Bankless

<p>✨ DEBRIEF | Unpacking the episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-chris-burniske">https://shows.banklesshq.com/p/debrief-chris-burniske</a> </p> <p>------<br /> ✨ COLLECTIBLES | Collect this episode:<br /> <a href= "https://collectibles.bankless.com/mint">https://collectibles.bankless.com/mint</a> </p> <p>------<br /> Chris Burniske is Co-Founder of Placeholder VC, author of “Crypto-Assets,” and mentor to both David and Ryan. This is Chris’s third appearance on Bankless. He was first on three years ago for episode #20!</p> <p>Investing in waves. Are we talking about surfing? Are we talking about capital deployment? The answer is yes.</p> <p>In today’s episode, Chris unpacks why he uses the term “trashy” to describe many 2022 projects (and their founders), why crypto is like surfing and how you catch a good wave, his rules for staying sober during bull and bear markets (hint: don’t fall in love with your coconuts), and finally his bull case for Solana.</p> <p>------<br /> 📣 Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:46 Crypto Assets<br /> 12:43 Right 2 Years Later<br /> 16:00 Wrong 2 Years Later<br /> 19:35 What Makes a Project Trashy<br /> 22:12 Psychological Perspective<br /> 26:33 Thesis Driven<br /> 30:00 Super Cycle Narratives<br /> 37:20 Market Timing & Advice (NFA)<br /> 47:25 Bull Market Indicators<br /> 54:30 Is the Bottom In?<br /> 57:53 What Ends the Bear Market?<br /> 1:01:17 The Crypto Repeat Story<br /> 1:08:00 BTC vs. ETH vs. SOL<br /> 1:18:54 The Solana Pitch<br /> 1:29:34 How to Approach Solana<br /> 1:36:51 Predicting SOL Value Accruel<br /> 1:41:35 The Solana Opportunity<br /> 1:46:18 Is Crypto a Net Good?<br /> 1:52:22 Action Items & Disclaimers</p> <p>------<br /> Resources:</p> <p>Chris Burniske<br /> <a href= "https://twitter.com/cburniske">https://twitter.com/cburniske</a> </p> <p>The Ethereum Opportunity<br /> <a href= "https://youtu.be/oG3CUT9kziE">https://youtu.be/oG3CUT9kziE</a> </p> <p>Electric Capital Developer Report<br /> <a href= "https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf"> https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-dan-romero">https://shows.banklesshq.com/p/debrief-dan-romero</a> </p> <p>------<br /> Dan Romero was an early employee at Coinbase and is now the Co-Founder of Farcaster, a new decentralized social network that has captured the attention of many in Web3.</p> <p>Aside from sharing a secret passcode to access Farcaster during the episode (Bankless Premium subscribers only)…Dan also shares his thoughts on why he doesn’t think Web2 social media is broken, why people should care about decentralized social media, how decentralized does it have to be in order to work, and how all of this will fundamentally change the internet and the trajectory of humanity.</p> <p>------<br /> 📣 Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:08 Is Web2 Broken?<br /> 10:25 Web3 Improvements<br /> 19:25 Unique Web3 Properties<br /> 24:42 Developer & User Sovereignty<br /> 31:57 Farcaster’s Feature & Protocol Thesis<br /> 45:25 Unique Properties of Decentralized Social Platforms<br /> 58:29 Growing Farcaster & Client Competition<br /> 1:05:39 Incentive Mechanisms<br /> 1:11:30 Is a Token Needed?<br /> 1:15:55 Protocols<br /> 1:19:48 Advertising & Farcaster<br /> 1:25:48 Farcaster On-Chain Footprint<br /> 1:27:47 Spam Prevention<br /> 1:31:31 Discoverability & Regulation<br /> 1:33:45 Identity<br /> 1:36:00 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>DM Dan Secret Passcode<br /> <a href= "https://twitter.com/dwr">https://twitter.com/dwr</a> <br /> <a href= "https://danromero.org/">https://danromero.org/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>4th Week of January, 2023</p> <p>------<br /> Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> JOIN BANKLESS PREMIUM: <br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi </a> </p> <p>-----<br /> Resources:</p> <p>0:00 Intro</p> <p>4:20 MARKETS<br /> 9:00 Inflation<br /> <a href= "https://twitter.com/NorthRockLP/status/1617593771222519811">https://twitter.com/NorthRockLP/status/1617593771222519811</a> <br /> 11:00 Crypto Revenue<br /> <a href= "https://cryptofees.info/">https://cryptofees.info/</a> <br /> 15:50 Aptos Mooning<br /> <a href= "https://decrypt.co/120009/whats-going-on-aptos-price">https://decrypt.co/120009/whats-going-on-aptos-price</a> <br /> 18:20 dYdX Rally<br /> <a href= "https://thedefiant.io/dydx-rallies-18">https://thedefiant.io/dydx-rallies-18</a> <br /> 19:00 Optimism All-Time High<br /> <a href= "https://www.coingecko.com/en/coins/optimism">https://www.coingecko.com/en/coins/optimism</a> </p> <p>24:00 Genesis Chapter 11<br /> <a href= "https://www.theblock.co/post/204035/genesis-owes-more-than-3-6-billion-to-top-50-creditors"> https://www.theblock.co/post/204035/genesis-owes-more-than-3-6-billion-to-top-50-creditors</a> <br /> 27:00 Gemini Earn Users <br /> <a href= "https://twitter.com/cameron/status/1616298056097624064">https://twitter.com/cameron/status/1616298056097624064</a> </p> <p>29:00 SEC Ban Hammer<br /> FTX: <a href= "https://www.sec.gov/litigation/litreleases/2023/lr25617.htm">https://www.sec.gov/litigation/litreleases/2023/lr25617.htm</a> <br /> Avi: <a href= "https://twitter.com/secgov/status/1616531972020469781">https://twitter.com/secgov/status/1616531972020469781</a> <br /> Nexo: <a href= "https://www.theblock.co/post/203983/nexo-pays-45-million-to-settle-sec-and-state-charges-for-failing-to-register-lending-product"> https://www.theblock.co/post/203983/nexo-pays-45-million-to-settle-sec-and-state-charges-for-failing-to-register-lending-product</a> <br /> 34:55 Hester Peirce<br /> <a href= "https://www.sec.gov/news/speech/peirce-remarks-duke-conference-012023"> https://www.sec.gov/news/speech/peirce-remarks-duke-conference-012023</a> </p> <p>40:20 Kevin Rose NFTs Stolen<br /> <a href= "https://www.coindesk.com/web3/2023/01/25/kevin-rose-says-nft-wallet-with-dozens-of-high-value-collectibles-hacked/"> https://www.coindesk.com/web3/2023/01/25/kevin-rose-says-nft-wallet-with-dozens-of-high-value-collectibles-hacked/</a> <br /> Bad UX: <a href= "https://twitter.com/RyanSAdams/status/1618329248275795968">https://twitter.com/RyanSAdams/status/1618329248275795968</a> <br /> Behaviors: <a href= "https://twitter.com/iamDCinvestor/status/1618351192358408194">https://twitter.com/iamDCinvestor/status/1618351192358408194</a> </p> <p>48:30 Shanghai Shadow Fork<br /> <a href= "https://decrypt.co/119851/ethereum-shanghai-mainnet-shadow-fork-goes-live"> https://decrypt.co/119851/ethereum-shanghai-mainnet-shadow-fork-goes-live</a> <br /> 49:30 Uniswap v3 on Binance Chain<br /> <a href= "https://www.coindesk.com/tech/2023/01/23/uniswap-poll-shows-80-support-decentralized-crypto-exchanges-move-to-bnb-chain/"> https://www.coindesk.com/tech/2023/01/23/uniswap-poll-shows-80-support-decentralized-crypto-exchanges-move-to-bnb-chain/</a> <br /> 50:30 Wormhole Hacker<br /> <a href= "https://cointelegraph.com/news/wormhole-hacker-moves-155m-in-biggest-shift-of-stolen-funds-in-months"> https://cointelegraph.com/news/wormhole-hacker-moves-155m-in-biggest-shift-of-stolen-funds-in-months</a>

<p>Vance Spencer is the Co-Founder of Framework Ventures, a VC firm that got its claim to fame by sticking around during the 2018-2020 bear market, going all-in on DeFi before we had a name for it, and taking risks and finding gems while everyone else fled the industry.</p> <p>This is Vance’s 4th appearance on Bankless, because in addition to being a chad VC, he’s also adept at measuring the markets and understanding metas, which is what we’re looking to do here today.</p> <p>Bitcoin is down 66% from the top, but up 50% from the bottom! ETH Down 66% from the top, but up 75% from the bottom! Solana down 90%, but up 200% from the bottom! Meanwhile, Ethereum’s L2 ecosystem is HOT. OP is hitting ATHs. RPL is at its highs in ETH terms, nearing highs in USD terms… Aptos is somehow at a 16B valuation.</p> <p>Question: Where are we??? Vance has the answer.</p> <p>------<br /> Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 6:24 Vance's Read of the Market<br /> 8:10 Ranging<br /> 9:40 Indicators<br /> 13:00 Apathy Market<br /> 15:30 Trends<br /> 18:41 Institutions<br /> 22:45 Is FTX a Permanent Stain?<br /> 25:45 Aptos<br /> 29:30 Alt-L1s<br /> 35:05 Private Markets<br /> 37:24 Crypto Gaming<br /> 41:15 Future of DeFi Tokens<br /> 43:39 Macro & Recession<br /> 45:40 ETH/BTC<br /> 49:40 Alt-L1s Over?<br /> 51:05 2023<br /> 51:50 Closing & Disclaimers</p> <p>-----<br /> Resources:</p> <p>Vance Spencer<br /> <a href= "https://twitter.com/pythianism">https://twitter.com/pythianism</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Paul Brody is the head of EY’s blockchain business. EY is Ernst & Young, one of the “big 4” global professional services and accounting firms. He’s been at EY for nearly 8 years now and before that he was a VP at IBM where he started IBM’s first blockchain project.</p> <p>Paul is deeply intertwined with the Ethereum community as well as enterprise use cases. If anyone is going to crack the nut of Enterprise use cases for public blockchains, it's going to be him.</p> <p>------<br /> Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 7:00 Enterprise Blockchains<br /> 11:20 Public vs. Private Blockchains<br /> 15:00 Use Cases<br /> 18:36 Supply Chains vs. Digital Money<br /> 22:00 Disruption<br /> 23:55 Network Effects<br /> 26:40 EY's Nightfall<br /> 30:50 Low-Cost Transactions<br /> 37:30 Tokenizing the World<br /> 41:50 Real-World Assets<br /> 47:10 Transactions<br /> 50:44 Stablecoin Adoption<br /> 54:15 DeFi Integration<br /> 56:35 Operating Nightfall<br /> 59:40 Nightfall Roadmap<br /> 1:01:35 Why EY<br /> 1:05:15 Enterprise Blockchain Burn Leaderboard<br /> 1:08:40 Action Items & Disclaimers</p> <p>-----<br /> Resources:</p> <p>Paul Brody<br /> <a href= "https://twitter.com/pbrody">https://twitter.com/pbrody</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-wayne-chang-sign-in-with-ethereum"> https://shows.banklesshq.com/p/debrief-wayne-chang-sign-in-with-ethereum</a> </p> <p>------<br /> ✨ COLLECTIBLES | Collect this episode:<br /> <a href= "https://collectibles.bankless.com/mint">https://collectibles.bankless.com/mint</a> </p> <p>------<br /> Wayne Chang is the co-author of EIP4361, otherwise known as the Sign in with Ethereum (SIWE) Standard. He’s also the co-founder and CEO of Spruce, a company that is working to grow SIWE adoption to make the internet more user-first.</p> <p>Can Ethereum help us take back our identity on the internet? There will be two phases of crypto–in phase one we take back our money. In phase two we take back our identity. Tune in to find out how.</p> <p>------<br /> 📣 Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 8:50 Identity on the Internet<br /> 17:15 Current State of Identity on the Internet<br /> 23:25 Web2 Log-in Risks & Incentives<br /> 25:50 Authentication vs. Authorization vs. Identity vs. Identifier<br /> 30:52 Sign-in with Ethereum<br /> 36:12 The Benefits of SIWE<br /> 39:15 The Rest of the SIWE Iceberg<br /> 40:50 Bringing Your Own Data Vault<br /> 46:19 Data Representing Identity<br /> 48:54 Identity & Data Vaults<br /> 50:40 Dapps & Use Cases<br /> 56:16 The Future of SIWE<br /> 1:02:33 Zero Knowledge Proofs & Minimal Disclosure<br /> 1:07:09 Bots<br /> 1:08:30 Deep Fakes<br /> 1:09:39 Session Keys & No More Cookies<br /> 1:15:14 Ethereum the Blockchain’s Role<br /> 1:17:25 Ethereum & Identity<br /> 1:19:40 Why Log-in with Ethereum?<br /> 1:22:30 Censorship Resistance<br /> 1:24:40 Festival of the Commons<br /> 1:29:40 SIWE Next Steps<br /> 1:31:43 Why SIWE is Important<br /> 1:32:52 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Sprue<br /> <a href="https://spruceid.com">https://spruceid.com</a> </p> <p>Read EIP 4361<br /> <a href= "https://eips.ethereum.org/EIPS/eip-4361">https://eips.ethereum.org/EIPS/eip-4361</a> </p> <p>Wayne Chang<br /> <a href= "https://twitter.com/wycdd">https://twitter.com/wycdd</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>3rd Week of January, 2023</p> <p>------<br /> Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/cryptotaxcalculator">htthttps://bankless.cc/CTCpodcast </a></p> <p>------<br /> JOIN BANKLESS PREMIUM: <br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi </a> </p> <p>-----<br /> Resources:</p> <p>0:00 Intro</p> <p>4:20 MARKETS<br /> 6:20 Total Crypto Market Cap<br /> 7:50 Fed Cutting?<br /> <a href= "https://twitter.com/DeItaone/status/1615404601489883136">https://twitter.com/DeItaone/status/1615404601489883136</a> <br /> 9:05 Debt ATH<br /> <a href= "https://twitter.com/WatcherGuru/status/1616086891098415104">https://twitter.com/WatcherGuru/status/1616086891098415104</a> <br /> 9:40 ETH Ultra Sound<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 11:00 Ethereum Quarterly Report<br /> <a href= "https://newsletter.banklesshq.com/p/state-of-ethereum-report-q4-2022"> https://newsletter.banklesshq.com/p/state-of-ethereum-report-q4-2022</a> <br /> 16:50 FTX Solana Position<br /> <a href= "https://twitter.com/b1ockgreg/status/1615506527741263872">https://twitter.com/b1ockgreg/status/1615506527741263872</a> <br /> 18:05 FTT Pumping?<br /> <a href= "https://www.coingecko.com/en/coins/ftx-token">https://www.coingecko.com/en/coins/ftx-token</a> </p> <p>21:30 SEC vs Gemini<br /> <a href= "https://www.cnbc.com/2023/01/12/sec-charges-genesis-and-gemini-with-selling-unregistered-securities.html"> https://www.cnbc.com/2023/01/12/sec-charges-genesis-and-gemini-with-selling-unregistered-securities.html</a> <br /> 22:54 Winklevoss Defense<br /> <a href= "https://twitter.com/tyler/status/1613674686646484992">https://twitter.com/tyler/status/1613674686646484992</a> <br /> 24:35 Who Benefits<br /> <a href= "https://twitter.com/dogetoshi/status/1613660660981796869">https://twitter.com/dogetoshi/status/1613660660981796869</a> <br /> 25:10 After the Fact<br /> <a href= "https://twitter.com/cryptowendyo/status/1613666846041067523">https://twitter.com/cryptowendyo/status/1613666846041067523</a> <br /> 26:05 Saving Investors<br /> <a href= "https://twitter.com/LewellenMichael/status/1613741457248030720">https://twitter.com/LewellenMichael/status/1613741457248030720</a> </p> <p>26:30 Is Genesis Bankrupt?<br /> <a href= "https://twitter.com/fintechfrank/status/1615781926161235976">https://twitter.com/fintechfrank/status/1615781926161235976</a> <br /> 28:45 Is it Priced In?<br /> <a href= "https://twitter.com/business/status/1615885016164081664">https://twitter.com/business/status/1615885016164081664</a> <br /> 29:40 CoinDesk for Sale<br /> <a href= "https://www.cnbc.com/2023/01/18/coindesk-engages-lazard-to-explore-sale-as-dcg-crisis-grows.html"> https://www.cnbc.com/2023/01/18/coindesk-engages-lazard-to-explore-sale-as-dcg-crisis-grows.html</a> </p> <p>32:55 International Crypto Enforcement <br /> <a href= "https://twitter.com/AP_Abacus/status/1615749853950115844">https://twitter.com/AP_Abacus/status/1615749853950115844</a> <br /> 36:00 Bitzlato<br /> <a href= "https://www.theblock.co/post/203516/wtf-is-bitzlato-crypto-twitter-rolls-eyes-at-dojs-big-arrest"> https://www.theblock.co/post/203516/wtf-is-bitzlato-crypto-twitter-rolls-eyes-at-dojs-big-arrest</a> </p> <p>41:30 3AC New Exchange?<br /> <a href= "https://www.theblock.co/post/202589/3ac-zhu-davies-new-crypto-exchange"> https://www.theblock.co/post/202589/3ac-zhu-davies-new-crypto-exchange</a> <br /> 42:00 Trading Claims<br /> <a href= "https://twitter.com/JJcycle

<p>In today's episode, we're talking about what’s hot on Arbitrum. Three Arbitrum experts are here to help guide us through what's new in the Arbitrum ecosystem.</p> <p>The Arbitrum metrics are HOT. 2022 was not the best year for crypto, but they were for L2s, and especially for Arbitrum! Tune in to learn why and how Arbitrum is shaping the future of L2s, gaming, and NFTs as we know it.</p> <p>------<br /> 📣 Crypto Tax Calculator | Free Crypto Tax Calculator<br /> <a href= "https://bankless.cc/cryptotaxcalculator">https://bankless.cc/CTCpodcast </a></p> <p>------<br /> JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 8:11 What is Arbitrum Doing Right?<br /> 15:20 GMX<br /> 17:03 Arbitrum Culture<br /> 24:30 Treasure's Expansion<br /> 29:30 Culture vs. Technology of Chains<br /> 31:42 The Bankless Thesis<br /> 36:00 GMX's Hooks<br /> 38:20 DeFi Activity<br /> 43:37 Community Engagement<br /> 48:00 The Nintendo of Web3<br /> 51:50 Building Along Treasure & Arbitrum<br /> 57:53 What's Holding the Ecosystem Back?<br /> 1:03:55 What is Beacon?<br /> 1:07:00 PFPs in Arbitrum<br /> 1:12:00 Token Alpha<br /> 1:13:50 Closing & Disclaimers</p> <p>-----<br /> Resources:</p> <p>Karel Vuong - Co-Founder & COO, Treasure<br /> <a href= "https://twitter.com/karelvuong">https://twitter.com/karelvuong</a> </p> <p>Diego Vidaurre - Co-Founder & CEO of The Beacon<br /> <a href= "https://www.linkedin.com/in/diego-vidaurre-schaffer-6989a1120">https://www.linkedin.com/in/diego-vidaurre-schaffer-6989a1120</a> </p> <p>Coinflipcanada - Core contributor to GMX<br /> <a href= "https://mobile.twitter.com/coinflipcanada">https://mobile.twitter.com/coinflipcanada</a> </p> <p>Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon<br /> <a href= "https://youtu.be/PmWeXVRPeic">https://youtu.be/PmWeXVRPeic</a> </p> <p>How to Gain Exposure to Arbitrum<br /> <a href= "https://newsletter.banklesshq.com/p/how-to-gain-exposure-to-arbitrum"> https://newsletter.banklesshq.com/p/how-to-gain-exposure-to-arbitrum</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/tyler-cowen-debrief">https://shows.banklesshq.com/p/tyler-cowen-debrief</a> </p> <p>------<br /> Tyler Cowen is an American economist, columnist, and blogger. He’s also a professor at George Mason University, where he also produces the Conversations with Tyler podcast with guests like Vitalik Buterin. Marc Andreessen, and Ray Dalio.</p> <p>In today’s episode, Tyler shares why he thinks regulators should pause and wait before passing crypto regulation in the wake of FTX, how FTX and Enron are similar, why he calls himself a crypto-hopeful (even though he thinks Balaji’s Network State idea is utterly wrong). And finally, we play Tyler's favorite game—Overrated vs. Underrated—about everything relevant in 2023: Crypto AI, Inflation, America, China, Social Media, Wealth Inequality, and more.</p> <p>------<br /> 📣 Crypto Tax Calculator | Free Crypto Tax Calculator</p> <p><a href= "https://bankless.cc/CTCpodcast">https://bankless.cc/CTCpodcast</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:10 Tyler’s 2023 Crypto Thoughts<br /> 6:50 Why Crypto is Confusing<br /> 9:04 Is Crypto Overrated?<br /> 10:25 Is Crypto Worth it?<br /> 12:19 Regulation<br /> 19:33 On-Chain Privacy, Taxes, Surveillance<br /> 24:00 FTX vs. Enron<br /> 27:35 Wealth Inequality<br /> 32:05 Crypto Regulation vs. Innovation<br /> 34:48 Can the U.S. Choke Crypto?<br /> 36:24 Crypto vs. the Internet<br /> 37:56 Whose at Fault for FTX?<br /> 40:00 Crypto Self-Regulation<br /> 45:16 A.I. Regulation<br /> 46:46 A.I.’s SBF Moment?<br /> 48:05 Is the Future Closer than it Appears?<br /> 50:31 Human Self-Regulation<br /> 51:16 Economists & Crypto<br /> 53:20 Vitalik<br /> 54:16 Free Markets & Greed<br /> 55:21 Overrated vs. Underrated<br /> 1:00:24 Balaji’s Network State<br /> 1:01:47 Banks<br /> 1:02:15 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Tyler on Twitter<br /> <a href= "https://twitter.com/tylercowen">https://twitter.com/tylercowen</a> </p> <p>Tyler’s Blog<br /> <a href= "https://marginalrevolution.com/">https://marginalrevolution.com/</a> </p> <p><br /> Tyler’s Podcast<br /> <a href= "https://conversationswithtyler.com/">https://conversationswithtyler.com/</a> </p> <p>Beware the Dangers of Crypto Regulation<br /> <a href= "https://www.washingtonpost.com/business/beware-the-dangers-of-crypto-regulation/2023/01/03/27f6f31a-8b63-11ed-b86a-2e3a77336b8e_story.html"> https://www.washingtonpost.com/business/beware-the-dangers-of-crypto-regulation/2023/01/03/27f6f31a-8b63-11ed-b86a-2e3a77336b8e_story.html</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>2nd Week of January, 2023</p> <p>------<br /> 📣 Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM: <br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 0:00 Intro</p> <p>3:00 MARKETS<br /> 5:40 Ultra Sound Money<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 7:00 ETH BTC Ratio<br /> 8:50 Inflation<br /> <a href= "https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report"> https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report</a> <br /> 11:10 Leverage<br /> <a href= "https://twitter.com/YoniJMel/status/1612835719768064001">https://twitter.com/YoniJMel/status/1612835719768064001</a> <br /> 12:20 Have We Bottomed?<br /> <a href= "https://twitter.com/RyanSAdams/status/1613563998426775552">https://twitter.com/RyanSAdams/status/1613563998426775552</a> <br /> 16:30 Markets since 2020<br /> <a href= "https://imgur.com/qq58Ac2">https://imgur.com/qq58Ac2</a> </p> <p>22:30 DCG vs Gemini<br /> <a href= "https://twitter.com/cameron/status/1612806661508567042">https://twitter.com/cameron/status/1612806661508567042</a> <br /> 25:00 Shutting Down<br /> <a href= "https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs">https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs</a> <br /> 26:00 Shareholder Letter<br /> <a href= "https://dcgupdate.com/">https://dcgupdate.com/</a> </p> <p>29:00 SBF Continued<br /> Robinhood: <a href= "https://twitter.com/WatcherGuru/status/1612444676904083457">https://twitter.com/WatcherGuru/status/1612444676904083457</a> <br /> $5 Billion: <a href= "https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1"> https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1</a> <br /> Fraud: <a href= "https://twitter.com/nic__carter/status/1612458140238225409">https://twitter.com/nic__carter/status/1612458140238225409</a> <br /> Substack: <a href= "https://sambf.substack.com/p/ftx-pre-mortem-overview">https://sambf.substack.com/p/ftx-pre-mortem-overview</a> </p> <p>36:10 Coinbase Layoffs<br /> <a href= "https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html"> https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html</a> <br /> 38:00 Binance Hiring<br /> <a href= "https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html"> https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html</a> </p> <p>41:00 NEWS<br /> 41:45 Arbitrum vs Optimism<br /> <a href= "https://twitter.com/WestieCapital/status/1612837614414880772">https://twitter.com/WestieCapital/status/1612837614414880772</a> <br /> 43:00 OpenSea Arbitrum Nova<br /> <a href= "https://twitter.com/opensea/status/1611486589087109124">https://twitter.com/opensea/status/1611486589087109124</a> <br /> 44:20 L2 Bull Market<br /> <a href= "https://twitter.com/TrustlessState/status/1612534516094046208">https://twitter.com/TrustlessState/status/1612534516094046208</a> <br /> 45:20 Coinbase Rocket Pool<br /> <a href= "https://twitter.com/Jasper_ETH/status/1613318003738697730">https://twitter.com/Jasper_ETH/status/1613318003738697730</a> <br /> 47:40 PleasrHouse<br /> <a href= "https://twitter.com/PleasrDAO/status/1613217260511891460">

<p>From its humble beginnings, PleasrDAO is launching PleasrHouse, a unique take on NFT Auction Houses. Chief Pleasr Jamis Johnson joins to set the stage and walk us through this announcement.</p> <p>------<br /> 📣 Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM: <br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi </a> </p> <p>------<br /> Resources:</p> <p>Jamis Johnson<br /> <a href= "https://twitter.com/_jamiis">https://twitter.com/_jamiis</a> </p> <p>PleasrHouse<br /> <a href="https://pleasr.house/">https://pleasr.house/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Tune in to hear Ryan and David share their 2023 crypto predictions on all major areas of crypto: Bitcoin, Ethereum, prices, Alt L1s, L2s, NFTs, regulation, and so much more.</p> <p>Also, major-major-major Bankless alpha leak towards the end of the show that you will not want to miss. Trust, anon.</p> <p>For the last time this year, Happy New Year.</p> <p>------<br /> Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 6:45 Bitcoin<br /> <a href= "https://buybitcoinworldwide.com/halving/">https://buybitcoinworldwide.com/halving/</a> <br /> <a href="https://nostr.com/">https://nostr.com/</a> <br /> 16:20 Ethereum<br /> <a href= "https://twitter.com/protolambda/status/1608870249704861696">https://twitter.com/protolambda/status/1608870249704861696</a> <br /> <a href= "https://twitter.com/protolambda/status/1608870266582749191">https://twitter.com/protolambda/status/1608870266582749191</a> <br /> <a href= "https://twitter.com/protolambda/status/1608870312090955777">https://twitter.com/protolambda/status/1608870312090955777</a> <a href= "https://twitter.com/protolambda/status/1608870317430308865">https://twitter.com/protolambda/status/1608870317430308865</a> <br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 25:22 Prices<br /> <a href= "https://www.kraken.com/prices/bitcoin?quote=usd&interval=1w">https://www.kraken.com/prices/bitcoin?quote=usd&interval=1w</a> <br /> <a href= "https://www.kraken.com/prices/ethereum?quote=usd&interval=1w">https://www.kraken.com/prices/ethereum?quote=usd&interval=1w</a> <br /> <a href= "https://www.kraken.com/prices/ethereum?quote=btc&interval=1w">https://www.kraken.com/prices/ethereum?quote=btc&interval=1w</a> <br /> 34:20 Alt L1s<br /> <a href= "https://www.coingecko.com/en/categories/smart-contract-platform">https://www.coingecko.com/en/categories/smart-contract-platform</a> <br /> 40:10 L2s<br /> <a href= "https://www.coingecko.com/en/coins/polygon">https://www.coingecko.com/en/coins/polygon</a> <br /> <a href= "https://www.coingecko.com/en/coins/optimism">https://www.coingecko.com/en/coins/optimism</a> <br /> <a href="https://arbitrum.io/">https://arbitrum.io/</a> <br /> <a href= "https://www.coingecko.com/en/coins/starknet">https://www.coingecko.com/en/coins/starknet</a> <br /> <a href= "https://l2beat.com/scaling/activity">https://l2beat.com/scaling/activity</a> <br /> <a href= "https://twitter.com/ercwl/status/1609804900472619009">https://twitter.com/ercwl/status/1609804900472619009</a> <br /> 50:14 NFTs<br /> <a href= "https://nftpricefloor.com/">https://nftpricefloor.com/</a> <br /> 58:24 CeFi<br /> 1:04:55 SEC + CFTC Standoff<br /> <a href= "https://imgur.com/3ixtonT">https://imgur.com/3ixtonT</a> <br /> <a href= "https://www.cftc.gov/PressRoom/PressReleases/8590-22">https://www.cftc.gov/PressRoom/PressReleases/8590-22</a> <br /> <a href= "https://www.coindesk.com/business/2022/12/13/us-judge-in-ooki-dao-trial-orders-cftc-to-serve-original-founders-with-lawsuit/"> https://www.coindesk.com/business/2022/12/13/us-judge-in-ooki-dao-trial-orders-cftc-to-serve-original-founders-with-lawsuit/</a> <br /> 1:10:50 Bankless<br /> <a href= "https://www.youtube.com/channel/UCCRxYlYOmLE2l5wxs3ckJtg">https://www.youtube.c

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/liv-boeree">https://shows.banklesshq.com/p/liv-boeree</a> <br /> <br /> ------<br /> Liv Boeree is a former professional poker player, master of game theory, systems thinker, and keen understander of the world of complex systems and the human experience.</p> <p>She also is one of the few people out there in the world teaching about the lessons of Moloch— the study of human coordination—and is the reason why we wanted to have her on Bankless.</p> <p>In the episode, Liv makes it clear how Moloch is more than an idea. Coordination and competition failures are happening in every aspect of our lives. Is crypto the solution?</p> <p>------<br /> 📣 Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM:<br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 8:24 Getting to Moloch<br /> 14:25 Meditations on Moloch<br /> 17:30 Defining Moloch<br /> 19:40 Unhealthy Competition or Coordination Failure<br /> 25:00 Nuclear Proliferation<br /> 26:30 Cancer<br /> 27:58 Moloch’s Ancient Analogy<br /> 31:18 Centralization<br /> 36:10 The Prisoner’s Dilemma<br /> 38:50 When Moloch is the Most Dangerous<br /> 43:50 How to Slay Moloch<br /> 52:10 Capitalism<br /> 59:44 Defining Moloch Cont.<br /> 1:02:20 Changing the Underlying Systems<br /> 1:08:20 Crypto & Coordination<br /> 1:15:15 Moloch’s All the Way Down<br /> 1:18:15 Moloch Isn’t One Thing<br /> 1:20:00 Better System Design<br /> 1:27:23 Crypto’s Moloch Problem<br /> 1:32:32 Moloch Takeaways<br /> 1:34:42 Liv’s Personal Moloch Connection<br /> 1:37:02 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Liv on Twitter<br /> <a href= "https://twitter.com/Liv_Boeree">https://twitter.com/Liv_Boeree</a> </p> <p>The Evolution of Trust<br /> <a href= "https://ncase.me/trust/">https://ncase.me/trust/</a> </p> <p>Meditations on Moloch<br /> <a href= "https://slatestarcodex.com/2014/07/30/meditations-on-moloch/">https://slatestarcodex.com/2014/07/30/meditations-on-moloch/</a> </p> <p>The Goddess of Everything Else<br /> <a href= "https://slatestarcodex.com/2015/08/17/the-goddess-of-everything-else-2/"> https://slatestarcodex.com/2015/08/17/the-goddess-of-everything-else-2/</a> </p> <p>Moloch - The Beauty Wars<br /> <a href= "https://www.youtube.com/watch?v=fifVuhgvQQ8">https://www.youtube.com/watch?v=fifVuhgvQQ8</a> </p> <p>Ethereum Slayer of Moloch<br /> <a href= "https://newsletter.banklesshq.com/p/ethereum-slayer-of-moloch-">https://newsletter.banklesshq.com/p/ethereum-slayer-of-moloch-</a> </p> <p>Previous Bankless Podcast: Slaying Moloch<br /> <a href= "https://www.youtube.com/watch?v=903tHM4RA9k">https://www.youtube.com/watch?v=903tHM4RA9k</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Bankless Weekly Rollup<br /> 1st Week of 2023</p> <p>------<br /> 📣 Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM: <br /> <a href= "https://newsletter.banklesshq.com/subscribe">https://newsletter.banklesshq.com/subscribe</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>———<br /> 0:00 Intro</p> <p>9:00 MARKETS<br /> 11:00 2022 in Review<br /> 15:00 Decline from All Time High<br /> <a href= "https://www.reddit.com/r/wallstreetbets/comments/zyphch/the_2022_bear_market_in_context/"> https://www.reddit.com/r/wallstreetbets/comments/zyphch/the_2022_bear_market_in_context/</a> <br /> <a href= "https://twitter.com/WatcherGuru/status/16089343695358812161">https://twitter.com/WatcherGuru/status/16089343695358812161</a> <br /> 17:00 Inflation<br /> <a href= "https://twitter.com/michaeljburry/status/1609767590494371840">https://twitter.com/michaeljburry/status/1609767590494371840</a> <br /> 18:40 Liquid Staking Derivatives<br /> <a href= "https://imgur.com/NJtjom5P">https://imgur.com/NJtjom5P</a> <br /> 21:40 ETH Staking<br /> 24:00 Arbitrum Size<br /> <a href= "https://twitter.com/SizeChad/status/1608638568339243011">https://twitter.com/SizeChad/status/1608638568339243011</a> </p> <p>28:00 SBF Denies<br /> <a href= "https://twitter.com/SBF_FTX/status/1608908562851598336">https://twitter.com/SBF_FTX/status/1608908562851598336</a> <br /> 30:42 Pleading Not Guilty<br /> <a href= "https://www.theblock.co/post/198982/bankman-fried-pleads-not-guilty-to-criminal-charges"> https://www.theblock.co/post/198982/bankman-fried-pleads-not-guilty-to-criminal-charges</a> <br /> <a href= "https://www.coindesk.com/consensus-magazine/2023/01/04/why-did-sam-bankman-fried-plead-not-guilty/"> https://www.coindesk.com/consensus-magazine/2023/01/04/why-did-sam-bankman-fried-plead-not-guilty/</a> </p> <p>35:00 Winklevoss vs Barry Silbert<br /> <a href= "https://twitter.com/cameron/status/1609913051427524608">https://twitter.com/cameron/status/1609913051427524608</a> <br /> 37:55 SEC Investigation<br /> <a href= "https://twitter.com/AP_Abacus/status/1610706188093607937">https://twitter.com/AP_Abacus/status/1610706188093607937</a> </p> <p>38:30 Celsius Customers<br /> <a href= "https://twitter.com/kadhim/status/1610706613207285773">https://twitter.com/kadhim/status/1610706613207285773</a> <br /> 40:20 New York Suing Celsius<br /> <a href= "https://twitter.com/NewYorkStateAG/status/161102348128557875">https://twitter.com/NewYorkStateAG/status/161102348128557875</a>2 </p> <p>44:00 Eric Wall’s Predictions<br /> <a href= "https://twitter.com/ercwl/status/1609798030814748672">https://twitter.com/ercwl/status/1609798030814748672</a> <br /> 52:50 Bankless Predictions<br /> <a href= "https://newsletter.banklesshq.com/publish/post/94677142">https://newsletter.banklesshq.com/publish/post/94677142</a> </p> <p>1:05:30 Forking Optimism<br /> <a href= "https://twitter.com/stonecoldpat0/status/1610443274367426561">https://twitter.com/stonecoldpat0/status/1610443274367426561</a> <br /> 1:06:16 Zombie Punk Sold<br /> <a href= "https://twitter.com/cryptopunksbot/status/1609004341112733697">https://twitter.com/cryptopunksbot/status/1609004341112733697</a> <br /> 1:07:20 Bullying NFTs<br /> <a href= "https://twitter.com/pcgamer/status/1610229116283883521">https://twitter.com/pcgamer/status/1610229116283883521</a> <br /> 1:10:45 BTC Dev Hack<br /> <a href= "https://cointelegraph.com/news/bitcoin-core-developer-claims-to-have-lost-200-btc-in-hack"> https://cointelegra

<p>Yesterday, on the show we had lawyer Brian Frye, who gave us novel takes securities. You can find that episode here: <a href= "https://youtu.be/jo1ZuhuCVZE">https://youtu.be/jo1ZuhuCVZE</a> </p> <p>In today's episode, David continues down the securities rabbit hole with special guest Mike Selig. Mike is a crypto lawyer at Willkie Farr & Gallagher, former a regulator at the CFTC and a frequent contributor to Coindesk about the state of crypto regulation.</p> <p>------<br /> Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered:</p> <p>0:00 Intro<br /> 5:35 Mike's Background<br /> 6:55 Why Securities<br /> 10:20 Investing Contract<br /> 13:00 Where's the Line?<br /> 20:11 Asset vs. Schemes<br /> 24:38 SEC Regulation<br /> 29:00 NFTs as Membership<br /> 36:48 2023 Regulation<br /> 42:51 SEC vs. CFTC<br /> 47:25 The Solution to Security Laws<br /> 50:40 Centralization<br /> 55:10 Current SEC Administration<br /> 1:01:30 Decentralization Theatre<br /> 1:04:50 Closing & Disclaimers</p> <p>------<br /> Recources:</p> <p>Mike Selig<br /> <a href= "https://mobile.twitter.com/mikeseligesq">https://mobile.twitter.com/mikeseligesq</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>David has been obsessed with this topic for the last couple weeks. It's time to get to the bottom of this: Are NFTs securities?</p> <p>On the way down this rabbit hole, we found lawyer Brian Frye, who has some fascinating and novel takes on this very issue. </p> <p>Brian is a law professor at the University of Kentucky, and recently wrote an article in Coindesk titled “NFTs Are Securities and It’s Great.” </p> <p>------<br /> Osmosis | Your Gateway into the Cosmos Ecosystem<br /> <a href= "http://www.osmosis.zone/bankless">www.osmosis.zone/bankless</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> Topics Covered:</p> <p>0:00 Intro<br /> 7:30 Are All NFTs Securities?<br /> 14:00 Triggered by the Word<br /> 19:30 Trolling the SEC<br /> 29:20 A Really Good Tool<br /> 36:00 New Securities<br /> 44:55 Use a Different Term<br /> 53:30 Creative Assets<br /> 1:01:00 Copyright Law and Clout Sales<br /> 1:09:30 A Medium of Value Capture<br /> 1:14:00 Public Goods<br /> 1:19:00 Closing</p> <p>------<br /> Recources:</p> <p>Brian Frye<br /> <a href= "https://twitter.com/brianlfrye">https://twitter.com/brianlfrye</a> </p> <p>After Copyright: Pwning NFTs in a Clout Economy<br /> <a href= "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3971240">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3971240</a> </p> <p>Securities Spectrum:<br /> <a href= "https://imgur.com/8jt6OZ1">https://imgur.com/8jt6OZ1</a> </p> <p>NFTs are Securities and It's Great<br /> <a href= "https://www.coindesk.com/consensus-magazine/2022/12/28/nfts-are-securities-and-its-great/"> https://www.coindesk.com/consensus-magazine/2022/12/28/nfts-are-securities-and-its-great/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-erik-voorhees-why-are-we-here"> https://shows.banklesshq.com/p/debrief-erik-voorhees-why-are-we-here</a> </p> <p>------<br /> Erik Voorhees is a crypto veteran of veterans. He’s one of the greatest advocates of open and permissionless systems that we have in this space.</p> <p>In this episode we talk about his legendary debate with SBF—this is the first time we’ve caught up with him since. What are his reflections now? We also dive into how this bull/bear cycle is similar and different from previous ones, how do we preserve crypto’s core principles, and most importantly—why are we here? Why crypto? Why now? Why stay?</p> <p>Erik doesn’t waste a word in this episode. Happy New Year everyone. Let’s keep building.</p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "http://k.xyz/bankless-pod">http://k.xyz/bankless-pod</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:17 Where Did Crypto Go Wrong?<br /> 8:43 Crypto Labels<br /> 12:30 Responsibility<br /> 14:26 Accountability<br /> 18:19 FTX Collapse From Erik’s POV<br /> 24:05 SBF’s Headspace<br /> 28:45 Potential Alternative Realities<br /> 30:50 SBF’s D.C. Relationship<br /> 34:47 Was this Cycle Unique?<br /> 38:58 Lessons From Past Cycles<br /> 43:36 Learning Through the Pain?<br /> 48:33 Why is Individual Empowerment Correct?<br /> 50:20 Coordination & Order<br /> 54:26 Power<br /> 1:02:22 The U.S. Constitution<br /> 1:07:13 Code Enforcement<br /> 1:08:07 Why Are We Here?<br /> 1:09:49 Baked-In Crypto Principles<br /> 1:13:03 Perserving Core Crypto Values<br /> 1:16:48 Is Erik Radical?<br /> 1:21:44 Will Crypto Ever Go Mainstream?<br /> 1:25:53 Cycle Common Denominators<br /> 1:28:19 Bear Market Advice<br /> 1:29:31 Erik’s Bull Market Forcast<br /> 1:32:00 Action Items & Disclaimers</p> <p>------<br /> Resources:</p> <p>SBF vs Erik Voorhees episode<br /> <a href= "https://youtu.be/Ytaa_5liwMA">https://youtu.be/Ytaa_5liwMA</a> </p> <p>A Response to SBF and Principled Crypto Regulation<br /> <a href= "https://www.moneyandstate.com/blog/response-to-sbf">https://www.moneyandstate.com/blog/response-to-sbf</a> </p> <p>Sophistry and the Savior<br /> <a href= "https://www.moneyandstate.com/blog/sophistry-and-the-savior">https://www.moneyandstate.com/blog/sophistry-and-the-savior</a> </p> <p>24 - Exploring the Frontier | Erik Voorhees<br /> <a href= "https://youtu.be/rLsOHOvUOpM">https://youtu.be/rLsOHOvUOpM</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Last Week of 2022</p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "http://k.xyz/bankless-pod">http://k.xyz/bankless-pod</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 1:55 Kraken</p> <p>2:54 MARKETS<br /> 3:00 BTC Price<br /> 5:15 ETH Price<br /> 5:25 ETH/BTC<br /> 9:39 Yearly Candles<br /> <a href= "https://imgur.com/uMwOO7F">https://imgur.com/uMwOO7F</a> <br /> <a href= "https://imgur.com/2Yzrr8M">https://imgur.com/2Yzrr8M</a> <br /> <a href= "https://imgur.com/4k44ep3">https://imgur.com/4k44ep3</a> <br /> 14:16 Amazon and Tesla<br /> <a href= "https://imgur.com/YXxXphI">https://imgur.com/YXxXphI</a> <br /> 17:12 COIN<br /> <a href= "https://imgur.com/gdHapjc">https://imgur.com/gdHapjc</a> <br /> 19:50 SOL<br /> <a href= "https://twitter.com/hentaiavenger66/status/1608034523190640640">https://twitter.com/hentaiavenger66/status/1608034523190640640</a> <br /> <a href= "https://twitter.com/hedgedhog7/status/1608125232350629888">https://twitter.com/hedgedhog7/status/1608125232350629888</a> <br /> 22:10 HEX<br /> <a href= "https://twitter.com/TrustlessState/status/1608488903992029186">https://twitter.com/TrustlessState/status/1608488903992029186</a> <br /> 22:25 RPL vs LDO<br /> <a href= "https://twitter.com/BenGiove/status/1608216011517603840">https://twitter.com/BenGiove/status/1608216011517603840</a> <br /> 24:15 Winner of the Year<br /> <a href= "https://www.coingecko.com/en/coins/gmx">https://www.coingecko.com/en/coins/gmx</a> <br /> 24:55 RAI Stability<br /> <a href= "https://twitter.com/reflexerfinance/status/1584650507347406848">https://twitter.com/reflexerfinance/status/1584650507347406848</a> </p> <p>28:54 State of Solana<br /> https://imgur.com/vvTyhAe<br /> https://imgur.com/gwLFyj7<br /> 37:00 Solana TVL Down<br /> <a href= "https://twitter.com/shegenerates/status/1608197123257901056">https://twitter.com/shegenerates/status/1608197123257901056</a> <br /> 40:00 Vitalik<br /> <a href= "https://twitter.com/VitalikButerin/status/1608591727316684804">https://twitter.com/VitalikButerin/status/1608591727316684804</a> </p> <p>40:40 State of Multicoin<br /> <a href= "https://twitter.com/DrSoldmanGachs/status/1607877120239497219">https://twitter.com/DrSoldmanGachs/status/1607877120239497219</a> <br /> <a href= "https://twitter.com/KyleSamani/status/1457317165661622275">https://twitter.com/KyleSamani/status/1457317165661622275</a> </p> <p>43:35 State of L2s<br /> <a href= "https://newsletter.banklesshq.com/p/the-l2-year-in-review">https://newsletter.banklesshq.com/p/the-l2-year-in-review</a> </p> <p>49:04 NEWS<br /> 49:05 Taiko<br /> <a href= "https://twitter.com/taikoxyz/status/1607789733194891266">https://twitter.com/taikoxyz/status/1607789733194891266</a> <br /> 50:20 Most Popular SOL NFT Project Moving to ETH<br /> <a href= "https://twitter.com/degodsnft/status/1607156858019794944">https://twitter.com/degodsnft/status

<p>A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history.<br /> <br /> The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish.<br /> <br /> What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.</p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "http://k.xyz/bankless-pod">http://k.xyz/bankless-pod</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 7:09 Ethereum’s Original Promises<br /> 13:02 Promise Critiques<br /> 14:55 2022 Sentiment<br /> 27:41 ETH’s Risk to Reward Justification<br /> 35:58 ETH 2018 vs. Now vs. SOL<br /> 49:39 Bullish Ethereum Roadmap<br /> 55:05 EVM & zkEVM Concerns<br /> 1:00:07 MEV & Censorship<br /> 1:04:13 Post-Quantum<br /> 1:08:29 Zooming Out on the Roadmap<br /> 1:18:27 Market Opportunity<br /> 1:40:10 Timeline<br /> 1:44:30 What DCinvestor is Doing<br /> 1:48:28 Sassal’s Closing Thoughts<br /> 1:51:41 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Justin Drake<br /> <a href= "https://twitter.com/drakefjustin">https://twitter.com/drakefjustin</a> </p> <p>DC Investor<br /> <a href= "https://twitter.com/iamDCinvestor">https://twitter.com/iamDCinvestor</a> </p> <p>Anthony Sassano<br /> <a href= "https://twitter.com/sassal0x">https://twitter.com/sassal0x</a> </p> <p>Bull Case for Ethereum<br /> l - <a href= "https://youtu.be/6v2VRvxbfnw">https://youtu.be/6v2VRvxbfnw</a> <br /> ll - <a href= "https://youtu.be/85M3yGvzCe4">https://youtu.be/85M3yGvzCe4</a> <br /> lll - <a href= "https://youtu.be/wVVfYuUsPu4">https://youtu.be/wVVfYuUsPu4</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>December 23, 2022 </p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "http://k.xyz/bankless-pod">http://k.xyz/bankless-pod</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 2:13 Kraken</p> <p>3:40 MARKETS<br /> 9:00 DeFi Growth<br /> <a href= "https://dune.com/danning.sui/dex-users-across-chains">https://dune.com/danning.sui/dex-users-across-chains</a> <br /> 9:50 Scaling Vector<br /> <a href= "https://twitter.com/l2beat/status/1605226968844320768">https://twitter.com/l2beat/status/1605226968844320768</a> <br /> 11:18 MakerDAO Revenue<br /> <a href= "https://twitter.com/liamellul/status/1603820633850228736">https://twitter.com/liamellul/status/1603820633850228736</a> <br /> 13:10 Bear Market Behavior<br /> <a href= "https://twitter.com/RyanSAdams/status/1605931718124478466">https://twitter.com/RyanSAdams/status/1605931718124478466</a> <br /> 19:55 Coinbase Valuation<br /> <a href= "https://twitter.com/Matt_Hougan/status/1605317841594490881">https://twitter.com/Matt_Hougan/status/1605317841594490881</a> </p> <p>23:30 SBF in the USA<br /> <a href= "https://twitter.com/jchervinsky/status/1605756013159686144">https://twitter.com/jchervinsky/status/1605756013159686144</a> <br /> 25:15 Bahaman Jail<br /> <a href= "https://decrypt.co/117557/imprisoned-bankman-fried-may-relent-in-extradition-fight-reports"> https://decrypt.co/117557/imprisoned-bankman-fried-may-relent-in-extradition-fight-reports</a> <br /> 26:00 New York City<br /> <a href= "https://nypost.com/2022/12/21/sam-bankman-fried-handed-over-to-us-authorities-heading-to-ny/"> https://nypost.com/2022/12/21/sam-bankman-fried-handed-over-to-us-authorities-heading-to-ny/</a> <br /> 26:30 Caroline & Gary<br /> <a href= "https://www.coindesk.com/policy/2022/12/22/alameda-chief-caroline-ellison-ftxs-gary-wang-plead-guilty-to-fraud-charges/"> https://www.coindesk.com/policy/2022/12/22/alameda-chief-caroline-ellison-ftxs-gary-wang-plead-guilty-to-fraud-charges/</a> <br /> 27:30 Finding Billions<br /> <a href= "https://thedefiant.io/ftx-finds-1b">https://thedefiant.io/ftx-finds-1b</a> <br /> 29:10 Clawbacks<br /> <a href= "https://www.theguardian.com/business/2022/dec/20/ftx-seeks-to-claw-back-donations-to-politicians-and-charities"> https://www.theguardian.com/business/2022/dec/20/ftx-seeks-to-claw-back-donations-to-politicians-and-charities</a> </p> <p>31:42 Brian Armstrong Proposal<br /> <a href= "https://twitter.com/RyanSAdams/status/1605222605258194945">https://twitter.com/RyanSAdams/status/1605222605258194945</a> </p> <p>36:25 Visa Payments<br /> <a href= "https://twitter.com/catgu_/status/1604896035616264205">https://twitter.com/catgu_/status/1604896035616264205</a> </p> <p><br /> 41:30 NEWS<br /> Uniswap x Moonpay - <a href= "https://twitter.com/Uniswap/status/1605251408155906048">https://twitter.com/Uniswap/status/1605251408155906048</a> <br /> 42:30 Ren in Danger<br /> <a href= "https://blockworks.co/news/alameda-backed-ren-warns-crypto-could-be-lost-as-platform-shuts-down"&g

<p>✨ THESIS FOR 2023:</p> <p><a href= "https://messari.io/crypto-theses-for-2023">https://messari.io/crypto-theses-for-2023</a> </p> <p><br /> ——<br /> Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.</p> <p><br /> Every year, Ryan publishes a massive document that wraps up the year in the industry, and looks forward to what’s coming next.</p> <p><br /> After an insane 2022, what does 2023 hold in store? Ryan Selkis of Messari brings the answers.</p> <p><br /> ------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "http://k.xyz/bankless-pod">http://k.xyz/bankless-pod</a> </p> <p><br /> ------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p><br /> ------<br /> BANKLESS SPONSOR TOOLS: </p> <p><br /> ⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p><br /> 👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p><br /> 🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p><br /> 📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi </a> </p> <p><br /> 👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p><br /> ⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p><br /> ------<br /> Topics Covered</p> <p><br /> 0:00 Intro<br /> 7:00 Pain<br /> 10:05 Crypto is Still Inevitable<br /> 16:00 Surviving Winter, Redux<br /> 20:10 Who to Watch<br /> 26:30 How People Fall<br /> 32:20 CeFi Contagion<br /> 40:30 Institutional Capital<br /> 47:00 SEC vs ETF<br /> 51:30 SBF and Crypto Policy<br /> 1:03:00 Bitcoin<br /> 1:07:40 Smart Contracts<br /> 1:11:45 ETH Killers<br /> 1:15:00 DeFi Trends<br /> 1:19:30 DAOs and NFTs<br /> 1:24:00 Back to Crypto<br /> 1:26:30 The Block and Crypto Media</p> <p><br /> ------<br /> Resources:</p> <p><br /> Crypto Theses for 2023<br /> <a href= "https://messari.io/crypto-theses-for-2023">https://messari.io/crypto-theses-for-2023</a> </p> <p><br /> Ryan Selkis<br /> <a href= "https://twitter.com/twobitidiot">https://twitter.com/twobitidiot</a> </p> <p><br /> Messari<br /> <a href="https://messari.io/">https://messari.io/</a> </p> <p><br /> -----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p><br /> Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief">https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief</a> </p> <p>------<br /> Vitalik Buterin is your friendly neighborhood Ethereum developer, an alfalfa male who thinks we should rename Gas to Mana.</p> <p>In today’s episode, Vitalik unpacks his recent essay, “What in the Ethereum application ecosystem excites me,” and his thoughts around why crypto villains are getting worse, what Ethereum’s most scalable use case is, why he plans to say ‘Ethereum’ rather than ‘crypto’ in 2023, how Ethereum solves the big bad identity problem, and why he thinks “simple DeFi good, complicated DeFi bad.”</p> <p>Every episode with Vitalik is a must-listen and this one is no different.</p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "https://availableon.com/bankless">https://availableon.com/bankless</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 7:44 Vitalik’s 2022 Crypto Reflections<br /> 17:31 Was 2022 More Unusual?<br /> 25:58 Esperanto, Linux, & Crypto<br /> 34:57 Advice for the Crypto Space<br /> 38:31 Permissionless Commons Criticism<br /> 45:54 2022 Lessons Learned by Vitalik<br /> 52:22 Vitalik’s Recent Blog Post<br /> 1:00:00 Why Do We Need Crypto Money?<br /> 1:10:29 Where the Opportunity in Crypto is<br /> 1:13:52 Identity<br /> 1:24:29 DAOs & Governance Innovation<br /> 1:31:05 Hybrid Applications<br /> 1:36:30 Accelerating the Good Things<br /> 1:41:05 Vitalik’s Role in 2023<br /> 1:44:48 Action Items & Disclaimers</p> <p>------<br /> Resources:</p> <p>Vitalik<br /> <a href= "https://twitter.com/VitalikButerin">https://twitter.com/VitalikButerin</a> </p> <p>What in the Ethereum Application Ecosystem Excites Me - Vitalik<br /> <a href= "https://vitalik.ca/general/2022/12/05/excited.html">https://vitalik.ca/general/2022/12/05/excited.html</a> </p> <p>Why I’m Less Than Infinitely Hostile to Cryptocurrency - Astral Codex Ten<br /> <a href= "https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile"> https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile</a> </p> <p>Vitalik’s Other Bankless Appearances<br /> <a href= "https://www.youtube.com/results?search_query=bankless+vitalik">https://www.youtube.com/results?search_query=bankless+vitalik</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Bankless Weekly Rollup<br /> 2nd Week of December 2022</p> <p>------<br /> 📣 Kraken | The Crypto Exchange for Everyone<br /> www.bankless.cc/kraken</p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt<br /> 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> https://bankless.cc/Arbitrum</p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> https://bankless.cc/Deso</p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> https://bankless.cc/Brave</p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> https://bankless.cc/TrueFi </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> https://bankless.cc/Sequence</p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> https://bankless.cc/fuel</p> <p>------</p> <p>0:00 Intro</p> <p>4:05 MARKETS<br /> 7:15 Inflation<br /> https://twitter.com/tier10k/status/1602657168368484353<br /> 9:14 Has Inflation Peaked?<br /> https://twitter.com/JustinWolfers/status/1602657570283573248<br /> 12:05 Stop Raising Rates<br /> https://twitter.com/SenWarren/status/1572659264560435201<br /> 14:00 Fed Keeps Hiking<br /> https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year<br /> 17:14 Living at Home<br /> https://twitter.com/zerohedge/status/1601401345948483586<br /> 17:55 Zombie Firms<br /> https://twitter.com/eliant_capital/status/1601629575686983680<br /> 19:25 Crypto Price Action<br /> https://twitter.com/pythianism/status/1600895603512180737</p> <p>25:00 SBF ARRESTED<br /> https://www.reddit.com/r/StockMarket/comments/zlftnb/breaking_footage_of_sbf_arrest_in_the_bahamas/<br /> Release: https://pbs.twimg.com/media/Fj0LbkRXoAIIzQY?format=jpg&name=large<br /> 28:00 No Bail<br /> https://blockworks.co/news/no-bail-for-bankman-fried-leaves-bahamas-court-in-handcuffs<br /> Charges - https://twitter.com/TrustlessState/status/1602469313662812160<br /> 31:00 CFTC vs SBF<br /> https://twitter.com/tier10k/status/1602670346573938689<br /> 34:24 Tom Emmer Take<br /> https://twitter.com/bittybitbit86/status/1602715577067372544<br /> 36:40 Tom Emmer vs Gary Gentler<br /> https://twitter.com/bittybitbit86/status/1602719629172166656<br /> 38:50 Worst Take of the Year<br /> https://twitter.com/WatcherGuru/status/1603067377972920322<br /> 41:30 Hopefully Next<br /> https://twitter.com/sassal0x/status/1602458316252549120</p> <p>42:15 The Block and SBF<br /> https://www.axios.com/2022/12/09/bankman-fried-funded-crypto-news-site-block</p> <p>47:30 Binance Bank Run<br /> Justice Department - https://www.theblock.co/post/193988/justice-department-weighs-charging-binance<br /> Nic Carter - https://twitter.com/nic__carter/status/1600939364145541120<br /> Auditor - https://mishtalk.com/economics/binances-alleged-crypto-audit-failed-not-even-its-auditor-would-vouch-for-it<br /> ATH Outflow - https://twitter.com/dylanleclair_/status/1602704506172706816<br /> Bank Run - https://twitter.com/nic__carter/status/1603088552598048768</p> <p>53:30 ETHEREUM NEWS<br /> MetaMask x PayPal - https://twitter.com/MetaMask/status/1603087496182743040<br /> EIP 4844 - https://twitter.com/liamihorne/status/1601261769682743298<br /> Optimism - https://twitter.com/MSilb7/status/1602854762550026241<br /> Layer 2 - https://twitter.com/mhonkasalo/status/1602737363012157442<br /> Phi - https://twitter.com/phi_xyz/status/1603330614429507584<br /> MakerDAO - https://decrypt.co/117070/defis-central-bank-makerdao-relaunches-1-fixed-yield-dai-holders<br /> OFAC - https://twitter.com/sassal0x/status/1601021184367161345</p> <p>1:02:40 Trump NFTs<br /> https://truthsocial.com/@realDonaldTrump/posts/109518512543023262<br /> 1:04:50 Celebrity Bored Ape Lawsuit<br /> https://www.hollywoodreporter.com/business/business-news/celebrity-promoters-sued-over-bored-ape-nft-endorsements-1235279115/<br /> 1:10:28 Bankless Collectibles<br /> https://collectibles.bankless.com/</p> <p>1:12:00 3AC Vaporized 1 Trillion<br /> https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html<br /> Burn it - https://twitter.com/TrustlessState/status/1603389490659147776<br /> Copies - https://twitter.com/nic__carter/status/1602372083073392643</p> <p>1:16:13 The Worst Bill Ever<br /> https://twitter.com/RyanSAdams/status/1603052999282147328<br /&

<p>Tap in for a special Bankless Episode -- the biggest moments in 2022 for Crypto. We're all ready for this year to be over, but not before we recap the best and the worst of what the industry had to offer.</p> <p>It's a time for reflection. Let's absorb the lessons, so we can get off on the right foot in 2023.</p> <p>------<br /> OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/Opolis">https://bankless.cc/Opolis</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>️ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p> BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p> LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p> ️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Topics Covered:</p> <p>0:00 Intro<br /> 5:00 Top 5 Worst Moments<br /> Tornado Cash Ban<br /> <a href= "https://home.treasury.gov/news/press-releases/jy0916">https://home.treasury.gov/news/press-releases/jy0916</a> <br /> Terra Collapse<br /> <a href= "https://www.coindesk.com/learn/the-fall-of-terra-a-timeline-of-the-meteoric-rise-and-crash-of-ust-and-luna/"> https://www.coindesk.com/learn/the-fall-of-terra-a-timeline-of-the-meteoric-rise-and-crash-of-ust-and-luna/</a> <br /> 3AC Contagion<br /> <a href= "https://twitter.com/zhusu/status/1536876343815983104?lang=en">https://twitter.com/zhusu/status/1536876343815983104?lang=en</a> <br /> Ronin & Wormhole Hacks<br /> <a href= "https://cointelegraph.com/news/wormhole-token-bridge-loses-321m-in-largest-hack-so-far-in-2022"> https://cointelegraph.com/news/wormhole-token-bridge-loses-321m-in-largest-hack-so-far-in-2022</a> <br /> FTX<br /> <a href= "https://www.nytimes.com/2022/11/11/business/ftx-bankruptcy.html">https://www.nytimes.com/2022/11/11/business/ftx-bankruptcy.html</a> </p> <p>21:00 Top 5 Best Moments<br /> Supporting Ukraine <a href= "https://twitter.com/Ukraine/status/1497594592438497282">https://twitter.com/Ukraine/status/1497594592438497282</a> <br /> Layer 2 Transactions<br /> <a href= "https://l2beat.com/scaling/activity">https://l2beat.com/scaling/activity</a> <br /> Social Media NFTs<br /> <a href= "https://www.coindesk.com/markets/2022/12/05/minting-of-reddit-avatar-tokens-climbed-to-record-high-over-weekend/"> https://www.coindesk.com/markets/2022/12/05/minting-of-reddit-avatar-tokens-climbed-to-record-high-over-weekend/</a> <br /> The Merge<br /> <a href= "https://twitter.com/VitalikButerin/status/1570306185391378434">https://twitter.com/VitalikButerin/status/1570306185391378434</a> </p> <p>29:00 Top 5 Villains<br /> Richard Heart<br /> <a href= "https://twitter.com/richardheartwin/status/1533892570996166662">https://twitter.com/richardheartwin/status/1533892570996166662</a> <br /> Alex Mashinsky<br /> <a href= "https://www.cnbc.com/2022/10/06/celsius-executives-withdrew-millions-before-freeze-on-customer-funds.html"> https://www.cnbc.com/2022/10/06/celsius-executives-withdrew-millions-before-freeze-on-customer-funds.html</a> <br /> Su Zhu & Kyle Davies<br /> <a href= "https://twitter.com/KyleLDavies/status/1522813352665403392">https://twitter.com/KyleLDavies/status/1522813352665403392</a> <br /> <a href= "https://twitter.com/zhusu/status/1462216210116853762">https://twitter.com/zhusu/status/1462216210116853762</a> <br /> Do Kwon<br /> <a href= "https://twitter.com/stablekwon/status/1523733542492016640">https://twitter.com/stablekwon/status/1523733542492016640</a> <br /> SBF<br /> <a href= "https://twitter.com/SBF_FTX/

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-antonio">https://shows.banklesshq.com/p/debrief-antonio</a> </p> <p>------<br /> 📣 Opolis | Get 1000 $WORK and 1000 $BANK <br /> <a href= "https://bankless.cc/opolis">https://bankless.cc/opolis</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:00 Antonio Garcia Martinez<br /> 9:25 AdGrok<br /> 14:00 Paying for the Internet<br /> 19:50 How Advertising Works<br /> 29:10 Facebook Culture<br /> 36:30 The Attention Squeeze<br /> 41:00 The Double-Edged Sword<br /> 48:20 Free Speech<br /> 58:00 Digital Identity<br /> 1:03:00 Owning Web3 Data<br /> 1:07:45 Web3 Today<br /> 1:16:20 Growth in Crypto<br /> 1:21:15 Antonio in 2022<br /> 1:24:45 The Web3 Ad Model<br /> 1:27:15 Closing</p> <p>------<br /> Resources:</p> <p>Antonio García Martínez<br /> <a href= "https://twitter.com/antoniogm">https://twitter.com/antoniogm</a> </p> <p>Spindl<br /> <a href= "https://twitter.com/spindl_xyz">https://twitter.com/spindl_xyz</a> </p> <p>The right to never be forgotten<br /> <a href= "https://www.thepullrequest.com/p/the-right-to-never-be-forgotten">https://www.thepullrequest.com/p/the-right-to-never-be-forgotten</a> </p> <p>Why Spindle(e)?<br /> <a href= "https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2"> https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>2nd Week of December 2022</p> <p>------<br /> 📣 Opolis | Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/opolis">https://bankless.cc/opolis</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro</p> <p>5:43MARKET<br /> 5:50 BTC Price<br /> 6:10 ETH<br /> 6:25 ETH/BTC<br /> 7:45 Total Crypto Market Cap<br /> 8:10 Jim Cramer Urges Investors to Exit Crypto<br /> <a href= "https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html"> https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html</a> <br /> 10:30 8% of Americans Have Positive View of Crypto<br /> <a href= "https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html"> https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html</a> <br /> 11:51 Record Discount<br /> <a href= "https://twitter.com/tier10k/status/1600866841366519808">https://twitter.com/tier10k/status/1600866841366519808</a> <br /> 13:15 COIN at Lows<br /> <a href= "https://imgur.com/VTPMqV0">https://imgur.com/VTPMqV0</a> <br /> 15:00 Token Bible<br /> 16:15 The Stablecoin Bull Thesis<br /> 19:30 Last 30 Days $3.4B Moved Off Exchanges<br /> <a href= "https://twitter.com/WClementeIII/status/1600225887986647040">https://twitter.com/WClementeIII/status/1600225887986647040</a> <br /> 20:23 Price & Dev Activity<br /> Cosmos <a href= "https://twitter.com/tokenterminal/status/1600812061663330305">https://twitter.com/tokenterminal/status/1600812061663330305</a> <br /> ETH <a href= "https://twitter.com/tokenterminal/status/1600889990439133184">https://twitter.com/tokenterminal/status/1600889990439133184</a> </p> <p>25:00 Coinbase vs. Apple<br /> Coinbase Wallet vs. Apple—bad apple<br /> <a href= "https://twitter.com/CoinbaseWallet/status/1598354819735031809">https://twitter.com/CoinbaseWallet/status/1598354819735031809</a> </p> <p>31:55 Genesis Owes $900M to Gemini Customers<br /> <a href= "https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times"> https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times</a> <br /> 32:50 Genesis Resolution May Take Weeks<br /> <a href= "https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks"> https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks</a> </p> <p>33:30 SBF Cont.<br /> 33:35 Nic Carter<br /> <a href= "https://twitter.com/nic__carter/status/1600213106965086210">https://twitter.com/nic__carter/status/1600213106965086210</a> <br /> 33:11 SBF & Maxine Waters WTF<br /> <a href= "https://twitter.com/RepMaxineWaters/status/1598693811252875264">https://twitter.com/RepMaxineWaters/status/1598693811252875264</a> <br /> 39:05 Meme<br /> <a href= "https://twitter.com/owocki/status/1599877959975772160">https://twitter.com/owocki/status/1599877959975772160&lt

<p>In this episode, David is joined by Co-Founder of Fuel Labs and Celestia, John Adler. Fuel is the fastest modular execution layer and Celestia is the first modular blockchain network.</p> <p>John and David explore how modular blockchains are shaping the future of the space, what Fuel is, why it’s different than other L2s on Ethereum, why John believes Fuel is the leading L2, and so much more.</p> <p>------<br /> 📣 Opolis | Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/opolis">https://bankless.cc/opolis</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 3:56 John’s Background<br /> 5:30 Creating Optimistic Rollups<br /> 6:56 Fuel’s Design Choice<br /> 9:50 Defining a Rollup & Modular Execution Layers<br /> 18:00 More Modular L2s<br /> 18:53 Fuel Flexibility<br /> 20:36 Data Compression<br /> 21:24 Fuel VM<br /> 26:55 The Fastest<br /> 35:27 Reducing Waste & Speed<br /> 38:42 Fuel Origin & Roadmap<br /> 48:59 Fuel’s Growing Ecosystem<br /> 52:36 Where Are L2s Going?<br /> 1:00:50 Call to Action For Listeners<br /> <br /> ------<br /> Resources:</p> <p>John Adler<br /> <a href= "https://twitter.com/jadler0">https://twitter.com/jadler0</a> </p> <p>Fuel Labs<br /> <a href= "https://twitter.com/fuellabs_">https://twitter.com/fuellabs_</a> </p> <p>Celestia Labs<br /> <a href= "https://twitter.com/CelestiaOrg">https://twitter.com/CelestiaOrg</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>The Phantom Wallet is coming to Ethereum! Adding diversity and a smooth user experience to the DeFi wallet landscape, CEO Brandon Millman and CTO Francesco Agosti join us to discuss the migration to Ethereum, expansion into Polygon, the team's design philosophy, and the future of Phantom.</p> <p>------<br /> OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/Opolis">https://bankless.cc/Opolis</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p> BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p> NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p> LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Resources:</p> <p>Phantom<br /> <a href= "https://twitter.com/phantom/status/1597597365774749697">https://twitter.com/phantom/status/1597597365774749697</a> </p> <p>Brandon Millman<br /> <a href= "https://twitter.com/bchillman">https://twitter.com/bchillman</a> </p> <p>Francesco Agosti<br /> <a href= "https://twitter.com/fragosti">https://twitter.com/fragosti</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://newsletter.banklesshq.com/p/bankless-disclosures">https://newsletter.banklesshq.com/p/bankless-disclosures</a> </p>

<p>Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.</p> <p>Is this the endgame? This is the central theme of today's episode. Further, we dive into Itay's outlook on 2023 and beyond. This episode is also very chart heavy. What are the charts telling us?</p> <p>------<br /> OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/Opolis">https://bankless.cc/Opolis</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 7:55 How Itay Got Here<br /> 8:50 Itay's Crypto Experience<br /> 10:20 Inputs on Terra/LUNA<br /> 12:42 Itay's Sentiment<br /> 14:00 History of the Macro Environment<br /> 17:42 Global Central Bank Policy Rate<br /> 22:30 U.S. Fed Balance Sheet<br /> 26:00 Everything That Broke<br /> 30:21 Nasdaq-100 Index & Fed Balance Sheet<br /> 33:00 Pandemic Support Programs<br /> 34:00 U.S. Personal Savings Rate<br /> 35:00 U.S. M2<br /> 36:40 Where Are We Now?<br /> 39:55 Inflation<br /> 42:25 Retail Sales & Non-Farm Payrolls<br /> 44:40 Housing<br /> 47:30 2023<br /> 54:37 The Last Dance?<br /> 1:04:00 Possible Outcomes<br /> 1:13:30 Demographics<br /> 1:18:00 Bull Market Mid-2023<br /> 1:19:00 The Dollar<br /> 1:22:40 Itay's Advice & Closing<br /> 1:25:40 Disclaimers</p> <p>------<br /> Resources:</p> <p>Itay Vinik<br /> <a href= "https://www.linkedin.com/in/itayvinik/">https://www.linkedin.com/in/itayvinik/</a> </p> <p>Equi<br /> <a href="https://www.equi.com/">https://www.equi.com/</a> </p> <p>Devil Take the Hindmost: A History of Financial Speculation<br /> <a href= "https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost"> https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://newsletter.banklesshq.com/p/bankless-disclosures">https://newsletter.banklesshq.com/p/bankless-disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-saagar-enjeti">https://shows.banklesshq.com/p/debrief-saagar-enjeti</a> </p> <p><br /> ------</p> <p>Saagar Enjeti is the Co-Host of an American populist, anti-establishment political news and opinion series called, Breaking Points with Krystal Ball as his co-host. Launched in June 2021, Breaking Points has 850k Subscribers, with some videos getting millions of views—making Breaking Points a leading source of political news.</p> <p>In today’s episode, Saagar shares the origin story of Breaking Points and his hot takes on social media, Elon, Twitter, de-platforming, 2024 political predictions, civil war, inflation, FTX, and how crypto can repair itself.</p> <p>------<br /> 📣 Opolis | Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/opolis">https://bankless.cc/opolis</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 6:19 Advice Talking to Politicians<br /> 15:29 Breaking Points Origin<br /> 23:45 Authenticity<br /> 27:42 Dealing With Trolls<br /> 33:04 Prevent Being Captured<br /> 37:00 Meta Breaking Points<br /> 40:38 Saagar’s Take on Social Media<br /> 47:28 Elon & Twitter<br /> 53:22 Deplatforming<br /> 58:06 Canada Protests<br /> 1:03:15 Lessons From Breaking Points<br /> 1:09:27 Old vs. New Media<br /> 1:12:15 2024 Political Predictions<br /> 1:15:23 Probability of a Civil War<br /> 1:16:43 Inflation<br /> 1:19:42 FTX<br /> 1:23:11 Breaking Points Community<br /> 1:23:50 How Crypto Can Repair<br /> 1:25:55 Closing</p> <p>------<br /> Resources:</p> <p>Saagar Enjeti<br /> <a href= "https://twitter.com/esaagar">https://twitter.com/esaagar</a> </p> <p>Breaking Points<br /> <a href= "https://www.youtube.com/c/breakingpoints">https://www.youtube.com/c/breakingpoints</a> </p> <p>The Realignment<br /> <a href= "https://podcasts.apple.com/us/podcast/the-realignment/id1474687988"> https://podcasts.apple.com/us/podcast/the-realignment/id1474687988</a> </p> <p>Read Snowball<br /> <a href= "https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619"> https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>1st Week of December 2022</p> <p>------<br /> 📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK<br /> <a href= "https://bankless.cc/Opolis">https://bankless.cc/Opolis</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Topics Covered:</p> <p>0:00 Intro</p> <p>5:00 MARKETS</p> <p>7:15 Bottom Signals<br /> BTC Miners - <a href= "https://twitter.com/JMellerud/status/1597982600026812417">https://twitter.com/JMellerud/status/1597982600026812417</a> <br /> BTC Selling - <a href= "https://twitter.com/WClementeIII/status/1597335293669281794">https://twitter.com/WClementeIII/status/1597335293669281794</a> <br /> 10:04 DCG is Fine<br /> <a href= "https://twitter.com/twobitidiot/status/1598020947558424577">https://twitter.com/twobitidiot/status/1598020947558424577</a> <br /> 11:30 Everything Has Broken<br /> <a href= "https://twitter.com/PhilJBonello/status/1598030847197999104">https://twitter.com/PhilJBonello/status/1598030847197999104</a> </p> <p>14:50 Layer 2 Fundamentals<br /> Gas - <a href= "https://twitter.com/mhonkasalo/status/1595184793687392258">https://twitter.com/mhonkasalo/status/1595184793687392258</a> <br /> Arbitrum - <a href= "https://twitter.com/alpha_pls/status/1596555331022327808">https://twitter.com/alpha_pls/status/1596555331022327808</a> <br /> Hop - <a href= "https://twitter.com/HopProtocol/status/1598135808841904129">https://twitter.com/HopProtocol/status/1598135808841904129</a> <br /> GMX - <a href= "https://twitter.com/Delphi_Digital/status/1597638205469523969">https://twitter.com/Delphi_Digital/status/1597638205469523969</a> </p> <p>17:40 Multicoin<br /> <a href= "https://twitter.com/TrustlessState/status/1589661220168425473">https://twitter.com/TrustlessState/status/1589661220168425473</a> </p> <p>25:00 SBF Interviews<br /> Puff Piece - <a href= "https://twitter.com/iamDCinvestor/status/1598101062623584257">https://twitter.com/iamDCinvestor/status/1598101062623584257</a> <br /> Dealbook - <a href= "https://twitter.com/The_Real_Fly/status/1598094222829457409">https://twitter.com/The_Real_Fly/status/1598094222829457409</a> <br /> Sorry - <a href= "https://twitter.com/greg_price11/status/1598076288371417090">https://twitter.com/greg_price11/status/1598076288371417090</a> <br /> Lawyers - <a href= "https://twitter.com/AutismCapital/status/1598081996659445761">https://twitter.com/AutismCapital/status/1598081996659445761</a> </p> <p>38:00 Good Morning America - <a href= "https://twitter.com/ColdBloodShill/status/1598304365239943168">https://twitter.com/ColdBloodShill/status/1598304365239943168</a> <br /> 44:55 Reactions<br /> Bill Ackman - <a href= "https://twitter.com/BillAckman/status/1598086237969338368">https://twitter.com/BillAckman/status/1598086237969338368</a> <br /> Novo - <a href= "https://twitter.com/SquawkCNBC/status/1598306172792078337">https://twitter.com/SquawkCNBC/status/1598306172792078337</a> <br /> Nic Carter - <a href= "https://twitter.com/nic__carter/status/1598325930476331008">https://twitter.com/nic__carter/status/1598325930476331008</a> <br /> Balaji - <a href= "

<p>We brought on our first United States senator, Sen. Toomey. He's a senator from Pennsylvania, a ranking member of the Senate Banking, Housing, and Urban Affairs committees. He's also crypto-friendly.</p> <p>Hear how Capitol Hill is digesting the FTX collapse, what America's crypto competition looks like currently, and what it might look like if we still have no regulatory clarity. And finally, what you can do to impact our government's view on crypto.<br /> <br /> ------<br /> Infura | Join the New Decentralized Infrastructure Network<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 The Big Picture<br /> 3:40 America's Competitors<br /> 6:10 The FTX Collapse<br /> 8:50 Crypto Sentiment in Congress<br /> 13:00 We Want Reasonable Regulation<br /> 16:53 Lack of Clarity<br /> 22:15 Fallout from Contagion<br /> 24:25 Hope for Solutions<br /> 27:48 Preventing Sloppy Legislation<br /> 31:06 Cautious Optimism</p> <p>-----<br /> Resources:</p> <p>Sen. Pat Toomey<br /> <a href= "https://twitter.com/SenToomey">https://twitter.com/SenToomey</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>It's day 20 and SBF still isn't in jail. What gives? Ryan and David give their thoughts on why that may be and how this all might play out.</p> <p>Also, stay tuned toward the end of the show for a special guest appearance from our boots-on-the-ground Bahamas correspondent to give their take from the belly of the beast.</p> <p>------<br /> Infura | Join the New Decentralized Infrastructure Network<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 5:44 SBF to Prison?<br /> <a href= "https://fortune.com/crypto/2022/11/13/could-sam-bankman-fried-go-to-prison-for-the-ftx-disaster/"> https://fortune.com/crypto/2022/11/13/could-sam-bankman-fried-go-to-prison-for-the-ftx-disaster/</a> <br /> 9:00 Criminal Misconduct<br /> <a href= "https://twitter.com/RBPFPolice/status/1591864528291221504">https://twitter.com/RBPFPolice/status/1591864528291221504</a> <br /> 10:25 1M Creditors<br /> <a href= "https://www.cnbc.com/2022/11/15/ftx-says-could-have-over-1-million-creditors-in-new-bankruptcy-filing.html"> https://www.cnbc.com/2022/11/15/ftx-says-could-have-over-1-million-creditors-in-new-bankruptcy-filing.html</a> <br /> 14:21 Alameda Backend<br /> <a href= "https://www.cnbc.com/2022/11/13/sam-bankman-frieds-alameda-quietly-used-ftx-customer-funds-without-raising-alarm-bells-say-sources.html"> https://www.cnbc.com/2022/11/13/sam-bankman-frieds-alameda-quietly-used-ftx-customer-funds-without-raising-alarm-bells-say-sources.html</a> <br /> 16:30 SBF Backdoor<br /> <a href= "https://www.reuters.com/markets/currencies/exclusive-least-1-billion-client-funds-missing-failed-crypto-firm-ftx-sources-2022-11-12/"> https://www.reuters.com/markets/currencies/exclusive-least-1-billion-client-funds-missing-failed-crypto-firm-ftx-sources-2022-11-12/</a> <br /> 17:28 Buying Properties<br /> <a href= "https://www.reuters.com/technology/exclusive-bankman-frieds-ftx-parents-bought-bahamas-property-worth-121-mln-2022-11-22/"> https://www.reuters.com/technology/exclusive-bankman-frieds-ftx-parents-bought-bahamas-property-worth-121-mln-2022-11-22/</a> <br /> 18:35 $1B Personal Loan<br /> <a href= "https://www.bloomberg.com/news/articles/2022-11-17/ftx-s-bankman-fried-received-1-billion-loan-from-alameda"> https://www.bloomberg.com/news/articles/2022-11-17/ftx-s-bankman-fried-received-1-billion-loan-from-alameda</a> <br /> 19:08 Cashing Out $300M<br /> <a href= "https://www.coindesk.com/business/2022/11/18/sam-bankman-fried-cashed-out-300m-in-previous-funding-round-wsj/"> https://www.coindesk.com/business/2022/11/18/sam-bankman-fried-cashed-out-300m-in-previous-funding-round-wsj/</a> <br /> 21:40 NYT Puff Piece<br /> <a href= "https://twitter.com/nytimes/status/1592296341346320384">https://twitter.com/nytimes/status/1592296341346320384</a> <br /> <a href= "https://twitter.com/TrungTPhan/status/1592349684471037955">https://twitter.com/TrungTPhan/status/1592349684471037955</a> <br /> 24:15 Liz Hoffman of WSJ<br /> <a href= "https://twitter.com/lizrhoffman/status/1595184595409969153">https://twitter.com/lizrhoffman/status/1595184595409969153</a> <br /> 25:30 Alameda CEO<br /> <a href= "http

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-tim-ferriss">https://shows.banklesshq.com/p/debrief-tim-ferriss</a> </p> <p>------</p> <p>Tim Ferriss is a 5-time NYT best-selling author, an award-winning podcaster with over 900 million downloads, and a prolific angel investor. After nearly a year of work, he has finally begun to start talking about his secretive NFT drop.</p> <p>What’s it about? Why’s he spending this next chapter of his life on NFTs? What alpha did he decide to drop on Bankless?</p> <p>Also, Tim—like some of us, unfortunately—had money in FTX. We ask him about that and his advice for dealing with these tumultuous times.</p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 7:20 Tim a Crypto Guy?<br /> 18:00 Tim’s Crypto Trepidations<br /> 26:32 What’s in Tim’s Control?<br /> 30:20 NFTs & Creative Expression<br /> 36:13 Evaluating NFTs<br /> 42:30 Tim’s Team<br /> 47:10 Tim’s NFT Origins<br /> 51:40 Why Tim’s Excited & World Building<br /> 1:03:13 Cockpunch<br /> 1:22:03 Cockpunch Utility<br /> 1:24:40 Supporting Science<br /> 1:30:26 Cockpunch Mint Details<br /> 1:41:43 Strategizing Cockpunch Community<br /> 1:49:46 Storytelling via a New Medium<br /> 1:53:00 Next Steps<br /> 1:54:10 Tim’s Advice on FTX<br /> Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Trickster makes this world<br /> <a href= "https://www.goodreads.com/en/book/show/56450.Trickster_Makes_This_World"> https://www.goodreads.com/en/book/show/56450.Trickster_Makes_This_World</a> </p> <p>Tim Ferriss<br /> <a href= "https://twitter.com/tferriss">https://twitter.com/tferriss</a> </p> <p>Cockpunch<br /> <a href="http://www.cockpunch.com">www.cockpunch.com</a> </p> <p>Saisei Foundation<br /> <a href= "https://saiseifoundation.org/">https://saiseifoundation.org/</a> </p> <p>Fear Setting<br /> <a href= "https://tim.blog/2017/05/15/fear-setting/">https://tim.blog/2017/05/15/fear-setting/</a> </p> <p>The TAO of Seneca<br /> <a href= "https://tim.blog/2017/07/06/tao-of-seneca/">https://tim.blog/2017/07/06/tao-of-seneca/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Thanksgiving 2022</p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network<br /> www.bankless.cc/infura</p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt<br /> 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> https://bankless.cc/Arbitrum</p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> https://bankless.cc/Deso</p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> https://bankless.cc/Brave</p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> https://bankless.cc/TrueFi </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> https://bankless.cc/Sequence</p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> https://bankless.cc/fuel</p> <p>------<br /> 0:00 Intro</p> <p>4:45 MARKETS<br /> 8:30 Down From ATH<br /> https://messari.io/screener<br /> 12:55 Calling the Bottom<br /> Cobie - https://twitter.com/cobie/status/1594635144207699969<br /> 14:10 Going Bankless<br /> https://www.coingecko.com/research/publications/exchange-withdrawal-ftx-collapse<br /> 15:10 Uniswap Polygon ATH<br /> https://twitter.com/sandeepnailwal/status/1594147481709080576<br /> 16:15 Profitable Ethereum<br /> https://twitter.com/tokenterminal/status/1594818145402978304<br /> 20:20 Black Friday<br /> https://newsletter.banklesshq.com/p/0d234f3f-792b-4d65-ab51-2841b16bbb14</p> <p>25:00 Will Genesis Fail?<br /> Barry’s Tweet - https://twitter.com/BarrySilbert/status/1408191462324441092<br /> 7 Million - https://twitter.com/GenesisTrading/status/1590391027214725120<br /> FTX Exposure - https://twitter.com/GenesisTrading/status/1590836594382032896<br /> Genesis Loan - https://twitter.com/AP_ArchPublic/status/1594386225200234496<br /> Timeline - <a href= "https://twitter.com/CryptoCred/status/1594818326282534912">https://twitter.com/CryptoCred/status/1594818326282534912</a> <br /> Emergency - <a href= "https://twitter.com/fintechfrank/status/1594820487582023680">https://twitter.com/fintechfrank/status/1594820487582023680</a> <br /> Letter - <a href= "https://twitter.com/tier10k/status/1595140018871631873">https://twitter.com/tier10k/status/1595140018871631873</a> <br /> Summary - <a href= "https://twitter.com/TradFiWhale/status/1595235835431075842">https://twitter.com/TradFiWhale/status/1595235835431075842</a> </p> <p>34:25 Genesis Summary<br /> <a href= "https://twitter.com/TradFiWhale/status/1595235835431075842">https://twitter.com/TradFiWhale/status/1595235835431075842</a> <br /> 41:05 Gemini Earn Update<br /> <a href= "https://decrypt.co/115270/gemini-still-working-genesis-digital-currency-group-unlock-user-withdrawals"> https://decrypt.co/115270/gemini-still-working-genesis-digital-currency-group-unlock-user-withdrawals</a> <br /> 42:05 SEC Role<br /> <a href= "https://twitter.com/mikebelshe/status/1594368875482607617">https://twitter.com/mikebelshe/status/1594368875482607617</a> <br /> 45:45 Grayscale Revenue<br /> <a href= "https://twitter.com/fintechfrank/status/1595205526127771648">https://twitter.com/fintechfrank/status/1595205526127771648</a> </p> <p>49:20 FTX Update<br /> SBF Letter - <a href= "https://twitter.com/lizrhoffman/status/1595183732989779970">https://twitter.com/lizrhoffman/status/1595183732989779970</a> <br /> Contagion - <a href= "https://research-assets.cbinsights.com/2022/11/17113850/FTX-Infographic-1117_2022-1.png"> https://research-assets.cbinsights.com/2022/11/17113850/FTX-Infographic-1117_2022-1.png</a> </p> <p>54:00 FTX Hacker<br /> On The Move - <a href= "https://www.coindesk.com/tech/2022/11/20/ftx-exploiter-converts-millions-in-ether-to-alameda-linked-ren-bitcoin-tokens/"> https://www.coindesk.com/tech/2022/11/20/ftx-exploiter-converts-millions-in-ether-to-alameda-linked-ren-bitcoin-tokens/</a> <br /> RenBTC - <a href= "https://twitter.com/lawmaster/status/1594730133591662598">https://twitter.com/lawmaster/status/1594730133591662598</a> <br /> 58:40 SEC Scrutiny<br /> <a href= "https://www.theblock.co/post/189351/sec-facing-rising-scrutiny-after-ftxs-epic-implosion"> https://www.theblock.co/post/189351/sec-facing-rising-scrutiny-after-ftxs-epic-implosion</a> </p> <p>1:00:00 Mango Attack<br /> Statement - <a href= "

<p>Is Genesis the next domino to fall in the 2022 Contagion? As one of the biggest lending desks in the industry, what does it mean for Genesis to be in danger?</p> <p>In this episode, we dive into David's conspiracy theories about unravelling ponzi schemes and the death of the bull market. Has David figured it all out?</p> <p>------<br /> Infura | Join the New Decentralized Infrastructure Network<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>️ ⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a></p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>-----</p> <p>0:00 Intro<br /> 4:30 Barry Silbert in 2021<br /> 7:00 The Pyramid<br /> 11:30 Who Made the Money?<br /> 16:15 The Yield Game<br /> 23:00 The Players<br /> 27:00 Arbitrage<br /> 35:45 Deploying<br /> 41:00 The Macro Picture<br /> 45:00 Terra Luna Crater<br /> 48:30 The Blow-off Top<br /> 54:00 The GBTC ETF<br /> 58:00 3AC Liquidated<br /> 1:02:00 Saviors FTX and Genesis<br /> 1:05:30 FTX Threatened<br /> 1:09:50 Greyscale vs SEC<br /> 1:13:00 SBF Crumbles<br /> 1:20:00 SEC's Role<br /> 1:25:20 The Genesis Domino<br /> 1:32:00 Is this it?<br /> 1:36:00 2021 Was a Scam<br /> 1:40:00 Hitting the Reset Button<br /> 1:44:00 Comparing Bear Markets<br /> 1:47:00 Looking Forward</p> <p>-----<br /> Resources:</p> <p>Barry Silbert Tweet<br /> <a href= "https://twitter.com/BarrySilbert/status/1408191462324441092">https://twitter.com/BarrySilbert/status/1408191462324441092</a> </p> <p>Bull Market Pyramid<br /> <a href= "https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing"> https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing</a> </p> <p>Who Made the Money?<br /> <a href= "https://twitter.com/TrustlessState/status/1590483734650056706">https://twitter.com/TrustlessState/status/1590483734650056706</a> <br /> <a href= "https://twitter.com/bmcmillan888/status/1590516943211368449">https://twitter.com/bmcmillan888/status/1590516943211368449</a> </p> <p>GBTC<br /> <a href= "https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm"> https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm</a> <br /> <a href= "https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp">https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp</a> </p> <p>Investing into AVAX<br /> <a href= "https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche"> https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche</a> </p> <p>Solunavax<br /> <a href= "https://twitter.com/zhusu/status/1471807725742931969">https://twitter.com/zhusu/status/1471807725742931969</a> </p> <p>Inflation<br /> <a href= "https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html"> https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educ

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-leonard">https://shows.banklesshq.com/p/debrief-leonard</a> </p> <p>------<br /> How is money created? Why? Whose job is it? We often discuss the Federal Reserve, and in this episode, we’re doing a deep dive into what the Fed is—its origins, its purpose, and ultimately, its concerning behavior.</p> <p>What do we do about this institution? Something has to change, but what is the path forward?</p> <p>Joining us to answer these questions is Christopher Leonard, investigative journalist and author of The Lords of Easy Money. </p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB <br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM <br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 5:30 Should We Be Worried?<br /> 8:35 This is Insane<br /> 15:30 Origins of the Fed<br /> 23:50 A Young Fed<br /> 30:40 From Gold to Fiat<br /> 35:50 A Tool of the State<br /> 43:25 Incentives and Structure<br /> 47:25 Against Ben Bernanke<br /> 55:20 Institutional Pressure<br /> 59:30 Jay Powell<br /> 1:05:20 Banking Pressure<br /> 1:12:30 Political Actors<br /> 1:16:30 The Terminal Point<br /> 1:20:40 What Comes Next?<br /> 1:24:00 What to do about the Fed<br /> 1:29:15 The Legacy of the Fed</p> <p>------<br /> Resources:</p> <p>Christopher Leonard<br /> <a href= "https://twitter.com/CLeonardNews?s=20&t=2hDVEsJqii7nFVkuwxDPvQ"> https://twitter.com/CLeonardNews?s=20&t=2hDVEsJqii7nFVkuwxDPvQ</a> </p> <p>The Lords of Easy Money<br /> <a href= "http://www.christopherleonard.biz/">http://www.christopherleonard.biz/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>In this episode, David is joined by John Light of Sovryn and Eric Wall, who moonlights David on the Bitcoin technical details throughout the interview.</p> <p>The three go over the bull case for ZK-Rollups on Bitcoin. It’s undoubtedly the frontier.</p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 5:10 John’s Background<br /> 8:24 How zkBTC Works?<br /> 11:00 Eric’s Interest<br /> 15:43 A Better Lightning Network?<br /> 21:33 Rollups on ETH vs. Lightning Network<br /> 25:50 Rollup Potential<br /> 29:24 Optimism<br /> 32:15 Expressivity<br /> 43:53 Limitless Bitcoin Applications<br /> 46:29 Layer 3 Protocols<br /> 50:25 What Needs to Happen<br /> 52:05 Forks & Flippening Effects<br /> 58:00 Proof Systems & Recursive Covenants<br /> 1:09:40 Next Steps<br /> 1:12:00 Research<br /> 1:14:12 Eric’s Thoughts on Bitcoin<br /> 1:16:50 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>John Light<br /> <a href= "https://twitter.com/lightcoin">https://twitter.com/lightcoin</a> </p> <p>Eric Wall<br /> <a href= "https://twitter.com/ercwl">https://twitter.com/ercwl</a> </p> <p>Validity Rollups on Bitcoin<br /> <a href= "https://bitcoinrollups.org/">https://bitcoinrollups.org/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>3rd Week of November, 2022</p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> </p> <p>------<br /> Bankless Sponsor Tools:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro</p> <p>3:30 MARKETS<br /> 5:30 Bitcoin Miners<br /> <a href= "https://twitter.com/caprioleio/status/1591024605640019968">https://twitter.com/caprioleio/status/1591024605640019968</a> <br /> 7:30 Burniske Calls Bottom<br /> <a href= "https://newsletter.banklesshq.com/p/5-reasons-this-could-be-the-crypto"> https://newsletter.banklesshq.com/p/5-reasons-this-could-be-the-crypto</a> <br /> 13:30 CeFi Ded<br /> <a href= "https://twitter.com/haydenzadams/status/1592188164218707969">https://twitter.com/haydenzadams/status/1592188164218707969</a> </p> <p>16:00 SBF<br /> <a href= "https://twitter.com/SBF_FTX/status/1593014949487730688">https://twitter.com/SBF_FTX/status/1593014949487730688</a> <br /> 23:20 Vox Interview<br /> <a href= "https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy"> https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy</a> <br /> 27:45 Summary Thread<br /> <a href= "https://twitter.com/GRDecter/status/1593272102047580161">https://twitter.com/GRDecter/status/1593272102047580161</a> <br /> 31:05 Alameda Mentality<br /> <a href= "https://twitter.com/PetrifyTCG/status/1591802968940199936">https://twitter.com/PetrifyTCG/status/1591802968940199936</a> <br /> 32:40 Company Slack<br /> <a href= "https://twitter.com/AutismCapital/status/1592563378408796165">https://twitter.com/AutismCapital/status/1592563378408796165</a> </p> <p>34:40 New FTX CEO<br /> <a href= "https://twitter.com/kadhim/status/1593222595390107649">https://twitter.com/kadhim/status/1593222595390107649</a> <br /> 36:30 It’s Bad<br /> <a href= "https://twitter.com/Dogetoshi/status/1593233836867194880">https://twitter.com/Dogetoshi/status/1593233836867194880</a> </p> <p>CONTAGION<br /> 38:20 Genesis<br /> <a href= "https://twitter.com/genesistrading/status/1590836594382032896">https://twitter.com/genesistrading/status/1590836594382032896</a> <br /> 39:00 Fallout<br /> <a href= "https://twitter.com/DylanLeClair_/status/1592960066293927937">https://twitter.com/DylanLeClair_/status/1592960066293927937</a> <br /> 42:20 BlockFi<br /> <a href= "https://twitter.com/BlockFi/status/1590875997351866368">https://twitter.com/BlockFi/status/1590875997351866368</a> <br /> 43:30 FTX Bailout<br /> <a href= "https://twitter.com/autismcapital/status/1591569275642589184">https://twitter.com/autismcapital/status/1591569275642589184</a> <br /> 44:20 Other Fallout<br /> Galois - <a href= "https://twitter.com/autismcapital/status/1591302842639593473">https://twitter.com/autismcapital/status/1591302842639593473</a> <br /> Multicoin - <a href= "https://twitter.com/TheBlock__/status/1592169646568144897">https://twitter.com/TheBlock__/status/1592169646568144897</a> <br /> Circle Yield - <a href= "https://blockworks.co/news/gemini-circle-g

<p>In order to rebuild we must first learn or relearn (for some of us) the painful lessons of crypto’s past. It’s going to take more than beating the, “not your keys, not your crypto” drum.</p> <p>Jesse Powell, Co-Founder of Kraken Exchange joins us to demonstrate how we can come together as a community to rebuild the open and inspiring crypto industry of our dreams.</p> <p>------<br /> 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program<br /> <a href= "http://www.bankless.cc/infura">www.bankless.cc/infura</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN<br /> <a href= "https://bankless.cc/Deso">https://bankless.cc/Deso</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>📡 TRUEFI | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/TrueFi">https://bankless.cc/TrueFi</a> </p> <p>👾 SEQUENCE | ALL-IN-ONE PLATFORM<br /> <a href= "https://bankless.cc/Sequence">https://bankless.cc/Sequence</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/fuel">https://bankless.cc/fuel</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 4:38 Jesse’s Crypto Background<br /> 7:34 Relearning Painful Lessons<br /> 11:48 How Did We Get Here?<br /> 20:09 Things We Have Control Over<br /> 31:21 Striking the Right Balance<br /> 36:35 Proof of Reserves<br /> 43:55 Rebuilding<br /> 48:39 Zooming Out<br /> 50:35 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Jesse Powell<br /> <a href= "https://twitter.com/jespow">https://twitter.com/jespow</a> </p> <p>Proof of Reserves<br /> <a href= "https://www.kraken.com/proof-of-reserves">https://www.kraken.com/proof-of-reserves</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Where were the adults? How did SBF manage to get away with so much (thus far)? We brought on Castle Island's Matt Walsh to explain.</p> <p>We're pissed. How are you feeling?</p> <p>Matt gives us a breath of fresh air as he outlines the timeline of the rest of the contagion, how long the healing process will take, what happens next, and how we rebuild this industry we've all come to know and love.</p> <p>------<br /> Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 4:52 We're Pissed<br /> 9:52 Alameda Leveraged Data<br /> 13:34 Why Did We Accept This?<br /> 15:19 Regulators & Regulation?<br /> 21:55 Where Did the Money Come From?<br /> 24:42 The Human Destruction<br /> 26:35 Who Can You Trust?<br /> 30:51 What Will Regulators Do?<br /> 35:35 Will the Contagion Continue?<br /> 38:42 BlockFi<br /> 40:44 What Caused This?<br /> 45:10 Ego<br /> 47:50 What Should We Do Going Forward?<br /> 56:26 Who & Where Are the Adults?<br /> 58:33 How Long to Heal?<br /> 1:02:05 Is the Worst Behind Us?<br /> 1:03:55 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Matt Walsh<br /> <a href= "https://twitter.com/MattWalshInBos">https://twitter.com/MattWalshInBos</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>This is the craziest moment we’ve experienced in crypto. So many things to unpack. But the biggest question remains… where do we go from here?</p> <p>------<br /> Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/ </a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p> ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p> BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p> LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------</p> <p>Topics Covered:<br /> 0:00 Intro<br /> 6:30 One Week Later<br /> 13:00 Changing Perspective<br /> 17:25 Shaking Faith<br /> 21:20 Losing Funds<br /> 22:25 Sponsorships<br /> 27:30 Cronies<br /> 30:15 Regulators<br /> 34:30 The Content Treadmill<br /> 37:30 Richard Heart<br /> 39:45 Community Vibes<br /> 44:30 Staying Optimistic<br /> 50:25 Reflections</p> <p>-----<br /> Resources:<br /> Sam’s Weird Twitter Behavior<br /> <a href= "https://twitter.com/SBF_FTX/status/1592275869825134593">https://twitter.com/SBF_FTX/status/1592275869825134593</a> </p> <p>Sam’s Penthouse<br /> <a href= "https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/"> https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/</a> </p> <p>FTX Corporate Structure<br /> <a href= "https://twitter.com/Leishman/status/1591800851236282368">https://twitter.com/Leishman/status/1591800851236282368</a> <br /> -----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-molly-white">https://shows.banklesshq.com/p/debrief-molly-white</a> </p> <p>After many episodes, we finally brought on a crypto skeptic, Molly White! We brought Molly on to take us out of our crypto bubble, to challenge our assumptions, and to steelman the anti-crypto argument.</p> <p>Molly White is an engineer, public goods contributor, and an extremely articulate crypto critic. She also runs the web3 skeptic website: https://web3isgoinggreat.com/</p> <p>In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.</p> <p>P.S. Keep in mind, this episode was recorded on October 7, 2022 — way before any of the FTX meltdown occurred this past week.</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 7:35 How Great is Web3 Really Going?<br /> 8:10 Headline Selection & Website Goals<br /> 12:50 Molly is Anti-Crypto<br /> 13:36 Crypto’s Promises<br /> 15:36 Are We Early?<br /> 17:35 Crypto’s Successes<br /> 20:23 Crypto’s Biggest Failures<br /> 21:50 Banks<br /> 26:22 Education Problem<br /> 28:10 The Future of Crypto<br /> 33:34 What’s Wrong with the Internet?<br /> 35:27 The Money Side of Crypto<br /> 37:38 Web2 to Web3<br /> 42:23 Starry-Eyed Optimism<br /> 54:04 Public Goods<br /> 1:02:00 Hyperfinancialization<br /> 1:05:55 Show Me Fix It<br /> 1:08:34 Environmental Impact<br /> 1:13:31 Crypto Idealists<br /> 1:16:52 Surveillance & Changing Business Models<br /> 1:20:40 Wikipedia<br /> 1:25:17 Decentralization<br /> 1:26:23 Advice For Crypto People<br /> 1:27:44 Closing, Resources, & Disclaimers</p> <p>------<br /> Resources:</p> <p>Molly White<br /> <a href= "https://twitter.com/molly0xFFF">https://twitter.com/molly0xFFF</a> </p> <p>web3 is going just great<br /> <a href= "https://twitter.com/web3isgreat">https://twitter.com/web3isgreat</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>2nd Week of November</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------</p> <p>Timestamps:<br /> 0:00 Intro<br /> 4:29 BTC Price<br /> 5:50 ETH Price<br /> 6:10 ETH/BTC<br /> 6:33 Total Crypto Market Cap</p> <p>7:43 ECONOMY<br /> 7:50 Inflation drops to 7.7% from 8.2% in September<br /> <a href= "https://twitter.com/WatcherGuru/status/1590698393260609536">https://twitter.com/WatcherGuru/status/1590698393260609536</a> <br /> 8:15 CPI Chart<br /> <a href= "https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report"> https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report</a> <br /> 10:08 U.S. Election<br /> 12:10 Layoff SZN</p> <p>14:20 UltraSoundMoney - 5000 ETH Burnt<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> </p> <p>21:58 Surreal week….<br /> <a href= "https://twitter.com/RyanSAdams/status/1590474030263730176">https://twitter.com/RyanSAdams/status/1590474030263730176</a> <br /> <a href= "https://twitter.com/SBF_FTX/status/1590709200665333762">https://twitter.com/SBF_FTX/status/1590709200665333762</a> <br /> <a href= "https://unusualwhales.com/news/ftx-faces-liquidity-shortfall-of-up-to-8-billion-sam-bankman-fried-told-investors"> https://unusualwhales.com/news/ftx-faces-liquidity-shortfall-of-up-to-8-billion-sam-bankman-fried-told-investors</a> <br /> <a href= "https://www.wsj.com/articles/ftx-tapped-into-customer-accounts-to-fund-risky-bets-setting-up-its-downfall-11668093732"> https://www.wsj.com/articles/ftx-tapped-into-customer-accounts-to-fund-risky-bets-setting-up-its-downfall-11668093732</a> <br /> <a href= "https://www.coindesk.com/business/2022/11/09/sam-bankman-fried-no-longer-a-billionaire-after-146b-overnight-wipe-out/"> https://www.coindesk.com/business/2022/11/09/sam-bankman-fried-no-longer-a-billionaire-after-146b-overnight-wipe-out/</a> <br /> 39:30 Tether freezes FTX USDT<br /> <a href= "https://twitter.com/Pentosh1/status/1590711432378621952">https://twitter.com/Pentosh1/status/1590711432378621952</a> <br /> 40:18 Gensler and the SEC<br /> <a href= "https://twitter.com/colinwilhelm/status/1590694062490734593">https://twitter.com/colinwilhelm/status/1590694062490734593</a> <br /> 41:00 Captain hindsight<br /> <a href= "https://twitter.com/collins_belton/status/1590686389511028737">https://twitter.com/collins_belton/status/1590686389511028737</a> <br /> 42:25 Tom Emmer<br /> <a href= "https://twitter.com/RepTomEmmer/status/1590717374801809409">https://twitter.com/RepTomEmmer/status/1590717374801809409</a> <br /> 44:25 Brian Armstrong take & ratio’ing sen warren<br /> <a href= "https://twitter.com/brian_armstrong/status/1590511022104010753">https://twitter.com/brian_armstrong/status/1590511022104010753</a> <br /> 45:45 Dogetoshi<br /> <a href= "https://twitter.com/Dogetoshi/status/1590736426068766721">https://twitter.com/Dogetoshi/status/1590736426068766721</a> <br /> 46:20 Larry<br /> <a href= "https://twitter.

<p>After one of the worst weeks in crypto history, Ryan and David join forces with Ledger and Cobie from Up Only to bring the industry some much needed catharsis.</p> <p><br /> The four chop it up about how big of a deal this really is, how we’re going to move forward as an industry, and general advice to get through this.</p> <p><br /> Hang in there, anon. We’re in this together.</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators.</p> <p>As the dust settles, we cover everything that’s unfolded in the last 24 hours and how it’ll reshape crypto moving forward.</p> <p>If you missed yesterday’s stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: <a href= "https://youtu.be/LDtZyMcaaNY">https://youtu.be/LDtZyMcaaNY</a> </p> <p>------<br /> Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 5:05 The Recap<br /> <a href= "https://twitter.com/wassielawyer/status/1590025892994371584">https://twitter.com/wassielawyer/status/1590025892994371584</a> <br /> <a href= "https://twitter.com/RyanSAdams/status/1590150120250966016">https://twitter.com/RyanSAdams/status/1590150120250966016</a> <br /> 14:37 Our Mood<br /> 25:00 The Story Continued<br /> <a href= "https://twitter.com/cz_binance/status/1590351182513729544">https://twitter.com/cz_binance/status/1590351182513729544</a> <br /> 29:50 SBF Deleting Tweets<br /> <a href= "https://twitter.com/ledgerstatus/status/1590115753331937281">https://twitter.com/ledgerstatus/status/1590115753331937281</a> <br /> 31:27 Ooof<br /> <a href= "https://twitter.com/ercwl/status/1590165313190260737">https://twitter.com/ercwl/status/1590165313190260737</a> <br /> <a href= "https://twitter.com/Snowden/status/1590319361863995394">https://twitter.com/Snowden/status/1590319361863995394</a> <br /> 33:35 SBF Letter to Investors<br /> <a href= "https://twitter.com/WClementeIII/status/1590107340317294593">https://twitter.com/WClementeIII/status/1590107340317294593</a> <br /> 35:20 UPDATE<br /> <a href= "https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/"> https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/</a> <br /> <a href= "https://twitter.com/Blockworks_/status/1590441854960820224">https://twitter.com/Blockworks_/status/1590441854960820224</a> <br /> 37:35 US Probes FTX<br /> <a href= "https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending"> https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending</a> <br /> 39:30 <a href= "https://twitter.com/tier10k/status/1590444221525278721">https://twitter.com/tier10k/status/1590444221525278721</a> <br /> <a href= "https://twitter.com/tier10k/status/1590394410151251968">https://twitter.com/tier10k/status/1590394410151251968</a> <br /> <a href= "https://twitter.com/depression2019/status/1590383943358218240">https://twitter.com/depression2019/status/1590383943358218240</a> <br /> 43:26 Alameda Website Dead<br /> <a href= "https://twitter.com

<p>In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis to discuss what transpired today, how it’ll impact our industry, and what it means moving forward.</p> <p>In case you missed it, we’ve already released Part 1 where Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.</p> <p>------<br /> Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 4:04 Ryan Selkis<br /> 11:45 Takes & Prices<br /> <a href= "https://twitter.com/brian_armstrong/status/1590088673726717952">https://twitter.com/brian_armstrong/status/1590088673726717952</a> <br /> <a href= "https://www.coingecko.com/">https://www.coingecko.com/</a> <br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 20:32 Erik Voorhees<br /> 42:00 Brian Armstrong<br /> 1:00:25 New CZ<br /> <a href= "https://twitter.com/cz_binance/status/1590103159506341888">https://twitter.com/cz_binance/status/1590103159506341888</a> <br /> 1:02:45 Ultra Sound Money<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 1:04:45 Closing & Disclaimers</p> <p>-----</p> <p>Resources:</p> <p>SBF Announcement<br /> <a href= "https://twitter.com/SBF_FTX/status/1590012124864348160">https://twitter.com/SBF_FTX/status/1590012124864348160</a> </p> <p>CZ Announcement<br /> <a href= "https://twitter.com/cz_binance/status/1590013613586411520">https://twitter.com/cz_binance/status/1590013613586411520</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>On Part 1 of this two-part series, Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.</p> <p>In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis.</p> <p>Part 2 is out now! Check your feed.</p> <p>------<br /> Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> ️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Timestamps:</p> <p>0:00 Intro<br /> 6:40 Key Players<br /> 11:33 SBF<br /> 12:45 Binance<br /> 14:30 Asset Clarifications<br /> 16:25 The Timeline<br /> <a href= "https://www.coindesk.com/business/2022/11/02/divisions-in-sam-bankman-frieds-crypto-empire-blur-on-his-trading-titan-alamedas-balance-sheet/"> https://www.coindesk.com/business/2022/11/02/divisions-in-sam-bankman-frieds-crypto-empire-blur-on-his-trading-titan-alamedas-balance-sheet/</a> <a href= "https://twitter.com/DylanLeClair_/status/1587890966580658177">https://twitter.com/DylanLeClair_/status/1587890966580658177</a> <br /> <a href= "https://analytics.abracadabra.money/cauldrons">https://analytics.abracadabra.money/cauldrons</a> <br /> <a href= "https://twitter.com/carolinecapital/status/1589264375042707458">https://twitter.com/carolinecapital/status/1589264375042707458</a> <br /> <a href= "https://twitter.com/cz_binance/status/1589283421704290306">https://twitter.com/cz_binance/status/1589283421704290306</a> <br /> <a href= "https://twitter.com/cz_binance/status/1589328518609240064">https://twitter.com/cz_binance/status/1589328518609240064</a> <br /> <a href= "https://twitter.com/carolinecapital/status/1589287457975304193">https://twitter.com/carolinecapital/status/1589287457975304193</a> <br /> <a href= "https://twitter.com/coinmamba/status/1589294435317125120">https://twitter.com/coinmamba/status/1589294435317125120</a> <br /> <a href= "https://twitter.com/DylanLeClair_/status/1589768406735392768">https://twitter.com/DylanLeClair_/status/1589768406735392768</a> <br /> <a href= "https://twitter.com/cz_binance/status/1589374530413215744">https://twitter.com/cz_binance/status/1589374530413215744</a> <br /> <a href= "https://twitter.com/cz_binance/status/1589329217874931712">https://twitter.com/cz_binance/status/1589329217874931712</a> <br /> <a href= "https://twitter.com/cz_binance/status/1589374530413215744">https://twitter.com/cz_binance/status/1589374530413215744</a> <br /> <a href= "https://twitter.com/theData_Nerd/status/1589412348476825600">https://twitter.com/theData_Nerd/status/1589412348476825600</a> <br /> <a href= "https://twitter.com/SBF_FTX/status/1589598284322328579">https://twitter.com/SBF_FTX/status/1589598284322328579</a> <br /> <a href= "https://twitter.com/PRHillmann/status/1589653449792421889">https://twitter.com/PRHillmann/status/1589653449792421889</a> <br /> <a href= "https://newsletter.banklesshq.com/p/battle-of-the-billionaires">https://newsletter.banklesshq.com/p/battle-of-the-billionaires</a> <br /> <a href= "https://imgur.com/uWeYrLv">https://img

<p>David brings on his old co-host, Christian Keroles of POV Crypto. Long-time Bankless listeners know of POV Crypto, but if you’re unaware, it’s the podcast that David started with Christian before Bankless!</p> <p>Christian is currently the General Manager of BTC Inc (Bitcoin Magazine & The Bitcoin Conference).</p> <p>On this episode, David and Christian go back to their POV Crypto roots and debate many different sub-topics of the overall Ethereum vs. Bitcoin debate.</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/?utm_source=banklessshowsyt">https://newsletter.banklesshq.com/?utm_source=banklessshowsyt</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 5:03 Who is Christian Keroles?<br /> 5:58 POV Crypto Pod<br /> 9:52 The BTC vs. ETH Community<br /> 11:07 Metrics of the Winner<br /> 14:20 Ideological Backgrounds<br /> 18:00 The 2020-2021 Bull Market<br /> 20:44 Cantillon Effect<br /> 22:55 ETH to $0<br /> 24:40 Ethereum Won the 2020-2021 Bull Market?<br /> 30:34 Is Bitcoin the Underdog?<br /> 32:00 Tornado Cash<br /> 33:47 Ethereum is Inside the Bitcoin Ecosystem<br /> 36:46 How Bitcoin is Changing the World?<br /> 39:15 Bitcoin & Energy<br /> 46:19 Distribution & Decentralization<br /> 48:44 Energy System Integration<br /> 54:47 Does Bitcoin Work If It Isn’t #1<br /> 55:39 HyperBitcoinization<br /> 56:25 Paradigm Shifts<br /> 1:02:20 Recreating the Financial System<br /> 1:04:57 Core Philosophical Differences<br /> 1:07:17 Disrupting Incumbents<br /> 1:08:26 Acceleration</p> <p>------<br /> Resources:</p> <p>POV Crypto Pod<br /> <a href= "https://twitter.com/povcryptopod">https://twitter.com/povcryptopod</a> </p> <p>Christian Keroles<br /> <a href= "https://twitter.com/ck_SNARKs">https://twitter.com/ck_SNARKs</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>✨ DEBRIEF | Unpacking the Episode:<br /> <a href= "https://shows.banklesshq.com/p/debrief-unichain-is-inevitable">https://shows.banklesshq.com/p/debrief-unichain-is-inevitable</a> </p> <p>Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.</p> <p>Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?</p> <p>Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 6:45 Dan's Predictive Track Record<br /> 9:52 Roll-Apps<br /> 14:00 The App Chain Prediction<br /> 17:46 UNIChain<br /> 23:30 MEV<br /> 29:22 Summarizing the Costs<br /> 33:50 Who Gets the Money?<br /> 36:07 Are the Taxes Worth the Services?<br /> 43:48 Why DeFi Apps Haven't Launched App Chains Yet<br /> 48:40 Uniswap Nation State<br /> 55:33 Uniswap's App Chain Model Sovereignty<br /> 1:00:04 Uniswap's Control & Ethereum's Alignment<br /> 1:03:38 Uniswap's Composability<br /> 1:08:56 What Does This Mean For L1s<br /> 1:16:50 Investing in the Apps?<br /> 1:20:57 Aggregation Theory<br /> 1:23:22 Censorship<br /> 1:27:21 Final Takes<br /> 1:29:37 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Dan Elitzer<br /> <a href= "https://twitter.com/delitzer">https://twitter.com/delitzer</a> </p> <p>The inevitably of Unichain<br /> <a href= "https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4"> https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4</a> </p> <p>Aggregation Theory - Stratechery<br /> <a href= "https://stratechery.com/aggregation-theory/">https://stratechery.com/aggregation-theory/</a> </p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.</p> <p>Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>