Bankless

<p>Jesse Pollock, Senior Director of Engineering at Coinbase, joins us to unpack some of the hottest news in crypto since The Merge! </p> <p>Coinbase announces the launch of “Base,” their own L2 built on the OP Stack. Tune in to hear everything you need to know about Base! </p> <p>------<br /> 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet <a href= "https://bankless.cc/">https://bankless.cc/</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>👻 PHANTOM | #1 SOLANA WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 7:53 Coinbase’s New Chain?<br /> 8:45 What is Base? <br /> 9:36 How is Base Different?<br /> 11:16 How Open is Base?<br /> 13:05 Why Now? <br /> 17:00 ETH L2 Philosophy <br /> 20:00 2nd Mover Advantage & Success Metric<br /> 22:26 Total Coinbase Users<br /> 25:15 How Base Will be Used By Coinbase Users<br /> 29:35 $COIN<br /> 31:13 Could Base Canoblize Coinbase? <br /> 32:35 Regulation <br /> 35:30 Base Token?! <br /> 40:26 Validator Set <br /> 39:10 Sequencer Power<br /> 40:53 Timeline <br /> 42:55 Basechain Vision <br /> 48:55 Why OP Stack?<br /> 52:57 Jesse as a Badge Member <br /> 54:47 Gas-Free Percentage<br /> 56:22 Superchain Vision<br /> 58:46 KGZ Ceremony <br /> 1:00:41 What Does Successful Base Look Like? <br /> 1:06:13 Closing & Disclaimers </p> <p>------<br /> Resources:</p> <p>Jesse Pollak (jesse.xyz)<br /> <a href= "https://twitter.com/jessepollak">https://twitter.com/jessepollak</a> </p> <p>Coinbase<br /> <a href= "https://twitter.com/coinbase">https://twitter.com/coinbase</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 today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"</p> <p>Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments. </p> <p>------<br /> MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 5:06 Jon's Argument<br /> 11:30 Triple Point Asset Thesis<br /> 17:52 ETH<br /> 18:53 The Disagreement<br /> 22:10 Semantics <br /> 26:40 Profit <br /> 30:00 PoW vs. PoS<br /> 33:15 Does Issuance Matter? & L1s & L2s<br /> 37:57 Blockchain Sustainability <br /> 42:00 Deflation vs. Inflation Value<br /> 47:50 How is Jon's Argument Bullish?<br /> 51:35 Alt L1s Issuance<br /> 59:20 Jon's Model Spreadsheet<br /> 1:17:53 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Jon Charbonneau<br /> <a href= "https://twitter.com/jon_charb">https://twitter.com/jon_charb</a> </p> <p>Jon's Essay<br /> <a href= "https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part"> https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part</a> </p> <p>Jon's Model Spreadsheet<br /> <a href= "https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0"> https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0</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 today’s episode, we’re talking to Frank DeGods, from the DeGods project, an NFT project that’s recently migrated to Polygon. We also brought on Zhuoxun Yin, Co-Founder and COO of Magic Eden, an NFT marketplace also migrating to Polygon. And last, but certainly not least, we’re also joined by Stani Kulechov, Founder and CEO of the Aave companies, which is bootstrapping Lens, a social media ecosystem on top of Polygon. </p> <p>------<br /> 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet <a href= "https://bankless.cc/">https://bankless.cc/</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>👻 PHANTOM | #1 SOLANA WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 7:02 Why Polygon?<br /> 13:45 Solana vs. Polygon<br /> 25:30 NFT Trajectories <br /> 35:00 Lens on Other Chains?<br /> 41:09 Supernets<br /> 43:20 The Lens & Polygon Focal Point<br /> 48:10 Ecosystem Metrics <br /> 1:00:00 Polygon #3 Community? <br /> 1:05:30 Lens, Content, & Metrics<br /> 1:12:25 Closing & Disclaimers </p> <p>------<br /> Resources:</p> <p>Frank<br /> <a href= "https://twitter.com/frankdegods">https://twitter.com/frankdegods</a> </p> <p>Zhuoxun Yin <br /> <a href= "https://twitter.com/ZhuoxunYin">https://twitter.com/ZhuoxunYin</a> </p> <p>Stani<br /> <a href= "https://twitter.com/StaniKulechov">https://twitter.com/StaniKulechov</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>Debriefing the episode with Eliezer Yudkowsky. This one was so good, we had to share. The fate of humanity might depend on it.</p> <p>The Debrief Episode goes out <strong>EVERY MONDAY</strong> for Bankless Citizens. Want the Debrief Episode? <a href= "https://newsletter.banklesshq.com/subscribehttps://t.co/33LSH5bBqq" rel="">Get the Premium RSS feed by Subscribing to Bankless</a>!</p> <p>WATCH THE FULL EPISODE HERE:<br /> <a href= "https://youtu.be/gA1sNLL6yg4">https://youtu.be/gA1sNLL6yg4</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</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>Eliezer Yudkowsky is an author, founder, and leading thinker in the AI space.</p> <p>------<br /> ✨ DEBRIEF | Unpacking the episode: <br /> <a href= "https://shows.banklesshq.com/p/debrief-eliezer">https://shows.banklesshq.com/p/debrief-eliezer</a> <br /> <br /> ------<br /> ✨ COLLECTIBLES | Collect this episode: <br /> <a href= "https://collectibles.bankless.com/mint">https://collectibles.bankless.com/mint</a> </p> <p>------<br /> We wanted to do an episode on AI… and we went deep down the rabbit hole. As we went down, we discussed ChatGPT and the new generation of AI, digital superintelligence, the end of humanity, and if there’s anything we can do to survive.</p> <p>This conversation with Eliezer Yudkowsky sent us into an existential crisis, with the primary claim that we are on the cusp of developing AI that will destroy humanity. </p> <p>Be warned before diving into this episode, dear listener. Once you dive in, there’s no going back.</p> <p>------<br /> 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/</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>👻 PHANTOM | #1 SOLANA WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 10:00 ChatGPT<br /> 16:30 AGI<br /> 21:00 More Efficient than You<br /> 24:45 Modeling Intelligence<br /> 32:50 AI Alignment<br /> 36:55 Benevolent AI<br /> 46:00 AI Goals<br /> 49:10 Consensus<br /> 55:45 God Mode and Aliens<br /> 1:03:15 Good Outcomes<br /> 1:08:00 Ryan’s Childhood Questions<br /> 1:18:00 Orders of Magnitude<br /> 1:23:15 Trying to Resist<br /> 1:30:45 Miri and Education<br /> 1:34:00 How Long Do We Have?<br /> 1:38:15 Bearish Hope<br /> 1:43:50 The End Goal</p> <p>------<br /> Resources:</p> <p>Eliezer Yudkowsky<br /> <a href= "https://twitter.com/ESYudkowsky">https://twitter.com/ESYudkowsky</a> </p> <p>MIRI<br /> https://intelligence.org/</p> <p>Reply to Francois Chollet<br /> <a href= "https://intelligence.org/2017/12/06/chollet/">https://intelligence.org/2017/12/06/chollet/</a> </p> <p>Grabby Aliens<br /> <a href= "https://grabbyaliens.com/">https://grabbyaliens.com/</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 today's episode, we're talking about the state of crypto regulation across the pond. Is it as bad over there as it is here in the United States? </p> <p>There is a landmark crypto bill over in the EU called MiCA (Markets in Crypto-Assets) and its worth paying attention to!</p> <p>We brought on some EU regulation experts, Rebecca Rettig, Chief Policy Officer @ Polygon Labs, Seth Hertlein, VP, Global Head of Policy @ Ledger, and Patrick Hansen<br /> Director of EU Strategy and Policy @ Circle.</p> <p>------<br /> MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 4:45 Pond Temperature <br /> 9:30 U.S. vs. the EU Regulation<br /> 13:30 Is MiCA Passed?<br /> 15:50 Should the U.S. Be Jealous?<br /> 18:30 MiCA Grading <br /> 20:55 DCCA Grading<br /> 22:22 MiCA Stablecoins <br /> 29:35 EU Restrictions <br /> 37:36 MiCA Self-Custody<br /> 44:22 Fear Ideology <br /> 46:40 U.S. vs. EU Regulation & Innovation<br /> 51:40 Closing Thoughts <br /> 58:50 Disclaimers</p> <p>------<br /> Resources:</p> <p>Seth Hertlein<br /> <a href= "https://twitter.com/SethHertlein">https://twitter.com/SethHertlein</a> </p> <p>Patrick Hansen<br /> <a href= "https://twitter.com/paddi_hansen">https://twitter.com/paddi_hansen</a> </p> <p>Rebecca Rettig<br /> <a href= "https://twitter.com/RebeccaRettig1">https://twitter.com/RebeccaRettig1</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 /> 3rd Week of February 2023</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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 4:00 Markets<br /> 7:35 Inflation<br /> <a href= "https://www.cnbc.com/2023/02/14/consumer-price-index-january-2023-.html"> https://www.cnbc.com/2023/02/14/consumer-price-index-january-2023-.html</a> <br /> <a href= "https://eu.usatoday.com/story/money/economy/2023/02/14/cpi-january-inflation-data-today-live-updates/11247836002/"> https://eu.usatoday.com/story/money/economy/2023/02/14/cpi-january-inflation-data-today-live-updates/11247836002/</a> <br /> 11:45 ETH Supply<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 15:54 BTC Halving Timelines<br /> <a href= "https://twitter.com/DU09BTC/status/1626118062360469505">https://twitter.com/DU09BTC/status/1626118062360469505</a> </p> <p>23:40 U.S. Ban Hammer <br /> <a href= "https://www.sec.gov/news/press-release/2023-25">https://www.sec.gov/news/press-release/2023-25</a> <br /> <a href= "https://twitter.com/GaryGensler/status/1623777842000539648">https://twitter.com/GaryGensler/status/1623777842000539648</a> <br /> <a href= "https://blog.kraken.com/post/17619/settlement/">https://blog.kraken.com/post/17619/settlement/</a> <br /> 28:15 Commissioner Hester M. Peirce Dissent<br /> <a href= "https://www.sec.gov/news/statement/peirce-statement-kraken-020923"> https://www.sec.gov/news/statement/peirce-statement-kraken-020923</a> <br /> 31:55 Coinbase Reactions<br /> <a href= "https://twitter.com/brian_armstrong/status/1623860170404286464">https://twitter.com/brian_armstrong/status/1623860170404286464</a> <br /> <a href= "https://twitter.com/brian_armstrong/status/1624829368915890176">https://twitter.com/brian_armstrong/status/1624829368915890176</a> <br /> 33:00 Reactions & Takes<br /> <a href= "https://twitter.com/ohaiom/status/1624534998069006337">https://twitter.com/ohaiom/status/1624534998069006337</a> <br /> <a href= "https://twitter.com/milesjennings/status/1623850932860784641">https://twitter.com/milesjennings/status/1623850932860784641</a> <br /> 38:30 SEC & NYDFS Hammering on Paxos<br /> <a href= "https://paxos.com/2023/02/13/paxos-issues-statement/">https://paxos.com/2023/02/13/paxos-issues-statement/</a> <br /> 40:10 PayPal Pauses Stablecoin Work<br /> <a href= "https://www.bloomberg.com/news/articles/2023-02-10/paypal-pauses-stablecoin-work-amid-regulatory-scrutiny-of-crypto"> https://www.bloomberg.com/news/articles/2023-02-10/paypal-pauses-stablecoin-work-amid-regulatory-scrutiny-of-crypto</a> <br /> 42:10 New SEC Rule restricts Which U.S. Companies Can Custody Crypto <br /> <a href= "https://www.coindesk.com/policy/2023/02/15/sec-proposal-could-bar-investment-advisers-from-keeping-assets-at-crypto-firms/"> https://www.coindesk.com/policy/2023/02/15/sec-proposal-could-bar-investment-advisers-from-keeping-assets-at-crypto-firms/</a> <br /> 48:22 Hester Take<br /> <a href= "https://www.sec.gov/news/statement/peirce-statement-custody-021523"> https://www.sec.gov/news/statement/peirce-statement-custody-021523</a> </p> <p>49:45 Blur Drop<br /> <a href= "https://twitter.com/blur_io/status/1625566146241114112">https://twitter.com/blur_io/status/1625566146241114112</a> <br /> <a href= "https://www.coingecko.com/en/coins/blur">https://www.coingecko.com/en/coins/blur</a> <br /> &

<p>In today's episode, David sits down with Pacman, the Founder of the NFT trading marketplace, Blur. </p> <p>Blur recently launched their $BLUR token and Pacman joins us to share the entire airdrop story, the different phases that went into it, and what's next for the fascinating OpenSea competitor. </p> <p>------<br /> MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 3:27 Who is Pacman?<br /> 5:55 Why Blur?<br /> 7:15 Traders vs. Collectors<br /> 10:28 What Blur Built <br /> 15:00 $BLUR Token Story<br /> 26:50 Airdrop Phases <br /> 31:50 $BLUR Airdrop Details<br /> 35:10 Pacman's Reaction to the Drop<br /> 40:47 OpenSea vs. Blur <br /> 43:38 $BLUR Utility<br /> 45:13 Season Two<br /> 49:20 NFT Royalty Wars <br /> 55:30 Closing & Disclaimers </p> <p>------<br /> Resources: </p> <p>Blur<br /> <a href="https://blur.io/">https://blur.io/</a> </p> <p>Pacman<br /> <a href= "https://twitter.com/PacmanBlur">https://twitter.com/PacmanBlur</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 today's episode, Ryan and David bring on Mike Selig to chat about everything need to know about crypto regulation. 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>Operation Chokepoint is in full effect. Tune in to understand everything you need to know. </p> <p>------<br /> MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 6:18 2023 Regulation Playbook<br /> 7:15 SEC Charging Kraken<br /> 11:27 SEC Rolling Out Regulation<br /> 14:09 SEC Patronizing Approach<br /> 15:44 Wells Notice<br /> 19:45 Kaken Staking Crackdown<br /> 28:00 Driving Crypto Offshore<br /> 30:05 Staking Pools Next?<br /> 35:05 SEC Scoring Points<br /> 40:50 Paxos & BUSD<br /> 44:40 Circle<br /> 50:55 Banks Servicing the Crypto Industry<br /> 57:55 Net Effects<br /> 59:27 U.S. Crypto Regulation History<br /> 1:02:49 Why the U.S. Hates Crypto<br /> 1:06:26 Banks vs. Crypto<br /> 1:08:14 Will Crypto Survive?<br /> 1:10:25 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Regulation vs. Decentralization <br /> <a href= "https://www.coindesk.com/consensus-magazine/2022/12/23/2023-the-year-of-regulation-vs-decentralization/"> https://www.coindesk.com/consensus-magazine/2022/12/23/2023-the-year-of-regulation-vs-decentralization/</a> </p> <p>Gensler Statement<br /> <a href= "https://twitter.com/SquawkCNBC/status/1624041483241156608">https://twitter.com/SquawkCNBC/status/1624041483241156608</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-punk6529">https://shows.banklesshq.com/p/debrief-punk6529</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 /> Punk6529 is a pseudo-anonymous leader in the crypto space. He’s heavily focused on the world of NFTs and the metaverse and is known for putting together extremely punchy and thoughtful Twitter threads, thinking about the world from first principles.</p> <p>NFTs will represent every single digital non-fungible token that exists…and there are going to be a lot of them. Is Punk6529 the most bullish person in the world on NFTs?</p> <p>In this episode, 6529 shares the benefits of using an NFT-backed pseudonym instead of your state name, why the “freedom to transact” is an essential human liberty we’ll lose without crypto, how the Metaverse is just a visualization layer of NFTs, and why NFTs are more important than DeFi…probably the most important thing crypto has produced.</p> <p>------<br /> 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet<br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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>👻 PHANTOM | #1 SOLANA WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 8:23 Who is Punk 6529?<br /> 13:00 Digital Identities<br /> 28:30 Freedom to Transact & Crypto Values<br /> 46:50 NFTs<br /> 1:24:51 Why NFTs Are Inevitable<br /> 1:33:20 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Freedom to Transact<br /> <a href= "https://twitter.com/punk6529/status/1494444624630403083">https://twitter.com/punk6529/status/1494444624630403083</a> </p> <p>Making It<br /> <a href= "https://twitter.com/punk6529/status/1435229502708322313">https://twitter.com/punk6529/status/1435229502708322313</a> </p> <p>On the Shortness of Life<br /> <a href= "https://twitter.com/punk6529/status/1507787390114488322">https://twitter.com/punk6529/status/1507787390114488322</a> </p> <p>Punk 6529<br /> <a href= "https://twitter.com/punk6529">https://twitter.com/punk6529</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>In this episode, we’re talking to Hadrien from Sismo, the identity tooling set to help express your identity across all your addresses. Digital identity is more than one wallet—we need tools like Sismo to help maximal expression.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 3:45 Sismo<br /> 5:30 Getting Starked<br /> 8:00 Digital Identity<br /> 12:00 Data Vaults<br /> 15:09 Sharing with Friends<br /> 18:00 Soulbound Tokens<br /> 20:30 Web3 Social<br /> 21:40 Get Involved <br /> 22:30 Conference Experiences</p> <p>-----<br /> Resources: </p> <p>Hadrien Charlanes<br /> <a href= "https://twitter.com/dhadrien_">https://twitter.com/dhadrien_</a> </p> <p>Sismo<br /> <a href="https://www.sismo.io/">https://www.sismo.io/</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>In this episode, we’re talking to Gregoire Gambatto, co-founder of Only Dust, the platform for open-source paid contribution. If you’re a budding developer with dreams of impacting the StarkNet ecosystem, this app is for you!</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 3:10 Only Dust<br /> 4:20 Open Source Devs<br /> 5:45 Independent Funding<br /> 7:25 Using Only Dust<br /> 10:00 Get a Project</p> <p>-----<br /> Resources: </p> <p>Only Dust<br /> <a href= "https://twitter.com/OnlyDust_xyz">https://twitter.com/OnlyDust_xyz</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>Herodotus is a system for data interoperability across chains. The future is composable, and tools like Herodotus help move us in that direction.</p> <p>------<br /> 📣 MetaMask Learn <br /> https://bankless.cc/metamaskshow</p> <p>------<br /> 🚀 JOIN THE NATION: <br /> https://newsletter.banklesshq.com/subscribe</p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> https://bankless.cc/kraken</p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> https://bankless.cc/uniswap</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> https://bankless.cc/Arbitrum</p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> https://bankless.cc/earnifi </p> <p>👻 PHANTOM | CROSS-CHAIN WALLET<br /> https://bankless.cc/phantom</p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 3:30 Herodotus<br /> 7:15 Use Cases<br /> 10:10 Storage Proofs<br /> 11:45 How it Works<br /> 15:00 The Future<br /> 18:30 Get Involved</p> <p>-----<br /> Resources: </p> <p>Kacper Kozio<br /> <a href= "https://twitter.com/kacperkozi">https://twitter.com/kacperkozi</a> </p> <p>Marcello Bardus<br /> <a href= "https://twitter.com/0xmarcello">https://twitter.com/0xmarcello</a> </p> <p>Herodotus<br /> <a href= "https://twitter.com/HerodotusDev">https://twitter.com/HerodotusDev</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>Cartridge is building out the legos necessary to produce a robust gaming ecosystem in Starknet. With the compression capabilities of zk technology, the possibilities for game logic is astounding. Gaming infrastructure is a key building block of the metaverse, and Cartridge is helping us get there.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 4:00 Getting Starked<br /> 7:55 zk-Rollup<br /> 9:30 On-Chain Gaming<br /> 13:00 What’s Possible?<br /> 16:30 Downstream Effects<br /> 18:30 Owning Valuable Assets<br /> 22:45 The Stack<br /> 27:00 Cartridge<br /> 30:42 Starknet is a Game<br /> 33:30 Get Involved</p> <p>-----<br /> Resources: </p> <p>Tarrence<br /> <a href= "https://twitter.com/tarrenceva">https://twitter.com/tarrenceva</a> </p> <p>Cartridge<br /> <a href= "https://twitter.com/cartridge_gg">https://twitter.com/cartridge_gg</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>In this episode, we’re speaking with Omer Shlomovits, founder and CEO of Ingonyama, a next-generation semiconductor company, building specialized hardware for Zero-Knowledge Proofs. It’s not often that we talk hardware on Bankless, so when we do... it's time to pay attention.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 4:00 Ingonyama<br /> 7:45 Scaling and Privacy<br /> 11:00 Present and Future Computation<br /> 13:55 Hardware<br /> 19:49 Producing Chips<br /> 23:50 Get Involved</p> <p>-----<br /> Resources: </p> <p>Omer Shlomovits<br /> <a href= "https://www.omershlomovits.com/">https://www.omershlomovits.com/</a> </p> <p>Ingonyama<br /> <a href= "https://twitter.com/Ingo_zk">https://twitter.com/Ingo_zk</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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 February, 2023</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro</p> <p>9:00 Markets<br /> 10:20 TA<br /> <a href= "https://twitter.com/CryptoHornHairs/status/1623068877264498688">https://twitter.com/CryptoHornHairs/status/1623068877264498688</a> <br /> 12:55 Ultra Sound<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 14:15 ETH Burn<br /> <a href= "https://twitter.com/TrustlessState/status/1623482139260887042">https://twitter.com/TrustlessState/status/1623482139260887042</a> <br /> 15:00 Gas Prices<br /> <a href= "https://twitter.com/hildobby_/status/1622655640056303621">https://twitter.com/hildobby_/status/1622655640056303621</a> <br /> 17:55 Bitcoin Blockspace<br /> <a href= "https://twitter.com/dylanleclair_/status/1622660128989233153">https://twitter.com/dylanleclair_/status/1622660128989233153</a> <br /> 21:00 BTC Target<br /> <a href= "https://twitter.com/TrustlessState/status/1621614401550696449">https://twitter.com/TrustlessState/status/1621614401550696449</a> <br /> 23:35 AI Tokens<br /> <a href= "https://twitter.com/TrustlessState/status/1623300044437725184">https://twitter.com/TrustlessState/status/1623300044437725184</a> <br /> 26:00 NFT Loans<br /> <a href= "https://thedefiant.io/nftfi-record-loans">https://thedefiant.io/nftfi-record-loans</a></p> <p>30:30 Operation Choke Point<br /> <a href= "https://twitter.com/nic__carter/status/1622973966360133634">https://twitter.com/nic__carter/status/1622973966360133634</a> <br /> 32:45 Choke Point Blog<br /> <a href= "https://www.piratewires.com/p/crypto-choke-point">https://www.piratewires.com/p/crypto-choke-point</a> <br /> 37:20 Jake Take<br /> <a href= "https://twitter.com/jchervinsky/status/1622978313122635776">https://twitter.com/jchervinsky/status/1622978313122635776</a> <br /> 38:00 Sen Hagerty<br /> <a href= "https://twitter.com/SenatorHagerty/status/1623375510544781356">https://twitter.com/SenatorHagerty/status/1623375510544781356</a> <br /> 40:00 Local Bitcoins Shutdown<br /> <a href= "https://twitter.com/LefterisJP/status/1623662500699951105">https://twitter.com/LefterisJP/status/1623662500699951105</a> </p> <p>41:40 SEC Banning Staking<br /> <a href= "https://twitter.com/brian_armstrong/status/1623459203150131201">https://twitter.com/brian_armstrong/status/1623459203150131201</a> <br /> 44:25 Gateway Token <br /> <a href= "https://therug.mirror.xyz/SzofEWluskmQHZZ568XHyv_pfn70tgMqddORLaxxo8M"> https://therug.mirror.xyz/SzofEWluskmQHZZ568XHyv_pfn70tgMqddORLaxxo8M</a> </p> <p>45:50 Genesis DCG<br /> <a href= "https://twitter.com/AP_Abacus/status/1622735561290031104">https://twitter.com/AP_Abacus/status/1622735561290031104</a> <br /> <a href= "https://decrypt.co/120708/gemini-earn-genesis-dcg-agreement">https://decrypt.co/120708/gemini-earn-genesis-dcg-agreement</a> <br /> <a href= "https://www.ft.com/content/abee7e2e-1d18-4a68-aac5-665869db250f">https://www.ft.com/content/abee7e2e-1d18-4a68-aac5-665869db250f</a> </p> <p>52:30 Arbitrum <a href= "Stylushttps://twitter.com/arbitrum/status/1622974926331453441">Styl

<p>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>In this episode, we’re talking to Uri Kolodny and Eli Ben-Sasson, the co-founders of StarkWare and the fathers of the StarkNet ecosystem. We take a high-level overview of the emerging network state, and what we can expect from this community looking forward.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 5:00 A Network State<br /> 8:00 Starknet Governance<br /> 12:30 Technical Minds<br /> 15:30 Integrations<br /> 18:20 Use Cases<br /> 20:30 Looking Forward<br /> 23:20 Day in the Life<br /> 27:40 Friendship</p> <p>-----<br /> Resources: </p> <p>Uri Kolodny<br /> <a href= "https://twitter.com/ukolodny">https://twitter.com/ukolodny</a> </p> <p>Eli Ben-Sasson<br /> <a href= "https://twitter.com/EliBenSasson">https://twitter.com/EliBenSasson</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p class="p1">In this episode, we’re talking to Motty Lavie, the founder and CEO of Braavos, the team behind the self-custodial Braavos wallet on top of StarkNet. As the fastest growing wallet on StarkNet, Braavos is paving new ground with smart contract wallets. If you can’t tell yet, David was heavily smart contract wallet-pilled after the Starkware Sessions.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 3:30 What’s Braavos?<br /> 5:30 Smart Contract Wallets<br /> 11:30 Signers<br /> 14:30 A Use Case Revolution<br /> 18:45 An Example<br /> 20:50 Synergy with Layer 2<br /> 22:50 The Braavos Approach<br /> 24:40 Get Involved</p> <p><br /> -----<br /> Resources: </p> <p>Motty Lavie<br /> <a href= "https://twitter.com/mottylen">https://twitter.com/mottylen</a> </p> <p>Braavos<br /> <a href="https://braavos.app/">https://braavos.app/</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>In this episode, we’re talking to Yoav Weiss, a security fellow at the Ethereum Foundation and pioneer of account abstraction through EIP-4337. The future of smart contract wallets is massive—Yoav helps tell us how.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 3:45 Starknet and the Conference<br /> 5:30 Account Abstraction<br /> 7:30 EVM Equivalence<br /> 8:50 Huge Developments<br /> 10:30 Experimenting in Public<br /> 11:50 Smart Contract Wallets<br /> 15:30 The Future of Wallets<br /> 18:30 Yoav’s Interests</p> <p>-----<br /> Resources: </p> <p>Yoav Weiss<br /> <a href= "https://twitter.com/yoavw">https://twitter.com/yoavw</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space. </p> <p>Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.</p> <p>Sylve Chevet is the CEO of Briq, an NFT-building protocol with broad ambitions of becoming with building blocks of the metaverse. Sylve is also a steward of StarkNet governance, helping oversee the decentralization of the protocol, community, and ecosystem.</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</a> </p> <p>------<br /> 🚀 JOIN THE NATION: <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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 4:50 Briq<br /> 8:30 How it Works<br /> 11:00 Starknet the Enabler<br /> 14:20 Silve’s Story<br /> 15:15 Decentralization of Starknet<br /> 18:51 On-Chain Governance<br /> 20:00 Stark Token<br /> 22:25 Devs and Governors<br /> 26:00 Vibes<br /> 30:00 Get Involved</p> <p>-----<br /> Resources: </p> <p>Sylve Chevet<br /> <a href= "https://twitter.com/sylvechv">https://twitter.com/sylvechv</a> </p> <p>Briq<br /> <a href= "https://briq.construction/">https://briq.construction/</a> </p> <p>StarkNet<br /> <a href= "https://starkware.co/starknet/">https://starkware.co/starknet/</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>Zak Cole, a core contributor to Canto, joins Bankless to answer: "What's good with Canto?"</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 7:30 Canto Brings It<br /> 9:40 What is Canto?<br /> 12:40 Nationalizing Apps<br /> 16:00 CSR and Market Forces<br /> 20:10 Funding Open Source<br /> 22:45 Infrastructure<br /> 26:00 Native Apps<br /> 29:55 The Stablecoin<br /> 33:40 The History of Canto<br /> 37:30 Launching on Cosmos<br /> 42:10 Botched Ads<br /> 44:25 Friction Points<br /> 48:00 Founder Culture<br /> 54:00 RIP Anon<br /> 58:00 Community<br /> 1:01:30 Future of Canto<br /> 1:03:30 Get Involved<br /> 1:04:30 Chatting</p> <p>------<br /> Resources:</p> <p>Zak on Twitter:<br /> <a href= "https://twitter.com/0xzak">https://twitter.com/0xzak</a> </p> <p>Canto:<br /> <a href="https://canto.io/">https://canto.io/</a> </p> <p>Variant Blog Post:<br /> <a href= "https://variant.fund/articles/canto-a-layer-1-incentive-experiment/"> https://variant.fund/articles/canto-a-layer-1-incentive-experiment/</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 today’s show, we’re talking about NFTs on Bitcoin. Yes, you read that right. NFTs are now part of Bitcoin. Ever since the launch of the Ordinals protocol, NFTs on Bitcoin are all anyone can talk about.</p> <p>We brought on the man behind Ordinals and open source Bitcoin developer, Casey Rodarmor, and also Eric Wall, our Bitcoin expert to chat about all things NFTs on Bitcoin and what it might mean for Bitcoin’s future.</p> <p>------<br /> 📣 MetaMask Learn<br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro<br /> 9:30 Ordinals<br /> 12:29 Ethereum vs. Bitcoin NFTs<br /> 14:28 Bitcoin Feature Timeline<br /> 17:55 Hard vs. Soft Forks<br /> 19:16 Bitcoin’s Segregated Witnesses<br /> 22:45 Ordinals Origin<br /> 32:11 Violating Bitcoin’s Core Philosophy<br /> 38:40 Illegitimate Bitcoin Transactions<br /> 41:13 Legitimate Bitcoin Transactions<br /> 53:55 Eric Prediction & Miner Game Theory<br /> 58:31 Bitcoin Fee Market<br /> 1:01:31 Fixed Bitcoin Fee Structure?<br /> 1:03:58 No Bloat Problem<br /> 1:10:38 Summary<br /> 1:16:21 Inscription 466<br /> 1:19:33 Bitcoin is Fun Again<br /> 1:23:50 Closing & Disclaimers</p> <p>-----<br /> Resources:</p> <p>Eric Wall<br /> <a href= "https://twitter.com/ercwl">https://twitter.com/ercwl</a> </p> <p>Casey Rodarmor<br /> <a href= "https://twitter.com/rodarmor">https://twitter.com/rodarmor</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-anatoly-solana">https://shows.banklesshq.com/p/debrief-anatoly-solana</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 /> In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to ask: is Solana going to make it?</p> <p>Price is down. A major public backer…SBF is down for the count…will Solana make it? Will it survive the bear market? Anatoly shares his thoughts.</p> <p>In addition, he also shares the full Solana story, back to its earliest inflection points all the way to the current state of Solana today.</p> <p>------<br /> 📣 MetaMask Learn<br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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 /> 7:58 2022 & 2023<br /> 10:05 Solana Origins<br /> 14:40 Passage of Time as Data<br /> 25:30 Bandwidth Trade-offs<br /> 29:29 SOL as Money?<br /> 32:04 Security<br /> 36:24 Continuing the Solana Story<br /> 44:10 Early Day Solana Vibes<br /> 48:20 Solana Growth Acceleration<br /> 51:31 2021 Solana Price<br /> 53:12 The Crypto VC Narrative<br /> 54:37 Solana Haters<br /> 59:55 FTX & SBF<br /> 1:07:16 Solana Critique<br /> 1:09:35 Cultural Debt<br /> 1:14:46 The State of the Solana Community<br /> 1:19:37 The Future of Solana<br /> 1:24:36 Solana VM<br /> 1:26:39 Will Solana Make It?<br /> 1:31:15 Final Solana Questions<br /> Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Anatoly<br /> <a href= "https://twitter.com/aeyakovenko">https://twitter.com/aeyakovenko</a> </p> <p>Firedancer<br /> <a href= "https://jumpcrypto.com/firedancer/">https://jumpcrypto.com/firedancer/</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>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 February, 2023</p> <p>------<br /> 📣 MetaMask Learn <br /> <a href= "https://bankless.cc/metamaskshow">https://bankless.cc/metamaskshow</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>👻 PHANTOM | CROSS-CHAIN WALLET<br /> <a href= "https://bankless.cc/phantom">https://bankless.cc/phantom</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro</p> <p>4:30 MARKETS<br /> 7:30 ETH Supply<br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> 10:20 FOMC Meeting<br /> <a href= "https://www.bloomberg.com/news/live-blog/2023-01-31/fomc-rate-decision-and-fed-chair-news-conference"> https://www.bloomberg.com/news/live-blog/2023-01-31/fomc-rate-decision-and-fed-chair-news-conference</a> <br /> 13:00 Markets and Inflation<br /> <a href= "https://twitter.com/TrustlessState/status/1620063534880264192">https://twitter.com/TrustlessState/status/1620063534880264192</a> <br /> 14:45 Tokens Up<br /> Layer 2: <a href= "https://imgur.com/sGYGc7h">https://imgur.com/sGYGc7h</a> <br /> DeFi: <a href= "https://imgur.com/BnzQve7">https://imgur.com/BnzQve7</a> <br /> 17:20 Canto<br /> <a href= "https://variant.fund/articles/canto-a-layer-1-incentive-experiment/"> https://variant.fund/articles/canto-a-layer-1-incentive-experiment/</a> <br /> 20:20 dYdX Lockup<br /> <a href= "https://twitter.com/spreekaway/status/1618671588907581440">https://twitter.com/spreekaway/status/1618671588907581440</a> <br /> 25:00 $COIN <br /> <a href= "https://imgur.com/gfboGPU">https://imgur.com/gfboGPU</a> <br /> 25:40 ChatGPT<br /> <a href= "https://therug.mirror.xyz/hUQt2XF1roaocALWW1QdM45NzY7YkDFooKpRre9yRwI"> https://therug.mirror.xyz/hUQt2XF1roaocALWW1QdM45NzY7YkDFooKpRre9yRwI</a> </p> <p>29:00 Bitcoin NFTs<br /> <a href= "https://metaversal.banklesshq.com/p/bitcoin-nfts">https://metaversal.banklesshq.com/p/bitcoin-nfts</a> <br /> Visualizer: <a href= "https://mempool.space/block/0000000000000000000515e202c8ae73c8155fc472422d7593af87aa74f2cf3d"> https://mempool.space/block/0000000000000000000515e202c8ae73c8155fc472422d7593af87aa74f2cf3d</a> <br /> 33:40 Controversy<br /> Casey: <a href= "https://twitter.com/rodarmor/status/1619516796176039937">https://twitter.com/rodarmor/status/1619516796176039937</a> <br /> Eric Wall: <a href= "https://twitter.com/ercwl/status/1619720558362660864">https://twitter.com/ercwl/status/1619720558362660864</a> <br /> DrNick: <a href= "https://twitter.com/drnicka/status/1620002472986308610">https://twitter.com/drnicka/status/1620002472986308610</a> </p> <p>41:45 FTX Creditors<br /> <a href= "https://www.theblock.co/post/205859/ftx-creditor-list-includes-star-athletes-crypto-firms-state-governments"> https://www.theblock.co/post/205859/ftx-creditor-list-includes-star-athletes-crypto-firms-state-governments</a> <br /> Bail Pay: <a href= "https://twitter.com/watcherguru/status/1620206663268700160">https://twitter.com/watcherguru/status/1620206663268700160</a> <br /> Witness: <a href= "https://twitter.com/tier10k/status/1620132741038886912">https://twitter.com/tier10k/status/1620132741038886912</a> <br /> Contact: <a href= "https://cointelegraph.com/news/federal-judge-bars-sbf-from-contacting-ftx-and-alameda-employees-using-signal"> https://cointelegraph.com/news/federal-judge-bars-sbf-from-contacting-ftx-and-alameda-employees-using-signal</a> <br /> Compliance: <a href= "https://www.coindesk.com/video/sbfs-mother-and-brother-not-cooperating-with-financial-pr

<p>Today on the show, Ryan and David are Guestless!</p> <p>The two cover the history of crypto bull markets. What patterns are found in every single bull market? Now that there are three very distinct crypto market cycles, what can we learn from them? Crypto democratizes the ability to mint new assets. How are humans dealing with this newfound superpower? Ryan and David answer all of these questions and so much more.</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> <br /> ------<br /> Timestamps:</p> <p>0:00 Intro<br /> 10:24 What is Money?<br /> 16:40 What is Crypto Doing?<br /> 24:40 The Power Patterns<br /> 28:20 2013<br /> 32:40 Corruption Part of the Cycle<br /> 37:15 ICO Mania & Corruption<br /> 54:00 2020 DeFi Summer<br /> 59:50 NFTs<br /> 1:03:20 2023<br /> 1:06:00 The Good & The Bad<br /> 1:10:05 Closing & Disclaimers</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-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>