Bankless

<p>ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?</p> <p>We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.</p> <p>------<br /> 📣 GET YOUR ALL ACCESS PASS TO THE PODCAST<br /> <a href= "https://bankless.cc/podshownotes">https://bankless.cc/podshownotes</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>⚡️CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</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 /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/89?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/89?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:01 How is Ethereum Going?<br /> 8:52 Why is ETH Down Bad?<br /> 19:43 Are L2s Parasitic?<br /> 34:02 Is Ethereum Security Overkill?<br /> 39:41 ETH vs SOL Metrics<br /> 46:32 Making the L1 Great Again<br /> 54:41 ETH Pincer Attack<br /> 1:01:21 Investors Barbell Strategy<br /> 1:05:42 Ethereum’s North Star<br /> 1:12:57 ETH Bull Catalysts<br /> 1:18:25 Based Rollups<br /> 1:28:07 Ethereum’s Marketing Problem<br /> 1:37:37 What’s Next for ETH<br /> 1:48:46 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Anthony Sassano<br /> <a href= "https://x.com/sassal0x">https://x.com/sassal0x</a> </p> <p>The Daily Gwei<br /> <a href= "https://www.youtube.com/c/TheDailyGwei">https://www.youtube.com/c/TheDailyGwei</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 exactly are Based Rollups?</p> <p>We’ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based. </p> <p>A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we’re front running it all and getting you downloaded on all things Based Rollups. Enjoy!</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-justin-drake-based-rollups">https://www.bankless.com/debrief-justin-drake-based-rollups</a> </p> <p>🌋 JOIN US AT THE BANKLESS SUMMIT<br /> <a href= "https://lu.ma/0bpju5ic?tk=1oUc7Q">https://lu.ma/0bpju5ic?tk=1oUc7Q</a> </p> <p>📣GET YOUR ALL-ACCESS PASS TO THE PODCAST<br /> <a href= "https://bankless.cc/podshownotes">https://bankless.cc/podshownotes</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> ⚡️CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> ⁠ </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/88?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/88?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:51 How’s the Roadmap Going?<br /> 12:34 The Most Logical Progression<br /> 16:53 Aggregating DeFi Apps<br /> 23:43 What Based Rollups Solve<br /> 44:01 Ethereum as the Sequencer<br /> 49:59 Based Rollups Core Advantages<br /> 58:39 Shared Sequencers vs Based Rollups<br /> 1:10:37 Based Rollups & Superchain<br /> 1:26:48 Ethereum L1 Capacity<br /> 1:33:49 Impact on ETH Economics<br /> 1:35:00 Impact on DeFi<br /> 1:37:48 Impact on User Experience<br /> 1:42:04 ETH Value Accrual<br /> 1:53:59 Trade-Offs<br /> 1:59:17 Bankless Summit<br /> 2:01:26 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Justin Drake<br /> <a href= "https://x.com/drakefjustin">https://x.com/drakefjustin</a> </p> <p>Based Rollups<br /> <a href= "https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016"> https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016</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>It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin.<br /> ------<br /> 📣 LEGION | MERIT BASED ICOs <br /> <a href= "https://bankless.cc/Legion">https://bankless.cc/Legion</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄 MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href="https://bankless.cc/0G">https://bankless.cc/0G</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/87?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> 00:00:00 Start</p> <p>00:04:03 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> <br /> <a href= "https://x.com/caprioleio/status/1850831666119623006">https://x.com/caprioleio/status/1850831666119623006</a> <br /> <a href= "https://x.com/EricBalchunas/status/1850884568553013459">https://x.com/EricBalchunas/status/1850884568553013459</a> <br /> <a href= "https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://www.coingecko.com/en/global-charts">https://www.coingecko.com/en/global-charts</a> </p> <p>00:13:52 L2 Update<br /> <a href= "https://x.com/peterschroederr/status/1850556872727945285">https://x.com/peterschroederr/status/1850556872727945285</a> <br /> <a href= "https://x.com/dimahledba/status/1851535737482604681?s=46">https://x.com/dimahledba/status/1851535737482604681?s=46</a> <br /> <a href= "https://x.com/dimahledba/status/1851183188288127237?s=46">https://x.com/dimahledba/status/1851183188288127237?s=46</a> <br /> <a href= "https://x.com/dylankugler/status/1850997725111669044">https://x.com/dylankugler/status/1850997725111669044</a> <br /> <a href= "https://x.com/sreeramkannan/status/1851616723197428109">https://x.com/sreeramkannan/status/1851616723197428109</a> </p> <p>00:18:23 Blobspace<br /> <a href= "https://x.com/timjrobinson/status/1851222351524036855">https://x.com/timjrobinson/status/1851222351524036855</a> <br /> <a href= "https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> </p> <p>00:28:27 Election Updates<br /> <a href= "https://polymarket.com/elections">https://polymarket.com/elections</a> <br /> <a href= "https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/"> https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/</a> <br /> <a href= "https://x.com/amitisinvesting/status/1850868412806746217">https://x.com/amitisinvesting/status/1850868412806746217</a> </p> <p>00:35:02 AI Agents<br /> <a href= "https://x.com/truth_terminal">https://x.com/truth_terminal</a> <br /> <a href= "https://www.coingecko.com/en/coins/goatseus-maximus">https://www.coingecko.com/en/coins/goatseus-maximus</a> <br /> <a href= "https://app.virtuals.io/virtuals/68">https://app.virtuals.io/virtuals/68</a> <br /> <a href= "https://terminal.virtuals.io/">https://terminal.virtuals.io/</a> <br /> <a href= "https://x.com/wojtekwtf/status/1850835219160416486">https://x.com/wojtekwtf/status/1850835219160416486</a> <br /> <a href= "https://warpcast.com/aethernet">https://warpcast.com/aethernet</a> <br /> <

<p>The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today. </p> <p>We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. </p> <p>Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.</p> <p>------<br /> 🍵0x v2 | NEXT GEN PRICING ENGINE<br /> <a href= "https://bankless.cc/0x">https://bankless.cc/0x</a> </p> <p>------<br /> 📣GET YOUR ALL-ACCESS PASS TO THE PODCAST<br /> <a href= "https://bankless.cc/podshownotes">https://bankless.cc/podshownotes</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/86?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/86?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:34 Crypto x AI Narrative Shift <br /> 6:39 AI & Economic Agents Explained <br /> 11:50 GOAT Memecoin Summary <br /> 23:15 Were AI Crypto Agents Obvious? <br /> 25:18 Luna AI Token & Terminal <br /> 29:41 Consequences? Is This Life?<br /> 33:27 Exciting Use Cases<br /> 40:27 Sam Altman Quote Importance <br /> 42:33 Wealth Generation Process & Blockspace<br /> 48:15 Programmable Money & Agent MEV<br /> 56:14 The AI Agent & Memecoin Thesis<br /> 1:03:03 Government & Society Reaction Predictions<br /> 1:11:09 No Off Buttons?...<br /> 1:13:40 DePin & AI<br /> 1:16:45 AI Agent Blockspace Demand<br /> 1:19:15 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Matthew Stephenson <br /> <a href= "https://x.com/stephensonhmatt">https://x.com/stephensonhmatt</a> </p> <p>Crypto's Role In The AI Revolution<br /> <a href= "https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush"> https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>Bankless Nation, we’ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?</p> <p>On one side, we’ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we’ve got David Hoffman and Jill Gunter defending L2s as successful extensions of Ethereum.</p> <p>------</p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-bRoQge eSDCWA" data-slate-leaf= "true"><span data-slate-string="true">📣 GET YOUR ALL ACCESS PASS TO THE PODCAST</span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element" data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMiVGMCU5RiU5MyVBMyUyMEdFVCUyMFlPVVIlMjBBTEwlMjBBQ0NFU1MlMjBQQVNTJTIwVE8lMjBUSEUlMjBQT0RDQVNUJTIyJTdEJTVEJTdEJTJDJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMmh0dHBzJTNBJTJGJTJGYmFua2xlc3MuY2MlMkZwb2RzaG93bm90ZXMlMjAlMjIlN0QlNUQlN0QlNUQ="> <span data-slate-node="text"><span class="sc-bRoQge eSDCWA" data-slate-leaf="true"><span data-slate-string= "true">https://bankless.cc/podshownotes</span></span></span></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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄 MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/85?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/85?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 8:54 Defending “Extensions of Ethereum”<br /> 16:33 Interoperability Standards<br /> 25:36 Are L2s Parasitic to Ethereum?<br /> 32:37 ETH Economics & Value Accrual<br /> 41:30 Solana vs Ethereum L2s<br /> 49:09 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Kyle Samani<br /> <a href= "https://x.com/KyleSamani">https://x.com/KyleSamani</a> </p> <p>Max Resnick<br /> <a href= "https://x.com/MaxResnick1">https://x.com/MaxResnick1</a> </p> <p>Jill Gunter<br /> <a href= "https://x.com/jillrgunter">https://x.com/jillrgunter</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, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market’s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll’s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for “losers.”<br /> ------<br /> 📣 0x v2 | NEXT GEN PRICING ENGINE<br /> <a href= "https://bankless.cc/0x">https://bankless.cc/0x</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄 MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> <br /> -----<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/84?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/84?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> <br /> ------<br /> TIMESTAMPS & RESOURCES<br /> 00:00 Start<br /> 02:23 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> <br /> <a href= "https://pro.kraken.com/app/trade/eth-usd">https://pro.kraken.com/app/trade/eth-usd</a> <br /> <a href= "https://x.com/DegenerateNews/status/1849120571222536262">https://x.com/DegenerateNews/status/1849120571222536262</a> <br /> <a href= "https://www.coingecko.com/en/global-charts">https://www.coingecko.com/en/global-charts</a> </p> <p>06:22 L2 Updates<br /> <a href= "https://l2beat.com/scaling/summary">https://l2beat.com/scaling/summary</a> <br /> <a href= "https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/lukeyoungblood/status/1849217477668171831? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> </p> <p>08:09 Paul Tudor Jones Bullish Bitcoin<br /> <a href= "https://x.com/WatcherGuru/status/1848735063615152136">https://x.com/WatcherGuru/status/1848735063615152136</a> </p> <p>10:46 Election Check In<br /> <a href= "https://polymarket.com/elections">https://polymarket.com/elections</a> <br /> <a href= "https://x.com/Polymarket/status/1849451658788384797">https://x.com/Polymarket/status/1849451658788384797</a> </p> <p>15:26 Kraken's New L2<br /> <a href= "https://x.com/inkonchain/status/1849443457883885801">https://x.com/inkonchain/status/1849443457883885801</a> <br /> <a href= "https://inkonchain.com/en-US">https://inkonchain.com/en-US</a> </p> <p>19:23 Stripe's $1 Billion Dollar Bet<br /> <a href= "https://x.com/Stablecoin/status/1848390849215730100">https://x.com/Stablecoin/status/1848390849215730100</a> <br /> <a href= "https://x.com/zcabrams/status/1848391342524641533">https://x.com/zcabrams/status/1848391342524641533</a> <br /> <a href= "https://x.com/benhoneill/status/1848390493425504388">https://x.com/benhoneill/status/1848390493425504388</a><br /> <a href= "https://x.com/cburniske/status/1848108613631390155">https://x.com/cburniske/status/1848108613631390155</a> </p> <p>22:24 Michael Saylor Against Self Custody?<br /> <a href= "https://x.com/AdamSimecka/status/1848131598044074289">https://x.com/AdamSimecka/status/1848131598044074289</a> <br /> <a href= "https://x.com/Sina_21st/status/1848450657205789161">https://x.com/Sina_21st/status/1848450657205789161</a> <br /> <a href=

<p>Optimism’s Ben Jones and Kraken’s Andrew Koller join us today to talk about Kraken’s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.</p> <p>Kraken will share revenue with the Optimism Collective and participate in OP Governance, alongside major players like Coinbase and Uniswap. Ink’s mainnet is set to launch in early 2025, focusing on onchain wealth management and developer engagement.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p>------<br /> <span role="img" aria-label="✨">✨</span> Mint the episode on Zora <span role="img" aria-label="✨">✨</span> <!-- notionvc: 58ea38b6-a3fc-4f1a-8518-b526e15dae42 --><br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/83?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/83?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:43 Ink Explained <br /> 10:23 What Happens on Ink?<br /> 12:52 Technicalities of Ink<br /> 14:00 Kraken x Ink Synergy & Goals<br /> 16:15 Why Superchain?<br /> 17:36 Ink Roadmap<br /> 19:08 Scaling Ink <br /> 24:41 Wen Superchain Promise<br /> 33:19 Superchain 2025 Forcast<br /> 37:36 Kraken BTC x Ink<br /> 38:38 $INK<br /> 39:35 Superchain Economics<br /> 48:28 What’s Next? <br /> 51:30 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Ink</p> <p><a href= "http://inkonchain.com">http://inkonchain.com</a> </p> <p>Kraken<br /> <a href= "https://x.com/krakenfx">https://x.com/krakenfx</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>In this episode of Bankless Takes we dive into the growing sentiment that Ethereum is losing its edge, with its roadmap straying and competitors catching up. <br /> We’ve spent a long time evaluating these arguments, and today, we give our take on the Ethereum Roadmap Wars. This is our best take on how the debate unfolds and why, in the end, we’re still bullish on Ethereum’s future.</p> <p>------<br /> 🎮B3 | THE FUTURE OF ONCHAIN GAMING<br /> <a href="https://bankless.cc/b3">https://bankless.cc/b3</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a></p> <p>🪄 MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a></p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/82?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/82?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS<br /> 00:00 Start<br /> 03:24 The Roadmap Wars<br /> 12:22 What Are The Wars Really About?<br /> 25:40 Roadmap Proposed Solutions<br /> 35:03 Why Are We Fighting Over DeFi<br /> 39:15 What Do We Do About It?<br /> 44:59 Where Will DeFi End Up?<br /> 50:23 What About $ETH The Asset?<br /> 53:43 The Bull Case For ETH</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>Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David unpacking the episode:<br /> <a href= "https://www.bankless.com/debrief-omid-malekan">https://www.bankless.com/debrief-omid-malekan</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href="https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCUyMiU3RCU1RCU3RCU1RA=="> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/81?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/81?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> <br /> </span></p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:52 Omid Malekan’s Crypto Background<br /> 9:31 Transitioning from TradFi to Crypto<br /> 14:51 Explaining Blockchain to Crypto Newcomers<br /> 21:10 The Fear in Crypto Transactions<br /> 24:53 Blockchain as a New Financial Architecture<br /> 28:07 What New Crypto Users Get Wrong<br /> 32:06 Not All Blockchains Are Equal<br /> 39:25 Qualitative & Quantitative Block Space<br /> 41:49 Lessons from Traditional Finance<br /> 46:36 Modular Design in Blockchain Systems<br /> 1:01:30 Envisioning Crypto's Endgame<br /> 1:09:25 Ether's Value Proposition and Role<br /> 1:20:28 Opportunities for High-Quality Liquid Assets<br /> 1:23:38 Ether as the Money of the Internet<br /> 1:36:55 Settlement Assurances and the Future of Ether<br /> 1:44:07 Crypto Cycles and Future Gains<br /> 1:45:29 Own Podcast?<br /> 1:46:22 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Omid Malekan<br /> <a href= "https://x.com/malekanoms">https://x.com/malekanoms</a> </p> <p>Omid's Books <br /> <a href= "https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331"> https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331</a> <br /> <a href= "https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307"> https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>With 17 days to the election, Trump launched WLFI token sales, while Kamala’s positive crypto comments sparked reactions. Polymarket shows Trump at 62%—can that be real?</p> <p><br /> In Ethereum, despite price drops, Fuel launched a high-performance L2, and Paradigm introduced its own with Reth at the core.</p> <p><br /> Meanwhile, Saylor plans a Bitcoin Bank, and Kraken is rolling out wrapped Bitcoin.</p> <p><br /> ------<br /> 🎮B3 | THE FUTURE OF ONCHAIN GAMING<br /> <a href= "https://bankless.cc/b3">https://bankless.cc/b3</a> </p> <p><br /> ------<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><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> 🪄MAGIC EDEN | HOME OF WEB3<br /> <a href= "https://bankless.cc/MagicEden">https://bankless.cc/MagicEden</a> </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href= "https://bankless.cc/0G">https://bankless.cc/0G</a> </p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCU1Q25odHRwcyUzQSUyRiUyRnpvcmEuY28lMkZjb2xsZWN0JTJGem9yYSUzQTB4MGMyOTQ5MTNhNzU5NmI0MjdhZGQ3ZGNiZDZkN2JiZmM3MzM4ZDUzZiUyRjgwJTNGcmVmZXJyZXIlM0QweDA3N0ZlOWU5NkFhOWIyMEJkMzZGMUM2MjkwZjU0Rjg3MTdDNTY3NEUlMjIlN0QlNUQlN0QlNUQ="> ------<br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/80?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/80?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></span></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p><br /> 0:00 Intro</p> <p><br /> 4:17 Markets, L2 Update, & Blobs<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://x.com/Evan_ss6/status/1846592303143776269">https://x.com/Evan_ss6/status/1846592303143776269</a> <br /> <a href= "https://x.com/growthepie_eth/status/1845076141054345464">https://x.com/growthepie_eth/status/1845076141054345464</a> <br /> <a href= "https://x.com/ryansadams/status/1845111043250393569">https://x.com/ryansadams/status/1845111043250393569</a> <br /> <a href= "https://x.com/sassal0x/status/1846458384842916143">https://x.com/sassal0x/status/1846458384842916143</a> <br /> <a href= "https://dune.com/hildobby/blobs">https://dune.com/hildobby/blobs</a> <br /> <a href= "https://x.com/litocoen/status/1846455792461140222">https://x.com/litocoen/status/1846455792461140222</a> <br /> <a href= "https://imgur.com/a/hGxZIyT">https://imgur.com/a/hGxZIyT</a> <br /> <a href= "https://x.com/pythianism/status/1846502438624231605">https://x.com/pythianism/status/1846502438624231605</a> <br /> <a href= "https://x.com/EricBalchunas/status/1845944946991276494">https://x.com/EricBalchunas/status/1845944946991276494</a> </p> <p><br /> 21:52 What’s going on on Polymarket? <br /> <a href= "https://polymarket.com/event/presidential-election-winner-2024?tid=1729178339570"> https://polymarket.com/event/presidential-election-winner-2024?tid=1729178339570</a> <br /> <a href= "https://x.com/RyanSAdams/status/1846660964105453836">https://x.com/RyanSAdams/status/1846660964105453836</a> <br /> <a href= "https://x.com/fewture/status/1846667819200795038">https://x.com/fewture/status/1846667819200795038</a> <br /> <a href= "https://x.com/adamscochran/status/1846677802583838768">https://x.com/adamscochran/status/1846677802583838768</a> <br /> <a href= "https://x.com/divine_economy/status/1846677795423785150">https://x.com/divine_economy/status/1846677795423785150</a> <br /> <a href= "https://www.natesilver.net/p/whats-behind-trumps-surge-in-prediction"> https://www.natesilver.net/p/whats-behind-trumps-surge-i

<p>Announcing: The Bankless Summit</p> <p>The Saturday after Devcon (Nov 16th) Bankless is hosting a single day of the most interesting talks and conversations in Ethereum!</p> <p>Sit back and enjoy as Bankless curates the most interesting speakers in Ethereum while we let them speak!</p> <p>Get tickets here:<br /> <a href= "https://lu.ma/0bpju5ic">https://lu.ma/0bpju5ic</a> </p> <p>BANKLESS CITIZEN PERK: 70% OFF THE TICKETS!<br /> <a href= "https://www.bankless.com/join">https://www.bankless.com/join</a> </p> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>A16z’s 2024 State of Crypto Report is out!</p> <p>Bankless reviews these reports every year so we can get caught up on everything happening in Crypto. That's why we’re bringing a16z Crypto CTO Eddy Lazzarin and Data Scientist Daren Matsuoka.</p> <p>Expect to learn how 2024 contrasts to 2023, crypto adoption signals, innovations in every sector from policy to scaling and stablecoins to zk cryptography. And most importantly, why the price innovation cycle is here to stay. Enjoy!</p> <p>------<br /> 🎮 B3 | THE FUTURE OF ONCHAIN GAMING<br /> <a href= "https://bankless.cc/b3">https://bankless.cc/b3</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🪄 MAGIC EDEN | HOME OF WEB3<br /> <a href="https://magiceden.io/">https://magiceden.io/</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE<br /> <a href="https://0g.ai/">https://0g.ai/</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/79?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/79?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:53 Vibe Check<br /> 7:00 Target Audience<br /> 9:16 2023 Contrast<br /> 12:14 How Big is Crypto?<br /> 21:23 Desktop vs Mobile Adoption<br /> 25:13 Crypto Policy<br /> 29:34 Stablecoins<br /> 36:24 Ethereum Gas Fees<br /> 46:09 Scaling<br /> 48:24 ZK Cryptography<br /> 58:30 Applications<br /> 1:00:23 Crypto x AI<br /> 1:06:23 DeFi vs Centralized Services<br /> 1:09:27 Builders<br /> 1:12:09 Price Innovation Cycle<br /> 1:16:14 Reflections on 2024<br /> 1:19:37 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>A16z 2024 State of Crypto Report</p> <p><br /> Eddy Lazzarin<br /> <a href= "https://x.com/eddylazzarin">https://x.com/eddylazzarin</a> </p> <p>Daren Matsuoka<br /> <a href= "https://x.com/darenmatsuoka">https://x.com/darenmatsuoka</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>Joining us today is Kain Warwick. Not to fight, but to talk about his exciting new project called Infinex. </p> <p><br /> Infinex aims to replace crypto's centralized exchange experience and bring it all onchian. It's ambitious, but if it works, could change the way we think about DeFi and navigate across chains forever. </p> <p><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 /> 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><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> ⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://%E2%81%A0https//bankless.cc/Arbitrum">⁠https://bankless.cc/Arbitrum</a><br /> <br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-fJvzOn lOEQV" data-slate-leaf= "true"><span data-slate-string="true">------<br /> ✨ Mint the episode on Zora ✨<br /></span></span></span><span data-slate-node= "text"><span class="sc-fJvzOn lOEQV" data-slate-leaf= "true"><span data-slate-string="true"><a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/78">https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/78</a></span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element">------<br /> TIMESTAMPS<br /> 00:00:00 Intro<br /> 00:04:29 Infinex<br /> 00:12:44 The Infinex Tech Stack<br /> 00:20:45 Optimizing Across Protocols<br /> 00:27:00 The Centralization Tradeoff<br /> 00:29:04 Key Tech Unlocks<br /> 00:34:48 Managing Protocol Risk<br /> 00:42:33 Transaction Experience & Security<br /> 00:50:40 Patron Sale<br /> 00:56:55 Future Growth Plans<br /> 01:00:29 Fight Commentary</p> <p>------<br /> RESOURCES<br /> Kain Warwick - <a href= "https://x.com/kaiynne">https://x.com/kaiynne</a> </p> <p><br /> Infinex - <a href= "https://x.com/infinex_app">https://x.com/infinex_app</a> </p> <p><br /> ------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠</p>

<p>This Weekly Rollup was recorded IRL at Permissionless III. We discuss HBO revealing the identity of Bitcoin’s creator, Uniswap’s Unichain announcement, the new FBI token and David Hoffman vs. Kain Warwick upcoming fight.</p> <p>------<br /> 🎮 B3 | THE FUTURE OF ONCHAIN GAMING<br /> <a href= "https://bankless.cc/b3">https://bankless.cc/b3</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/77?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/77?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 3:04 Markets<br /> 6:14 US Economy<br /> <a href= "https://www.cnbc.com/2024/10/04/september-2024-us-jobs-report.html"> https://www.cnbc.com/2024/10/04/september-2024-us-jobs-report.html</a> <br /> <a href= "https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable"> https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable</a> <br /> 13:28 Uniswap Announces Unichain<br /> <a href= "https://x.com/Uniswap/status/1844363396382408774">https://x.com/Uniswap/status/1844363396382408774</a> <br /> <a href= "https://x.com/TaikiMaeda2/status/1844363706798571828">https://x.com/TaikiMaeda2/status/1844363706798571828</a> <br /> <a href= "https://x.com/0xCygaar/status/1844377718479257864">https://x.com/0xCygaar/status/1844377718479257864</a> <br /> <a href= "https://x.com/haydenzadams/status/1844363698485198899">https://x.com/haydenzadams/status/1844363698485198899</a> <br /> <a href= "https://x.com/delitzer/status/1844364429389070699">https://x.com/delitzer/status/1844364429389070699</a> <br /> <a href= "https://x.com/VitalikButerin/status/1575772104678510592">https://x.com/VitalikButerin/status/1575772104678510592</a> <br /> <a href= "https://x.com/danrobinson/status/1844407479528194262">https://x.com/danrobinson/status/1844407479528194262</a> <br /> <a href= "https://x.com/haydenzadams/status/1844411400523067599">https://x.com/haydenzadams/status/1844411400523067599</a> <br /> <a href= "https://x.com/Fwiz/status/1844375503601594594">https://x.com/Fwiz/status/1844375503601594594</a> <br /> <a href= "https://x.com/gluk64/status/1844388796290183302">https://x.com/gluk64/status/1844388796290183302</a> <br /> <a href= "https://youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR">https://youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR</a> <br /> 30:55 HBO Reveals Satoshi Identity?<br /> <a href= "https://x.com/crypto_div/status/1843838385913258387">https://x.com/crypto_div/status/1843838385913258387</a> <br /> <a href= "https://x.com/MarcHochstein/status/1843768871318372562">https://x.com/MarcHochstein/status/1843768871318372562</a> <br /> <a href= "https://x.com/peterktodd/status/1843957196830441766">https://x.com/peterktodd/status/1843957196830441766</a> <br /> <a href= "https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi"> https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi</a> <br /> <a href= "https://x.com/ki_young_ju/status/1843872372627255541">https://x.com/ki_young_ju/status/1843872372627255541</a> <br /> <a href= "https://x.com/HalieyWelchX/status/1844038238408990871">https://x.com/HalieyWelchX/status/1844038238408990871</a> <br /> 37:23 FBI Coin<br /> <a h

<p>Unichain Is Here! Joining us today is Hayden Adams of Uniswap and Karl Floersch of Optimism to explain the exciting new release and vision for the future of Ethereum and appchains.</p> <p><br /> <span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRjAlOUYlOEUlQUMlMjBERUJSSUVGJTIwJTdDJTIwUnlhbiUyMCUyNiUyMERhdmlkJTIwdW5wYWNraW5nJTIwdGhlJTIwZXBpc29kZSUzQSU1Q25odHRwcyUzQSUyRiUyRnd3dy5iYW5rbGVzcy5jb20lMkZkZWJyaWVmLWFubm91bmNpbmctdW5pJTIyJTdEJTVEJTdEJTVE"> ------</span></p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRjAlOUYlOEUlQUMlMjBERUJSSUVGJTIwJTdDJTIwUnlhbiUyMCUyNiUyMERhdmlkJTIwdW5wYWNraW5nJTIwdGhlJTIwZXBpc29kZSUzQSU1Q25odHRwcyUzQSUyRiUyRnd3dy5iYW5rbGVzcy5jb20lMkZkZWJyaWVmLWFubm91bmNpbmctdW5pJTIyJTdEJTVEJTdEJTVE"> 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-announcing-uni</span></p> <p><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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p> </p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCU1Q25odHRwcyUzQSUyRiUyRnpvcmEuY28lMkZjb2xsZWN0JTJGem9yYSUzQTB4MGMyOTQ5MTNhNzU5NmI0MjdhZGQ3ZGNiZDZkN2JiZmM3MzM4ZDUzZiUyRjc2JTNGcmVmZXJyZXIlM0QweDA3N0ZlOWU5NkFhOWIyMEJkMzZGMUM2MjkwZjU0Rjg3MTdDNTY3NEUlMjIlN0QlNUQlN0QlNUQ="> ------</span></p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCU1Q25odHRwcyUzQSUyRiUyRnpvcmEuY28lMkZjb2xsZWN0JTJGem9yYSUzQTB4MGMyOTQ5MTNhNzU5NmI0MjdhZGQ3ZGNiZDZkN2JiZmM3MzM4ZDUzZiUyRjc2JTNGcmVmZXJyZXIlM0QweDA3N0ZlOWU5NkFhOWIyMEJkMzZGMUM2MjkwZjU0Rjg3MTdDNTY3NEUlMjIlN0QlNUQlN0QlNUQ="> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/76?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/76?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </span></p> <p><br /> ------<br /> TIMESTAMPS<br /> 00:00:00 Start<br /> 00:05:51 Announcing Unichain!<br /> 00:11:51 How Will Unichain Work?<br /> 00:17:21 Superchain And Interoperability<br /> 00:19:38 Superchain Enhancements<br /> 00:26:12 Unichain User Experience<br /> 00:30:43 What About Other Superchains?<br /> 00:38:49 Unfragmenting The Fragmentation<br /> 00:43:58 Coordinating All Of Ethereum<br /> 00:49:08 UNI Token<br /> 00:52:47 Should DeFi Live On L1?<br /> 00:57:57 What Success Looks Like<br /> 01:01:15 The Path To Superchain<br /> 01:03:19 Release Dates</p> <p>------<br /> RESOURCES</p> <p><br /> Unichain: <a href= "https://unichain.org/">https://unichain.org/</a> </p> <p>Hayden: <a href= "https://x.com/haydenzadams">https://x.com/haydenzadams</a> </p> <p>Karl: <a href= "https://x.com/karl_dot_tech">https://x.com/karl_dot_tech</a> </p> <p><br /> ------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>Today Jake Chervinsky is back on the podcast to discuss Tornado Cash developer Roman Storm's court case and its implications on DeFi and the crypto industry.<br /> <br /> Could DeFi be made illegal in the United States? Are DeFi developers going to be prosecuted if criminals use their code? Is it just DeFi? What other sectors could be at risk?<br /> <br /> The answers to these and many other questions are discussed in today’s episode.</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>🗣️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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> ⁠</p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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>------<br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/75?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/75?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS<br /> <br /> 0:00 Intro<br /> 4:44 Roman Storm’s Case<br /> 12:52 Is DeFi at Risk?<br /> 18:20 The Ruling & Its Implications <br /> 21:29 Money Transmission Explained <br /> 25:52 Roman Storm’s Arrest<br /> 30:54 Are All DeFi Protocols At Risk? <br /> 36:17 Prosecution of Privacy<br /> 43:11 What This Ruling Means & What’s Next<br /> 48:41 Best & Worst Case Scenario<br /> 53:11 Other Sectors At Risk<br /> 57:35 Other Cases<br /> 1:03:48 Totalitarian Nightmare<br /> 1:08:21 SEC Updates<br /> 1:12:00 US Election 2024<br /> 1:17:30 Geofencing<br /> 1:23:21 Are We Winning & Conclusion<br /> <br /> ------<br /> RESOURCES</p> <p>Jake Chervinsky<br /> <a href= "https://x.com/jchervinsky">https://x.com/jchervinsky</a> </p> <p>Jake Chervinsky’s Tweet<br /> <a href= "https://x.com/jchervinsky/status/1839412423096467753">https://x.com/jchervinsky/status/1839412423096467753</a> </p> <p>A Practical Guide to Geofencing<br /> <a href= "https://variant.fund/articles/practical-guide-to-geofencing/">https://variant.fund/articles/practical-guide-to-geofencing/</a> </p> <p>Defend Roman Storm<br /> <a href= "https://juicebox.money/@defend-roman-storm">https://juicebox.money/@defend-roman-storm</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>In this episode, we sit down with Nico Perrino, a leading advocate for free speech and individual rights, currently serving at the Foundation for Individual Rights and Expression (FIRE). Nico shares his views on the increasing government control over digital speech, the role of social media, and how misinformation and disinformation are shaping our society.</p> <p>We dive deep into the debate around censorship, the dangers of having a "Ministry of Truth," and the future implications of AI on free speech. Whether it’s the growing concerns about misinformation or the battle between government intervention and freedom of expression, Nico gives us a fresh perspective on navigating these complex issues.</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>⚖️ 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>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> ⁠</p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-fJvzOn lOEQV" data-slate-leaf= "true"><span data-slate-string= "true">------</span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-fJvzOn lOEQV" data-slate-leaf= "true"><span data-slate-string="true">✨ Mint the episode on Zora ✨</span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-fJvzOn lOEQV" data-slate-leaf= "true"><span data-slate-string="true"><a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/74?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/74?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </span></span></span></p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 2:46 Nico Perino: Free Speech Advocate Introduction<br /> 3:17 Social Media Misinformation & AI Concerns<br /> 7:14 Debating 1984 & Ministry of Truth<br /> 11:49 Misinformation, Fractured Sources, & Consensus<br /> 16:36 John Kerry on Governance & Free Speech<br /> 21:56 Fractured Truth: Media Referees & COVID<br /> 23:26 Morlocks Trap: Conspiracy Theories and Control<br /> 24:23 Misinformation Amplified by Algorithms & Bias<br /> 32:56 AI as a Tool for Finding Truth<br /> 36:59 Misinformation vs. Disinformation<br /> 39:58 The Pavel Durov Case<br /> 46:50 Comparing Telegram & Apple Encryption Cases<br /> 48:05 Brazil's Ban on X & VPN Penalties<br /> 52:58 Balkanization of the Internet and Free Speech<br /> 56:10 UK Online Safety Act<br /> 59:46 Global Misinformation Laws: Australia to U.S.<br /> 1:08:00 Government's Role in Protecting Free Speech<br /> 1:12:50 Bottom-Up Solutions for Truth & Speech<br /> 1:20:23 Inevitability of Censorship's Failures<br /> 1:22:33 Advancing Free Speech<br /> 1:23:01 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Nico<br /> <a href= "https://x.com/NicoPerrino">https://x.com/NicoPerrino</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa’s new fiat tokenization platform on Ethereum. Plus, don’t miss details on the upcoming Kain vs. David fight at Permissionless!<br /> ------<br /> 📣 0x v2 | NEXT GEN PRICING ENGINE<br /> <a href= "https://bankless.cc/0x">https://bankless.cc/0x</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/73?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/73?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------ <br /> TIMESTAMPS & Resources</p> <p>00:00 War And Crypto<br /> <a href= "https://x.com/PeterKwoba2/status/1841177421179183405">https://x.com/PeterKwoba2/status/1841177421179183405</a> <br /> <a href= "https://x.com/lexfridman/status/1841253627190517785">https://x.com/lexfridman/status/1841253627190517785</a> <br /> <a href= "https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/"> https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/</a> <br /> <a href= "https://x.com/legendarygainz_/status/1840733999930413127">https://x.com/legendarygainz_/status/1840733999930413127</a> <br /> <a href= "https://x.com/VitalikButerin/status/1840944416997195974">https://x.com/VitalikButerin/status/1840944416997195974</a> </p> <p>08:49 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> <br /> <a href= "https://farside.co.uk/btc/">https://farside.co.uk/btc/</a> <br /> <a href= "https://x.com/NateGeraci/status/1840036803404800018">https://x.com/NateGeraci/status/1840036803404800018</a> <br /> <a href= "https://www.coingecko.com/en/global-charts">https://www.coingecko.com/en/global-charts</a> </p> <p>12:26 L2 Update<br /> <a href= "https://l2beat.com/scaling/summary">https://l2beat.com/scaling/summary</a> <br /> <a href= "https://www.growthepie.xyz/chains/ethereum">https://www.growthepie.xyz/chains/ethereum</a> <br /> <a href= "https://www.coingecko.com/">https://www.coingecko.com/</a> </p> <p>17:57 Rate Cuts<br /> <a href= "https://x.com/Cointelegraph/status/1840819209879896455">https://x.com/Cointelegraph/status/1840819209879896455</a> </p> <p>22:58 Tornado Cash Updates<br /> <a href= "https://x.com/BanklessHQ/status/1839408070524547246">https://x.com/BanklessHQ/status/1839408070524547246</a> <br /> <a href= "https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial"> https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial</a> <br /> <a href= "https://x.com/jchervinsky/status/1839478184808460325">https://x.com/jchervinsky/status/1839478184808460325</a> <br /> <a href= "https://juicebox.money/@defend-roman-storm">https://juicebox.money/@defend-roman-storm</a> </p> <p>32:21 Ripple ETF?<br /> <a href= "https://x.com/BitwiseInvest/status/1841464422557954168">https://x.com/BitwiseInvest/status/1841464422557954168</a> <br /> <a href= "https://x.com/NateGeraci/status/18412784213655720187">https://x.com/NateGeraci/status/1841278

<p>In this episode, we speak with CFTC Commissioner Summer Mersinger about the rapidly changing world of cryptocurrency regulation. Commissioner Mersinger provides a detailed look at the differences between the CFTC and SEC, their roles in overseeing digital assets, and how the regulatory landscape is evolving with DeFi and crypto markets. She discusses the CFTC’s recent dissent in the Uniswap case, the challenges of classifying assets as commodities or securities, and the implications of U.S. regulations on the global crypto industry. </p> <p>Whether you're a crypto enthusiast, a DeFi developer, or just curious about how the U.S. government is approaching these new technologies, this episode offers invaluable insights into the future of crypto regulation.</p> <p>------<br /> 📣0x v2 | NEXT GEN PRICING ENGINE<br /> <a href="https://bankless.cc/0x">https://bankless.cc/0x</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>🗣️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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> ⁠</p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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>------<br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/72?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/72?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:20 Commissioner Mersinger<br /> 8:20 CFTC vs. SEC Regulation Differences<br /> 9:44 Assets: Commodities vs. Securities<br /> 21:59 Consensus on Digital Assets as Commodities<br /> 26:03 CFTC vs. SEC Rivalry Dynamics<br /> 28:25 Bureaucracy a Feature or Bug?<br /> 29:34 Overregulation in Crypto: CFTC vs. SEC<br /> 36:15 Uniswap Case: CFTC Enforcement Action<br /> 47:41 The Regulatory Paradox of Decentralized Finance<br /> 1:00:09 CFTC Enforcement Decision-Making Process<br /> 1:02:02 Addressing Crypto Prediction markets in crypto<br /> 1:15:08 Engagement for Productive Crypto Future<br /> 1:19:52 Continuing engagement and conversation is essential<br /> 1:20:55 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Commissioner Summer Mersinger<br /> <a href= "https://x.com/cftcmersinger">https://x.com/cftcmersinger</a> </p> <p>Commissioner Mersinger’s Dissent<br /> <a href= "https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424"> https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424</a> </p> <p>Uniswap Action <br /> <a href= "https://www.cftc.gov/PressRoom/PressReleases/8961-24">https://www.cftc.gov/PressRoom/PressReleases/8961-24</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>The exploration of the Ethereum Roadmap continues.</p> <p>Today on the show we’re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we’re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.</p> <p>We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!</p> <p>------<br /> 📣 JOIN US AT PERMISSIONLESS III<br /> <a href= "https://blockworks.co/event/permissionless-iii">https://blockworks.co/event/permissionless-iii</a> </p> <p>🎉 REGISTER FOR THE BANKLESS PARTY<br /> <a href= "https://lu.ma/yj5pdeqe?tk=lIr2oe">https://lu.ma/yj5pdeqe?tk=lIr2oe</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>🗣️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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/71?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/71?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 7:29 The Essence of the Argument<br /> 17:50 Ethereum and Rollups<br /> 33:00 Ethereum’s Schism<br /> 40:23 Value Accrual<br /> 59:30 Nation State Resistance<br /> 1:04:52 The Bull Case for Crypto<br /> 1:10:03 What Will Take<br /> 1:16:25 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Mike Ippolito<br /> <a href= "https://x.com/mikeippolito">https://x.com/mikeippolito</a> </p> <p>Mike Neuder<br /> <a href= "https://x.com/mikeneuder">https://x.com/mikeneuder</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system.</p> <p><br /> Today’s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He’s here to show why the middle class should care about the future of finance.</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David unpacking the episode:<br /> <a href= "https://www.bankless.com/debrief-the-austin-campbell-interview">https://www.bankless.com/debrief-the-austin-campbell-interview</a> </p> <p><br /> ------<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><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> ⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p><br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/70?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/70?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p><br /> ------<br /> TIMESTAMPS</p> <p><br /> 0:00 Intro<br /> 5:18 Austin’s Tweet Defending Crypto<br /> 13:55 How the Banking System Works<br /> 23:19 Who Manages Bank Risk?<br /> 32:37 Depositor Bailouts<br /> 41:36 Stablecoin Solution?<br /> 59:51 Stablecoin Impact on Banks<br /> 1:06:44 U.S. Payments Outdated?<br /> 1:10:15 Global Implications of Crypto Adoption<br /> 1:17:46 U.S. Regulatory Stance on Crypto<br /> 1:24:55 Anti-crypto Policy Motivation<br /> 1:32:13 Austin's Advice to Crypto Community<br /> 1:35:22 Closing & Disclaimers</p> <p><br /> ------<br /> RESOURCES</p> <p><br /> Austin Campbell<br /> <a href= "https://x.com/CampbellJAustin">https://x.com/CampbellJAustin</a> </p> <p><br /> Must Read Threads<br /> <a href= "https://x.com/CampbellJAustin/status/1817590780879397114">https://x.com/CampbellJAustin/status/1817590780879397114</a> <br /> <a href= "https://x.com/CampbellJAustin/status/1821591319816581469">https://x.com/CampbellJAustin/status/1821591319816581469</a> <br /> <a href= "https://x.com/campbelljaustin/status/1823362155984388226">https://x.com/campbelljaustin/status/1823362155984388226</a> </p> <p><br /> ------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>This week we break down China’s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets. <br /> Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0’s legal implications. Plus, Eigenlayer’s token unlock is finally here after months of non-transferability. We’ll also dive into the key moments from Solana’s Breakpoint Conference. Buckle up.</p> <p><br /> ------<br /> 📈 INDEX COOP | LEVERAGE TOKENS <br /> <a href= "https://bankless.cc/IndexCoop">https://bankless.cc/IndexCoop</a> </p> <p><br /> ------<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><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> 🛞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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p><br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p> </p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-bfGlA-D keBBPT" data-slate-leaf= "true"><span data-slate-string= "true">------<br /></span></span></span><span data-slate-node= "text"><span class="sc-bfGlA-D keBBPT" data-slate-leaf= "true"><span data-slate-string="true">✨ Mint the episode on Zora ✨<br /></span></span></span><span data-slate-node= "text"><span class="sc-bfGlA-D keBBPT" data-slate-leaf= "true"><span data-slate-string="true"><a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/69?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/69?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </span></span></span></p> <p><br /> ------<br /> TIMESTAMPS & Resources</p> <p><br /> 00:00:00 Kamala's Pivot?<br /> <a href= "https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan"> https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan</a> <br /> <a href= "https://twitter.com/standwithcrypto/status/1838327263953326469">https://twitter.com/standwithcrypto/status/1838327263953326469</a> <br /> <a href= "https://x.com/EleanorTerrett/status/1839041447007342919">https://x.com/EleanorTerrett/status/1839041447007342919</a> <br /> <a href= "https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg"> https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg</a> <br /> <a href= "https://x.com/TrustlessState/status/1838578494462189990">https://x.com/TrustlessState/status/1838578494462189990</a> <br /> <a href= "https://x.com/mcuban/status/1838667484905578704?s=46">https://x.com/mcuban/status/1838667484905578704?s=46</a> <br /> <a href= "https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men"> https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men</a> <br /> <a href= "https://x.com/Zachary/status/1839260651614568845">https://x.com/Zachary/status/1839260651614568845</a> </p> <p><br /> 00:14:17 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> </p> <p><br /> 00:16:39 ETH Options Approved<br /> <a href= "https://x.com/EricBalchunas/status/1837240128588169587">https://x.com/EricBalchunas/status/1837240128588169587</a> <br /> <a href= "https://x.com/kellyjgreer/status/

<p>Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today’s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️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/68?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/68?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:08 Harris vs. Trump Debate Reaction<br /> 8:58 Kamala Admin's Crypto Silence<br /> 11:27 Pro-Crypto Meetings with Democrats<br /> 17:01 Biden, Warren, & Crypto Stances<br /> 21:43 Future of Crypto Under Harris?<br /> 24:09 Ideal Democratic Crypto Policy<br /> 27:37 Kamala's Plans for Gary Gensler<br /> 28:37 Crypto Advocates in the DNC<br /> 30:43 Convincing Undecided Democrats on Crypto<br /> 33:27 Future of DeFi Regulation<br /> 34:58 Explaining DeFi Benefits to Democrats<br /> 37:50 Educating on Crypto's Transparency<br /> 39:55 Crypto Voter Dilemma: Harris vs. Trump<br /> 42:18 Closing & Disclosures</p> <p>------<br /> RESOURCES</p> <p>Rep. Ro Khanna<br /> <a href= "https://x.com/reprokhanna">https://x.com/reprokhanna</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.</p> <p>Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s. </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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️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/67?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/67?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:06 Why is the ETH Roadmap Great<br /> 12:38 Ethereum’s North Star<br /> 17:12 Property Rights<br /> 28:14 Rollups<br /> 33:20 Rollup Stages<br /> 47:38 Data Availability<br /> 1:06:25 Value Accrual for ETH<br /> 1:15:33 ETH as Money<br /> 1:21:35 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Mike Neuder<br /> <a href= "https://x.com/mikeneuder">https://x.com/mikeneuder</a> </p> <p>Mike Neuther Thesis<br /> <a href= "https://hackmd.io/@mikeneuder/ethesis">https://hackmd.io/@mikeneuder/ethesis</a> </p> <p>Max Resnick Pod<br /> <a href= "https://www.youtube.com/watch?v=FLUJ0uLye0U">https://www.youtube.com/watch?v=FLUJ0uLye0U</a> </p> <p>Kyle Samani Pod<br /> <a href= "https://www.youtube.com/watch?v=7CMMLdVrtFE">https://www.youtube.com/watch?v=7CMMLdVrtFE</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 Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited? </p> <p>Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token. </p> <p>We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street. <br /> ------<br /> 📈 INDEX COOP | LEVERAGE TOKENS <br /> <a href= "https://bankless.cc/IndexCoop">https://bankless.cc/IndexCoop</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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/CartesiGovernance">https://bankless.cc/CartesiGovernance</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/66?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/66?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00 Start<br /> 02:36 Markets<br /> <a href= "https://x.com/ledgerstatus/status/1835473538028814667">https://x.com/ledgerstatus/status/1835473538028814667</a> </p> <p>06:09 RSA Finally Cracks<br /> <a href= "https://x.com/RyanSAdams/status/1836779556998459436">https://x.com/RyanSAdams/status/1836779556998459436</a> </p> <p>10:55 Total MKT Cap<br /> <a href= "https://www.coingecko.com/en/global-charts">https://www.coingecko.com/en/global-charts</a> </p> <p>11:09 L2 Update<br /> <a href= "https://www.growthepie.xyz/fundamentals/transaction-count">https://www.growthepie.xyz/fundamentals/transaction-count</a> </p> <p>13:36 Fed Rate Cuts<br /> <a href= "https://x.com/SpecialSitsNews/status/1835699786785136703">https://x.com/SpecialSitsNews/status/1835699786785136703</a> <br /> <a href= "https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html"> https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html</a> </p> <p>18:57 Cut Reactions<br /> <a href= "https://x.com/TimDuy/status/1836154346045870391">https://x.com/TimDuy/status/1836154346045870391</a> <br /> <a href= "https://x.com/coinbase/status/1836470341063053572">https://x.com/coinbase/status/1836470341063053572</a> <br /> <a href= "https://x.com/RyanSAdams/status/1836795960321585388">https://x.com/RyanSAdams/status/1836795960321585388</a> <br /> <a href= "https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/"> https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/</a> <br /> <a href= "https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/Jamie1Coutts/status/1836192104722370930">https://x.com/Jamie1Coutts/status/1836192104722370930</a> <br /> <a href= "https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ">https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ</a> <br /> <a href= "https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz">https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz</a> </p> <p>27:03 Trump's Liberty Financial<br /> <a href= "https://x.com/EricTrump/status/1834322630721122521">https://x.com/EricTrump/status/1834322630721122521</a> <br /> <a href= "https://x.com/worldlibertyfi/status/1835748701534404945">https://x.com/worldlibertyfi/status/1835748701534404945</a> <b

<p>Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?</p> <p>Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.</p> <p>- Are these rate cuts just in time or too little too late?<br /> - Is the Fed cutting by 25bps or 50bps?<br /> - Will we get a recession or the soft landing the FED is hoping for?<br /> - What will happen to crypto assets?</p> <p>We discuss all this and more with Macro Alf, one of the top minds in macro out there.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️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/65?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/65?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:41 The Fed is Behind the Curve<br /> 12:28 Why Haven’t Things Broke?<br /> 18:57 Bad News are Actually Bad News<br /> 24:17 Fed Rate Cut Prediction<br /> 30:43 Elizabeth Warren’s Letter<br /> 35:06 Market Reaction<br /> 42:55 How to Prepare<br /> 53:20 Probability of Recession<br /> 54:48 Debasement<br /> 1:05:06 Monetary Plumbing<br /> 1:09:09 Debasement Assets<br /> 1:11:46 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Maro Alf<br /> <a href= "https://x.com/MacroAlf">https://x.com/MacroAlf</a> </p> <p>Alf's Institutional Research Free Trial<br /> <a href= "https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform"> https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform</a> </p> <p>The MacroCompass <br /> <a href= "https://themacrocompass.org/">https://themacrocompass.org/</a> </p> <p>Monetary Plumbing Chart<br /> <a href= "https://x.com/MacroAlf/status/1834938859848634440">https://x.com/MacroAlf/status/1834938859848634440</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD. </p> <p>Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.</p> <p>In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------ <br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/64?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/64?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 4:01 L1 vs. L2 Relationship<br /> 10:45 Use Cases of the L1 vs. L2s <br /> 18:56 Fastest Blockchain<br /> 20:05 Decentralization Priority <br /> 25:15 Sequencer Debate<br /> 33:06 Arbitrum x Espresso <br /> 38:02 Optimistic Rollups Capturing Ethereum Governance? <br /> 41:58 What Does Arbitrum Want From the L1 <br /> 45:21 Increasing Block Times?<br /> 49:17 Arbitrum Ecosystem <br /> 52:21 How Does Stylus Work?<br /> 57:22 Web2 Devs Now Web3 Devs <br /> 1:03:02 Arbitrum’s Next 10x<br /> 1:08:17 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Steven Goldfeder<br /> <a href= "https://x.com/sgoldfed">https://x.com/sgoldfed</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>That’s right, Bankless Nation, BlackRock on the podcast today.</p> <p>BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.</p> <p>But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.</p> <p>We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🗣️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/63?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/63?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:36 What is BlackRock?<br /> 7:33 BlackRock’s Crypto Arc<br /> 14:42 Digital Assets Team<br /> 17:01 BlackRock Bitcoin ETF<br /> 20:33 Investor Education<br /> 22:48 Narratives<br /> 24:58 Risk Management<br /> 34:04 Regulatory Environment<br /> 38:27 The Future of ETFs<br /> 42:30 Tokenization<br /> 51:00 What Needs to be Built<br /> 54:26 The State of DeFi<br /> 57:03 BlackRock’s Crypto Mission<br /> 1:00:44 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Robbie<br /> <a href= "https://x.com/robbiemitchnick">https://x.com/robbiemitchnick</a> </p> <p>Blackrock<br /> <a href= "https://x.com/BlackRock">https://x.com/BlackRock</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 in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go?</p> <p>Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.</p> <p>Plus, did we see “war mode” Vitalik this week?</p> <p>------<br /> 🔥The Bankless Summit | 70% of for Citizens | 20% code WRU20<br /> <a href= "https://x.com/BanklessHQ/status/1832085867483083211">https://x.com/BanklessHQ/status/1832085867483083211</a> <br /> <a href= "https://www.bankless.com/join">https://www.bankless.com/join</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> <span role="img" aria-label="✨">✨</span> Mint the episode on Zora <span role="img" aria-label="✨">✨<br /></span> <!-- notionvc: 68f52fc3-ee3d-46c0-ba8f-6cf88c506d74 --><span role= "img" aria-label="✨"><a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/62">https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/62</a> </span></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>5:21 Markets<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://x.com/biancoresearch/status/1832806811088638440">https://x.com/biancoresearch/status/1832806811088638440</a> <br /> <a href= "https://x.com/matt_hougan/status/1833149076722081906">https://x.com/matt_hougan/status/1833149076722081906</a> <br /> <a href= "https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/"> https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/</a> <br /> https://www.tradingview.c om/symbols/FRED-WALCL/ <br /> <a href= "https://x.com/sonyasunkim/status/1832114732326957274">https://x.com/sonyasunkim/status/1832114732326957274</a> </p> <p>18:02 House lawmakers ended up divided in 1st Congressional DeFi hearing <br /> <a href= "https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354"> https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354</a> <br /> <a href= "https://x.com/fund_defi/status/1833556632027955694">https://x.com/fund_defi/status/1833556632027955694</a> <br /> <a href= "https://x.com/coinage_media/status/1833593592373243915">https://x.com/coinage_media/status/1833593592373243915</a> <br /> <a href= "https://x.com/NeerajKA/status/1833530974212387228">https://x.com/NeerajKA/status/1833530974212387228</a> <br /> <a href= "https://x.com/rohangrey/status/1833543531228762323">https://x.com/rohangrey/status/1833543531228762323</a> <br /> <a href= "https://x.com/jchervinsky/status/1833557017023459526">https://x.com/jchervinsky/status/1833557017023459526</a> </p> <p>27:29 The Debate - they didn’t mention crypto! <br /> <a href= "https://x.com/CNN/status/1833703753179857334">https://x.com/CNN/status/1833703753179857334</a> <br /> <a href= "https://x.com/erikvoorhees/status/1833705605045051850">https://x.com/erikvoorhees/status/1833705605045051850</a> <br /> <a href= "https://polymarket.com/event/who-will-win-the-debate-according-to-polls"> https://polymarket.com/event/who-will-win-the-debate-according-to-polls</a> <br /> <a href= "https://polymarket.com/

<p>Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus. </p> <p>We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-yuval-noah-harari-interview">https://www.bankless.com/debrief-the-yuval-noah-harari-interview</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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/CartesiGovernance">https://bankless.cc/CartesiGovernance</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/61?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/61?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS<br /> 00:00:00 Start<br /> 00:08:07 The World of Information Networks<br /> 00:10:59 Truth vs Information<br /> 00:21:28 Tribal Consequences<br /> 00:25:05 Naive View Of Information<br /> 00:34:27 Populist View Of Information<br /> 00:44:54 Inventing New Mechanisms<br /> 00:53:33 A Brief History Of Information Networks<br /> 00:58:43 The Most Successful Story Ever Told<br /> 01:05:13 Story vs Information Network<br /> 01:12:29 Story Of Debt Clay Tablets<br /> 01:14:53 Entering the Age Of AI<br /> 01:20:50 Self Correcting Mechanisms<br /> 01:25:35 The Potential Of Crypto</p> <p>------<br /> RESOURCES</p> <p>Yuval: <a href= "https://www.ynharari.com/">https://www.ynharari.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>When is this all going to reverse? </p> <p>That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.</p> <p>The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:</p> <p>- Are crypto 4 year cycles dead?<br /> - What’s next for ETH/BTC?<br /> - How’s Ben positioning his portfolio for what’s coming?</p> <p>Except to learn that and much more.</p> <p>------<br /> 🌊 KELP | DEPOSIT ETH WITH GAIN TODAY<br /> <a href= "https://kelpdao.xyz/gain/?utm_source=Bankless">https://kelpdao.xyz/gain/?utm_source=Bankless</a> </p> <p>------<br /> 📣 INTO THE CRYPTOVERSE | GET 10% OFF<br /> <a href= "https://intothecryptoverse.com/ref/bankless/">https://intothecryptoverse.com/ref/bankless/</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>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> <br /> <br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/60?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/60?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:33 Where Are We?<br /> 7:44 4 Year Cycles<br /> 22:52 ETH/BTC Ratio<br /> 29:28 ETH Price Analysis<br /> 37:55 Blue Chips vs Altcoins<br /> 55:32 ETH/BTC Final Equilibrium<br /> 1:01:11 Idiosyncratic Events<br /> 1:13:34 The Flippening <br /> 1:16:23 The Bull Market<br /> 1:20:58 2026<br /> 1:25:00 Presidential Election<br /> 1:27:30 Ben’s Portfolio<br /> 1:32:08 Closing Thoughts</p> <p>------<br /> RESOURCES</p> <p>Ben Cowen<br /> <a href= "https://x.com/intocryptoverse">https://x.com/intocryptoverse</a> </p> <p>Ben Cowen on YouTube<br /> <a href= "https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg">https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg</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>Why does Bitcoin sucks and is inferior to Gold?</p> <p>Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.</p> <p>He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-peter-schiff-interview">https://www.bankless.com/debrief-the-peter-schiff-interview</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️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/59?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/59?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 7:07 What is Money?<br /> 15:05 Why is Gold the Apex Money?<br /> 27:59 Gold vs. Bitcoin Custody<br /> 36:27 Gold in The Internet Age<br /> 43:08 Gold as a Productive Asset<br /> 49:30 Gold vs. Bitcoin Demographics<br /> 53:90 Can Gold be Disrupted?<br /> 1:04:20 Should we Abolish The Federal Reserve?<br /> 1:13:33 Is the Stock Market Overpriced?<br /> 1:20:09 Principles to Grow Wealth<br /> 1:25:30 Steelmanning Crypto<br /> 1:36:17 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Peter Schiff<br /> <a href= "https://x.com/PeterSchiff">https://x.com/PeterSchiff</a> </p> <p>Peter Schiff Youtube<br /> <a href= "https://www.youtube.com/@peterschiff">https://www.youtube.com/@peterschiff</a> </p> <p>SchiffGold<br /> <a href= "https://www.schiffgold.com/">https://www.schiffgold.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 in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?</p> <p>Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?</p> <p>Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.</p> <p>On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.</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 /> 🌊 KELP | Deposit ETH with Gain today<br /> <a href= "https://kelpdao.xyz/gain/?utm_source=Bankless">https://kelpdao.xyz/gain/?utm_source=Bankless</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-bRoQge eSDCWA" data-slate-leaf= "true"><span data-slate-string= "true">------</span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><span data-slate-node= "text"><span class="sc-bRoQge eSDCWA" data-slate-leaf= "true"><span data-slate-string="true">✨ Mint the episode on Zora ✨</span></span></span></p> <p class="encore-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element" data-slate-fragment= "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"> <a class="Link-sc-k8gsk-0 czOfap sc-fxidfK jHSXvY" href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/58?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E" data-slate-node="element" data-slate-inline="true" data-encore-id= "textLink"><span contenteditable= "false">⁠</span><span data-slate-node="text"><span class= "sc-bRoQge eSDCWA" data-slate-leaf="true"><span data-slate-string= "true">https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/58?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</span></span></span><span contenteditable="false">⁠</span></a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>2:03 Markets<br /> <a href= "https://x.com/Negentropic_/status/1830685688662040961">https://x.com/Negentropic_/status/1830685688662040961</a> <br /> <a href= "https://outlierventures.io/article/token-trendlines-2-

<p>Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?</p> <p>We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap. </p> <p>Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-max-resnick-interview">https://www.bankless.com/debrief-the-max-resnick-interview</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🗣️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/57"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/57</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:08 Max’s Contrarian Take<br /> 12:20 The State of Rollups<br /> 17:59 Are L2s Extensions of Ethereum?<br /> 27:52 What Needs to Change<br /> 44:33 Based Rollups<br /> 50:05 The Holy Grail Blockchain<br /> 59:02 Scaling the L1<br /> 1:05:29 Max’s Incentives<br /> 1:09:53 Why Not Solana?<br /> 1:14:06 Navigating ETH’s Roadmap<br /> 1:18:05 ETH: The Asset<br /> 1:22:15 Value Capture<br /> 1:23:58 Call to Action<br /> 1:26:43 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Max Resnick<br /> <a href= "https://x.com/MaxResnick1">https://x.com/MaxResnick1</a> </p> <p>Max Resnick Holy Grail Blockchain Tweet<br /> <a href= "https://x.com/MaxResnick1/status/1826630256008331301">https://x.com/MaxResnick1/status/1826630256008331301</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>U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications.</p> <p><br /> ------<br /> 🎬 DEBRIEF | Ryan & David unpacking the episode:<br /> <a href= "https://www.bankless.com/debrief-the-cynthia-lummis-interview">https://www.bankless.com/debrief-the-cynthia-lummis-interview</a> </p> <p><br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p><br /> 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> https://k.xyz/bankless-pod-q2 ⁠ </p> <p><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> 🛞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/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p><br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p><br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/manage/1155/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/56"> https://zora.co/manage/1155/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/56</a> </p> <p><br /> ------<br /> TIMESTAMPS</p> <p><br /> 0:00 Intro<br /> 6:40 The Bitcoin Act<br /> 10:01 Gold to Digital Gold<br /> 15:01 U.S. Strategic Reserves<br /> 18:00 U.S. Discretion in Selling Forfeited Bitcoin<br /> 20:44 Is Bitcoin Ready for Federal Reserve Backing?<br /> 23:24 Bitcoin Adoption to Tackle U.S. Debt<br /> 28:17 Bitcoin's Potential Impact<br /> 33:15 Being First in Bitcoin Strategic Reserves<br /> 39:22 Pros vs. Cons of Bitcoin Strategic Reserves<br /> 49:08 Bipartisan Prospects and Democratic Silence<br /> 53:52 Conservative Support vs. Liberal Adoption<br /> 56:30 Trump vs. Harris on Crypto Legislation</p> <p><br /> ------<br /> RESOURCES</p> <p><br /> Senator Cynthia Lummis<br /> <a href= "https://x.com/SenLummis">https://x.com/SenLummis</a> </p> <p><br /> The Bitcoin Act <br /> <a href= "https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/"> https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/</a> <br /> <a href= "https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf"> https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf</a> </p> <p><br /> ------<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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div>

<p>In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.</p> <p>This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.</p> <p>------</p> <p>📣 BECOME A CITIZEN | GET 10% OFF WITH CODE: SPOTIFY10<br /> <a href= "https://www.bankless.com/join">https://www.bankless.com/join</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> TIMESTAMPS<br /> 00:00:00 Start<br /> 00:05:14 Intro To Our Guests<br /> 00:09:21 Proposer Builder Seperation<br /> 00:12:39 Stepping Forward vs Patching<br /> 00:19:35 Getting Rid Of MEV?<br /> 00:26:35 Inclusion Lists<br /> 00:40:14 What is Braid?<br /> 00:50:43 The Bear Case<br /> 01:06:37 Vitalik's Take<br /> 01:10:53 The Benefits of Braid<br /> 01:20:28 L2 Centric Roadmap Changes?<br /> 01:36:26 How's Rust Going?<br /> 01:44:49 Other Exciting Roadmap Updates<br /> 01:57:52 Call To Action</p> <p>------<br /> RESOURCES</p> <p>Georgios: <a href= "https://x.com/gakonst">https://x.com/gakonst</a> </p> <p>Max: <a href= "https://x.com/MaxResnick1">https://x.com/MaxResnick1</a> </p> <p>Charlie: <a href= "https://x.com/_charlienoyes">https://x.com/_charlienoyes</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠</p>

<p>Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it?<br /> ------<br /> 🌊 KELP | Deposit ETH with Gain today<br /> <a href= "https://kelpdao.xyz/gain/?utm_source=Bankless">https://kelpdao.xyz/gain/?utm_source=Bankless</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES<br /> 00:00:00 Start</p> <p>00:02:22 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> <br /> <a href= "https://pro.kraken.com/app/trade/eth-usd">https://pro.kraken.com/app/trade/eth-usd</a> <br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://www.growthepie.xyz/fundamentals/total-value-locked">https://www.growthepie.xyz/fundamentals/total-value-locked</a> </p> <p>00:06:23 Rate Cuts Incoming<br /> <a href= "https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm"> https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm</a> <br /> <a href= "https://x.com/RyanSAdams/status/1829156259062501574">https://x.com/RyanSAdams/status/1829156259062501574</a> </p> <p>00:08:41 Stablecoin ATH<br /> <a href= "https://defillama.com/stablecoins">https://defillama.com/stablecoins</a> <br /> <a href= "https://x.com/PayPal/status/1828161802208985462">https://x.com/PayPal/status/1828161802208985462</a> </p> <p>00:13:14 When Pump?<br /> <a href= "https://x.com/2xdog/status/1826460239090385028/photo/1">https://x.com/2xdog/status/1826460239090385028/photo/1</a> </p> <p>00:18:42 Telegram Founder Arrested<br /> <a href= "https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19"> https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19</a> </p> <p>00:21:01 What Are The Charges?<br /> <a href= "https://x.com/Cointelegraph/status/1828915121823068476">https://x.com/Cointelegraph/status/1828915121823068476</a> <br /> <a href= "https://x.com/RyanSAdams/status/1828122303047033327">https://x.com/RyanSAdams/status/1828122303047033327</a> </p> <p>00:24:03 Encryption</p> <p>00:27:47 Takes On This Issue<br /> <a href= "https://x.com/EmmanuelMacron/status/1828077245606342672">https://x.com/EmmanuelMacron/status/1828077245606342672</a> <br /> <a href= "https://x.com/VitalikButerin/status/1827602680388239582">https://x.com/VitalikButerin/status/1827602680388239582</a> <br /> <a href= "https://x.com/Kasparov63/status/1827819652535489007">https://x.com/Kasparov63/status/1827819652535489007</a> <br /> <a href= "https://x.com/NoelleInMadrid/status/1827798993017127243">https://x.com/NoelleInMadrid/status/1827798993017127243</a> </p> <p>00:30:45 TON's Reaction<br /> <a href= "https://x.com/ton_society/status/1827753299736674599">https://x.com/ton_society/status/1827753299736674599</a> <br /> <a href= "https://x.com/ton_society/status/1828446248841441467">https://x.com/ton_society/status/1828446

<p>Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution. </p> <p>The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.</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 /> 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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p>------<br /> TIMESTAMPS<br /> 00:00:00 Start<br /> 00:16:37 Intro and Market Size<br /> 00:26:49 Demographics<br /> 00:30:29 Why isn't everyone using stablecoins?<br /> 00:37:14 Custody and Trust<br /> 00:42:29 Creating Crypto Power Users<br /> 00:49:08 Preferred Way Of Growing Wealth<br /> 00:55:28 Dealing With Competition<br /> 01:03:10 Building Under the Argentine Laws<br /> 01:12:21 Javier Milei<br /> 01:18:12 Crypto's Future In Argentina</p> <p>------<br /> RESOURCES<br /> Marcelo Cavazzoli - <a href= "https://x.com/lemoncheli">https://x.com/lemoncheli</a> </p> <p>Federico Ogue - <a href= "https://x.com/fedeogue">https://x.com/fedeogue</a> </p> <p>Manuel Beaudroit - <a href= "https://x.com/mbeaudroit">https://x.com/mbeaudroit</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>It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as: <br /> - America’s debt crisis<br /> - The potential loss of the U.S. reserve currency status<br /> - How crypto could help the U.S. stay ahead of China<br /> - Why the left is anti-crypto<br /> - Crypto under a Trump vs. Kamala’s administration </p> <p>This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/55"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/55</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:11 Why Politics Are Messier<br /> 7:36 Being Speaker of the House<br /> 11:27 Paul’s WSJ Stablecoin Op-Ed<br /> 16:47 Paul’s Intro to Crypto<br /> 18:54 U.S. Debt Crisis<br /> 26:05 Losing Reserve Currency<br /> 28:29 CBDCs vs. Stablecoins <br /> 38:06 KYC Stablecoins & Legislation <br /> 43:27 Anti-Crypto Army<br /> 46:16 Is the Left Anti-Crypto? <br /> 51:03 Right vs. Left Crypto Adoption <br /> 55:50 Kamala vs. Trump<br /> 58:49 Advice to Bankless Listeners<br /> 1:01:18 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Paul Ryan <br /> <a href= "https://x.com/speakerryan">https://x.com/speakerryan</a> </p> <p>WSJ Article <br /> <a href= "https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717"> https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div>

<p>SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?</p> <p>Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.</p> <p>This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-kyle-samani-interview">https://www.bankless.com/debrief-the-kyle-samani-interview</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/53"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/53</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:40 Ethereum in a Vacuum<br /> 10:10 ETH Vs. BTC<br /> 25:50 Broken Layer2 Interoperability<br /> 34:46 Value Capture<br /> 51:46 What Needs to Change<br /> 55:23 Decentralization<br /> 1:06:34 Solana<br /> 1:12:25 Steelmanning Ethereum<br /> 1:17:49 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Kyle Samani<br /> <a href= "https://x.com/KyleSamani">https://x.com/KyleSamani</a> </p> <p>Multicoin Capital<br /> <a href= "https://multicoin.capital/">https://multicoin.capital/</a> </p> <p>Paths To Tens Of Trillions Blog Post<br /> <a href= "https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/">https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div>

<p>Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars. </p> <p>What's causing this big spike and... why?</p> <p><br /> ------</p> <p><br /> 📣 GET 10% OFF PERMISSIONLESS TICKETS | USE CODE: BANKLESS10 <br /> <a href= "https://bankless.cc/PermissionlessDiscount">https://bankless.cc/PermissionlessDiscount</a> </p> <p><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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswa">https://bankless.cc/uniswa</a>p</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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 David's New Fighting Opponent<br /> <a href= "https://x.com/Permissionless/status/1826245778098237923">https://x.com/Permissionless/status/1826245778098237923</a> </p> <p>05:35 Markets<br /> <a href= "https://pro.kraken.com/app/trade/btc-usd">https://pro.kraken.com/app/trade/btc-usd</a> <br /> <a href= "https://pro.kraken.com/app/trade/eth-usd">https://pro.kraken.com/app/trade/eth-usd</a> <br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/"> https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/</a> </p> <p>09:17 Tron Taking Over?<br /> <a href= "https://www.coingecko.com/en/coins/tron">https://www.coingecko.com/en/coins/tron</a> </p> <p>14:57 Fear vs Greed In Markets<br /> <a href= "https://x.com/Barchart/status/1825970627011817561">https://x.com/Barchart/status/1825970627011817561</a> <br /> <a href= "https://www.coinglass.com/pro/i/FearGreedIndex">https://www.coinglass.com/pro/i/FearGreedIndex</a> </p> <p>19:53 Dems 2024 Platform Release<br /> <a href= "https://x.com/BitcoinMagazine/status/1825571943891792289">https://x.com/BitcoinMagazine/status/1825571943891792289</a> <br /> <a href= "https://x.com/RyanSAdams/status/1825620753783345308">https://x.com/RyanSAdams/status/1825620753783345308</a> <br /> <a href= "https://x.com/RyanSAdams/status/1825625975528501711">https://x.com/RyanSAdams/status/1825625975528501711</a> <br /> <a href= "https://x.com/RyanSAdams/status/1825619465339351144">https://x.com/RyanSAdams/status/1825619465339351144</a> <br /> <a href= "https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/"> https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/</a> <br /> <a href= "https://x.com/RyanSAdams/status/1825618904686739630">https://x.com/RyanSAdams/status/1825618904686739630</a> </p> <p>32:36 Trump Onchain<br /> <a href= "https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes"> https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes</a> <br /> <a href= "https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html"> https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html</a> <br /> <a href= "https://opensea.io/collection/trump-digital-trading-cards">https://opensea.io/collection/trump-digital-trading-cards</a> </p> <p>39:02 Optimism Disabled Fraud Proofs?<br /> <a href= "https://x.com/Optimism/status/1824560736657670314">https://x.com/Optimism/status/1824560736657670314</a> </p> <p

<p>Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.</p> <p>We answer:<br /> 1 - Which is faster, more decentralized, and more censorship-resistant?<br /> 2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?<br /> 3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?</p> <p>------<br /> 🌊 KELP | Deposit ETH with Gain today<br /> <a href= "https://kelpdao.xyz/gain/?utm_source=Bankless">https://kelpdao.xyz/gain/?utm_source=Bankless</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSUyMiU3RCU1RCU3RCU1RA=="> ------</span></p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSUyMiU3RCU1RCU3RCU1RA=="> <span role="img" aria-label="✨">✨</span> Mint the episode on Zora <span role="img" aria-label="✨">✨<br /></span></span><a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E">https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------</p> <p>TIMESTAMPS</p> <p>00:00:00 Start<br /> 00:05:48 Intro To Monad<br /> 00:11:47 How Does Monad Fit Into Ethereum?<br /> 00:14:08 What is Mega ETH?<br /> 00:18:31 Similarites and Differences<br /> 00:21:38 Architectual Impact<br /> 00:28:58 Decentralization - Monad<br /> 00:34:56 Decentralization - Mega<br /> 00:39:43 Who's More Decentralized?<br /> 00:49:27 In Summary<br /> 00:57:24 Software Effeciency<br /> 01:06:50 Monolithic vs Modular<br /> 01:15:11 Community<br /> 01:28:37 Why Choose The EVM?<br /> 01:33:07 When Mainnet?</p> <p>------<br /> RESOURCES</p> <p>Lei Yang: <a href= "https://x.com/yangl1996">https://x.com/yangl1996</a> </p> <p>Keone Hon: <a href= "https://x.com/keoneHD">https://x.com/keoneHD</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, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.<br /> <br /> From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice. </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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/52"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 4:43 Louis Intro<br /> 5:05 Louis Book & Theme<br /> 6:30 Current Decade Uncertain?<br /> 9:49 Crisis in Asia - 3 Anomalies<br /> 15:21 Bear Market: Crypto vs. Equity<br /> 23:05 Bond Investors Losing Money<br /> 26:25 Who’s Buying Bonds?<br /> 29:16 Pension Funds & Math<br /> 33:35 Current Safe Investments?<br /> 40:29 Current Ideal Portfolio<br /> 50:22 Equity U.S. vs. Others<br /> 54:00 Ryan’s Countertakes<br /> 55:10 Louis on U.S. Property Rights<br /> 57:25 Louis on U.S. Tech <br /> 1:00:56 U.S. vs. China<br /> 1:04:34 Non-U.S. Equity<br /> 1:06:32 Value Over Growth<br /> 1:11:04 What’s Warren Waiting For?<br /> 1:13:06 Home Bias & Base Case<br /> 1:18:46 Dollar Devaluing<br /> 1:24:18 Louis on Crypto<br /> 1:27:09 Bitcoin vs. Gold<br /> 1:28:20 Louis’s Dad & Crypto<br /> 1:29:30 Closing & Disclosures </p> <p>------<br /> RESOURCES</p> <p>Louis <br /> <a href= "https://x.com/gave_vincent">https://x.com/gave_vincent</a> <br /> <a href= "https://web.gavekal.com/">https://web.gavekal.com/</a> <br /> <a href= "https://evergreengavekal.com/">https://evergreengavekal.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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div>

<p>How in the world did Trump pivot to Pro-Crypto?</p> <p>David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.</p> <p>We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.</p> <p>------<br /> 🐡 PUFFER | CHECK OUT PUFFER UNIFI<br /> <a href= "https://bankless.cc/PufferUnifi">https://bankless.cc/PufferUnifi</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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:51 Bitcoin 2024<br /> 10:43 Donald Trump<br /> 31:42 Trump’s Crypto Policies<br /> 47:44 Kamala Harris<br /> 54:26 Trump vs Kamala<br /> 1:01:15 The Bitcoin Idea<br /> 1:06:14 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>David Bailey<br /> <a href= "https://x.com/DavidFBailey">https://x.com/DavidFBailey</a> </p> <p>Bitcoin Media<br /> <a href="https://b.tc/">https://b.tc/</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>Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward?</p> <p>We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.</p> <p>------</p> <p>📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a> </p> <p>------</p> <p>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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠<a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>00:00 Start<br /> 05:37 BTC Dominance<br /> 11:04 Market Vibe Check<br /> 16:11 Price Discovery?<br /> 23:57 ETH BTC Ratio<br /> 30:28 Narrative Winds<br /> 40:24 Relative Weakness<br /> 46:01 Trading Strategy<br /> 48:54 DeFi Summer Breakout<br /> 52:43 Looking Forward</p> <p>------<br /> RESOURCES</p> <p>Ledger: <a href= "https://x.com/ledgerstatus">https://x.com/ledgerstatus</a> </p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto—could it be too late? Polymarket gives her a 10% chance against Trump. </p> <p>Jeremy Allaire hinted at Tap to Pay with USDC on iPhones—coming soon? </p> <p>BitGo’s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows—how can we support them? </p> <p>------<br /> 🐡 PUFFER | CHECK OUT PUFFER UNIFY<br /> <a href= "https://bankless.cc/PufferUnifi">https://bankless.cc/PufferUnifi</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</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 /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/49"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/49</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>1:26 Argentina<br /> <a href= "https://x.com/TrustlessState/status/1823437363898392792">https://x.com/TrustlessState/status/1823437363898392792</a> <br /> <a href= "https://x.com/smpalladino/status/1823476661473698063">https://x.com/smpalladino/status/1823476661473698063</a> <br /> <a href= "https://x.com/TrustlessState/status/1823401536145514959">https://x.com/TrustlessState/status/1823401536145514959</a> </p> <p>6:55 Markets<br /> <a href= "https://dune.com/hildobby/btc-etfs">https://dune.com/hildobby/btc-etfs</a> <br /> <a href= "https://dune.com/hildobby/eth-etfs">https://dune.com/hildobby/eth-etfs</a> <br /> https://farside.;0co.uk/?p=1518 <br /> <a href= "https://x.com/sassal0x/status/1823265107310219469">https://x.com/sassal0x/status/1823265107310219469</a> <br /> <a href= "https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85"> https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85</a> <br /> <a href= "https://x.com/kellyjgreer/status/1823871991490675137">https://x.com/kellyjgreer/status/1823871991490675137</a> </p> <p>14:25 Memecoin Metrics<br /> <a href= "https://x.com/Adam_Tehc/status/1822411899843047651">https://x.com/Adam_Tehc/status/1822411899843047651</a> <br /> <a href= "https://x.com/TrustlessState/status/1822649650706563180">https://x.com/TrustlessState/status/1822649650706563180</a> <br /> <a href= "https://x.com/econoar/status/1822652061353468169">https://x.com/econoar/status/1822652061353468169</a> <br /> <a href= "https://x.com/cobie/status/1822685974822027770">https://x.com/cobie/status/1822685974822027770</a> </p> <p>23:12 Can Crypto Get Kamala to Pivot? <br /> <a href= "https://x.com/Polymarket/status/1823801428416270455">https://x.com/Polymarket/status/1823801428416270455</a> <br /> <a href= "https://polymarket.com/elections">https://polymarket.com/elections</a> <br /> <a href= "https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable"> https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable</a> <br /> <a href= "https://www.foxbusiness.com/politics/crypto-executives-clash-de

<p>Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker—fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us.</p> <p>Nate is not just a respected analyst; he's one of us—a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today’s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents.</p> <p>------<br /> 📣DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-nate-silver-interview">https://www.bankless.com/debrief-the-nate-silver-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 | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/48"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/48</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:32 Nate is one of us<br /> 7:56 Nate’s POV on crypto <br /> 11:07 ‘The River’ <br /> 17:35 ‘The Village’<br /> 19:15 Riverian & Villager conflict <br /> 25:38 Is the River better?<br /> 34:16 Sam Bankman-Fried<br /> 52:23 Sam Altman<br /> 59:13 Prediction markets & Polymarket<br /> 1:06:56 2024 election predictions <br /> 1:09:01 Riverian’s betting Trump? <br /> 1:10:50 How do we navigate this?<br /> 1:15:09 Advice for the crypto industry<br /> 1:16:38 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Nate Silver<br /> <a href= "https://x.com/NateSilver538">https://x.com/NateSilver538</a> </p> <p>On the Edge <br /> <a href= "https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/"> https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/</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> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div> <div id="cubby-root" data-extension-id= "gploaiogjlbognnhehmnhhjbggcgkjdp"></div>

<p>Robinhood is the world’s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next?</p> <p>In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They’re increasingly investing in crypto and we felt it was important to know their plans.</p> <p>We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood’s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more.</p> <p>------<br /> 🎬 DEBRIEF | Ryan & David Unpacking the Episode:<br /> <a href= "https://www.bankless.com/debrief-the-vlad-tenev-interview">https://www.bankless.com/debrief-the-vlad-tenev-interview</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>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</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/47?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/47?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:35 Why Crypto<br /> 12:28 Robinhood Consumer Base<br /> 15:45 The Crypto Transition<br /> 24:52 Bitstamp Acquisition<br /> 34:10 Robinhood Wallet<br /> 40:43 Robinhood L2?<br /> 45:11 Payments<br /> 53:09 Robinhood vs SEC<br /> 1:04:29 Orderflow Business Model<br /> 1:11:05 Current Crypto Cycle<br /> 1:14:06 Vlad’s Vision<br /> 1:15:20 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Vlad Tenev<br /> <a href= "https://x.com/vladtenev">https://x.com/vladtenev</a> </p> <p>Robinhood Crypto<br /> <a href= "https://robinhood.com/eu/en/about/crypto/">https://robinhood.com/eu/en/about/crypto/</a> </p> <p>Robinhood Credit Card<br /> <a href= "https://robinhood.com/creditcard/">https://robinhood.com/creditcard/</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 in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over? </p> <p>Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L’s? </p> <p>Zora’s latest release promises to shake up the NFT world. </p> <p>And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…?</p> <p>------<br /> 🍵MATCHA | NEW PRICING ENGINE<br /> <a href= "https://go.0x.org/matcha-v2-pod">https://go.0x.org/matcha-v2-pod</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>🛞 MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> </p> <p>🦄 UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> <br /> <br /> ⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p>🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION<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/46"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/46</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>2:50 What happened to markets? <br /> <a href= "https://x.com/dougboneparth/status/1820448580290724222">https://x.com/dougboneparth/status/1820448580290724222</a> <br /> <a href= "https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html"> https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1819753746202546478">https://x.com/KobeissiLetter/status/1819753746202546478</a> <br /> <a href= "https://x.com/radarhits/status/1820091232770572794">https://x.com/radarhits/status/1820091232770572794</a> <br /> <a href= "https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/"> https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/</a> <br /> <a href= "https://x.com/WatcherGuru/status/1820554001450258522">https://x.com/WatcherGuru/status/1820554001450258522</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1820897733143585209">https://x.com/KobeissiLetter/status/1820897733143585209</a> </p> <p>11:27 What happened since Monday<br /> <a href= "https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/"> https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/</a> <br /> <a href= "https://x.com/peruvian_bull/status/1820999796334981126">https://x.com/peruvian_bull/status/1820999796334981126</a> <br /> <a href= "https://x.com/NickTimiraos/status/1821532870529396989">https://x.com/NickTimiraos/status/1821532870529396989</a> <br /> <a href= "https://x.com/Polymarket/status/1820869310119662035">https://x.com/Polymarket/status/1820869310119662035</a> <br /> <a href= "https://x.com/KobeissiLetter/status/1820870572093448299">https://x.com/KobeissiLetter/status/1820870572093448299</a> </p> <p>14:31 Bankless Episodes - Livestream & Tom Lee <br /> <a href= "https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C">https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C</a> <br /> <a href= "https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq">https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq</a> </p> <p>22:24 Jump Capital is selling its crypto positions <br /> <a href= "https://x.com/lookonchain/status/1820321011730116636">https://x.com/lookonchain/status/1820321011730116636&lt

<p>In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over? <br /> Our guest, Tom Lee, doesn’t think so.</p> <p><br /> We aim to answer several key questions:<br /> Why did markets take a hit on Monday? Is there more pain to come?<br /> Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?</p> <p><br /> And finally, Tom's Price Predictions.</p> <p><br /> ------</p> <p>🍵MATCHA | NEW PRICING ENGINE<br /> <a href= "https://go.0x.org/matcha-v2-pod">https://go.0x.org/matcha-v2-pod</a> </p> <p><br /> ------</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><br /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p><br /> ⚡️ CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiGovernance">https://bankless.cc/CartesiGovernance</a> </p> <p><br /> 🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM<br /> <a href= "https://bankless.cc/obol">https://bankless.cc/obol</a> </p> <p><br /> 🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> </p> <p> </p> <p>------<br /> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/45?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/45?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p><br /> ------</p> <p>TIMESTAMPS</p> <p><br /> 00:00 Intro<br /> 04:51 Welcome Tom Lee<br /> 09:39 How Bad Was This Really?<br /> 13:12 Is It Over?<br /> 19:22 What Happens Next?<br /> 22:22 Carry Trade Risk<br /> 23:52 The Recession Case<br /> 28:00 Comparing To The Past<br /> 31:35 Why Tom Was Right<br /> 36:05 Wall St Temp Check<br /> 40:42 BTC And ETH Price Predictions<br /> 43:14 Election Impact</p> <p><br /> ------<br /> RESOURCES</p> <p><br /> Tom on X: <a href= "https://x.com/fundstrat">https://x.com/fundstrat</a> </p> <p><br /> ------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>