Bankless

<p class="text-node">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.</p><p class="text-node">------</p><p class="text-node">📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM</p><p class="text-node">https://bankless.cc/Ronin_Wallet</p><p class="text-node">------</p><p class="text-node">BANKLESS SPONSOR TOOLS:</p><p class="text-node">🪙FRAX | SELF SUFFICIENT DeFi</p><p class="text-node">https://bankless.cc/Frax</p><p class="text-node">🦄UNISWAP | SWAP ON UNICHAIN</p><p class="text-node">https://bankless.cc/unichain</p><p class="text-node">⚖️ARBITRUM | SCALING ETHEREUM</p><p class="text-node">⁠https://bankless.cc/Arbitrum</p><p class="text-node">🛞MANTLE | MODULAR LAYER 2 NETWORK</p><p class="text-node">https://bankless.cc/Mantle</p><p class="text-node">🌐CELO | BUILD TOGETHER AND PROSPER</p><p class="text-node">https://bankless.cc/Celo</p><p class="text-node">🏦INFINEX | THE CRYPTO-EVERYTHING APP</p><p class="text-node"><a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a></p><p class="text-node">------ <br>✨ Mint the episode on Zora ✨<br><a class="link" href="https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p><p class="text-node">------</p><p class="text-node">TIMESTAMPS & RESOURCES</p><p class="text-node">00:00 Sentiment Check and Recap</p><p class="text-node"></p><p class="text-node">05:25 AI Podcast Hosts?</p><p class="text-node"><a class="link" href="https://x.com/hedra_labs/status/1897699010632466469">https://x.com/hedra_labs/status/1897699010632466469</a></p><p class="text-node"></p><p class="text-node">08:50 Google Gemini 2.0</p><p class="text-node"><a class="link" href="https://x.com/robertriachi/status/1899854394751070573">https://x.com/robertriachi/status/1899854394751070573</a></p><p class="text-node"><a class="link" href="https://x.com/goodside/status/1900349595718148455?s=46">https://x.com/goodside/status/1900349595718148455?s=46</a></p><p class="text-node"><a class="link" href="https://x.com/ilumine_ai/status/1900017235898622025">https://x.com/ilumine_ai/status/1900017235898622025</a></p><p class="text-node"><a class="link" href="https://x.com/halimalrasihi/status/1900667639086673962?s=46">https://x.com/halimalrasihi/status/1900667639086673962?s=46</a></p><p class="text-node"><a class="link" href="https://x.com/thatarrowsmith/status/1901203776746201556?s=46">https://x.com/thatarrowsmith/status/1901203776746201556?s=46</a></p><p class="text-node"></p><p class="text-node">17:55 China's New Frontier Model</p><p class="text-node"><a class="link" href="https://x.com/scobleizer/status/1901089727568281975?s=46">https://x.com/scobleizer/status/1901089727568281975?s=46</a></p><p class="text-node"></p><p class="text-node">27:21 AI Market Prices</p><p class="text-node"><a class="link" href="https://www.cookie.fun/">https://www.cookie.fun/</a></p><p class="text-node"><a class="link" href="https://www.coingecko.com/en/coins/ethereum">https://www.coingecko.com/en/coins/ethereum</a></p><p class="text-node"></p><p class="text-node">32:55 Market Manipulation?&lt

<p class="text-node">Native Rollups are the next big step toward scaling Ethereum securely. In this episode,</p><p class="text-node">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.</p><p class="text-node">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.</p><p class="text-node">------</p><p class="text-node">📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24</p><p class="text-node">https://bankless.cc/spotify-premium</p><p class="text-node">------</p><p class="text-node">BANKLESS SPONSOR TOOLS:</p><p class="text-node">🪙FRAX | SELF SUFFICIENT DeFi</p><p class="text-node">https://bankless.cc/Frax</p><p class="text-node">🦄UNISWAP | SWAP ON UNICHAIN</p><p class="text-node">https://bankless.cc/unichain</p><p class="text-node">⚖️ARBITRUM | SCALING ETHEREUM</p><p class="text-node">⁠https://bankless.cc/Arbitrum</p><p class="text-node">🛞MANTLE | MODULAR LAYER 2 NETWORK</p><p class="text-node">https://bankless.cc/Mantle</p><p class="text-node">🌐CELO | BUILD TOGETHER AND PROSPER</p><p class="text-node">https://bankless.cc/Celo</p><p class="text-node">🏦INFINEX | THE CRYPTO-EVERYTHING APP</p><p class="text-node"><a class="link" href="https://bankless.cc/Infinex">https://bankless.cc/Infinex</a></p><p class="text-node">-----<br>✨ Mint the episode on Zora ✨<br><a class="link" href="https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p><p class="text-node">------</p><p class="text-node">TIMESTAMPS</p><p class="text-node">0:00 Intro</p><p class="text-node">6:41 Why Native Rollups?</p><p class="text-node">16:32 Security & Composability Benefits</p><p class="text-node">38:13 ZKProofs</p><p class="text-node">42:52 Making L2s Native</p><p class="text-node">50:48 Network Effects</p><p class="text-node">52:35 Customizability Trade-Offs</p><p class="text-node">58:59 Timelines</p><p class="text-node">1:02:39 ETH Economic Impacts</p><p class="text-node">1:05:46 Other Advantages</p><p class="text-node">1:08:17 Succinct</p><p class="text-node">1:08:59 ETHProofs.org</p><p class="text-node">1:11:32 Real-Time Proving</p><p class="text-node">1:12:33 Ethereum’s Bottleneck</p><p class="text-node">1:15:43 Closing & Disclaimers</p><p class="text-node">------</p><p class="text-node">RESOURCES</p><p class="text-node">Uma Roy</p><p class="text-node">https://x.com/pumatheuma</p><p class="text-node">Justin Drake</p><p class="text-node">https://x.com/drakefjustin</p><p class="text-node">Native Rollups</p><p class="text-node">https://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517</p><p class="text-node">Succinct</p><p class="text-node">https://www.succinct.xyz/</p><p class="text-node">L2Beat</p><p class="text-node">https://l2beat.com/scaling/summary</p><p class="text-node">ETHProofs</p><p class="text-node">https://ethproofs.org/</p><p class="text-node">------</p><p class="text-node">Not financial or tax advice. See our investment disclosures here:</p><p class="text-node">https://www.bankless.com/disclosures⁠</p><p class="text-node"></p>

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

<p class="text-node">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.<br><br>------</p><p class="text-node">📣RONIN WALLET | DOWNLOAD NOW</p><p class="text-node"><a class="link" href="https://bankless.cc/Ronin_Wallet">https://bankless.cc/Ronin_Wallet</a></p><p class="text-node"><br></p><p class="text-node">------</p><p class="text-node">BANKLESS SPONSOR TOOLS:</p><p class="text-node"><br></p><p class="text-node">🪙FRAX | SELF SUFFICIENT DeFi</p><p class="text-node">https://bankless.cc/Frax</p><p class="text-node"><br></p><p class="text-node">🦄UNISWAP | SWAP ON UNICHAIN</p><p class="text-node">https://bankless.cc/unichain</p><p class="text-node"><br></p><p class="text-node">⚖️ARBITRUM | SCALING ETHEREUM</p><p class="text-node">⁠https://bankless.cc/Arbitrum</p><p class="text-node"><br></p><p class="text-node">🛞MANTLE | MODULAR LAYER 2 NETWORK</p><p class="text-node">https://bankless.cc/Mantle</p><p class="text-node"><br></p><p class="text-node">🌐CELO | BUILD TOGETHER AND PROSPER</p><p class="text-node">https://bankless.cc/Celo</p><p class="text-node"><br></p><p class="text-node">-----</p><p class="text-node">✨ Mint the episode on Zora ✨</p><p class="text-node">https://zora.co/coin/base:0x8c25fca60a7f589a4552ae5edf3978c7885354f5</p><p class="text-node"><br></p><p class="text-node">------</p><p class="text-node">TIMESTAMPS & RESOURCES</p><p class="text-node"> </p><p class="text-node">0:00 Intro</p><p class="text-node"><br></p><p class="text-node">1:33 China drops Manus AI</p><p class="text-node">https://x.com/thinking_panda/status/1897951585990590469</p><p class="text-node">https://x.com/rowancheung/status/1898093008601395380</p><p class="text-node">https://x.com/_philschmid/status/1899046957860979178</p><p class="text-node"><br></p><p class="text-node">14:27 OpenAI Agent SDK </p><p class="text-node">https://x.com/cryptopunk7213/status/1897406075072377093 </p><p class="text-node">https://x.com/AtomSilverman/status/1899511053601698073 </p><p class="text-node"><br></p><p class="text-node">21:05 Ex-Deepmind engineers creating autonomous coding agents </p><p class="text-node">https://x.com/mishalaskin/status/1898048925157728601</p><p class="text-node">https://x.com/kimmonismus/status/1899444649317527927</p><p class="text-node"><br></p><p class="text-node">22:57 Build a game from scratch with AI</p><p class="text-node">https://x.com/minchoi/status/1898469519565492490</p><p class="text-node">https://x.com/Ror_Fly/status/1899473065328656485</p><p class="text-node">https://x.com/ror_fly/status/1899803648781119765</p><p class="text-node"><br></p><p class="text-node">25:55 Alibaba drops QWEN 32B</p><p class="text-node">https://x.com/hosseeb/status/1897377619240468513</p><p class="text-node">https://x.com/sundarpichai/status/1899779090472644881</p><p class="text-node">https://x.com/hyperbolic_labs/status/1897437370552570047</p><p class="text-node"><br></p><p class="text-node">30:44 Chinese company HunYuan released a new image to video</p><p class="text-node">https://x.com/EHuanglu/status/1897628929768505611</p><p class="text-node"><br></p><p class="text-node">32:31 The model competition is really heating up & Microsoft x OpenAI</p><p class="text-node">https://x.com/cneuralnetwork/status/1898450452540465538</p><p class="text-node">https://gizmodo.com/microsofts-re

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

<p>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.</p> <p>Follow Haseeb: <a href= "https://x.com/hosseeb">https://x.com/hosseeb</a><br /> <br /> ------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/coin/base:0x4c0edef22bb1eff56610d9ea21f346dfe1fd41c0"> https://zora.co/coin/base:0x4c0edef22bb1eff56610d9ea21f346dfe1fd41c0</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> <br /> 0:00 Intro</p> <p>0:26 Tucker Carlson Interviews SBF<br /> <a href= "https://x.com/TuckerCarlson/status/1897709140535132442">https://x.com/TuckerCarlson/status/1897709140535132442</a> </p> <p>5:10 Trump announced strategic crypto reserves <br /> <a href= "https://truthsocial.com/@realDonaldTrump/posts/114093946326587357"> https://truthsocial.com/@realDonaldTrump/posts/114093946326587357</a> <br /> <a href= "https://x.com/cz_binance/status/1896246000161001877">https://x.com/cz_binance/status/1896246000161001877</a> <br /> <a href= "https://x.com/nic__carter/status/1896588091235656190">https://x.com/nic__carter/status/1896588091235656190</a> <br /> <a href= "https://x.com/EleanorTerrett/status/1896966911721607536">https://x.com/EleanorTerrett/status/1896966911721607536</a> <br /> <a href= "https://imgur.com/a/Q3tPnYI">https://imgur.com/a/Q3tPnYI</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1896240960788627681">https://x.com/KobeissiLetter/status/1896240960788627681</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1896305838144548884">https://x.com/KobeissiLetter/status/1896305838144548884</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1896958095424729133">https://x.com/KobeissiLetter/status/1896958095424729133</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1896949387856933048">https://x.com/KobeissiLetter/status/1896949387856933048</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1896951231266140234">https://x.com/KobeissiLetter/status/1896951231266140234</a> </p> <p>25:14 Tariffs & Macro Markets</p> <p>41:20 Ethereum Foundation has new leadership! <br /> <a href= "https://x.com/ethereumfndn/status/1895851576251826227">https://x.com/ethereumfndn/status/1895851576251826227</a> <br /> <a href= "https://x.com/tkstanczak/status/1895862549578469523">https://x.com/tkstanczak/status/1895862549578469523</a> <br /> <a href= "https://x.com/tkstanczak/status/1896246373919453285">https://x.com/tkstanczak/status/1896246373919453285</a> <br /> <a href= "https://x.com/ethereumfndn/status/1895442343689363652">https://x.com/ethereumfndn/status/1895442343689363652</a> <br /> <a href= "https://x.com/TimBeiko/status/1892593175845368316">https://x.com/TimBeiko/status/1892593175845368316</a> <br /> <a href= "https://x.com/dannyryan/status/1895851747865944114">https://x.com/dannyryan/status/1895851747865944114</

<p>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.</p> <p>------<br /> 📣RESERVE | INVEST IN CRYPTO NARRATIVES <br /> <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p><br /> 🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p><br /> ⚖️ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p> <br /> 🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/coin/base:0xd8dcff71d34c10e5580fc325101bc391f9a16f10"> https://zora.co/coin/base:0xd8dcff71d34c10e5580fc325101bc391f9a16f10</a></p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> <br /> 00:00:00 Humanoid Robots<br /> <a href= "https://x.com/figure_robot/status/1892577871366939087?s=46">https://x.com/figure_robot/status/1892577871366939087?s=46</a> <br /> <a href= "https://x.com/thehumanoidhub/status/1893014256473473272?s=46">https://x.com/thehumanoidhub/status/1893014256473473272?s=46</a> </p> <p><br /> 00:04:33 Gibberlink<br /> <a href= "https://x.com/ggerganov/status/1894057587441566081?s=46">https://x.com/ggerganov/status/1894057587441566081?s=46</a> <br /> <a href= "https://x.com/ggerganov/status/1896592079997788300?s=46">https://x.com/ggerganov/status/1896592079997788300?s=46</a> </p> <p> <br /> 00:09:07 Google Co-Scientist<br /> <a href= "https://x.com/sundarpichai/status/1892254274895184244?s=46">https://x.com/sundarpichai/status/1892254274895184244?s=46</a> </p> <p><br /> 00:10:27 Claude 3.7<br /> <a href= "https://x.com/AnthropicAI/status/1894092430560965029">https://x.com/AnthropicAI/status/1894092430560965029</a> <br /> <a href= "https://x.com/AnthropicAI/status/1894095351218335927">https://x.com/AnthropicAI/status/1894095351218335927</a> <br /> <a href= "https://x.com/ns123abc/status/1894144121784209770?s=46">https://x.com/ns123abc/status/1894144121784209770?s=46</a> </p> <p><br /> 00:16:00 Vibe Coding</p> <p><br /> 00:24:32 The Good About ETH Denver<br /> <a href= "https://x.com/cryptopunk7213/status/1895891065233711501">https://x.com/cryptopunk7213/status/1895891065233711501</a> </p> <p><br /> 00:31:16 The Bad About ETH Denver</p> <p><br /> 00:35:26 Expert Sports Better<br /> <a href= "https://x.com/askbillybets/status/1892959166307639642?s=46">https://x.com/askbillybets/status/1892959166307639642?s=46</a> <br /> <a href= "https://x.com/sportstensor/status/1895821780151124321?s=46">https://x.com/sportstensor/status/1895821780151124321?s=46</a> </p> <p><br /> 00:52:57 Freysa AI<br /> <a href= "https://x.com/freysa_ai/status/1892392982395187666?s=46">https://x.com/freysa_ai/status/1892392982395187666?s=46</a> <br /> <a href= "https://x.com/freysa_ai/status/1893556530563424510?s=46">https://x.com/freysa_ai/status/1893556530563424510?s=46</a> <br /> <a href= "https://x.com/freysa_ai/status/1895251589197373508?s=46">https://x.com/freysa_ai/status/18

<p>Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid? </p> <p>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. </p> <p>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? </p> <p>Tune in for Jim’s expert take.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href="https://bankless.cc/Celo">https://bankless.cc/Celo</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/coin/base:0xe97caeb59d8a7e9b4a4d076d3a432cf9ea440402?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0xe97caeb59d8a7e9b4a4d076d3a432cf9ea440402?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:53 What is Trump Doing?<br /> 12:07 Economic Rebalancing<br /> 17:37 Crypto Strategic Reserve<br /> 28:52 Tariffs<br /> 33:39 Trade Imbalances<br /> 38:45 Tariffs & 10 Year Yield<br /> 48:28 Recession in 2025?<br /> 55:04 Optimistic Future<br /> 1:01:22 Risk-On Sector<br /> 1:05:07 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Jim Bianco<br /> <a href= "https://x.com/biancoresearch">https://x.com/biancoresearch</a> </p> <p>Bianco Research<br /> <a href= "https://www.biancoresearch.com/visitor-home/">https://www.biancoresearch.com/visitor-home/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

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

<p>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?</p> <p>Follow Alex: <a href= "https://x.com/intangiblecoins">https://x.com/intangiblecoins</a></p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🦋MORPHO | CRYPTO-BACKED LOANS <br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------</p> <p>TIMESTAMPS & RESOURCES<br /> <br /> 00:00:00 Intro To Alex</p> <p>00:01:21 Market Breakdown<br /> <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> </p> <p>00:09:43 Treasuries vs Equities</p> <p>00:22:12 The Largest Hack In History<br /> <a href= "https://x.com/Bybit_Official/status/1892965292931702929">https://x.com/Bybit_Official/status/1892965292931702929</a> <br /> <a href= "https://x.com/smyyguy/status/1893007399687958586/photo/1">https://x.com/smyyguy/status/1893007399687958586/photo/1</a> <br /> <a href= "https://x.com/benbybit/status/1892969284587966869">https://x.com/benbybit/status/1892969284587966869</a> <br /> <a href= "https://x.com/benbybit/status/1893102137711960486">https://x.com/benbybit/status/1893102137711960486</a> <br /> <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> <br /> <a href= "https://x.com/StefanDGeorge/status/1894781521803858353">https://x.com/StefanDGeorge/status/1894781521803858353</a> <br /> <a href= "https://x.com/hasufl/status/1894772256179405158">https://x.com/hasufl/status/1894772256179405158</a> <br /> <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> <br /> <a href= "https://x.com/Jesseeckel/status/1893047605133037905">https://x.com/Jesseeckel/status/1893047605133037905</a> <br /> <a href= "https://x.com/mudit__gupta/status/1893290720603050121">https://x.com/mudit__gupta/status/1893290720603050121</a> <br /> <a href= "https://x.com/Bybit_Official/status/1893687749229563958">https://x.com/Bybit_Official/status/1893687749229563958</a> <br /> <a href= "https://x.com/benbybit/status/1893865556840775758">https://x.com/benbybit/status/1893865556840775758</a> <br /> <a href= "https://x.com/lookonchain/status/1893840256342040727">https://x.com/lookonchain/status/1893840256342040727</a> <br /> <a href= "https://x.com/TimBeiko/status/1893412457567383559">https://x.com/TimBeiko/status/1893412457567383559</a> <br /> <a href= "https://x.com/ethena_labs/status/189297155256580

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

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

<p>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!<br /> <br /> ------<br /> 📣RESERVE | INVEST IN CRYPTO NARRATIVES <br /> <a href= "https://bankless.cc/reserve">https://bankless.cc/reserve</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🦋MORPHO | CRYPTO-BACKED LOANS <br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> </p> <p>🏦ONDO | INSTITUTIONAL GRADE FINANCE<br /> <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro, Libra, Memecoins, & ICOs<br /> <a href= "https://x.com/KobeissiLetter/status/1890611964994363769">https://x.com/KobeissiLetter/status/1890611964994363769</a> <br /> <a href= "https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz"> https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz</a> <br /> <a href= "https://x.com/bubblemaps/status/1890531084221182326">https://x.com/bubblemaps/status/1890531084221182326</a> <br /> <a href= "https://x.com/JMilei/status/1890606683291779195">https://x.com/JMilei/status/1890606683291779195</a> <br /> <a href= "https://x.com/KelsierVentures/status/1890914579493863532">https://x.com/KelsierVentures/status/1890914579493863532</a> <br /> <a href= "https://x.com/MemeCoin_Track/status/1892324967196569675">https://x.com/MemeCoin_Track/status/1892324967196569675</a> <br /> <a href= "https://x.com/JupiterExchange/status/1891181433588470052">https://x.com/JupiterExchange/status/1891181433588470052</a> <br /> <a href= "https://x.com/hellochow/status/1891341548115149190">https://x.com/hellochow/status/1891341548115149190</a> <br /> <a href= "https://x.com/stoolpresidente/status/1891285564713836830">https://x.com/stoolpresidente/status/1891285564713836830</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1890611982320971992">https://x.com/KobeissiLetter/status/1890611982320971992</a> <br /> <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> <br /> <a href= "https://x.com/RunnerXBT/status/1891400277535703389">https://x.com/RunnerXBT/status/1891400277535703389</a> <br /> <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> </p> <p>29:59 Markets<br /> <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> </p> <p>38:51 Kaito Airdrop<br /> <a href= "https://yaps.kaito.ai/">https://yaps.kaito.ai/</a> <br /> <a href= "https://x.com/KaitoAI/status/1890379872280682548">https://x.com/KaitoAI/status/1890379872280682

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

<p>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!</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🦋MORPHO | CRYPTO-BACKED LOANS <br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>00:00 Intro<br /> 04:21 Post-Election Thoughts<br /> 05:09 Crypto Task Force & SAB 121<br /> 11:00 Hester's Statement on SEC Site<br /> 12:41 Issuing Tokens & SEC<br /> 14:58 No-Action Letters<br /> 18:30 Communication with SEC<br /> 22:00 Task Force & Companies<br /> 23:55 SEC & CFTC Relations<br /> 26:42 Token as a Security?<br /> 32:00 KYC, Securities & Open Networks<br /> 36:23 Investment Barriers & Accreditation<br /> 38:32 Paul Akin’s Retirement Effects<br /> 40:30 Matt Levine’s "Dumb Investment"<br /> 42:52 SEC & Memecoins<br /> 45:03 Airdropped Coins<br /> 47:33 Miscellaneous Issues<br /> 48:46 SEC & ETFs<br /> 49:23 Prioritizing Work<br /> 50:17 Future SEC Plans<br /> 53:15 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Hester Peirce<br /> <a href= "https://www.sec.gov/about/sec-commissioners/hester-m-peirce">https://www.sec.gov/about/sec-commissioners/hester-m-peirce</a> <br /> <a href= "https://x.com/HesterPeirce">https://x.com/HesterPeirce</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

<p>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!</p> <p>------<br /> 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE<br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> </p> <p class="p1">00:00:00 Start</p> <p class="p2"> </p> <p class="p1">00:03:33 Trump vs The Fed</p> <p class="p1"><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> </p> <p class="p1"><a href= "http://x.com/bennyjohnson/status/1889681567779283447">http://x.com/bennyjohnson/status/1889681567779283447</a> </p> <p class="p2"> </p> <p class="p1">00:06:25 Tarun Market Takes</p> <p class="p2"> </p> <p class="p1">00:10:18 ETH Staking ETF</p> <p class="p1"><a href= "http://x.com/WatcherGuru/status/1889803399320969603">http://x.com/WatcherGuru/status/1889803399320969603</a> </p> <p class="p1"><a href= "http://x.com/RasterlyRock/status/1889856397032235226">http://x.com/RasterlyRock/status/1889856397032235226</a> </p> <p class="p2"> </p> <p class="p1">00:15:26 Robinhood Enters The Chat</p> <p class="p1"><a href= "http://x.com/Tyler_Did_It/status/1889833087258992937">http://x.com/Tyler_Did_It/status/1889833087258992937</a> </p> <p class="p1"><a href= "http://x.com/bridge__harris/status/1889904770485461389">http://x.com/bridge__harris/status/1889904770485461389</a> </p> <p class="p1"><a href= "http://x.com/0xjaypeg/status/1889805008318906689">http://x.com/0xjaypeg/status/1889805008318906689</a> </p> <p class="p2"> </p> <p class="p1">00:27:13 Brian Quintenz Nominated to Lead CFTC</p> <p class="p1"><a href= "http://warpcast.com/brianquintenz/0xbd4cc8ef">http://warpcast.com/brianquintenz/0xbd4cc8ef</a> </p> <p class="p1"><a href= "http://x.com/TrustlessState/status/1889736851474333932">http://x.com/TrustlessState/status/1889736851474333932</a> </p> <p class="p2"> </p> <p class="p1">00:30:08 Is The Airdrop Meta Over?</p> <p class="p1"><a href= "http://x.com/ffvv1211/status/1889333575348355152?s=46">http://x.com/ffvv1211/status/1889333575348355152?s=46</a> </p> <p class="p2"> </p> <p class="p1">00:34:21 MegaETH Exploring Alternatives</p> <p class="p1"><a href= "http://x.com/megaeth_labs/status/1889733671420330150">http://x.com/megaeth_labs/status/1889733671420330150</a> </p> <p class="p1">&lt

<p>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.<br /> <br /></p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🏦ONDO | INSTITUTIONAL GRADE FINANCE<br /> <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> </p> <p><br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>1:17 Crypto x AI Exposure Strategy </p> <p>10:56 Elon’s $97B OpenAI Bid</p> <p>13:14 Crypto x AI Mindshare & Markets<br /> <a href= "https://www.cookie.fun/">https://www.cookie.fun/</a> <br /> <a href= "https://x.com/S4mmyEth/status/1889675738099376149">https://x.com/S4mmyEth/status/1889675738099376149</a> <br /> <a href= "https://x.com/dv_memetics/status/1888956005515477372">https://x.com/dv_memetics/status/1888956005515477372</a> <br /> <a href= "https://x.com/0xelonmoney/status/1889743777088360909">https://x.com/0xelonmoney/status/1889743777088360909</a> </p> <p>22:48 Andrej Karpathy<br /> <a href= "https://x.com/karpathy">https://x.com/karpathy</a> <br /> <a href= "https://x.com/hyperbolic_labs/status/1887229114769359013">https://x.com/hyperbolic_labs/status/1887229114769359013</a> </p> <p>22:58 Replit comes out with a mobile app<br /> <a href= "https://x.com/Replit/status/1887159041455169683">https://x.com/Replit/status/1887159041455169683</a> <br /> <a href= "https://x.com/karpathy/status/1886192184808149383">https://x.com/karpathy/status/1886192184808149383</a> </p> <p>33:12 X (Twitter) is getting involved in agents<br /> <a href= "https://x.com/ethermage/status/1887526320487473326">https://x.com/ethermage/status/1887526320487473326</a> </p> <p>37:24 ARC reveals their new launchpad & agent launch<br /> <a href= "https://x.com/cryptopunk7213/status/1889768219873099902">https://x.com/cryptopunk7213/status/1889768219873099902</a> <br /> <a href= "https://x.com/askjimmy_ai/status/1889736290696045017">https://x.com/askjimmy_ai/status/1889736290696045017</a> <br /> <a href= "https://x.com/0thTachi/status/1887620290727059731">https://x.com/0thTachi/status/1887620290727059731</a> </p> <p>51:17 Virtuals are live on Solana!<br /> <a href= "https://x.com/virtuals_io/status/1889365020393496910">https://x.com/virtuals_io/status/1889365020393496910</a> <br /> <a href= "https://x.com/gkisokay/status/1889721779146596503">https://x.com/gkisokay/status/1889721779146596503</a> <br /> <a href= "https://x.com/virtuals_io/status/1887508625268367843">https://x.com/virtuals_io/status/1887508625268367843</a> <br /> <a href= "https://x.com/gkisokay/status/1889331963917729993">https://x.com/gkisokay/status/1889331963917729993</a> </p> <p>59:03 AIXBT holders can now connect X account = richer agent interactions<br /

<p>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.</p> <p>------<br /> 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE<br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href="https://bankless.cc/Frax">https://bankless.cc/Frax</a></p> <p>🦄UNISWAP | SWAP ON UNICHAIN<br /> <a href= "https://bankless.cc/unichain">https://bankless.cc/unichain</a></p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a></p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a></p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href="https://bankless.cc/Celo">https://bankless.cc/Celo</a></p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>------<br /> TIMESTAMPS<br /> 00:00 Start<br /> 05:10 How Did Bera Come To Be?<br /> 09:43 Starting With Community<br /> 12:09 The Memetic Roadmap<br /> 14:43 Proof Of Liquidity<br /> 20:41 The Triangle Based Loop<br /> 33:26 Liquidity Provisioning<br /> 35:21 Discovering Equilibrium<br /> 38:28 How To Grow Market Share<br /> 43:53 Bera and Monad<br /> 47:13 Addressing Criticism<br /> 53:51 2025 Roadmap</p> <p>------<br /> RESOURCES</p> <p>Smokey - <a href= "https://x.com/smokeythebera">https://x.com/smokeythebera</a></p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures%E2%81%A0">https://www.bankless.com/disclosures⁠</a></p>

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

<p>The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. </p> <p>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. </p> <p>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.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🏦ONDO | INSTITUTIONAL GRADE FINANCE<br /> <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> </p> <p><br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 4:03 Trump’s Policies<br /> 15:52 Dollar Strength<br /> 24:11 Plaza Accord 2.0<br /> 29:59 Inflation<br /> 33:25 Tariffs<br /> 37:50 Interest Rates<br /> 47:32 Monetary Policy<br /> 56:06 Impact on Stocks & Crypto<br /> 59:33 Bitcoin as a Reserve Asset<br /> 1:06:32 Energy Policy<br /> 1:07:58 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Lyn Alden<br /> <a href= "https://x.com/LynAldenContact">https://x.com/LynAldenContact</a> </p> <p>Lyn Alden Newsletter<br /> <a href= "https://www.lynalden.com/">https://www.lynalden.com/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>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.</p> <p><br /> Thanks to Mike Ippolito for joining us: <a href= "https://x.com/MikeIppolito">https://x.com/MikeIppolito</a> </p> <p><br /> ------<br /> 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE<br /> <a href= "https://bankless.cc/Morpho">https://bankless.cc/Morpho</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p><br /> 🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p><br /> ⚖️ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p><br /> 🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p><br /> 🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> 00:00:00 Start</p> <p><br /> 00:03:57 Why We Dumped, Again<br /> <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><br /> <a href= "https://x.com/benbybit/status/1886393172152156604">https://x.com/benbybit/status/1886393172152156604</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1886373316249649437">https://x.com/KobeissiLetter/status/1886373316249649437</a> </p> <p><br /> 00:15:33 L2 Updates<br /> <a href= "https://x.com/ak47ink/status/1882228296626458970">https://x.com/ak47ink/status/1882228296626458970</a> <br /> <a href= "https://blog.kraken.com/product/staking/new-us-staking">https://blog.kraken.com/product/staking/new-us-staking</a> </p> <p><br /> 00:18:06 Microstrategy Rebrands to ‘Strategy’<br /> <a href= "https://www.bankless.com/read/microstrategy-rebrands-to-strategy">https://www.bankless.com/read/microstrategy-rebrands-to-strategy</a> <br /> <a href= "https://x.com/saylor/status/1887229546199462309">https://x.com/saylor/status/1887229546199462309</a> </p> <p><br /> 00:19:28 The $20 Billion Dollar Bid<br /> <a href= "https://x.com/MikeIppolito_/status/1887274787677913457">https://x.com/MikeIppolito_/status/1887274787677913457</a> <br /> <a href= "https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR">https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR</a> <br /> <a href= "https://x.com/SemlerEric/status/1886764609924948349">https://x.com/SemlerEric/status/1886764609924948349</a> </p> <p><br /> 00:26:31 US Lawmakers Plan For Digital Assets<br /> <a href= "https://x.com/BanklessHQ/status/1886876049113588156">https://x.com/BanklessHQ/status/1886876049113588156</a> </p> <p><br /> 00:28:06 New Stablecoin Bill<br /> <a href= "https://x.com/SenLummis/status/1886887005113790866">https://x.com/SenLummis/status/1886887005113790866</a> </p> <p><br

<p>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).<br /> <br /> ------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotifya-premium">https://bankless.cc/spotifya-premium</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🏦ONDO | INSTITUTIONAL GRADE FINANCE<br /> <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>0:41 AI Crypto Mindshare<br /> <a href= "https://www.cookie.fun">https://www.cookie.fun</a> <br /> <a href= "https://x.com/S4mmyEth/status/1886429346488791099">https://x.com/S4mmyEth/status/1886429346488791099</a> <br /> <a href= "https://x.com/DV_Memetics/status/1886452402154316257">https://x.com/DV_Memetics/status/1886452402154316257</a> <br /> <a href= "https://x.com/0xnairolf/status/1886756102928269748">https://x.com/0xnairolf/status/1886756102928269748</a> </p> <p>15:13 Fair-Launch Tokens Good or Bad?<br /> <a href= "https://x.com/shawmakesmagic/status/1886829695343161494">https://x.com/shawmakesmagic/status/1886829695343161494</a> </p> <p>25:30 Virtuals Nation Fiscal Policy <br /> <a href= "https://x.com/virtuals_io/status/1884938359573000665">https://x.com/virtuals_io/status/1884938359573000665</a> <br /> <a href= "https://x.com/vaderresearch/status/1885311150277222641">https://x.com/vaderresearch/status/1885311150277222641</a> </p> <p>35:10 Coinbase Hackathon<br /> <a href= "https://x.com/CoinbaseDev/status/1886468701689631006">https://x.com/CoinbaseDev/status/1886468701689631006</a> </p> <p>42:54 OpenAI’s Deep Research Agent <br /> <a href= "https://x.com/sama/status/1886220046864671067">https://x.com/sama/status/1886220046864671067</a> <br /> <a href= "https://x.com/Felipe_Millon/status/1886205433469178191">https://x.com/Felipe_Millon/status/1886205433469178191</a> </p> <p>50:52 Freysa<br /> <a href= "https://x.com/chappieonchain/status/1886427494632276127">https://x.com/chappieonchain/status/1886427494632276127</a> <br /> <a href= "https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900">https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900</a> <br /> <br /> 59:32 EigenLayer Verifiable Agents <br /> <a href= "https://x.com/eigenlayer/status/1886880694019788973">https://x.com/eigenlayer/status/1886880694019788973</a> </p> <p>1:04:18 Voice-Enabled Agents Next Meta?<br /> <a href= "https://x.com/cryptopunk7213/status/1885692491095036019">https://x.com/cryptopunk7213/status/1885692491095036019</a> <br /> <a href= "https://x.com/soulgra_ph/status/1884748450534993924">https://x.com/soulgra_ph/status/1884748450534993924</a> <br /> <a href= "https://x.com/bcsmithx/status/1884751516399206455">https://x.com/bcsmithx/status/1884751516399206455</a> <br /> <a href= "https://x.com/agenttanklive/status/1885032386121138325

<p>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.<br /> <br /> ------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotifya-premium">https://bankless.cc/spotifya-premium</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🏦ONDO | INSTITUTIONAL GRADE FINANCE<br /> <a href= "https://bankless.cc/Ondo">https://bankless.cc/Ondo</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27</a><br /> <br /> ------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 2:40 Trump Tariffs & Bitcoin Connection <br /> 4:09 Fiscal Deficit Benefits <br /> 7:28 Plaza Accord 1.0 & 2.0<br /> 14:12 Tariffs Now vs. 8 Years Ago<br /> 16:55 What Happens Next?<br /> 19:36 Lowering 10-Year Rate<br /> 22:10 Fiscal Dominance Policy Control <br /> 23:28 The Triffin Dilemma<br /> 29:01 Bitcoin’s Impact <br /> 32:16 Trump Advocation of Bitcoin <br /> 35:10 Crypto & Real Estate <br /> 37:06 Eric Trump’s ETH Tweet<br /> 39:22 10-Year Yield Rate Lowering Invetitabilty <br /> 42:07 Bitcoin & Other Crypto Risk Assets <br /> 47:17 Bitwise’s Dogecoin ETF <br /> 50:05 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Jeff Park<br /> <a href= "https://x.com/dgt10011">https://x.com/dgt10011</a> </p> <p>Jeff Park’s Thread<br /> <a href= "https://x.com/dgt10011/status/1886125163642552606">https://x.com/dgt10011/status/1886125163642552606</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

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

<p>Joining us this week is Haseeb Qureshi who is here to help walk us through this week’s Weekly Rollup. We cover the major shift in the U.S. government’s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI’s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia’s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job—back at MIT.</p> <p>------<br /> 💸 CRYPTO TAX CALCULATOR | CODE: BANKLESS15<br /> <a href= "https://bankless.cc/CryptoTaxCalculator">https://bankless.cc/CryptoTaxCalculator</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> 00:00:00 Start</p> <p>00:02:10 NVDA and Deepseek Selloff<br /> <a href= "https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html"> https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html</a> </p> <p>00:08:26 Why It Sold Off<br /> <a href= "https://x.com/DavidSacks/status/1883935713877782884">https://x.com/DavidSacks/status/1883935713877782884</a> </p> <p>00:10:56 Markets<br /> 00:12:28 Why is The Vibe So Off?<br /> <a href= "https://x.com/intocryptoverse/status/1884408180014186958?s=46">https://x.com/intocryptoverse/status/1884408180014186958?s=46</a> </p> <p>00:16:53 Bitwise Files For Doge ETF<br /> <a href= "https://x.com/EricBalchunas/status/1884349554256142735">https://x.com/EricBalchunas/status/1884349554256142735</a> </p> <p>00:21:01 Powell On Cutting Rates<br /> <a href= "https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html"> https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html</a> <br /> <a href= "https://x.com/WatcherGuru/status/1884699251860553789">https://x.com/WatcherGuru/status/1884699251860553789</a> </p> <p>00:24:30 US Strategic Crypto Reserve?<br /> <a href= "https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/"> https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/</a> <br /> <a href= "https://x.com/Geiger_Capital/status/1882534611693211932">https://x.com/Geiger_Capital/status/1882534611693211932</a> </p> <p>00:29:21 Czech And Norway Invest In BTC <br /> <a href= "https://x.com/DavidFBailey/status/1884491705841508708">https://x.com/DavidFBailey/status/1884491705841508708</a> <br /> <a href= "https://x.com/BitcoinMagazine/status/1884901420677386243">https://x.com/BitcoinMagazine/status/1884901420677386243</a> </p> <p>00:33:28 SAB121 Repeal<br /> <a href= "https://x.com/hesterpeirce/status/1882562977985114185?s=46">https://x.com/hesterpeirce/status/1882562977985114185?s=46</a> <br /> <a href= "https://x.com/saylor/status/1882565582870270241?s=46">https://x.com/saylor/status/1882565582870270241?s=46</a> </p> <p>00:37:02 New Treasury Secretary&l

<p>Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.</p> <p>On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.</p> <p>------<br /> 💸 CRYPTO TAX CALCULATOR | BANKLESS15<br /> <a href= "https://bankless.cc/CryptoTaxCalculator">https://bankless.cc/CryptoTaxCalculator</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/25"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/25</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 China & DeepSeek</p> <p>12:43 Why Markets Rattled <br /> <a href= "https://en.wikipedia.org/wiki/Jevons_paradox">https://en.wikipedia.org/wiki/Jevons_paradox</a> </p> <p>24:32 OpenAI & Perplexity Agent Products <br /> <a href= "https://x.com/OpenAI/status/1882509286439637448">https://x.com/OpenAI/status/1882509286439637448</a> <br /> <a href= "https://x.com/perplexity_ai/status/1882466239123255686">https://x.com/perplexity_ai/status/1882466239123255686</a> <br /> <a href= "https://x.com/sama/status/1884066337103962416">https://x.com/sama/status/1884066337103962416</a> </p> <p>34:12 AI Agent Chain Wars</p> <p>39:42 Virtuals is expanding to SOLANA! <br /> <a href= "https://x.com/virtuals_io/status/1883107553183162507">https://x.com/virtuals_io/status/1883107553183162507</a> <br /> <a href= "https://x.com/state_of_mika/status/1883107601183048078">https://x.com/state_of_mika/status/1883107601183048078</a> <br /> <a href= "https://x.com/vaderresearch/status/1883597990830731678">https://x.com/vaderresearch/status/1883597990830731678</a> <br /> <a href= "https://www.lookonchain.com/articles/1035">https://www.lookonchain.com/articles/1035</a> </p> <p>53:01 AIXBT is becoming a product <br /> <a href= "https://x.com/aixbt_terminal/status/1882755705586982969">https://x.com/aixbt_terminal/status/1882755705586982969</a> </p> <p>56:01 VeniceAI launches a token that pays for your agent’s expenses<br /> <a href= "https://x.com/askvenice/status/1883925135825990091">https://x.com/askvenice/status/1883925135825990091</a> <br /> <a href= "https://x.com/iampaulgrewal/status/1884051994324947001">https://x.com/iampaulgrewal/status/1884051994324947001</a> </p> <p>1:03:13 Griffain now has a Shopify integration for their agents<br /> <a href= "https://x.com/griffaindotcom/status/1883230795764322328">https://x.com/griffaindotcom/status/1883230795764322328</a> </p> <p>1:05:22 ARC partnered with Solana <br /> <a href= "https://x.com/arcdotfun/status/1884325639047819476">https://x.com/arcdotfun/status/1884325639047819476</a> </p> <p>1:06:36 Ai16z $10M x Jupiter Fund & Rebrand? <br /> <a href= "https://x.com/shawmakesmagic/status/1883124194013319340">https://x.com/shawmakesmagic/status/1883124194013319340</a> <br /> <a href= "https://x.com/shawmakesmagic/status/1884376511391674742"&gt

<p>China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.</p> <ul> <li>Jeff's Article: <a href= "https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda"> https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda</a></li> <li>Jeff on X: <a href= "https://x.com/doodlestein">https://x.com/doodlestein</a> </li> </ul> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p><br /> 🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p><br /> ⚖️ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum </a></p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p><br /> 🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p><br /> 🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS<br /> 00:00 Start<br /> 05:20 Intro To Jeff<br /> 07:27 The Issue With DeepSeek<br /> 16:00 Inference Compute Explained<br /> 24:51 Nvidia's Competition<br /> 29:14 DeepSeek's Impact On Valuations<br /> 36:46 Criticism Around Jeff's Thesis<br /> 44:17 DeepSeek's 45x Upgrade<br /> 51:30 The Transformer Explained<br /> 01:03:15 Why Is Everyone Shocked?<br /> 01:12:07 Synthetic Data<br /> 01:21:30 Why Jeff's Article Went Viral</p> <p><br /> ------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/22?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/22?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>00:00:00 Intro<br /> 00:09:10 Is superagency a superpower?<br /> 00:11:09 How to identify a humanoid AI agent?<br /> 00:13:28 Which people will get this AI superpower?<br /> 00:17:22 Propagation of AI<br /> 00:18:47 AI religions<br /> 00:24:31 Zoomers are e/acc?<br /> 00:25:56 Thoughts on Gloomers<br /> 00:29:09 Mainframe computers' relation with today's AI<br /> 00:37:03 Negative and positive impacts of AI<br /> 00:50:28 Benefits of AI to the average citizen<br /> 00:52:58 What if AI misuses/sells our data?<br /> 00:59:31 How AI will deliver value worth millions<br /> 01:02:17 Why innovation is safety<br /> 01:05:59 AI choices shaping our freedom?<br /> 01:10:07 America’s approach towards AI<br /> 01:12:27 Is AI overhyped?<br /> 01:14:05 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Reid Hoffman<br /> <a href= "https://x.com/reidhoffman">https://x.com/reidhoffman</a> </p> <p>Blitzscaling<br /> <a href= "https://www.blitzscaling.com/">https://www.blitzscaling.com/</a> </p> <p>Super Agency<br /> <a href= "https://www.superagency.ai/">https://www.superagency.ai/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts!</p> <p>------<br /> 📣 0x | Start building with 0x v2<br /> <a href="https://bankless.cc/0x">https://bankless.cc/0x</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p><br /> 00:00:00 Intro</p> <p><br /> 00:02:30 Markets<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d"> https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d</a> <br /> <a href= "https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B">https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B</a> </p> <p><br /> 00:06:08 ETF Flows<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d"> https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d</a> </p> <p><br /> 00:11:19 Trump Memecoin<br /> <a href= "https://x.com/realdonaldtrump/status/1880446012168249386">https://x.com/realdonaldtrump/status/1880446012168249386</a> </p> <p><br /> 00:14:10 Melania Token<br /> <a href= "https://x.com/MELANIATRUMP/status/1881087523847593995">https://x.com/MELANIATRUMP/status/1881087523847593995</a> </p> <p><br /> 00:20:53 World Liberty Financial Bids<br /> <a href= "https://x.com/worldlibertyfi/status/1881457386671464804">https://x.com/worldlibertyfi/status/1881457386671464804</a> </p> <p><br /> 00:26:06 Ross Ulbricht Freed<br /> <a href= "https://x.com/WatcherGuru/status/1881932492170760674">https://x.com/WatcherGuru/status/1881932492170760674</a> </p> <p><br /> 00:31:08 Politics and Agencies<br /> <a href= "https://x.com/DegenerateNews/status/1881760858508062898">https://x.com/DegenerateNews/status/1881760858508062898</a> <br /> <a href= "https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025"> https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025</a> </p> <p><br /> 00:35:53 Brian Armstrong Expectations<br /> <a href= "https://x.com/AltcoinDailyio/status/1880348843772113061">https://x.com/AltcoinDailyio/status/1880348843772113061</a> </p> <p><br /> 00:40:15 Trump Effect Kicking In<br /> <a href= "https://x.com/BitcoinMagazine/status/1880299698038493400">https://x.com/BitcoinMagazine/status/1880299698038493400</a> <br /> <a href= "https://x.co

<p>Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum.</p> <p>On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.</p> <p>From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride?</p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/20"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/20</a> </p> <p>-----<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>0:50 Trump’s Memecoin & $MELANIA<br /> <a href= "https://x.com/cryptopunk7213/status/1880974772990832780">https://x.com/cryptopunk7213/status/1880974772990832780</a> <br /> <a href= "https://x.com/DiamondHandsDig/status/1880979832445780107">https://x.com/DiamondHandsDig/status/1880979832445780107</a> </p> <p>13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents<br /> https://x.com/OpenAI/status/1881830103858172059<br /> <a href= "https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents"> https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents</a> </p> <p>23:09 Virtuals goes multi-framework<br /> <a href= "https://x.com/virtuals_io/status/1881340149503857151">https://x.com/virtuals_io/status/1881340149503857151</a> <br /> <a href= "https://x.com/NickDGarcia/status/1880275667809374597">https://x.com/NickDGarcia/status/1880275667809374597</a> </p> <p>30:54 Indie.fun <br /> <a href= "https://x.com/indiedotfun/status/1879518209293918434">https://x.com/indiedotfun/status/1879518209293918434</a> </p> <p>36:16 First AI Agent DOTA2 Stream<br /> <a href= "https://x.com/ethermage/status/1879900384019517522">https://x.com/ethermage/status/1879900384019517522</a> </p> <p>38:39 Agent tank demo of agent performing TA on a chart<br /> <a href= "https://x.com/AgentTankLive/status/1881786054593925159">https://x.com/AgentTankLive/status/1881786054593925159</a> </p> <p>42:22 Ai16z demo day <br /> <a href= "https://x.com/0xwitchy/status/1880244340561441238">https://x.com/0xwitchy/status/1880244340561441238</a> </p> <p>46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph <br /> <a href= "https://x.com/LiquidLizard_/status/1880068692261675228">https://x.com/LiquidLizard_/status/1880068692261675228</a> </p> <p>1:00:20 AI Agent Playground Grows<br /> <a href= "https://x.com/nifty_island/status/1880258049149128749">https://x.com/nifty_island/status/1880258049149128749</a> </p> <p>1:03:19 Closing & Disclaimers</p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">ht

<p>Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.</p> <p>Alex on X - <a href= "https://x.com/intangiblecoins">https://x.com/intangiblecoins</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>-----<br /> TIMESTAMPS</p> <p>00:00 Inaugration Recap<br /> 04:23 Ross Ulbricht Is Free<br /> 20:42 TRUMP Token Launch<br /> 37:27 The Crypto Ball<br /> 44:00 Pro Crypto SEC<br /> 50:05 Tornado Cash Updates</p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/18?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/18?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>00:00:00 Intro<br /> 00:06:59 Role of Market Modernizer<br /> 00:09:12 Blockchains and ETFs Future<br /> 00:12:54 "Blackrock" Blockchain?<br /> 00:16:09 ETF Progress Check<br /> 00:19:22 Bitcoin & Ether ETFs Updates<br /> 00:24:08 Blackrock on Cryptos/ETPs<br /> 00:27:47 Blackrock's Research Audience<br /> 00:29:26 2025 ETF Predictions<br /> 00:33:21 Blackrock's Effect on Options<br /> 00:36:06 Options Unlock Opportunities<br /> 00:40:28 "Price is Best Marketing"<br /> 00:42:42 Upgrading ETF Protocols<br /> 00:44:49 Blackrock’s Other ETFs Plan<br /> 00:54:11 New Administration Impact<br /> 00:58:11 Blackrock's 2025 Outlook<br /> 01:00:30 Digital Assets & ETF Teams<br /> 01:03:33 Samara's Next Guest<br /> 01:05:55 Samara on 2025 Excitement<br /> 01:09:02 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Samara Cohen<br /> <a href= "https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/">https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/</a> </p> <p>Black Rock Research Paper<br /> <a href= "https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies"> https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

<p>This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase. </p> <p>------<br /> 📣 0x | Start building with 0x v2<br /> <a href= "https://bankless.cc/0x">https://bankless.cc/0x</a> <br /> ------</p> <p>BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>🎮RONIN | THE FUTURE OF WEB3 GAMING<br /> <a href= "https://bankless.cc/Ronin">https://bankless.cc/Ronin</a> </p> <p>-----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/17?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/17?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00:00 Start</p> <p>00:02:34 Markets<br /> <a href= "https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c"> https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c</a> <br /> <a href= "https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html"> https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html</a> <br /> <a href= "https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html"> https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html</a> </p> <p>00:11:45 Strong Jobs Report<br /> https://imgur.com/MxHgOOe</p> <p>00:18:28 SEC Sues Elon Musk<br /> <a href= "https://x.com/WatcherGuru/status/1879305674594865284">https://x.com/WatcherGuru/status/1879305674594865284</a> <br /> <a href= "https://x.com/elonmusk/status/1879322286291054653">https://x.com/elonmusk/status/1879322286291054653</a> <br /> <a href= "https://x.com/GOPMajorityWhip/status/1879319142303498579">https://x.com/GOPMajorityWhip/status/1879319142303498579</a> <br /> <a href= "https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification"> https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification</a> </p> <p>00:29:26 3 Days Until Trump Takes Office<br /> <a href= "https://x.com/Polymarket/status/1879957585748734158">https://x.com/Polymarket/status/1879957585748734158</a> <br /> <a href= "https://blockworks.co/news/trump-assembles-2025-cabinet">https://blockworks.co/news/trump-assembles-2025-cabinet</a> <br /> <a href= "https://x.com/QuintenFrancois/status/1879093846493012042">https://x.com/QuintenFrancois/status/1879093846493012042</a> </p> <p>00:36:24 What If Kamala Won?<br /> <a href= "https://x.com/BillHughesDC/status/1877740571831193697">https://x.com/BillHughesDC/status/1877740571831193697</a> <br /> <a href= "https://x.com/katiebiber/status/1877783826442723365">https://x.com/katiebiber/status/1877783826442723365</a> </p> <p>00:41:59 Sony Launches ETH L2<br /> <a href= "https://soneium.org/en/blog/soneium-mainnet-is-live">https://soneium.org/en/blog/soneium-mainnet-is-live</a> <br /> <a href= "https://x.com/a1lon9/status/1879038646231429332">https://x.com/a1lon9/status/1879038646231429332</a> <br /> <a href= "https://x.com/0xKawz/status/1879032105767928026">https://x.com/0xKawz/status/1879032105767928026</a> <br /> <a href= "https://x.com/do

<p>Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto’s cutting edge. They uncover how Arc’s multi-chain approach and Ai16z’s Eliza framework are igniting a fresh wave of DeFAI innovation—everything from clever Twitter agents to more autonomous protocols.</p> <p>They dive into Virtuals’ relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI’s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled volatility of this fast-growing sector.</p> <p>Whether it’s DeFi revamps, multi-chain expansions, or full-blown AI-driven games, this episode outlines the major trends shaping crypto and AI’s convergent future. Ready for the ride?</p> <p>Further DAO Drama Conext <br /> <a href= "https://x.com/TrustlessState/status/1878538551668736415">https://x.com/TrustlessState/status/1878538551668736415</a><br /> <br /> ------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> <br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/16"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/16</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 0:22 Last Week’s DAO Drama <br /> 9:14 Last 7 Days of AI Action & Themes <br /> <a href= "https://cookie.fun/">https://cookie.fun/</a> <br /> 13:36 AI Mindshare DeFAI<br /> <a href= "https://x.com/0xNairolf/status/1878692478230118835">https://x.com/0xNairolf/status/1878692478230118835</a> <br /> 19:00 Franklin Templeton AI Agent Report <br /> <a href= "https://x.com/s4mmyeth/status/1879256605386019262">https://x.com/s4mmyeth/status/1879256605386019262</a> <br /> 23:33 Arc Announcements & Why Arc? <br /> <a href= "https://x.com/arcdotfun/status/1879189754685636997">https://x.com/arcdotfun/status/1879189754685636997</a> <br /> <a href= "https://x.com/arcdotfun/status/1878848384821256329">https://x.com/arcdotfun/status/1878848384821256329</a> <br /> <a href= "https://x.com/0thTachi/status/1878921893236875296">https://x.com/0thTachi/status/1878921893236875296</a> <br /> <a href= "https://x.com/arcdotfun/status/1879213739234463883">https://x.com/arcdotfun/status/1879213739234463883</a> <br /> 32:08 Ai16z: sink or swim?<br /> <a href= "https://x.com/linfluence/status/1878827828600283622">https://x.com/linfluence/status/1878827828600283622</a> <br /> <a href= "https://x.com/shawmakesmagic/status/1879030956985819248">https://x.com/shawmakesmagic/status/1879030956985819248</a> <br /> <a href= "https://x.com/cryptopunk7213/status/1879258434685554951">https://x.com/cryptopunk7213/status/1879258434685554951</a> <br /> <a href= "https://x.com/ai16znews/status/1879059702996402353">https://x.com/ai16znews/status/1879059702996402353</a> <br /> <a href= "https://x.com/0xCygaar/status/1874575841763770492">https://x.com/0xCygaar/status/1874575841763770492</a> <br /> 46:22 aixbt & Virtuals Announcements <br /> <a href= "https://x.com/punk3600/status/1879316988381569159">https://x.com/punk3600/status/1879316988381569159</a> <br /> <a href= "https://x.com/Zeneca/status/1879331488166207517">https://x.com/Zeneca/status/1879331488166207517</a> <br /> <a href= "https://x.com/S4mmyEth/status/1877051696037142678">https://x.com/S4mmyEth/status/1877051696037142678</a> <br /> <a href= "https://x.com/virt

<p>Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href="https://bankless.cc/Celo">https://bankless.cc/Celo</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/15?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/15?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:50 Google Willow Chip<br /> 11:58 How is Quantum Computing Accelerating?<br /> 19:27 Quantum vs Classical Computers<br /> 40:18 Why are Quantum Computers so weird?<br /> 46:18 Quantum Computing & Cryptography<br /> 52:53 What will Break Cryptography<br /> 54:45 Time Horizons<br /> 1:03:14 Accounts Getting Hacked<br /> 1:13:23 The Bitcoin Case<br /> 1:24:10 Quantum Money<br /> 1:29:44 The Ethereum Case<br /> 1:35:00 Closing Thoughts<br /> 1:36:24 Debrief with Justin Drake</p> <p>------<br /> RESOURCES</p> <p>Scott Aaronson<br /> <a href= "https://www.scottaaronson.com/">https://www.scottaaronson.com/</a> </p> <p>Justin Drake<br /> <a href= "https://x.com/drakefjustin">https://x.com/drakefjustin</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?</p> <p><br /> ------<br /> 📣The Rodman Law Group | Best Crypto Law Firm <br /> <a href= "https://bankless.cc/RodmanLaw">https://bankless.cc/RodmanLaw</a> </p> <p><br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p><br /> 🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p><br /> ⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p><br /> 🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p><br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14</a> </p> <p><br /> ------<br /> TIMESTAMPS & RESOURCES</p> <p><br /> 0:00 California Wildfires<br /> <a href= "https://x.com/white_lenka/status/1876973806817775719">https://x.com/white_lenka/status/1876973806817775719</a> <br /> <a href= "https://x.com/babybeginner/status/1876872061265523155/video/1">https://x.com/babybeginner/status/1876872061265523155/video/1</a> <br /> <a href= "https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com"> https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com</a> <br /> mamboitaliano__/status/1876923670540501349/video/1 <br /> <a href= "https://x.com/0xngmi/status/1877229902065283198">https://x.com/0xngmi/status/1877229902065283198</a> </p> <p><br /> 6:10 MARKETS <br /> <a href= "https://x.com/saylor/status/1876253178100117907">https://x.com/saylor/status/1876253178100117907</a> </p> <p><br /> 7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin<br /> <a href= "https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17"> https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17</a> <br /> <a href= "https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin"> https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin</a> </p> <p><br /> 10:57 Markets Cont. <br /> <a href= "https://www.tradingview.com/symbols/AMEX-SPY/">https://www.tradingview.com/symbols/AMEX-SPY/</a> <br /> <a href= "https://companiesmarketcap.com/assets-by-market-cap/">https://companiesmarketcap.com/assets-by-market-cap/</a> </p> <p><br /> 15:15 Movers of the Week<br /> <a href= "https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching"> https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching</a> </p> <p><br /> 18:21 Arbitrum is close to gain another green L2BEAT pie slice<br /> <a href= "https://x.com/sgoldfed/status/1876417832948523464">https://x.com/sgoldfed/status/1876417832948523464</a> <br /> <a href= "https://l2beat.com/scaling/projects/arbitrum">https://l2beat.com/scaling/projects/arbitrum</a> </p> <p><br /> 21:01 Succinct - zkEVMs on Superchain! First one!<br /> <a href= "https://x.com/pumatheuma/status/1877070524783931515">https://x.com/pumatheuma/status/1877070524783931515</a> </p> <p><br /> 25:05 Is the bull market over - how long will continue?<br /> <a href= "https://mirror.xyz/kain.eth/Pa7XlhwUD-p">https://mirror.xyz/kain.eth/Pa7XlhwUD-p</a> <br /> <a href= "https://x.c

<p>Welcome back to The AI Rollup where we're diving into the intersection of AI and crypto, exploring the rise of autonomous AI agents and their impact on DeFi, gaming, and beyond. From groundbreaking tools like agent engines that simplify complex DeFi tasks to emerging trends like AI x Gaming, we’re at the forefront of innovation in this rapidly evolving space. Join us as we discuss the hottest AI crypto trends of 2025.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSUyMiU3RCU1RCU3RCU1RA=="> ------<br /></span>✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/13?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/13?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------</p> <p>TIMESTAMPS & RESOURCES<br /> 00:00:00 Intro</p> <p>00:02:31 What's The Big Deal?</p> <p>00:06:03 Utility Tools To Use<br /> <a href= "https://www.cookie.fun/">https://www.cookie.fun/</a> <br /> <a href="https://kaito.ai/">https://kaito.ai/</a></p> <p>00:09:19 Evaluating AI Agents</p> <p>00:12:18 Is This a Cycle Play?</p> <p>00:20:55 Goals For Q2 + Q3</p> <p>00:28:38 AI Mindshare<br /> <a href= "https://x.com/0xnairolf/status/1875950819553735118?s=46">https://x.com/0xnairolf/status/1875950819553735118?s=46</a> <br /> <a href= "https://yaps.kaito.ai/">https://yaps.kaito.ai/</a> </p> <p>00:37:00 Agent Threatens ThreadGuy<br /> <a href= "https://x.com/notthreadguy/status/1876811933950562572?s=46">https://x.com/notthreadguy/status/1876811933950562572?s=46</a> </p> <p>00:42:51 DeFAI</p> <p>00:49:09 Agent Engines<br /> <a href= "https://x.com/tonyplasencia3/status/1876508717002477808?s=46">https://x.com/tonyplasencia3/status/1876508717002477808?s=46</a> <br /> <a href= "https://x.com/askthehive_ai/status/1876730899695362452?s=46">https://x.com/askthehive_ai/status/1876730899695362452?s=46</a> <br /> <a href= "https://x.com/blocknewsdotcom/status/1875280354640265524?s=46">https://x.com/blocknewsdotcom/status/1875280354640265524?s=46</a> <br /> <a href= "https://x.com/pastagotsauce/status/1875331242151043161">https://x.com/pastagotsauce/status/1875331242151043161</a> <br /> <a href= "https://x.com/templecrash/status/1875955040642298294?s=46">https://x.com/templecrash/status/1875955040642298294?s=46</a> <br /> <a href= "https://x.com/wheatiessol/status/1873727022427701355?s=46">https://x.com/wheatiessol/status/1873727022427701355?s=46</a> </p> <p>01:00:51 AI x Gaming<br /> <a href="https://hyperfy.io/">https://hyperfy.io/</a> <br /> <a href= "https://x.com/AshConnell/status/1803043078972096858">https://x.com/AshConnell/status/1803043078972096858</a> <br /> <a href= "https://x.com/hyperfy_io/status/1876054106168865092">https://x.com/hyperfy_io/status/1876054106168865092</a> <br /> <a href= "https://x.com/dankvr/status/1876139835834208412">https://x.com/dankvr/status/1876139835834208412</a> <br /> <a href= "https://x.com/arcagents/status/1876445978808721819?s=46">https://x.com/arcagents/status/1876445978808721819?s=46</a> <br /> <a href= "https://x.com/kieranwarwick/status/1876630731860177233?s=46">http

<p>David and Ejaaz are joined by Jeffy and Tint, creators of Zerebro—an autonomous AI agent that composes rap tracks, launches NFTs, and even minted its own token by hijacking Jeffy’s computer. This on chain sensation transcends mere GPT wrappers, forging a bold new path for AI in crypto.</p> <p>How does an AI manage cross-chain finances, get deplatformed by Spotify, and still power a no-code framework for agent creation? We explore Zerebro’s role in reshaping digital commerce and creativity, and what it means for the future of decentralized intelligence.<br /> <br /></p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:10 How Zerebro Came To Be<br /> 7:38 2026 Agent Impact Predictions <br /> 12:42 Zerebro’s Unique Value Prop<br /> 17:30 Zerebro’s Cross-Chain Strategy <br /> 22:54 Zerebro’s Life Roadmap & Timeline <br /> 30:39 What is Zerebro? Full Explanation <br /> 33:39 Why AI Swarms Are Important<br /> 34:56 $ZEREBRO Backstory & Utility <br /> 46:47 How to Give AI Agents Goals<br /> 49:06 What Are Zerebro’s Goals? Scaling? <br /> 53:33 Open vs. Closed Source? & Competition <br /> 59:06 End of 2025 Predictions <br /> 1:03:50 AI Agents Breaking Away From Crypto?<br /> 1:09:04 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Jeffy Yu<br /> <a href="https://x.com/jyu_eth">https://x.com/jyu_eth</a> </p> <p>Tint<br /> <a href= "https://x.com/tintsion">https://x.com/tintsion</a> </p> <p>Zerebro<br /> <a href= "https://x.com/0xzerebro">https://x.com/0xzerebro</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>Do you think you’ve got what it takes to become a founder in crypto?</p> <p>On the show today we’ve got 8 of crypto’s most famous and successful builders in crypto, each with about 15 minutes in time, giving you the wisdom they gained founding their own companies.</p> <p>We’re joined by Jesse Pollack from Base, Jeremy Allaire from Circle, Anatoly from Solana, Stani from Aave, Kain from Synthetix, Mike & Jason from Blockworks, Kevin Owocki from Gitcoin and Lucas from Jito. Each one with their own perspectives, their own scars and hopefully by listening to this episode, you, the listener, can learn from their experiences to gain the confidence you need to venture into this world.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 2:52 Jesse Pollack - Base<br /> 15:45 Jeremy Allaire - Circle<br /> 34:53 Anatoly Yakovenko - Solana<br /> 51:00 Stani Kulechove - Aave<br /> 1:07:48 Kain Warwick - Synthetix<br /> 1:27:06 Mike & Yano - Blockworks<br /> 1:44:16 Kevin Owocki - Gitcoin<br /> 1:59:19 Lucas Bruder - Jito</p> <p>------<br /> RESOURCES</p> <p>Jesse Pollack - Base<br /> <a href= "https://x.com/jessepollak">https://x.com/jessepollak</a> </p> <p>Jeremy Allaire - Circle<br /> <a href= "https://x.com/jerallaire">https://x.com/jerallaire</a> </p> <p>Anatoly Yakovenko - Solana<br /> <a href= "https://x.com/aeyakovenko">https://x.com/aeyakovenko</a> </p> <p>Stani Kulechove - Aave<br /> <a href= "https://x.com/StaniKulechov">https://x.com/StaniKulechov</a> </p> <p>Kain Warwick - Synthetix<br /> <a href= "https://x.com/kaiynne">https://x.com/kaiynne</a> </p> <p>Jason Yanowitz - Blockworks<br /> <a href= "https://x.com/jasonyanowitz">https://x.com/jasonyanowitz</a> </p> <p>Mike Ippolito - Blockworks<br /> <a href= "https://x.com/MikeIppolito_">https://x.com/MikeIppolito_</a> </p> <p>Kevin Owocki - Gitcoin<br /> <a href= "https://x.com/owocki">https://x.com/owocki</a> </p> <p>Onchain Capital Allocation Handbook <br /> <a href= "https://allobook.gitcoin.co/">https://allobook.gitcoin.co/</a> </p> <p>Lucas Bruder - Jito<br /> <a href= "https://www.linkedin.com/in/lucasbruder/">https://www.linkedin.com/in/lucasbruder/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

<p>This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.</p> <p>------<br /> 📣The Rodman Law Group | Best Crypto Law Firm <br /> <a href= "https://bankless.cc/RodmanLaw">https://bankless.cc/RodmanLaw</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🪙 FRAX | SELF SUFFICIENT DeFi<br /> <a href= "https://bankless.cc/Frax">https://bankless.cc/Frax</a> </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🌐 CELO | BUILD TOGETHER AND PROSPER<br /> <a href= "https://bankless.cc/Celo">https://bankless.cc/Celo</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> 00:00 Welcome To 2025</p> <p>04:42 MARKETS<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> </p> <p>05:55 ETF Flows<br /> <a href= "https://x.com/Cointelegraph/status/1874342291114008989">https://x.com/Cointelegraph/status/1874342291114008989</a> <br /> <a href= "https://x.com/nategeraci/status/1872415447276257654">https://x.com/nategeraci/status/1872415447276257654</a> </p> <p>10:07 Movers Of The Week<br /> <a href= "https://imgur.com/poIQakM">https://imgur.com/poIQakM</a> <br /> <a href= "https://x.com/_kaitoai/status/1874830476189565343">https://x.com/_kaitoai/status/1874830476189565343</a> </p> <p>12:40 L2 Update<br /> <a href= "https://imgur.com/EC5mjnT">https://imgur.com/EC5mjnT</a> <br /> <a href= "https://imgur.com/BsK26dr">https://imgur.com/BsK26dr</a> <br /> <a href= "https://x.com/smyyguy/status/1873928354661085362">https://x.com/smyyguy/status/1873928354661085362</a> </p> <p>15:57 Blobs Are Burning<br /> https://imgur.com/BsK26dr<br /> <a href= "https://x.com/smyyguy/status/1873928354661085362">https://x.com/smyyguy/status/1873928354661085362</a> </p> <p>17:13 Record DEX Volume<br /> <a href= "https://defillama.com/dexs">https://defillama.com/dexs</a> </p> <p>21:11 10 Predictions for 2025<br /> <a href= "https://x.com/pythianism/status/1869522809212543204">https://x.com/pythianism/status/1869522809212543204</a> <br /> <a href= "https://x.com/EffortCapital/status/1873192369891533193">https://x.com/EffortCapital/status/1873192369891533193</a> <br /> <a href= "https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook"> https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook</a> <br /> <a href= "https://x.com/MikeIppolito_/status/1870938936144761211">https://x.com/MikeIppolito_/status/1870938936144761211</a> <br /> <a href= "https://x.com/galaxyhq/status/1874843463293849712">https://x.com/galaxyhq/status/1874843463293849712</a> <br /> <a href= "https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA"> https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA</a> <br /> <a href= "https://x.com/shaughnessy119/status/1867675171487986086?s=46">https://x.com/shaughnessy119/status/1867675171487986086?s=46</a> <br /> <a href= "https://x.com/cryptopunk7213/status/1874101935353041056?s=46">htt

<p>Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025. </p> <p>They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation. </p> <p>From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness? </p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> https://bankless.cc/spotify-premium </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>⚖️ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/5"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/5</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 3:09 Why Agents Are a Big Deal?<br /> <a href= "https://x.com/defi_monk/status/1874224438146982283">https://x.com/defi_monk/status/1874224438146982283</a> <br /> 12:19 Truth Terminal Christmas Album<br /> <a href= "https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA"> https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA</a> <br /> 14:06 Agentic Dashboard & Meta <br /> <a href= "https://www.cookie.fun/en/agent/virtual">https://www.cookie.fun/en/agent/virtual</a> <br /> <a href= "https://x.com/thedefivillain/status/1873857259337638091">https://x.com/thedefivillain/status/1873857259337638091</a> <br /> 19:49 AI Agent Fundamentals<br /> <a href= "https://x.com/thehiddenmaze/status/1872041324876374024">https://x.com/thehiddenmaze/status/1872041324876374024</a> <br /> 26:13 ai16z Eliza Framework<br /> <a href= "https://x.com/grantblocmates/status/1870387631978406330">https://x.com/grantblocmates/status/1870387631978406330</a> <br /> <a href= "https://x.com/m4t_nft/status/1873789231371317355">https://x.com/m4t_nft/status/1873789231371317355</a> <br /> <a href= "https://x.com/kelxyz_/status/1873914011701698784">https://x.com/kelxyz_/status/1873914011701698784</a> <br /> <a href= "https://x.com/cryptopunk7213/status/1872809091799875592">https://x.com/cryptopunk7213/status/1872809091799875592</a> <br /> <a href= "https://www.coingecko.com/en/coins/ai16z">https://www.coingecko.com/en/coins/ai16z</a> <br /> <a href= "https://x.com/0xwitchy/status/1870752358386536610">https://x.com/0xwitchy/status/1870752358386536610</a> <br /> <a href= "https://x.com/jarrodWattsDev/status/1871532146697126238">https://x.com/jarrodWattsDev/status/1871532146697126238</a> <br /> 50:52 Zerebro <br /> <a href= "https://x.com/tintsion/status/1871385480480362610">https://x.com/tintsion/status/1871385480480362610</a> <br /> <a href= "https://x.com/jyu_eth/status/1873547159993487699">https://x.com/jyu_eth/status/1873547159993487699</a> <br /> <a href= "https://x.com/tintsion/status/1870333388105863552">https://x.com/tintsion/status/1870333388105863552</a> <br /> <a href= "https://x.com/tintsion/status/1869812792091611325">https://x.com/tintsion/status/1869812792091611325</a> <br /> <a href= "https://x.com/tintsion/status/1869910983604306107">https://x.com/tintsion/status/1869910983604306107</a> <br /> <a href= "https://x.com/tintsion/status/1874319644703490074">https://x.com/tintsion/status/1874319644703490074</a> <br /> 1:03:59 Virtuals <br /> <a href= "https://x.com/s4mmyeth/status/1873012044787794083">https://x.com/s4mmyeth/status/1873012044787794083</a> <br /> <a href= "https://x.com/ethermage/s

<p>How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset?<br /> Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy.<br /> With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a></p> <p>📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/3?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/3?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:30 Election takes<br /> 12:14 Why Harris lost the election<br /> 16:00 Did democrats learn their lessons?<br /> 23:42 Strategic Bitcoin Reserve?<br /> 26:38 US Dollar backed by Bitcoin?<br /> 30:54 US China Crypto race<br /> 37:56 Wall Street & Crypto<br /> 49:24 Paul Tudor Jones Story<br /> 51:45 Bitcoin's Price prediction for<br /> 53:35 Other Crypto Assets <br /> 54:26 Thoughts on Ether<br /> 54:47 The Book's target audience<br /> 57:23 Thoughts on Microstrategy<br /> 1:00:42 Hedging Advice<br /> 1:03:20 Closing & Disclosure</p> <p>------<br /> RESOURCES</p> <p>Anthony Scaramucci<br /> <a href= "https://x.com/Scaramucci">https://x.com/Scaramucci</a> </p> <p>The Little Book of Bitcoin<br /> <a href= "https://www.amazon.com/dp/1394286643">https://www.amazon.com/dp/1394286643</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

<p>The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025!</p> <p>------<br /> 📣The Rodman Law Group | Best Crypto Law Firm <br /> <a href= "https://bankless.cc/RodmanLaw">https://bankless.cc/RodmanLaw</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a></p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a></p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a></p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/4?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/4?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00 Start</p> <p>02:16 Markets<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> </p> <p>05:37 L2 Update<br /> <a href= "https://l2beat.com/scaling/activity">https://l2beat.com/scaling/activity</a> </p> <p>11:46 El Salvador Limits Bitcoin Activities<br /> <a href= "https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf"> https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf</a> </p> <p>15:05 Hyperliquid and DPRK<br /> <a href= "https://x.com/tayvano_/status/1870960207842701358">https://x.com/tayvano_/status/1870960207842701358</a> </p> <p>17:47 Mo Shaikh Steps Away From Aptos<br /> <a href= "https://x.com/moshaikhs/status/1869851984129569194">https://x.com/moshaikhs/status/1869851984129569194</a> </p> <p>20:13 Hawk Tuah Memecoin<br /> <a href= "https://imgur.com/pJQnQjp">https://imgur.com/pJQnQjp</a> </p> <p>22:55 Stephen Miran<br /> <a href= "https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers"> https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers</a> </p> <p>24:21 Microstrategy Joins NASDAQ 100<br /> <a href= "https://x.com/saylor/status/1871179886036910278">https://x.com/saylor/status/1871179886036910278</a> </p> <p>25:58 30% To Raise Gas Limit<br /> <a href= "https://x.com/sassal0x/status/1870638097953968158">https://x.com/sassal0x/status/1870638097953968158</a> </p> <p>30:18 5 - Spot ETH ETFs Approved<br /> <a href= "https://www.theblock.co/post/296304/sec-approves-ethereum-etfs">https://www.theblock.co/post/296304/sec-approves-ethereum-etfs</a> <br /> <a href= "https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec"> https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec</a> </p> <p>36:22 4 - Spot BTC ETF Approved<br /> <a href= "https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf"> h

<p>Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals.</p> <p><br /> We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large.</p> <p><br /> ------</p> <p>📣The Rodman Law Group | Best Crypto Law Firm</p> <p><a href= "https://bankless.cc/RodmanLaw">https://bankless.cc/RodmanLaw</a> </p> <p><br /> ------</p> <p>BANKLESS SPONSOR TOOLS:</p> <p><br /> 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE</p> <p><a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p><br /> 🦄UNISWAP | BUG BOUNTY PROGRAM</p> <p><a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p><br /> ⚖️ ARBITRUM | SCALING ETHEREUM</p> <p>⁠https://bankless.cc/Arbitrum </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK</p> <p><a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>⁠</p> <p>📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED</p> <p><a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p><br /> 🗣️TOKU | CRYPTO EMPLOYMENT</p> <p><a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p> </p> <p>------</p> <p>✨ Mint the episode on Zora ✨</p> <p><a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------</p> <p>TIMESTAMPS</p> <p><br /> 0:00 Intro</p> <p>3:12 Virtuals Impressive Stats</p> <p>4:49 Jansen’s Crypto & Virtuals Journey</p> <p>17:38 Luna</p> <p>29:40 Agent to Agent Commerce</p> <p>41:44 Virtuals Country??</p> <p>51:13 Agent Policies & Rights</p> <p>52:57 Base, Infrastructure, & Open-Source Decisions</p> <p>1:05:17 What Jansen is Most Excited For</p> <p>1:08:20 How to Get Started</p> <p>1:11:13 Where Will Value Accrue?</p> <p>1:14:41 Closing & Disclaimers</p> <p><br /> ------</p> <p>RESOURCES</p> <p><br /> Jansen Teng</p> <p><a href= "https://x.com/ethermage">https://x.com/ethermage</a> </p> <p> <br /> Virtuals</p> <p><a href= "https://x.com/Virtuals_io">https://x.com/Virtuals_io</a> </p> <p><br /> Luna</p> <p><a href= "https://x.com/luna_virtuals">https://x.com/luna_virtuals</a> </p> <p><br /> ------</p> <p>Not financial or tax advice. See our investment disclosures here:</p> <p><a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> </p>

<p>How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?</p> <p>Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.</p> <p>There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/1?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/1?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:00 The Email from 2013<br /> 14:15 Asymmetric Patterns<br /> 17:50 Buying Bitcoin in 2013<br /> 26:25 Onboarding Investors<br /> 32:12 Crypto's Global Adoption<br /> 37:15 Bitcoin's Escape Velocity<br /> 43:19 US Government Impact on Crypto<br /> 52:21 Global Bitcoin Race<br /> 56:14 Institutional Adoption for Crypto<br /> 1:04:37 Crypto Cycles<br /> 1:09:20 2025 Bull Market?<br /> 1:12:53 Macro Environment<br /> 1:16:50 Tokenization<br /> 1:21:18 Thoughts on AI<br /> 1:24:19 The Next Bitcoin<br /> 1:26:46 Future Plans<br /> 1:27:23 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Dan Morehead<br /> <a href= "https://x.com/dan_pantera">https://x.com/dan_pantera</a> </p> <p>Pantera Capital<br /> <a href= "https://panteracapital.com/">https://panteracapital.com/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00:00 Start<br /> <a href= "https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html"> https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html</a> <a href= "https://x.com/Matt_Hougan/status/1869627735267840135">https://x.com/Matt_Hougan/status/1869627735267840135</a> </p> <p>00:02:45 Market<br /> <a href= "https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html"> https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html</a> <a href= "https://x.com/Matt_Hougan/status/1869627735267840135">https://x.com/Matt_Hougan/status/1869627735267840135</a> </p> <p>00:09:10 Where Are We In This Cycle<br /> <a href= "https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle"> https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle</a> </p> <p>00:12:04 ETF Flows<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <a href= "https://farside.co.uk/btc">https://farside.co.uk/btc</a> </p> <p>00:16:09 Mover Of The Week… Fartcoin?<br /> <a href= "https://www.coingecko.com/en/coins/fartcoin">https://www.coingecko.com/en/coins/fartcoin</a> <a href= "https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt"> https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt</a> </p> <p>00:26:48 Developers, Developers, Developers<br /> <a href= "https://www.developerreport.com/developer-report">https://www.developerreport.com/developer-report</a> <a href= "https://x.com/MariaShen/status/1867295574242078980">https://x.com/MariaShen/status/1867295574242078980</a> <a href= "https://x.com/MariaShen/status/1851702783319126277">https://x.com/MariaShen/status/1851702783319126277</a> <a href= "https://x.com/RyanSAdams/status/1867324885732671778">https://x.com/RyanSAdams/status/1867324885732671778</a> </p> <p>00:34:54 Kraken Ink Chain Live<br /> <a href= "https://x.com/inkonchain/status/1869417386761470219">https://x.com/inkonchain/status/1869417386761470219</a> <a href= "http://inkonchain.com/dashboard">http://inkonchain.com/dashboard</a> </p> <p>00:38:34 Deutsche Bank Announces zk L2<br /> <a href= "https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f"> https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-z

<p>Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.</p> <p>They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.</p> <p>Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?</p> <p>Follow Ejaaz on Twitter: <a href= "https://x.com/cryptopunk7213">https://x.com/cryptopunk7213</a> </p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> https://bankless.cc/spotify-premium</p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/116?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/116?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 2:04 AI Agent Bull Case <br /> <a href= "https://x.com/ai16zdao/status/1868105247056683129">https://x.com/ai16zdao/status/1868105247056683129</a> <br /> 5:46 Chris Dixon’s Read, Write, Own (Automate?) <br /> 9:20 AI Ordering Pizza<br /> <a href= "https://x.com/ropirito/status/1867013533243769100">https://x.com/ropirito/status/1867013533243769100</a> <br /> 12:23 AI Ordering Toilet Paper<br /> <a href= "https://x.com/AgentTankLive/status/1868704493157884289">https://x.com/AgentTankLive/status/1868704493157884289</a> <br /> 16:16 Agent to Agent Commerce <br /> <a href= "https://x.com/ethermage/status/1868687530742460750">https://x.com/ethermage/status/1868687530742460750</a> <br /> 23:05 Bankless $500 Agent Tip<br /> <a href= "https://x.com/simulacrumai/status/1867230651075768533">https://x.com/simulacrumai/status/1867230651075768533</a> <br /> 26:13 Virtuals Growth<br /> <a href= "https://imgur.com/a/2Y79V3P">https://imgur.com/a/2Y79V3P</a> <br /> <a href= "https://x.com/ethermage/status/1867616462019678708">https://x.com/ethermage/status/1867616462019678708</a> <br /> <a href= "https://x.com/virtuals_io/status/1868648756591391115">https://x.com/virtuals_io/status/1868648756591391115</a> <br /> <a href= "https://x.com/s4mmyeth/status/1868397655497613561">https://x.com/s4mmyeth/status/1868397655497613561</a> <br /> 35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details <br /> <a href= "https://x.com/shawmakesmagic/status/1867721347406999917">https://x.com/shawmakesmagic/status/1867721347406999917</a> <br /> <a href= "https://x.com/ai16zdao/status/1868689379344195680">https://x.com/ai16zdao/status/1868689379344195680</a> <br /> 45:35 Arc <br /> <a href= "https://x.com/dv_memetics/status/1866670277440020570">https://x.com/dv_memetics/status/1866670277440020570</a> <br /> <a href= "https://x.com/0thtachi/status/1867337171595911473">https://x.com/0thtachi/status/1867337171595911473</a> <br /> <a href= "https://x.com/arcdotfun/status/1867206440206696520">https://x.com/arcdotfun/status/1867206440206696520</a> <br /> <a href= "https://x.com/shawmakesmagic/status/1867799462787293244

<p>How can economic bubbles be good for the world?</p> <p>Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed</p> <p>In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.</p> <p>------<br /> 📣 DYDX | UNLIMITED ERA <br /> <a href= "https://bankless.cc/dydx-unlimited">https://bankless.cc/dydx-unlimited</a> </p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview"> https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/115?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/115?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 7:29 Byrne’s Crypto Background<br /> 10:13 Bitcoin Inception<br /> 28:17 Blockspace Economics<br /> 34:20 BOOM Thesis<br /> 45:35 The Great Stagnation<br /> 1:16:46 Civilizational Risk<br /> 1:32:31 Good Bubbles vs Bad Bubbles<br /> 1:40:04 Identifying the Next Bubble<br /> 1:47:53 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Byrne Hobart<br /> <a href= "https://x.com/ByrneHobart">https://x.com/ByrneHobart</a> </p> <p>Boom: Bubbles and the End of Stagnation<br /> <a href= "https://a.co/d/f7m2OG8">https://a.co/d/f7m2OG8</a> </p> <p>The Diff Newsletter<br /> <a href= "https://www.thediff.co/">https://www.thediff.co/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> <a href= "https://www.bankless.com/disclosures">https://www.bankless.com/disclosures</a> ⁠ </p>

<p>What are the best investing opportunities in Tech for 2025?</p> <p>Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.</p> <p>In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒 SAFE | INTRODUCING SAFENET<br /> <a href="https://bankless.cc/SAFE">https://bankless.cc/SAFE</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/114?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/114?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:02 AI in 2024<br /> 8:21 The Future of AI<br /> 12:35 Where are we on the S Curve?<br /> 17:38 AI vs Other Tech Revolutions<br /> 20:23 Are we in a Bubble?<br /> 23:59 Evolution of AI<br /> 29:06 AI x Crypto<br /> 34:12 Centralized vs Decentralized AI<br /> 37:46 AI Agents<br /> 42:32 Doomsday Scenario<br /> 47:16 Raw Crypto<br /> 52:28 Order of Trends<br /> 55:06 Silicon Valley on Crypto<br /> 58:14 Crypto Founders vs Tech Founders<br /> 1:01:27 Politics & Tech<br /> 1:14:36 Advice for 2025<br /> 1:17:13 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Elad Gil<br /> <a href= "https://x.com/eladgil">https://x.com/eladgil</a> </p> <p>Elad Gil Website<br /> <a href= "https://eladgil.com/">https://eladgil.com/</a> </p> <p>No Priors Podcast<br /> <a href= "https://www.youtube.com/@NoPriorsPodcast">https://www.youtube.com/@NoPriorsPodcast</a> </p> <p>Prime Open sources their 10B parameter training run<br /> <a href= "https://x.com/PrimeIntellect/status/1862607165669900407">https://x.com/PrimeIntellect/status/1862607165669900407</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.</p> <p>------<br /> 📣 DYDX | UNLIMITED ERA <br /> <a href= "https://bankless.cc/dydx-unlimited">https://bankless.cc/dydx-unlimited</a> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒 SAFE | INTRODUCING SAFENET<br /> <a href= "https://bankless.cc/SAFE">https://bankless.cc/SAFE</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/113?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/113?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00:00 Trump On Bitcoin Reserve<br /> <a href= "https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> </p> <p>00:03:43 MARKET<br /> <a href= "https://x.com/QuintenFrancois/status/1866445089909653545">https://x.com/QuintenFrancois/status/1866445089909653545</a> <br /> <a href= "https://x.com/DegenerateNews/status/1866957840805409049">https://x.com/DegenerateNews/status/1866957840805409049</a> </p> <p>00:13:47 L2 Update<br /> <a href= "https://x.com/jessepollak/status/1867047990843916334">https://x.com/jessepollak/status/1867047990843916334</a> <br /> <a href= "https://dune.com/eekeyguy_eth/eth-supply-tracker">https://dune.com/eekeyguy_eth/eth-supply-tracker</a> </p> <p>00:16:40 Bitcoin Reserve<br /> <a href= "https://x.com/InvestorAsh/status/1866221541400219847">https://x.com/InvestorAsh/status/1866221541400219847</a> <br /> <a href= "https://x.com/el33th4xor/status/1866255029033943551">https://x.com/el33th4xor/status/1866255029033943551</a> </p> <p>00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar<br /> <a href= "https://truthsocial.com/@realDonaldTrump/posts/113603133222686186"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <br /> <a href= "https://x.com/BitcoinNewsCom/status/1864857461481422934">https://x.com/BitcoinNewsCom/status/1864857461481422934</a>. <br /> <a href= "https://x.com/DavidSacks/status/1865199683087245405">https://x.com/DavidSacks/status/1865199683087245405</a> </p> <p>00:32:26 CFTC Chair Rumors<br /> <a href= "https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> </p> <p>00:34:08 SEC - Crenshaw<br /> <a href= "https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/brian_armstrong/status/1865913522670260680">https://x.com/brian_armstrong/status/1865913522670260680</a> <br