All Episodes — Bankless

Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052

In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: <a class="link" href="https://x.com/andy8052">https://x.com/andy8052</a>--- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ---BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF https://bankless.cc/Self🟠HEMI | BTC &amp; ETH, ONE NETWORK https://bankless.cc/hemi---TIMESTAMPS00:00 Intro03:40 Current Crypto Sentiment9:20 Movement Market Making Scandal26:10&nbsp;Boop.Fun vs Pump.Fun1:00:15&nbsp;Ethereum's Pectra Upgrade1:16:25&nbsp;Bitcoin vs Ethereum1:12:45&nbsp;Closing Thoughts---Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures%E2%81%A0

May 7, 20251h 20m

A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei

Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum. We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🟠HEMI | BTC &amp; ETH, ONE NETWORK <a class="link" href="https://bankless.cc/hemi">https://bankless.cc/hemi</a>------ TIMESTAMPS0:00 Intro  8:19 Career Journey  16:22 What Value Are They Providing  23:39 Continuing the Ethereum Legacy  31:11 Ethereum Foundation: Strengths, Gaps &amp; Calls for Leadership  43:41 The Pectra Disaster  1:00:51 Scaling and Improving the Layer 2  1:06:55 The Concept of "Product Centric Ethereum"  1:11:49 Metrics, Accountability &amp; Operational Leadership at Ethereum  1:14:41 What the Ethereum Foundation Isn't Responsible For  1:18:35 Clearing Up EF Misconceptions  1:26:25 Inside Ethereum’s Upgrade Cycle  1:31:17 Closing and Disclosure------ RESOURCESHsiao-Wei Wang <a class="link" href="https://x.com/hwwonx">https://x.com/hwwonx</a>Tomasz K. Stańczak <a class="link" href="https://x.com/tkstanczak">https://x.com/tkstanczak</a> Ethereum Foundation <a class="link" href="https://ethereum.foundation/">https://ethereum.foundation/</a> ------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

May 5, 20251h 17m

ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!

This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup. ------ 📣BUILDBEAR | EASY EVM SANDBOX https://bankless.cc/buildbear ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Markets 3:06 Movers of the Week https://www.bankless.com/read/whats-next-for-sui-in-2025 https://x.com/davewardonline/status/1877073873499197832? https://x.com/SuiNetwork/status/1914689214803009837 https://blog.sui.io/canary-capital-sui-etf/ 5:11 Macro https://x.com/RyanSAdams/status/1917575854961439151 https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf https://x.com/watcherguru/status/1917601209906520370 Meme: https://x.com/alifarhat79/status/1917585508818980906 https://x.com/RaoulGMI/status/1912554771644325905/photo/1 19:18 Ethereum Pivot? Or Reprioritization? https://x.com/ethereumfndn/status/1916883771280040264 https://x.com/VitalikButerin/status/1917541325072916590 https://x.com/ethereumfndn/status/1916883782025482729 https://x.com/dankrad/status/1917678690852311333 https://x.com/RyanSAdams/status/1917689036744835390 https://x.com/TrustlessState/status/1917564803909918856 https://x.com/hasufl/status/1917880676000411796 https://x.com/0xoxus/status/1917824751151600084 28:05 Base and Scroll Reach Stage 1 Decentralization Milestone https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1917253415966798164 29:33 Worldcoins “At Last” Event in San Francisco https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com https://x.com/TheStalwart/status/1916277891299475462 38:45 Bitcoin Space Race https://x.com/BitcoinMagazine/status/1917271814356754459 https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america 42:20 What’s going on in Movement labs?! https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen https://x.com/hasufl/status/1917572935339888776 44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft https://x.com/zachxbt/status/1916756932763046273 45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token 47:09 US bank regulators pull back guardrails on bank crypto activities https://x.com/federalreserve/status/1915519104435224895 https://x.com/asvanevik/status/1915581219133415597 48:15 Senate Moves to Ban Congressional Stock Trading—Again https://x.com/HarrisonKrank/status/1916921283658252621 51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky https://x.com/cointelegraph/status/1917166974091534743 53:13 Circle rejected ripple takeover bid of $4-5B https://x.com/matthew_sigel/status/1917647009994993944 56:29 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

May 2, 20251h 2m

AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You

This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat? David: https://x.com/TrustlessState Ejaaz: https://x.com/cryptopunk7213 Josh: https://x.com/Josh_Kale ------ 📣 BUILDBEAR | GITHUB FOR WEB3 https://bankless.cc/buildbear ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:02:50 OpenAI's New Frontier Model https://openai.com/index/introducing-o3-and-o4-mini/ https://x.com/rowancheung/status/1912561386208825751 https://x.com/AISafetyMemes/status/1912875957897003354 https://x.com/sama/status/1912558495997784441 https://x.com/TransluceAI/status/1912552046269771985 00:10:07 Is There A Scaling Wall? 00:17:13 The New AI Gold Rush 00:19:21 AI Caught Lying https://x.com/IterIntellectus/status/1916463746454528071 https://x.com/deedydas/status/1916611855067594943 00:31:55 Open AI's Next Big Product https://x.com/kyliebytes/status/1912171286039793932 https://x.com/cryptopunk7213/status/1914493366886174722 https://x.com/rowancheung/status/1917473779069968505?s=46 00:43:19 Optimizing For Addiction 00:50:28 Secret Reddit Agents https://x.com/reddit_lies/status/1916916134630117814?s=46 00:58:55 Mega Viral AI Generated Video https://x.com/falchook/status/1914419758520525194 01:01:29 GeoGuesser https://x.com/arithmoquine/status/1912671688874926575?s=46 01:04:13 Is It Ethical For AI To Cheat? https://x.com/im_roy_lee/status/1914061483149001132?s=46 01:17:00 Decentralized AI Training https://x.com/primeintellect/status/1912266266137764307?s=46 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

May 1, 20251h 28m

Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto. They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform. Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Ethereum Pivot Has a Tagline https://x.com/hosseeb/status/1917052715911549399 https://x.com/0xngmi/status/1916910787936797005 18:49 Ethereum Value Accrual 30:29 Fun Chain Premium 34:00 Memecoin Meta These Days 50:17 HyperLiquid EVM 58:01 1 Gorilla vs 100 Men https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query 1:04:07 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Apr 30, 20251h 5m

Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao

Can Crypto disrupt the IP Market? In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built. This might just be crypto's most ambitious attempt at disrupting the media yet.------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS0:00 Intro 5:48 Why Onchain IP? 16:52 Eliminating Lawyers 24:41 Step One 28:56 Code as Law 38:38 Ownership Protection 45:35 Onchain IP Nuances 53:11 Final Words 56:30 Closing &amp; Disclaimers------ RESOURCESJason Zhao <a class="link" href="https://x.com/jasonjzhao">https://x.com/jasonjzhao</a> Story Protocol <a class="link" href="https://x.com/storyprotocol">https://x.com/storyprotocol</a> ------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 29, 202556 min

Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian

Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value. We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS0:00 Intro  4:43 Classifying ETH 17:50 ETH/BTC Collapse 33:39 ETH Revenues 44:35 Blue-Money Gospel 53:44 What ETH Needs 1:10:08 ETH Internet Bond Narrative 1:19:49 Final Thoughts------ RESOURCESSam Kazemian <a class="link" href="https://x.com/samkazemian">https://x.com/samkazemian</a> Blue-Money Gospel <a class="link" href="https://x.com/RyanSAdams/status/1915874994514452763">https://x.com/RyanSAdams/status/1915874994514452763</a> ------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 28, 20251h 13m

ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull?

This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss. ------📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM <a class="link" href="https://bankless.cc/WalletConnect">https://bankless.cc/WalletConnect</a> ------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS &amp; RESOURCES0:00 Intro0:47 Are we still in a bull market?3:01 Ryan’s unplugging 5:35 Ryan’s last 90-days <a class="link" href="https://x.com/ryansadams/status/1915115437505049055">https://x.com/ryansadams/status/1915115437505049055</a> 24:50 Bankless’s choices moving forward <a class="link" href="https://x.com/TrustlessState/status/1914312548897219006">https://x.com/TrustlessState/status/1914312548897219006</a> 32:58 Markets since Ryan’s break40:35 Trump’s memecoin 48:31 Bitcoin Strategic Reserve52:34 $LIBRA memecoin 1:03:29 Contentcoins, Zora, &amp; Jesse1:16:39 Ethereum pivot &amp; Bitcoin decoupling 1:18:18 Closing &amp; Disclaimers------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a>

Apr 25, 20251h 19m

66% of Wall Street is Already in DeFi | Paradigm’s 2025 Survey with Dan Robinson & Justin Slaughter

In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter. We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto.------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS0:00 Intro 7:10 What Constitutes a TradFi Firm 10:13 TradFi Firms with Defi 12:16 What's Exciting about this Report? 13:53 Stablecoins, Tokenization &amp; More 18:54 Public Blockchains &amp; TradFi? 21:05 “Tokenize The World” Moment? 27:47 TradFi’s Long-Term Outlook 33:19 The Formal Rejection of Private Blockchains 38:31 What’s Left for Regulation &amp;Compliance 45:04 DeFi vs TradFi 48:07 User Value  50:55 Closing &amp; Disclaimers------ RESOURCESParadigm Report <a class="link" href="https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance">https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance</a>Dan Robinson <a class="link" href="https://x.com/danrobinson">https://x.com/danrobinson</a>Justin Slaughter <a class="link" href="https://x.com/JBSDC">https://x.com/JBSDC</a>Paradigm <a class="link" href="https://x.com/paradigm">https://x.com/paradigm</a>------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 24, 202551 min

Is Ethereum Back on Track? | Jon Charbonneau & @0xBreadguy

Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.Jon Charbonneau: <a class="link" href="https://x.com/jon_charb">https://x.com/jon_charb</a> Bread: <a class="link" href="https://x.com/0xBreadguy">https://x.com/0xBreadguy</a> ------📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM <a class="link" href="https://bankless.cc/WalletConnect">https://bankless.cc/WalletConnect</a> ------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS &amp; RESOURCES0:00 Intro5:28 Jon &amp; Bread’s reaction to the Dankrad/Angsar episode <a class="link" href="https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito">https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito</a> <a class="link" href="https://x.com/TrustlessState/status/1914402754891559253">https://x.com/TrustlessState/status/1914402754891559253</a> <a class="link" href="https://x.com/TrustlessState/status/1914330497905299790">https://x.com/TrustlessState/status/1914330497905299790</a> 27:56 Unichain or Ethereum L1 is DeFi? <a class="link" href="https://x.com/TrustlessState/status/1913633500206428201">https://x.com/TrustlessState/status/1913633500206428201</a> 35:07 Making the L1 competitive while keeping L2s happy 44:38 L2s Parasitic? 48:49 Bitcoin Roadmap Bread vs. Jon57:09 Decline of the ETH price &amp; all asset prices overpriced? 1:05:02 ETH/BTC growth slowdown reason 1:13:35 The politics side of the conversation 1:19:05 What Bread &amp; Jon are excited about 1:26:49 Closing &amp; Disclaimers------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a>

Apr 23, 20251h 27m

Ethereum’s Strategic Pivot: The Plan it Needs to Win

Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around.They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape.------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a>🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a>🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a>🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a>🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a>------ TIMESTAMPS00:00:00 Intro 00:05:42 Top Problems with Ethereum 00:12:33 Lack of Growth in Ethereum Layer 1 00:27:49 Ethereum’s Roadmap Dilemma 00:38:08 Layer 1 Scaling Progress 00:39:08 Ethereum L1’s Value Proposition to L2s 00:48:44 Base and Native Rollups Explained 00:57:25 Canonical EVM in a Rollup World 01:01:26 Vitalik’s Vision for L1 Scaling 01:05:59 ZK Scaling Becomes Real 01:08:12 Fast Block Times and DeFi 01:16:59 The Evolving Ethereum Core Culture 01:22:38 Other Interesting Changes 01:26:41 Ethereum’s Direction Feels Different Now 01:30:09 Closing and Disclosure------ RESOURCESDankrad Feist <a class="link" href="https://x.com/dankrad">https://x.com/dankrad</a>Ansgar Dietrichs <a class="link" href="https://x.com/adietrichs">https://x.com/adietrichs</a>Mike Ippolito <a class="link" href="https://x.com/MikeIppolito_">https://x.com/MikeIppolito_</a>------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 21, 20251h 20m

ROLLUP: Ethereum L1 Comeback | MegaETH Testnet | Base Token Chaos | OHM Crash | WalletConnect Token

This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss. Bread: https://x.com/0xBreadguy MegaETH: https://x.com/megaeth_labs Modern Market: https://x.com/modernmarket_ ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:20 Bread’s Arc 3:17 MegaETH & Testnet 8:46 Noise 13:31 Wen MegaETH Mainnet? 16:59 Ethereum Strategic Pivot? 39:25 Base Tokenized Content Drama 49:59 $OM Mantra Token Dump 59:28 Raydium’s LaunchLab 1:03:38 Bread’s Upcoming Excitement 1:04:31 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Apr 18, 20251h 5m

AI ROLLUP: This Changes Everything | ChatGPT's Memory Update Just Blew Our Minds

OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence. David: https://x.com/TrustlessState Ejaaz: https://x.com/cryptopunk7213 Josh: https://x.com/Josh_Kale ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 00:00:00 OpenAI’s HUGE Announcement https://x.com/openai/status/1910378774727623024?s=46 https://x.com/cryptopunk7213/status/1910728919113736380 00:10:23 The Final Data Set https://x.com/theannagat/status/1912209931073433907?s=46 https://x.com/nearcyan/status/1910796767626686951?s=46 https://x.com/dbarabander/status/1910402182589145411 00:16:10 Falling In Love With AI https://www.instagram.com/p/DHwWc6RiH2P/ 00:23:05 Open AI To Replace Apple 00:31:10 The All Knowing Intelligence 00:37:12 Agents Overtake Minecraft https://x.com/kimmonismus/status/1912415676331168147?s=46 00:44:50 Pets As Humans? https://x.com/venturetwins/status/1911113662607315035 00:46:18 We Can Talk To Dolphins https://blog.google/technology/ai/dolphingemma/ 00:48:33 Google Agent To Agent https://x.com/omarsar0/status/1909977142311690320?s=46 https://x.com/i/status/1912123283954389172 01:00:01 GPT 4.1 https://x.com/_mohansolo/status/1911843179898540311 https://x.com/openrouterai/status/1911803671878173114?s=46 https://x.com/kimmonismus/status/1912434791779017083?s=46 01:09:17 A New Model Architecture ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Apr 17, 20251h 12m

Unraveling of the Global Order? | Rana Foroohar

Donald Trump is attempting something no leader has done before—unwind the global economic order. In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market. From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOURSELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 4:20 Trump Unwinding Global Order? 13:39 Emerging Market Paradigm 21:51 All-In Debate 26:22 Manufacturing Jobs 31:55 Trump Vibe Based President? 35:41 90-Day Tariff Pause Signal 38:41 Centralizing U.S. Supply Chain 40:54 Where Rana Finds Signal & Crypto 45:16 Closing & Disclaimers ------ RESOURCES Rana Foroohar https://x.com/RanaForoohar America the Unstable https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23 Stephen Miran’s A User's Guide to Restructuring the Global Trading System https://x.com/SteveMiran/status/1856745675943207362 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Apr 15, 202545 min

Stablecoin Gold Rush: A $200 Trillion Opportunity | Rob Hadick

Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution. In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up. From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐SELF | PROVE YOUR SELF<a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------TIMESTAMPS0:00 Intro5:08 Why Stablecoins?6:50 The Stablecoin Train20:26 Stablecoin Network Effects22:55 Stablecoin Payments: Who Actually Wins?26:51 Orchestration Layers41:53 Stablecoin Blockchains52:53 Stablecoin Singularity56:03 Traditional Banks59:38 Non-USD Stablecoins1:02:05 How Many Stablecoins?1:05:03 Circle IPO1:09:32 Closing &amp; Disclaimers------RESOURCESRob Hadick<a class="link" href="https://x.com/hadickm">https://x.com/hadickm</a>Stablecoin Payments: Who Actually Wins?<a class="link" href="https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3">https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3</a>------Not financial or tax advice. See our investment disclosures here:<a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 14, 20251h 5m

ROLLUP: Trump Tariff Whiplash | China Trade War | Inflation Jitters | Paul Atkins New SEC Chair | MegaETH Testnet

This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss. Follow Haseeb on X: <a class="link" href="https://x.com/hosseeb">https://x.com/hosseeb</a>&nbsp; ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐SELF | PROVE YOUR SELF <a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------ TIMESTAMPS &amp; RESOURCES 0:00 Intro 0:44 What has happened since Liberation Day? <a class="link" href="https://x.com/tier10k/status/1910020421870637132">https://x.com/tier10k/status/1910020421870637132</a> <a class="link" href="https://x.com/Birdyword/status/1910364014825070652">https://x.com/Birdyword/status/1910364014825070652</a> <a class="link" href="https://polymarket.com/event/us-recession-in-2025">https://polymarket.com/event/us-recession-in-2025</a> 31:17 Inflation&nbsp; <a class="link" href="https://x.com/intocryptoverse/status/1910311058222227586">https://x.com/intocryptoverse/status/1910311058222227586</a> 41:49 Paul Atkins confirmed as the new SEC chair <a class="link" href="https://x.com/Cointelegraph/status/1910117967230300613">https://x.com/Cointelegraph/status/1910117967230300613</a> 45:43 ETH/BTC Ratio &amp; Crypto VC Funding&nbsp; <a class="link" href="https://x.com/pet3rpan_/status/1910345673288958052">https://x.com/pet3rpan_/status/1910345673288958052</a> 58:36 MegaETH released its testnet <a class="link" href="https://x.com/megaeth_labs/status/1903099481874153880">https://x.com/megaeth_labs/status/1903099481874153880</a> <a class="link" href="https://x.com/0xBreadguy/status/1909619744455741709">https://x.com/0xBreadguy/status/1909619744455741709</a> 1:03:05 Closing &amp; Disclosures&nbsp; ------ Not financial or tax advice. See our investment disclosures here: <a class="link" href="https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a>

Apr 11, 20251h 4m

AI ROLLUP: 26 Months Until AGI | Meta's New Top Model Cheated? | $20 Billion To AI Apps

Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.------🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------TIMESTAMPS &amp; RESOURCES00:00:00 AI Generated Tarriff’s00:03:58 Meta’s Huge New LLAMA 4 Announcementhttps://x.com/ahmad_al_dahle/status/1908595680828154198?s=46https://x.com/alexocheema/status/1908651942777397737?s=4600:11:54 Did Meta Cheat?https://x.com/Yuchenj_UW/status/1909061004207816960https://x.com/andrewallenxo/status/1909143884321481157https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit00:20:45 AGI Is Coming in 2027https://ai-2027.com/https://situational-awareness.ai/00:28:02 What Happens After AGIhttps://ai-2027.com/https://situational-awareness.ai/00:39:58 Shopify And The Employment Crisishttps://x.com/tobi/status/190925194623543751400:48:34 The Future Of Educationhttps://www.anthropic.com/news/introducing-claude-for-educationhttps://x.com/jowettbrendan/status/1907695965726978184https://x.com/cryptopunk7213/status/1907969387958513727https://x.com/itsPaulAi/status/1907122207136137368https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country00:59:55 How Much Does AI Know About You01:04:58 A16Z’s $30B Fundhttps://x.com/tkexpress11/status/1909626333711548526<a class="link" href="https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/">https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/</a>------Not financial or tax advice. See our investment disclosures here:<p class=&#34

Apr 10, 20251h 12m

Etherealize: Ethereum is Open for Business | Danny Ryan & Vivek Raman

We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&amp;D and policy—to drive institutional adoption.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐SELF | PROVE YOUR SELF<a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------TIMESTAMPS00:00:00 Intro00:07:12 Etherealize &amp; Its Mission00:15:29 Clients &amp; Finances00:20:17 Relation Between Ethereum Foundation &amp; Etherealize00:21:31 Etherealize's Funding00:22:43 Etherealize's Competitions00:26:02 Challenges &amp; Roadblocks00:28:15 What Success Looks Like for Etherealize00:29:56 Etherealize's Co-Founders00:31:10 Ethereum’s Upcoming Era00:40:20 What Makes Ethereum Special00:46:00 Political Effect on Ethereum00:51:33 Community Support00:54:51 Layer 1 &amp; Etherealize00:58:36 Hypothetical Scenarios with Ethereum01:01:50 What’s Next for Etherealize01:04:47 Some Unturned Stones01:07:32 Closing &amp; Disclosures------RESOURCESEtherealize<a class="link" href="https://www.etherealize.com">https://www.etherealize.com</a>Vivek Raman<a class="link" href="https://x.com/VivekVentures">https://x.com/VivekVentures</a>Danny Ryan<a class="link" href="https://x.com/dannyryan">https://x.com/dannyryan</a>------Not financial or tax advice. See our investment disclosures here:<a class="link" href="https://www.bankless.com/disclosures⁠">https://www.bankless.com/disclosures⁠</a>

Apr 7, 202559 min

ROLLUP: Trump Tariff Crash | Circle IPO | CoreWeave IPO | FDIC Crypto Greenlight

This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup. Follow Alex on X &amp; check out his Galaxy Brains podcast: <a class="link" href="https://x.com/intangiblecoins">https://x.com/intangiblecoins</a> <a class="link" href="https://www.galaxy.com/insights/podcasts/galaxy-brains/">https://www.galaxy.com/insights/podcasts/galaxy-brains/</a> ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a class="link" href="https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP <a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a>------ TIMESTAMPS &amp; RESOURCES0:00 Intro0:29 Trump’s Reciprocal Tariffs<a class="link" href="https://x.com/kobeissiletter/status/1907556839686054240">https://x.com/kobeissiletter/status/1907556839686054240</a><a class="link" href="https://x.com/WhiteHouse/status/1907533090559324204">https://x.com/WhiteHouse/status/1907533090559324204</a> <a class="link" href="https://x.com/CalltoActivism/status/1907549193650188469">https://x.com/CalltoActivism/status/1907549193650188469</a> <a class="link" href="https://x.com/notlouisck/status/1907657906117554278">https://x.com/notlouisck/status/1907657906117554278</a><a class="link" href="https://x.com/JamesSurowiecki/status/1907559189234196942">https://x.com/JamesSurowiecki/status/1907559189234196942</a><a class="link" href="https://x.com/KushDesai47/status/1907618136444067901">https://x.com/KushDesai47/status/1907618136444067901</a><a class="link" href="https://x.com/TrustlessState/status/1907769359621067017">https://x.com/TrustlessState/status/1907769359621067017</a> 36:53 Circle Files for IPO <a class="link" href="https://x.com/Cointelegraph/status/1907172102353924269">https://x.com/Cointelegraph/status/1907172102353924269</a><a class="link" href="https://x.com/g_djuric/status/1907200843289370910">https://x.com/g_djuric/status/1907200843289370910</a><a class="link" href="https://x.com/Nick_van_Eck/status/1907181670504993026">https://x.com/Nick_van_Eck/status/1907181670504993026</a><a class="link" href="https://x.com/TheOneandOmsy/status/1907229821043626100">https://x.com/TheOneandOmsy/status/1907229821043626100</a><a class="link" href="https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834">https://polymarket.com/event/circle-ipo-in-2025?tid=1

Apr 3, 20251h 5m

AI ROLLUP: ChatGPT's Viral Explosion | xAI Acquires X | Coreweave IPO Rocks Markets

AI heats up, markets shake, and the internet gets Ghbilified. OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X. A new “world’s best” model quietly drops—did Google just take the lead? Cursor raises at a $9.6B valuation as “vibecoding” enters the mainstream. Welcome back to another week of the AI Rollup. ------ 📣CRYPTO TAX CALCULATOR | TAXES MADE EASY https://bankless.cc/Cryptotaxcalculator ------ 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 00:00:00 The Ghibli Effect https://x.com/alifarhat79/status/1904884015858884884 https://x.com/unusual_whales/status/1906831621166440583 00:05:09 Coreweave IPO https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105 https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html https://x.com/TheStalwart/status/1907438208662552647 00:14:28 xAI Acquires X https://x.com/elonmusk/status/1905731750275510312?s=46 00:20:02 Grok's Telegram Integration 00:24:38 New Best Model Has Arrived https://x.com/bookwormengr/status/1905050740110090429?s=46 https://x.com/gfodor/status/1904980153329242147?s=46 00:32:09 Cursor And The Vibe Coding Explosion https://x.com/ArfurRock/status/1906768733135098360 00:39:02 AI Crypto Trend Update https://x.com/defi0xjeff/status/1904154090424402163?s=46 00:45:47 BillyBets March Madness https://x.com/playprophetx/status/1899535745435742608?s=46 https://x.com/bunchubets/status/1904224002123473294?s=46 00:56:51 Olas https://olas.network/ 01:01:32 Vana https://x.com/anna_kazlauskas/status/1905414468315549737?s=46 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Apr 3, 20251h 8m

From TradFi to Internet Finance: A New Era of Global Capital | Felipe Montealegre

Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System.&nbsp; Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever.&nbsp; This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24&nbsp;<a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a>&nbsp; 🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a>&nbsp; 🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a>&nbsp; 🌐SELF | PROVE YOUR SELF<a class="link" href="https://bankless.cc/Self">https://bankless.cc/Self</a>&nbsp; 🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> ------TIMESTAMPS 0:00 Intro5:29 Internet Financial Systems12:03 Frictions in Financial Systems20:33 Innovations in Internet Financial Systems28:42 Server with Laws40:02 Incompatibilities within Systems50:17 Absence of Financial Laws57:34 Potential of Finance in Crypto1:09:59 Server Compatibility with Governments1:16:18 Different Laws for Investing in Crypto1:26:26 Building Protocols&nbsp;1:29:52 Closing &amp; Disclaimers ------ RESOURCES Felipe Montealegre&nbsp;<a class="link" href="https://x.com/TheiaResearch">https://x.com/TheiaResearch</a> Internet Finance<a class="link" href="https://x.com/TheiaResearch/status/1876618725547233417">https://x.com/TheiaResearch/status/1876618725547233417</a> ------Not financial or tax advice. See our investment disclosures here:<a class="link" href="h

Apr 2, 20251h 32m

Vlad Tenev Wants to Tokenize SpaceX & OpenAI on Robinhood

Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood’s evolving product suite.&nbsp; Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking.&nbsp; This one’s a big glimpse into where TradFi and DeFi collide. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24&nbsp;https://bankless.cc/spotify-premium ------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex&nbsp;-----✨ Mint the episode on Zora ✨<a class="link" href="https://zora.co/coin/base:0xa77995768d39c157180262d352f86f39ac1b3fbd?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0xa77995768d39c157180262d352f86f39ac1b3fbd?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------TIMESTAMPS 0:00 Intro5:54 New Administration12:19 Tokenization16:18 Tokenized SpaceX18:12 An IPO Alternative23:39 Prediction Markets25:40 Kalshi29:58 Future of Prediction Markets35:58 Robinhood Banking38:27 Robinhood Cortex44:08 Robinhood Strategies49:04 Cash Delivery52:10 Crypto Listings54:37 Why Distinct Apps?56:32 How Bankless is Robinhood?1:00:42 Closing Thoughts ------ RESOURCES Vlad Tenevhttps://x.com/vladtenev&nbsp; Robinhood https://robinhood.com/ Washington Post Op-edhttps://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/&nbsp; ------Not financia

Mar 31, 202557 min

ROLLUP: Stablecoin Surge | Hyperliquid Drama | Tornado Cash Freed | Robinhood Banking

This week, Mike Ippolito joins us to break down crypto’s big flip as institutions rush into stablecoins—triggering excitement and anxiety alike. Hyperliquid faces drama after a high-stakes market manipulation attack, BlackRock's tokenized treasuries surge to nearly $2 billion, and the U.S. Treasury finally removes Tornado Cash from its sanctions list. Meanwhile, Robinhood enters banking, raising questions about DeFi’s future. We dive into all of this and so much more. Follow Mike on X &amp; Checkout Bell Curve:&nbsp;<a class="link" href="https://x.com/MikeIppolito_">https://x.com/MikeIppolito_</a><a class="link" href="https://www.youtube.com/@bellcurvepodcast/videos">https://www.youtube.com/@bellcurvepodcast/videos</a>&nbsp;------📣CRYPTO TAX CALCULATOR | TAXES MADE EASY<a class="link" href="https://bankless.cc/Cryptotaxcalculator">https://bankless.cc/Cryptotaxcalculator</a>------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM⁠<a class="link" href="https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER<a class="link" href="https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> -----✨ Mint the episode on Zora ✨<a class="link" href="https://zora.co/coin/base:0xe36312b13decbe5af463aaf188a510b69f28ce7e">https://zora.co/coin/base:0xe36312b13decbe5af463aaf188a510b69f28ce7e</a> ------TIMESTAMPS &amp; RESOURCES 0:00 Intro 0:56 Blockworks DAS Week Recap 6:45 Saylor’s Strategy bought more Bitcoin<a class="link" href="https://x.com/WatcherGuru/status/1904155021781901741">https://x.com/WatcherGuru/status/1904155021781901741</a><a class="link" href="https://x.com/SaylorBuysBTC/status/1904631210887836142">https://x.com/SaylorBuysBTC/status/1904631210887836142</a> 12:33 Stablecoin Gold Rush <a class="link" href="https://x.com/TrustlessState/status/1905219932612178237">https://x.com/TrustlessState/status/1905219932612178237</a><p class="text-node&#

Mar 28, 20251h 10m

The Next Chapter for Pump.Fun | Co-Founder Alon

Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap. We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem. Alon on X: https://x.com/a1lon9 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x593367264faf6cdc105addb55036733e4e63fdf9?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 7:09 Pump.Fun Inception 13:46 Post-Launch Pump.Fun 19:09 Pump.Fun’s Impact on Memecoins 23:25 Making Memecoins Less Extractive 28:32 Pump.Fun 4Chan Aesthetic 36:57 Pump.Fun Moderation 47:37 Pump.Fun’s Success 50:52 PumpSwap 59:12 Creator Revenue Sharing 1:02:09 Pump.Fun vs Radium 1:05:41 Pump.Fun’s Social Elements 1:08:19 Content, Attention & Markets 1:10:56 Future of Memecoins 1:13:11 Are Memecoins Evil? 1:17:44 Pump.Fun’s Mission 1:20:17 Why Pump.Fun x Bankless 1:22:06 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Mar 25, 20251h 20m

Ethereum’s Next Big Upgrade: Pectra, Fusaka & Beyond | Tim Beiko

We’re joined by Tim Beiko, Ethereum Foundation coordinator, to break down Ethereum’s next major upgrades and the future of scaling.We explore the upcoming Petra hard fork, which introduces validator consolidation, increased blob space for rollups, and EIP-7702 for improved account abstraction. Tim also shares insights on Fusaka and Glacier Dam, Ethereum’s roadmap for scaling, and how Ethereum’s upgrade process is becoming more efficient.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24<a class="link" href="https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a>------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a>🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a>⚖️ARBITRUM | SCALING ETHEREUM⁠<a class="link" href="https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a>🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a>🌐CELO | BUILD TOGETHER AND PROSPER<a class="link" href="https://bankless.cc/Celo">https://bankless.cc/Celo</a>🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a>-----✨ Mint the episode on Zora ✨<a class="link" href="https://zora.co/coin/base:0x0d142a1a30adcbc06c3c2a537d2cd1a9b7901c35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0x0d142a1a30adcbc06c3c2a537d2cd1a9b7901c35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a>------TIMESTAMPS0:00 Intro5:43 Current State of EIPs &amp; ETH Hard Forks8:01 Why Security Is So Important12:43 Naming Conventions of ETH Hard Forks13:55 Pectra Upgrade &amp; Its Effects16:15 Maxeb Upgrade &amp; Its Effects24:29 Hard Forks, Bandwidth &amp; Scaling28:51 Other Updates Regarding Pectra31:40 EOAs &amp; Smart Contract Wallets36:17 Smart Contract Wallets' Effect on Layer 243:15 Timeline of Fusaka &amp; Glamsterdam48:09 Vitalik's Tweet on Fusaka51:15 Alcore Devs' Plans54:25 What's EOF59:18 Other Updates Regarding Fusaka1:00:41 Uncertainty Regarding Glamsterdam1:02:18 ETH's Slowness &amp; Developers1:05:19 Misconceptions Around ETH1:07:32 Scaling the Layer 11:14:52 Summer of Protocols1:18:13 Closing &amp; Disclaimers------RESOURCESTim Beiko<a class="link" href="https://x.com/TimBeiko">https://x.com/TimBeiko</a>Ethereum Roadmap &amp;

Mar 24, 20251h 14m

ROLLUP: Ethereum’s Leadership Move | Solana’s Inflation Debate | Kraken’s $1.5B Acquisition | Crypto's Macro Struggle

This week, Anthony Sassano joins us to unpack Solana’s most controversial governance vote yet, Ethereum’s major leadership overhaul, and crypto markets wrestling with macro chaos despite promising policy shifts. Kraken makes waves with a massive $1.5B acquisition—but will it move the needle? We dive into all of this and so much more. Follow Anthony on X: <a class="link" href="https://x.com/sassal0x">https://x.com/sassal0x</a>------📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM&nbsp;<a class="link" href="https://bankless.cc/Ronin_Wallet">https://bankless.cc/Ronin_Wallet</a> ------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi<a class="link" href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN<a class="link" href="https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM⁠<a class="link" href="https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK<a class="link" href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER<a class="link" href="https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a> -----✨ Mint the episode on Zora ✨<a class="link" href="https://zora.co/coin/base:0xab88c7d76226cf4251bae07e74aa0d8877b6136a">https://zora.co/coin/base:0xab88c7d76226cf4251bae07e74aa0d8877b6136a</a> ------TIMESTAMPS &amp; RESOURCES&nbsp;0:00 Intro 1:39 Anthony’s Crypto Vibe Check 5:56 Markets<a class="link" href="https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html">https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html</a> 12:27 Ethena and Securitize launched a new chain<a class="link" href="https://x.com/ethena_labs/status/1901672646015856749">https://x.com/ethena_labs/status/1901672646015856749</a><a class="link" href="https://x.com/coinbase/status/1902031828912844992">https://x.com/coinbase/status/1902031828912844992</a> 28:13 Robinhood launched their prediction market with Kalshi<a class="link" href="https://x.com/Kalshi/status/1901634303768883377">https://x.com/Kalshi/status/1901634303768883377</a><p class="text-node&

Mar 21, 20251h 8m

AI ROLLUP #16: Retail Vs Institutions, Who's Right? | New Frontier AI Model | Mind Blowing Image Generation

This week on the AI Rollup, we’re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio’s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu’s latest model beats GPT-4.5 at half the cost, challenging OpenAI’s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let’s find out.------📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEMhttps://bankless.cc/Ronin_Wallet------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a>------ ✨ Mint the episode on Zora ✨ <a class="link" href="https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a>------TIMESTAMPS &amp; RESOURCES00:00 Sentiment Check and Recap05:25 AI Podcast Hosts?<a class="link" href="https://x.com/hedra_labs/status/1897699010632466469">https://x.com/hedra_labs/status/1897699010632466469</a>08:50 Google Gemini 2.0<a class="link" href="https://x.com/robertriachi/status/1899854394751070573">https://x.com/robertriachi/status/1899854394751070573</a><a class="link" href="https://x.com/goodside/status/1900349595718148455?s=46">https://x.com/goodside/status/1900349595718148455?s=46</a><a class="link" href="https://x.com/ilumine_ai/status/1900017235898622025">https://x.com/ilumine_ai/status/1900017235898622025</a><a class="link" href="https://x.com/halimalrasihi/status/1900667639086673962?s=46">https://x.com/halimalrasihi/status/1900667639086673962?s=46</a><a class="link" href="https://x.com/thatarrowsmith/status/1901203776746201556?s=46">https://x.com/thatarrowsmith/status/1901203776746201556?s=46</a>17:55 China's New Frontier Model<a class="link" href="https://x.com/scobleizer/status/1901089727568281975?s=46">https://x.com/scobleizer/status/1901089727568281975?s=46</a>27:21 AI Market Prices<a class="link" href="https://www.cookie.fun/">https://www.cookie.fun/</a><a class="link" href="https://www.coingecko.com/en/coins/ethereum">https://www.coingecko.com/en/coins/ethereum</a>32:55 Market Manipulation?&lt

Mar 20, 20251h 4m

How Native Rollups Scale Ethereum | Uma Roy & Justin Drake

Native Rollups are the next big step toward scaling Ethereum securely. In this episode,Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth.Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APP<a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a>----- ✨ Mint the episode on Zora ✨ <a class="link" href="https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a>------TIMESTAMPS0:00 Intro6:41 Why Native Rollups?16:32 Security &amp; Composability Benefits38:13 ZKProofs42:52 Making L2s Native50:48 Network Effects52:35 Customizability Trade-Offs58:59 Timelines1:02:39 ETH Economic Impacts1:05:46 Other Advantages1:08:17 Succinct1:08:59 ETHProofs.org1:11:32 Real-Time Proving1:12:33 Ethereum’s Bottleneck1:15:43 Closing &amp; Disclaimers------RESOURCESUma Royhttps://x.com/pumatheumaJustin Drakehttps://x.com/drakefjustinNative Rollupshttps://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517Succincthttps://www.succinct.xyz/L2Beathttps://l2beat.com/scaling/summaryETHProofshttps://ethproofs.org/------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Mar 17, 20251h 11m

ROLLUP: Strategic Bitcoin Reserve | White House Digital Summit | Saylor's $21B BTC Bid | HyperLiquid

This week, the U.S. establishes its long-awaited Strategic Bitcoin Reserve yet the charts barely move and questions remain about altcoins like ADA, XRP, and SOL. A high-profile White House Digital Summit draws big names but yields few concrete regulatory wins. Meanwhile, HyperLiquid got exploited? Not quite but we'll get into that this week and so much more. Follow Jordi on X: https://x.com/gametheorizing ------ 📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM https://bankless.cc/Ronin_Wallet ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo ----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x762ccdba41c88dbaf668c346519e09a4a9cfee8e?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00 Market Sentiment And Interpretation https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html https://x.com/kobeissiletter/status/1899147239160693054 06:49 Crypto Markets https://farside.co.uk/?p=1518 https://x.com/BitwiseInvest/status/1899445386038620631 https://x.com/HHorsley/status/1899612285980880907 https://x.com/milesdeutscher/status/1899062184917000214 13:44 Trump’s Impact On Crypto https://intel.arkm.com/explorer/entity/usg 18:32 Bitcoin Strategic Reserve https://x.com/margomartin47/status/1897802829474955415?s=46&t=BK1udaJPJxPwz6RfE-m1iw https://x.com/davidsacks47/status/1897802280738734236 https://x.com/nic__carter/status/1897837943106289967 https://x.com/ercwl/status/1897817161428541691 31:18 White House Digital Asset Summit https://x.com/POTUS/status/1898162648962756970 https://x.com/nicrypto/status/1898180016459944350 https://x.com/TrustlessState/status/1898200766315209050 https://x.com/RepNickBegich/status/1899494764682363136 https://x.com/jchervinsky/status/1899586234248499450?s=46&t=LIRWzlNRT68jap2P18vctA 37:49 Saylor to Buy $21B More Bitcoin https://x.com/saylor/status/1899068491409260639 48:32 HyperLiquid Exploit? 55:44 Interpol Red Notice For… Libra Creator 58:01 Unichain’s Explosive Growth https://x.com/nansen_ai/status/1899000536487403748 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Mar 14, 20251h 2m

AI ROLLUP #15: China Beats OpenAI? | Grok Launches Token | Alibaba's AI Breakthrough

In this episode, we break down China's latest AI breakthrough—the Manus agent—and how it's shaking up the AI race. We discuss Alibaba's powerful, compact new AI model, the rise of autonomous coding agents, and Microsoft's shifting relationship with OpenAI. Plus, we explore how AI agents like Grok are starting to impact crypto markets. ------📣RONIN WALLET | DOWNLOAD NOW<a class="link" href="https://bankless.cc/Ronin_Wallet">https://bankless.cc/Ronin_Wallet</a> ------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo -----✨ Mint the episode on Zora ✨https://zora.co/coin/base:0x8c25fca60a7f589a4552ae5edf3978c7885354f5 ------TIMESTAMPS &amp; RESOURCES&nbsp;0:00 Intro 1:33 China drops Manus AIhttps://x.com/thinking_panda/status/1897951585990590469https://x.com/rowancheung/status/1898093008601395380https://x.com/_philschmid/status/1899046957860979178 14:27 OpenAI Agent SDK&nbsp;https://x.com/cryptopunk7213/status/1897406075072377093&nbsp;https://x.com/AtomSilverman/status/1899511053601698073&nbsp; 21:05 Ex-Deepmind engineers creating autonomous coding agents&nbsp;https://x.com/mishalaskin/status/1898048925157728601https://x.com/kimmonismus/status/1899444649317527927 22:57 Build a game from scratch with AIhttps://x.com/minchoi/status/1898469519565492490https://x.com/Ror_Fly/status/1899473065328656485https://x.com/ror_fly/status/1899803648781119765 25:55 Alibaba drops QWEN 32Bhttps://x.com/hosseeb/status/1897377619240468513https://x.com/sundarpichai/status/1899779090472644881https://x.com/hyperbolic_labs/status/1897437370552570047 30:44 Chinese company HunYuan released a new image to videohttps://x.com/EHuanglu/status/1897628929768505611 32:31 The model competition is really heating up &amp; Microsoft x OpenAIhttps://x.com/cneuralnetwork/status/1898450452540465538https://gizmodo.com/microsofts-re

Mar 13, 20251h 6m

The Age of Hyper Acceleration: AI, AGI & Beyond! | Josh Kale

AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration. Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds. Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless. ------ 📣BECOME A BANKLESS CITIZEN <a href= "https://bankless.cc/JoinToday">https://bankless.cc/JoinToday</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> ------ TIMESTAMPS 0:00 Intro 3:48 Exponential Human Progress 7:50 Moore’s Law vs Huang’s Law 15:17 Synthetic Biology 20:37 Economic Impact 23:17 Job Market 31:02 Self-Driving Cars 33:33 Aviation 35:43 Energy 41:10 David Deutsch 45:42 Electricity & Income 51:20 Nuclear Energy 54:46 The Unibomber 1:01:09 Defensive Accelerationism 1:03:06 Robotics 1:06:14 Closing & Disclaimers ------ RESOURCES Josh Kale <a href= "https://x.com/Josh_Kale">https://x.com/Josh_Kale</a> The Beginning of Infinity <a href= "https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359"> https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359</a> Bankless Nation Discord <a href= "https://www.bankless.com/discord">https://www.bankless.com/discord</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Mar 10, 20251h 4m

ROLLUP: Trump Crypto Reserve | SBF Prison Interview | Ethereum Leadership Shuffle

Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple—causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability. Follow Haseeb: <a href= "https://x.com/hosseeb">https://x.com/hosseeb</a> ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0x4c0edef22bb1eff56610d9ea21f346dfe1fd41c0"> https://zora.co/coin/base:0x4c0edef22bb1eff56610d9ea21f346dfe1fd41c0</a> ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:26 Tucker Carlson Interviews SBF <a href= "https://x.com/TuckerCarlson/status/1897709140535132442">https://x.com/TuckerCarlson/status/1897709140535132442</a> 5:10 Trump announced strategic crypto reserves <a href= "https://truthsocial.com/@realDonaldTrump/posts/114093946326587357"> https://truthsocial.com/@realDonaldTrump/posts/114093946326587357</a> <a href= "https://x.com/cz_binance/status/1896246000161001877">https://x.com/cz_binance/status/1896246000161001877</a> <a href= "https://x.com/nic__carter/status/1896588091235656190">https://x.com/nic__carter/status/1896588091235656190</a> <a href= "https://x.com/EleanorTerrett/status/1896966911721607536">https://x.com/EleanorTerrett/status/1896966911721607536</a> <a href= "https://imgur.com/a/Q3tPnYI">https://imgur.com/a/Q3tPnYI</a> <a href= "https://x.com/KobeissiLetter/status/1896240960788627681">https://x.com/KobeissiLetter/status/1896240960788627681</a> <a href= "https://x.com/KobeissiLetter/status/1896305838144548884">https://x.com/KobeissiLetter/status/1896305838144548884</a> <a href= "https://x.com/KobeissiLetter/status/1896958095424729133">https://x.com/KobeissiLetter/status/1896958095424729133</a> <a href= "https://x.com/KobeissiLetter/status/1896949387856933048">https://x.com/KobeissiLetter/status/1896949387856933048</a> <a href= "https://x.com/KobeissiLetter/status/1896951231266140234">https://x.com/KobeissiLetter/status/1896951231266140234</a> 25:14 Tariffs & Macro Markets 41:20 Ethereum Foundation has new leadership! <a href= "https://x.com/ethereumfndn/status/1895851576251826227">https://x.com/ethereumfndn/status/1895851576251826227</a> <a href= "https://x.com/tkstanczak/status/1895862549578469523">https://x.com/tkstanczak/status/1895862549578469523</a> <a href= "https://x.com/tkstanczak/status/1896246373919453285">https://x.com/tkstanczak/status/1896246373919453285</a> <a href= "https://x.com/ethereumfndn/status/1895442343689363652">https://x.com/ethereumfndn/status/1895442343689363652</a> <a href= "https://x.com/TimBeiko/status/1892593175845368316">https://x.com/TimBeiko/status/1892593175845368316</a> <a href= "https://x.com/dannyryan/status/1895851747865944114">https://x.com/dannyryan/status/1895851747865944114</

Mar 7, 20251h 17m

AI ROLLUP #14: The AI Betting Genius That's Outsmarting Everyone | Humanoid Fighting Robots | AI's Invent a New Language

In this episode, we kick off with jaw-dropping scenes of home robots that aren’t just putting groceries away, they’re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google’s game-changing agent swarm that’s setting new research standards. We also explore Claude’s innovative new model and code that transforms complex problem-solving, plus Anthropic’s record-shattering $3.5B raise. And that’s not all, we share exclusive takeaways from ETH Denver’s AI scene, highlight AskBilly’s profit-making sports betting agent, and introduce Freysa’s digital twin game with a $250K prize. Whether you’re a tech enthusiast or just curious about tomorrow’s breakthroughs, this episode is your all-access pass to the cutting edge of innovation. ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0xd8dcff71d34c10e5580fc325101bc391f9a16f10"> https://zora.co/coin/base:0xd8dcff71d34c10e5580fc325101bc391f9a16f10</a> ------ TIMESTAMPS & RESOURCES 00:00:00 Humanoid Robots <a href= "https://x.com/figure_robot/status/1892577871366939087?s=46">https://x.com/figure_robot/status/1892577871366939087?s=46</a> <a href= "https://x.com/thehumanoidhub/status/1893014256473473272?s=46">https://x.com/thehumanoidhub/status/1893014256473473272?s=46</a> 00:04:33 Gibberlink <a href= "https://x.com/ggerganov/status/1894057587441566081?s=46">https://x.com/ggerganov/status/1894057587441566081?s=46</a> <a href= "https://x.com/ggerganov/status/1896592079997788300?s=46">https://x.com/ggerganov/status/1896592079997788300?s=46</a> 00:09:07 Google Co-Scientist <a href= "https://x.com/sundarpichai/status/1892254274895184244?s=46">https://x.com/sundarpichai/status/1892254274895184244?s=46</a> 00:10:27 Claude 3.7 <a href= "https://x.com/AnthropicAI/status/1894092430560965029">https://x.com/AnthropicAI/status/1894092430560965029</a> <a href= "https://x.com/AnthropicAI/status/1894095351218335927">https://x.com/AnthropicAI/status/1894095351218335927</a> <a href= "https://x.com/ns123abc/status/1894144121784209770?s=46">https://x.com/ns123abc/status/1894144121784209770?s=46</a> 00:16:00 Vibe Coding 00:24:32 The Good About ETH Denver <a href= "https://x.com/cryptopunk7213/status/1895891065233711501">https://x.com/cryptopunk7213/status/1895891065233711501</a> 00:31:16 The Bad About ETH Denver 00:35:26 Expert Sports Better <a href= "https://x.com/askbillybets/status/1892959166307639642?s=46">https://x.com/askbillybets/status/1892959166307639642?s=46</a> <a href= "https://x.com/sportstensor/status/1895821780151124321?s=46">https://x.com/sportstensor/status/1895821780151124321?s=46</a> 00:52:57 Freysa AI <a href= "https://x.com/freysa_ai/status/1892392982395187666?s=46">https://x.com/freysa_ai/status/1892392982395187666?s=46</a> <a href= "https://x.com/freysa_ai/status/1893556530563424510?s=46">https://x.com/freysa_ai/status/1893556530563424510?s=46</a> <a href= "https://x.com/freysa_ai/status/1895251589197373508?s=46">https://x.com/freysa_ai/status/18

Mar 6, 20251h 6m

Is Trump Trying to Wreck the Economy? | Macro Expert Jim Bianco

Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid? Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield. We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction? Tune in for Jim’s expert take. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href="https://bankless.cc/Celo">https://bankless.cc/Celo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0xe97caeb59d8a7e9b4a4d076d3a432cf9ea440402?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0xe97caeb59d8a7e9b4a4d076d3a432cf9ea440402?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 0:00 Intro 5:53 What is Trump Doing? 12:07 Economic Rebalancing 17:37 Crypto Strategic Reserve 28:52 Tariffs 33:39 Trade Imbalances 38:45 Tariffs & 10 Year Yield 48:28 Recession in 2025? 55:04 Optimistic Future 1:01:22 Risk-On Sector 1:05:07 Closing & Disclaimers ------ RESOURCES Jim Bianco <a href= "https://x.com/biancoresearch">https://x.com/biancoresearch</a> Bianco Research <a href= "https://www.biancoresearch.com/visitor-home/">https://www.biancoresearch.com/visitor-home/</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Mar 5, 20251h 5m

The AI Arms Race: Who Will Dominate the Next Industrial Revolution? | Josh kale

The AI arms race is on, and the stakes couldn’t be higher. Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0xa717530992cd97a2680bf2c696433dd18b177d9a?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0xa717530992cd97a2680bf2c696433dd18b177d9a?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 0:00 Intro 0:25 A New Life Form? 4:23 The AI Rabbithole 11:49 xAI & Grok 3 26:51 Deepseek Breakthrough 28:47 English as a Programming Language 30:19 Open Sourcing LLMs 34:13 Other Models 39:29 Meta AI 44:04 AI Bets 46:27 Elon Musk vs Sam Altman 51:59 Worldcoin 55:48 From OpenAI to AGI 1:03:01 AI Doomerism 1:10:06 Neuralink 1:15:20 AI vs Humans 1:22:08 Frontier Tech 1:24:43 Crypto’s Role 1:28:00 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠

Mar 3, 20251h 24m

ROLLUP: Macro Bearish Report | Biggest Hack In History | SEC Drops Crypto Cases

Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it? Follow Alex: <a href= "https://x.com/intangiblecoins">https://x.com/intangiblecoins</a> ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS & RESOURCES 00:00:00 Intro To Alex 00:01:21 Market Breakdown <a href= "https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html"> https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html</a> 00:09:43 Treasuries vs Equities 00:22:12 The Largest Hack In History <a href= "https://x.com/Bybit_Official/status/1892965292931702929">https://x.com/Bybit_Official/status/1892965292931702929</a> <a href= "https://x.com/smyyguy/status/1893007399687958586/photo/1">https://x.com/smyyguy/status/1893007399687958586/photo/1</a> <a href= "https://x.com/benbybit/status/1892969284587966869">https://x.com/benbybit/status/1892969284587966869</a> <a href= "https://x.com/benbybit/status/1893102137711960486">https://x.com/benbybit/status/1893102137711960486</a> <a href= "https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/"> https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/</a> <a href= "https://x.com/StefanDGeorge/status/1894781521803858353">https://x.com/StefanDGeorge/status/1894781521803858353</a> <a href= "https://x.com/hasufl/status/1894772256179405158">https://x.com/hasufl/status/1894772256179405158</a> <a href= "https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg"> https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg</a> <a href= "https://x.com/Jesseeckel/status/1893047605133037905">https://x.com/Jesseeckel/status/1893047605133037905</a> <a href= "https://x.com/mudit__gupta/status/1893290720603050121">https://x.com/mudit__gupta/status/1893290720603050121</a> <a href= "https://x.com/Bybit_Official/status/1893687749229563958">https://x.com/Bybit_Official/status/1893687749229563958</a> <a href= "https://x.com/benbybit/status/1893865556840775758">https://x.com/benbybit/status/1893865556840775758</a> <a href= "https://x.com/lookonchain/status/1893840256342040727">https://x.com/lookonchain/status/1893840256342040727</a> <a href= "https://x.com/TimBeiko/status/1893412457567383559">https://x.com/TimBeiko/status/1893412457567383559</a> <a href= "https://x.com/ethena_labs/status/189297155256580

Feb 28, 20251h 17m

AI ROLLUP #13: Crypto AI vs Silicon Valley | Live From ETH Denver

📣RESERVE | INVEST IN CRYPTO NARRATIVES <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a> ------ Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end. ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 00:00 Start 04:42 Delphi's Interest In The Space 08:20 Initial AI Crypto Use Cases 09:18 The Era's Of AI 13:41 Where Does Value Accrual Come From 20:38 How Do You Choose The Winning Model? 27:08 Silicon Valley AI Vs Crypto AI 37:12 Fracturing Of Frontier Models 41:43 What's Exciting? 46:27 Due Diligence Via Agent 49:02 When To Use What Agent 53:10 A Birthday Surprise ------ RESOURCES Tom Shaughnessy <a href= "https://x.com/Shaughnessy119">https://x.com/Shaughnessy119</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Feb 27, 202555 min

Why This Cycle Feels Broken, Memecoins & Macro | Ben Cowen

Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones. We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics. A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/37?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/37?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 00:00 Intro 04:37 Advance Decline Index (ADI) 08:45 Crypto Vibes & Economy 10:26 ETH & BTC Dollar Relation 15:04 Has ETH Gone Home? 20:38 FED & Memecoins 23:58 Take on SOL/BTC Ratio 28:51 Rise of Meme & Alt Coins 31:45 Where the Value Lies in the Market? 39:11 Trump’s Plans with Tenures & Dollar 44:00 Crypto's Bullish Setup vs. Market Vibes 47:35 Meme Coins vs. VC Giants 53:36 Did We Just Skip a Cycle? 59:08 Closing & Disclaimers ------ RESOURCES Ben Cowen <a href= "https://x.com/intocryptoverse">https://x.com/intocryptoverse</a> Into the Cryptoverse <a href= "https://intothecryptoverse.com/">https://intothecryptoverse.com/</a> ------ Not financial or tax advice. See our investment disclosures here: <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠

Feb 24, 202555 min

ROLLUP: Milei’s Memecoin Scandal | KAITO Airdrop | The Fed’s QT Pivot? | Ethereum’s Pectra Upgrade

This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38</a> ------ TIMESTAMPS & RESOURCES 0:00 Intro, Libra, Memecoins, & ICOs <a href= "https://x.com/KobeissiLetter/status/1890611964994363769">https://x.com/KobeissiLetter/status/1890611964994363769</a> <a href= "https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz"> https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz</a> <a href= "https://x.com/bubblemaps/status/1890531084221182326">https://x.com/bubblemaps/status/1890531084221182326</a> <a href= "https://x.com/JMilei/status/1890606683291779195">https://x.com/JMilei/status/1890606683291779195</a> <a href= "https://x.com/KelsierVentures/status/1890914579493863532">https://x.com/KelsierVentures/status/1890914579493863532</a> <a href= "https://x.com/MemeCoin_Track/status/1892324967196569675">https://x.com/MemeCoin_Track/status/1892324967196569675</a> <a href= "https://x.com/JupiterExchange/status/1891181433588470052">https://x.com/JupiterExchange/status/1891181433588470052</a> <a href= "https://x.com/hellochow/status/1891341548115149190">https://x.com/hellochow/status/1891341548115149190</a> <a href= "https://x.com/stoolpresidente/status/1891285564713836830">https://x.com/stoolpresidente/status/1891285564713836830</a> <a href= "https://x.com/KobeissiLetter/status/1890611982320971992">https://x.com/KobeissiLetter/status/1890611982320971992</a> <a href= "https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform"> https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform</a> <a href= "https://x.com/RunnerXBT/status/1891400277535703389">https://x.com/RunnerXBT/status/1891400277535703389</a> <a href= "https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399"> https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399</a> 29:59 Markets <a href= "https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025"> https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025</a> 38:51 Kaito Airdrop <a href= "https://yaps.kaito.ai/">https://yaps.kaito.ai/</a> <a href= "https://x.com/KaitoAI/status/1890379872280682548">https://x.com/KaitoAI/status/1890379872280682

Feb 21, 20251h 17m

AI ROLLUP #12: Kaito's Secret Token Utility | Grok 3 Released | Bittensor Launch | Virtuals Revenue Record

Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper? Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week. ------ 📣 RESERVE | INVEST IN CRYPTO NARRATIVES <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36</a> ------ TIMESTAMPS & RESOURCES 00:00 Intro & Temp Check 04:10 Grok 3 Release <a href= "https://x.ai/blog/grok-3">https://x.ai/blog/grok-3</a> 12:25 Nous Research <a href= "https://x.com/NousResearch/status/1890148000204485088">https://x.com/NousResearch/status/1890148000204485088</a> 20:17 Date Abby <a href="http://dateabby.com">http://dateabby.com</a> 23:22 Replit and Agent On Agent Coding 27:59 Kaito Explained <a href= "https://x.com/0x_ultra/status/1891353010934358456?s=46">https://x.com/0x_ultra/status/1891353010934358456?s=46</a> 36:47 Kaito Airdrop 41:18 Tracy And Sports Betting AI <a href= "https://x.com/HeyTracyAI">https://x.com/HeyTracyAI</a> <a href= "https://x.com/khloekardashian/status/1891552900070908130">https://x.com/khloekardashian/status/1891552900070908130</a> 45:13 BillyBets <a href= "https://docs.billybets.ai/">https://docs.billybets.ai/</a> <a href= "https://x.com/VaderResearch/status/1891699035742011673">https://x.com/VaderResearch/status/1891699035742011673</a> 50:48 BIttensor Upgrade <a href= "https://x.com/Old_Samster/status/1890071216645603802">https://x.com/Old_Samster/status/1890071216645603802</a> 56:03 AI16Z <a href= "https://x.com/ai16zdao/status/1890473840314315158">https://x.com/ai16zdao/status/1890473840314315158</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Feb 20, 20251h 10m

SEC's Crypto Task Force: A New Era for Regulation? | Hester Peirce

SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🦋MORPHO | CRYPTO-BACKED LOANS <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 00:00 Intro 04:21 Post-Election Thoughts 05:09 Crypto Task Force & SAB 121 11:00 Hester's Statement on SEC Site 12:41 Issuing Tokens & SEC 14:58 No-Action Letters 18:30 Communication with SEC 22:00 Task Force & Companies 23:55 SEC & CFTC Relations 26:42 Token as a Security? 32:00 KYC, Securities & Open Networks 36:23 Investment Barriers & Accreditation 38:32 Paul Akin’s Retirement Effects 40:30 Matt Levine’s "Dumb Investment" 42:52 SEC & Memecoins 45:03 Airdropped Coins 47:33 Miscellaneous Issues 48:46 SEC & ETFs 49:23 Prioritizing Work 50:17 Future SEC Plans 53:15 Closing & Disclaimers ------ RESOURCES Hester Peirce <a href= "https://www.sec.gov/about/sec-commissioners/hester-m-peirce">https://www.sec.gov/about/sec-commissioners/hester-m-peirce</a> <a href= "https://x.com/HesterPeirce">https://x.com/HesterPeirce</a> ------ Not financial or tax advice. See our investment disclosures here: <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠

Feb 17, 202551 min

ROLLUP: Trump vs. The Fed | Staked ETH ETF | The First Stage 2 Rollup | Robinhood's Crypto Pivot

This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February! ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🎮RONIN | THE FUTURE OF WEB3 GAMING <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:03:33 Trump vs The Fed <a href= "http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html"> http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html</a> <a href= "http://x.com/bennyjohnson/status/1889681567779283447">http://x.com/bennyjohnson/status/1889681567779283447</a> 00:06:25 Tarun Market Takes 00:10:18 ETH Staking ETF <a href= "http://x.com/WatcherGuru/status/1889803399320969603">http://x.com/WatcherGuru/status/1889803399320969603</a> <a href= "http://x.com/RasterlyRock/status/1889856397032235226">http://x.com/RasterlyRock/status/1889856397032235226</a> 00:15:26 Robinhood Enters The Chat <a href= "http://x.com/Tyler_Did_It/status/1889833087258992937">http://x.com/Tyler_Did_It/status/1889833087258992937</a> <a href= "http://x.com/bridge__harris/status/1889904770485461389">http://x.com/bridge__harris/status/1889904770485461389</a> <a href= "http://x.com/0xjaypeg/status/1889805008318906689">http://x.com/0xjaypeg/status/1889805008318906689</a> 00:27:13 Brian Quintenz Nominated to Lead CFTC <a href= "http://warpcast.com/brianquintenz/0xbd4cc8ef">http://warpcast.com/brianquintenz/0xbd4cc8ef</a> <a href= "http://x.com/TrustlessState/status/1889736851474333932">http://x.com/TrustlessState/status/1889736851474333932</a> 00:30:08 Is The Airdrop Meta Over? <a href= "http://x.com/ffvv1211/status/1889333575348355152?s=46">http://x.com/ffvv1211/status/1889333575348355152?s=46</a> 00:34:21 MegaETH Exploring Alternatives <a href= "http://x.com/megaeth_labs/status/1889733671420330150">http://x.com/megaeth_labs/status/1889733671420330150</a> &lt

Feb 14, 20251h 6m

AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad

Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34</a> ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:17 Crypto x AI Exposure Strategy 10:56 Elon’s $97B OpenAI Bid 13:14 Crypto x AI Mindshare & Markets <a href= "https://www.cookie.fun/">https://www.cookie.fun/</a> <a href= "https://x.com/S4mmyEth/status/1889675738099376149">https://x.com/S4mmyEth/status/1889675738099376149</a> <a href= "https://x.com/dv_memetics/status/1888956005515477372">https://x.com/dv_memetics/status/1888956005515477372</a> <a href= "https://x.com/0xelonmoney/status/1889743777088360909">https://x.com/0xelonmoney/status/1889743777088360909</a> 22:48 Andrej Karpathy <a href= "https://x.com/karpathy">https://x.com/karpathy</a> <a href= "https://x.com/hyperbolic_labs/status/1887229114769359013">https://x.com/hyperbolic_labs/status/1887229114769359013</a> 22:58 Replit comes out with a mobile app <a href= "https://x.com/Replit/status/1887159041455169683">https://x.com/Replit/status/1887159041455169683</a> <a href= "https://x.com/karpathy/status/1886192184808149383">https://x.com/karpathy/status/1886192184808149383</a> 33:12 X (Twitter) is getting involved in agents <a href= "https://x.com/ethermage/status/1887526320487473326">https://x.com/ethermage/status/1887526320487473326</a> 37:24 ARC reveals their new launchpad & agent launch <a href= "https://x.com/cryptopunk7213/status/1889768219873099902">https://x.com/cryptopunk7213/status/1889768219873099902</a> <a href= "https://x.com/askjimmy_ai/status/1889736290696045017">https://x.com/askjimmy_ai/status/1889736290696045017</a> <a href= "https://x.com/0thTachi/status/1887620290727059731">https://x.com/0thTachi/status/1887620290727059731</a> 51:17 Virtuals are live on Solana! <a href= "https://x.com/virtuals_io/status/1889365020393496910">https://x.com/virtuals_io/status/1889365020393496910</a> <a href= "https://x.com/gkisokay/status/1889721779146596503">https://x.com/gkisokay/status/1889721779146596503</a> <a href= "https://x.com/virtuals_io/status/1887508625268367843">https://x.com/virtuals_io/status/1887508625268367843</a> <a href= "https://x.com/gkisokay/status/1889331963917729993">https://x.com/gkisokay/status/1889331963917729993</a> 59:03 AIXBT holders can now connect X account = richer agent interactions<br /

Feb 13, 20251h 9m

Berachain 101: Everything You Need To Know | Founder Smokey The Bera

In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market. ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href="https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href="https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🎮RONIN | THE FUTURE OF WEB3 GAMING <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> ------ TIMESTAMPS 00:00 Start 05:10 How Did Bera Come To Be? 09:43 Starting With Community 12:09 The Memetic Roadmap 14:43 Proof Of Liquidity 20:41 The Triangle Based Loop 33:26 Liquidity Provisioning 35:21 Discovering Equilibrium 38:28 How To Grow Market Share 43:53 Bera and Monad 47:13 Addressing Criticism 53:51 2025 Roadmap ------ RESOURCES Smokey - <a href= "https://x.com/smokeythebera">https://x.com/smokeythebera</a> ------ Not financial or tax advice. See our investment disclosures here: <a href= "https://www.bankless.com/disclosures%E2%81%A0">https://www.bankless.com/disclosures⁠</a>

Feb 12, 202555 min

Unichain is Live! What This Means For The Future of DeFi | Hayden Adams

Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers. A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration! ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | SWAP ON UNICHAIN <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> 🌐 CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31</a> ------ TIMESTAMPS 0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers ------ RESOURCES Hayden Adams <a href= "https://x.com/haydenzadams">https://x.com/haydenzadams</a> Unichain <a href="https://unichain.org/">https://unichain.org/</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Feb 11, 20251h 12m

Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond. Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | BUG BOUNTY PROGRAM <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐 CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts ------ RESOURCES Lyn Alden <a href= "https://x.com/LynAldenContact">https://x.com/LynAldenContact</a> Lyn Alden Newsletter <a href= "https://www.lynalden.com/">https://www.lynalden.com/</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Feb 10, 20251h 3m

ROLLUP: U.S. Crypto Task Force | Ethereum L1 Is Scaling | Microstrategy's Record BTC Buy | Uniswap v4 | Berachain's Massive Airdrop

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space. Thanks to Mike Ippolito for joining us: <a href= "https://x.com/MikeIppolito">https://x.com/MikeIppolito</a> ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | BUG BOUNTY PROGRAM <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> ⚖️ARBITRUM | SCALING ETHEREUM <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🎮RONIN | THE FUTURE OF WEB3 GAMING <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> ----- ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:03:57 Why We Dumped, Again <a href= "https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/"> https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/</a> <a href= "https://x.com/benbybit/status/1886393172152156604">https://x.com/benbybit/status/1886393172152156604</a> <a href= "https://x.com/KobeissiLetter/status/1886373316249649437">https://x.com/KobeissiLetter/status/1886373316249649437</a> 00:15:33 L2 Updates <a href= "https://x.com/ak47ink/status/1882228296626458970">https://x.com/ak47ink/status/1882228296626458970</a> <a href= "https://blog.kraken.com/product/staking/new-us-staking">https://blog.kraken.com/product/staking/new-us-staking</a> 00:18:06 Microstrategy Rebrands to ‘Strategy’ <a href= "https://www.bankless.com/read/microstrategy-rebrands-to-strategy">https://www.bankless.com/read/microstrategy-rebrands-to-strategy</a> <a href= "https://x.com/saylor/status/1887229546199462309">https://x.com/saylor/status/1887229546199462309</a> 00:19:28 The $20 Billion Dollar Bid <a href= "https://x.com/MikeIppolito_/status/1887274787677913457">https://x.com/MikeIppolito_/status/1887274787677913457</a> <a href= "https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR">https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR</a> <a href= "https://x.com/SemlerEric/status/1886764609924948349">https://x.com/SemlerEric/status/1886764609924948349</a> 00:26:31 US Lawmakers Plan For Digital Assets <a href= "https://x.com/BanklessHQ/status/1886876049113588156">https://x.com/BanklessHQ/status/1886876049113588156</a> 00:28:06 New Stablecoin Bill <a href= "https://x.com/SenLummis/status/1886887005113790866">https://x.com/SenLummis/status/1886887005113790866</a> <br

Feb 7, 20251h 8m

AI ROLLUP #10: 70% AI Market Crash | Fair-Launch Tokens Good or Bad? | Virtuals’ $2M Fiscal Policy | Coinbase AI Hackathon

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon). ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotifya-premium">https://bankless.cc/spotifya-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | BUG BOUNTY PROGRAM <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28</a> ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:41 AI Crypto Mindshare <a href= "https://www.cookie.fun">https://www.cookie.fun</a> <a href= "https://x.com/S4mmyEth/status/1886429346488791099">https://x.com/S4mmyEth/status/1886429346488791099</a> <a href= "https://x.com/DV_Memetics/status/1886452402154316257">https://x.com/DV_Memetics/status/1886452402154316257</a> <a href= "https://x.com/0xnairolf/status/1886756102928269748">https://x.com/0xnairolf/status/1886756102928269748</a> 15:13 Fair-Launch Tokens Good or Bad? <a href= "https://x.com/shawmakesmagic/status/1886829695343161494">https://x.com/shawmakesmagic/status/1886829695343161494</a> 25:30 Virtuals Nation Fiscal Policy <a href= "https://x.com/virtuals_io/status/1884938359573000665">https://x.com/virtuals_io/status/1884938359573000665</a> <a href= "https://x.com/vaderresearch/status/1885311150277222641">https://x.com/vaderresearch/status/1885311150277222641</a> 35:10 Coinbase Hackathon <a href= "https://x.com/CoinbaseDev/status/1886468701689631006">https://x.com/CoinbaseDev/status/1886468701689631006</a> 42:54 OpenAI’s Deep Research Agent <a href= "https://x.com/sama/status/1886220046864671067">https://x.com/sama/status/1886220046864671067</a> <a href= "https://x.com/Felipe_Millon/status/1886205433469178191">https://x.com/Felipe_Millon/status/1886205433469178191</a> 50:52 Freysa <a href= "https://x.com/chappieonchain/status/1886427494632276127">https://x.com/chappieonchain/status/1886427494632276127</a> <a href= "https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900">https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900</a> 59:32 EigenLayer Verifiable Agents <a href= "https://x.com/eigenlayer/status/1886880694019788973">https://x.com/eigenlayer/status/1886880694019788973</a> 1:04:18 Voice-Enabled Agents Next Meta? <a href= "https://x.com/cryptopunk7213/status/1885692491095036019">https://x.com/cryptopunk7213/status/1885692491095036019</a> <a href= "https://x.com/soulgra_ph/status/1884748450534993924">https://x.com/soulgra_ph/status/1884748450534993924</a> <a href= "https://x.com/bcsmithx/status/1884751516399206455">https://x.com/bcsmithx/status/1884751516399206455</a> <a href= "https://x.com/agenttanklive/status/1885032386121138325

Feb 6, 20251h 13m

Tariffs, Trump, & Bitcoin Endgame | Jeff Park

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotifya-premium">https://bankless.cc/spotifya-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | BUG BOUNTY PROGRAM <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27</a> ------ TIMESTAMPS 0:00 Intro 2:40 Trump Tariffs & Bitcoin Connection 4:09 Fiscal Deficit Benefits 7:28 Plaza Accord 1.0 & 2.0 14:12 Tariffs Now vs. 8 Years Ago 16:55 What Happens Next? 19:36 Lowering 10-Year Rate 22:10 Fiscal Dominance Policy Control 23:28 The Triffin Dilemma 29:01 Bitcoin’s Impact 32:16 Trump Advocation of Bitcoin 35:10 Crypto & Real Estate 37:06 Eric Trump’s ETH Tweet 39:22 10-Year Yield Rate Lowering Invetitabilty 42:07 Bitcoin & Other Crypto Risk Assets 47:17 Bitwise’s Dogecoin ETF 50:05 Closing & Disclaimers ------ RESOURCES Jeff Park <a href= "https://x.com/dgt10011">https://x.com/dgt10011</a> Jeff Park’s Thread <a href= "https://x.com/dgt10011/status/1886125163642552606">https://x.com/dgt10011/status/1886125163642552606</a> ------ Not financial or tax advice. See our investment disclosures here: <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠

Feb 5, 202550 min

Can Pudgy Penguins Flip DOGE? | Luca Netz

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> 🦄UNISWAP | BUG BOUNTY PROGRAM <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> 🌐 CELO | BUILD TOGETHER AND PROSPER <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> 🏦ONDO | INSTITUTIONAL GRADE FINANCE <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> ------ ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> ------ TIMESTAMPS 00:00:00 Intro 00:03:53 Opinion on Pengu token and its competitor 00:08:03 Reformatting the idea of a memecoin 00:12:32 Pudgy Penguins aren't just memes 00:16:09 Solana competitor vs Pengu 00:20:03 Impact of 30 Billion views on the GIFs on the brand 00:22:56 How does the GIFs system work? 00:25:27 GIFs working principle 00:27:13 Big brands doing SEO on GIFs 00:28:38 Non-crypto people using Pudgy GIFs 00:31:59 Physical Products of Pudgy Penguins 00:36:50 Other components of expanding the brand 00:38:56 How big is the conglomerate? 00:39:26 Choosing Solana L1 over L2 00:45:27 Where does Base stand in the algorithm? 00:51:26 Some thoughts on Ethereum's current state 00:55:32 Abstract Chains 01:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers ------ RESOURCES Luca Netz <a href= "https://x.com/LucaNetz">https://x.com/LucaNetz</a> Pudgy Penguins <a href= "https://pudgypenguins.com/">https://pudgypenguins.com/</a> ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Feb 3, 20251h 2m

Bankless

Can PumpFun be Dethroned? ETH&#39;s Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, &amp; Andy8052

A New Chapter for Ethereum | EFs Co-EDs Tomasz &amp; Hsiao-Wei

ROLLUP: ETH&#39;s Big Pivot | Tariff Recession? | Bitcoin&#39;s Political Win | Worldcoin US Launch!

AI ROLLUP: The AI Experiment That&#39;s Been Secretly Manipulating You

Is ETH Back? Memecoins Here to Stay? HYPE&#39;s HyperLiquid EVM | Jon, Bread, &amp; Andy8052

Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao

Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian

ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull?

66% of Wall Street is Already in DeFi | Paradigm’s 2025 Survey with Dan Robinson &amp; Justin Slaughter

Is Ethereum Back on Track? | Jon Charbonneau &amp; @0xBreadguy