
Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.
We answer:
1 - Which is faster, more decentralized, and more censorship-resistant?
2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?
3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION
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⚖️ ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT
bankless.cc/toku
------
✨ Mint the episode on Zora ✨
zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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TIMESTAMPS
00:00:00 Start
00:05:48 Intro To Monad
00:11:47 How Does Monad Fit Into Ethereum?
00:14:08 What is Mega ETH?
00:18:31 Similarites and Differences
00:21:38 Architectual Impact
00:28:58 Decentralization - Monad
00:34:56 Decentralization - Mega
00:39:43 Who's More Decentralized?
00:49:27 In Summary
00:57:24 Software Effeciency
01:06:50 Monolithic vs Modular
01:15:11 Community
01:28:37 Why Choose The EVM?
01:33:07 When Mainnet?
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RESOURCES
Lei Yang: https://x.com/yangl1996
Keone Hon: https://x.com/keoneHD
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION
bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT
bankless.cc/toku
------
✨ Mint the episode on Zora ✨
zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52
------
TIMESTAMPS
0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who’s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan’s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What’s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis’s Dad & Crypto
1:29:30 Closing & Disclosures
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RESOURCES
Louis
https://x.com/gave_vincent
web.gavekal.com
evergreengavekal.com
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/PufferUnifi
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How in the world did Trump pivot to Pro-Crypto?
David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.
We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.
------
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION
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⚖️ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT
bankless.cc/toku
------
✨ Mint the episode on Zora ✨
zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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TIMESTAMPS
0:00 Intro
6:51 Bitcoin 2024
10:43 Donald Trump
31:42 Trump’s Crypto Policies
47:44 Kamala Harris
54:26 Trump vs Kamala
1:01:15 The Bitcoin Idea
1:06:14 Closing & Disclaimers
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RESOURCES
David Bailey
https://x.com/DavidFBailey
Bitcoin Media
https://b.tc/
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
bankless.cc/spotify-premium
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Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward?
We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.
------
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION
bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM
bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT
bankless.cc/toku
-----
✨ Mint the episode on Zora ✨
zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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TIMESTAMPS
00:00 Start
05:37 BTC Dominance
11:04 Market Vibe Check
16:11 Price Discovery?
23:57 ETH BTC Ratio
30:28 Narrative Winds
40:24 Relative Weakness
46:01 Trading Strategy
48:54 DeFi Summer Breakout
52:43 Looking Forward
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RESOURCES
Ledger: https://x.com/ledgerstatus
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures