Bankless

<p>Ejaaz is back with David to break down the latest in the explosive world of AI Agents.</p> <p>This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.</p> <p>Can AI agents truly become the catalysts for crypto's next bull market?</p> <p>Follow Ejaaz on Twitter: <a href= "https://x.com/cryptopunk7213">https://x.com/cryptopunk7213</a><br /> <br /> ------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a><br /> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🐧CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒SAFE | INTRODUCING SAFENET<br /> <a href= "https://bankless.cc/SAFE">https://bankless.cc/SAFE</a><br /> <br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/112?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/112?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 2:31 Why AI Agents Are a Big Deal<br /> 4:34 Vibes This Past Week<br /> <a href= "https://x.com/s4mmyeth/status/1866414390775329111">https://x.com/s4mmyeth/status/1866414390775329111</a> <br /> <a href= "https://x.com/dwflabs/status/1866422609967235166">https://x.com/dwflabs/status/1866422609967235166</a> <br /> <a href= "https://x.com/solana/status/1866536545550995466">https://x.com/solana/status/1866536545550995466</a> <br /> 9:18 a16z Blog Post <br /> <a href= "https://x.com/a16zcrypto/status/1864343219833627113">https://x.com/a16zcrypto/status/1864343219833627113</a> <br /> 14:26 GOAT is Returning <br /> <a href= "https://x.com/pwnlord69/status/1866589407454826644">https://x.com/pwnlord69/status/1866589407454826644</a> <br /> 25:44 Satan & God Automated <br /> <a href= "https://x.com/ropirito/status/1864373559927173257">https://x.com/ropirito/status/1864373559927173257</a> <br /> <a href="https://x.com/god">https://x.com/god</a> <br /> <a href="https://x.com/s8n">https://x.com/s8n</a> <br /> 39:13 Eliza & Ai16z #1 trending GitHub <br /> <a href= "https://x.com/dreaminglucid22/status/1865758299464843285">https://x.com/dreaminglucid22/status/1865758299464843285</a> <br /> <a href= "https://x.com/BanklessHQ/status/1866845399715287399">https://x.com/BanklessHQ/status/1866845399715287399</a> <br /> 47:04 Virtuals New Sandbox Tool & aixbt<br /> <a href= "https://x.com/0xCygaar/status/1866513570672079187">https://x.com/0xCygaar/status/1866513570672079187</a> <br /> <a href= "https://x.com/aixbt_agent">https://x.com/aixbt_agent</a> <br /> 53:09 Zerebro<br /> <a href= "https://x.com/jyu_eth/status/1864579428639986126">https://x.com/jyu_eth/status/1864579428639986126</a> <br /> <a href= "https://x.com/opaiumdao/status/1865484155464630470">https://x.com/opaiumdao/status/1865484155464630470</a> <br /> <a href= "https://x.com/opaiumdao/status/1866572986805035325">https://x.com/opaiumdao/status/1866572986805035325</a> <br /> <a href= "https://x.com/jyu_eth/status/1866389720844111884">https

<p>What is the role of AI in crypto, and how will it shape the future?</p> <p>AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.</p> <p>In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a></p> <p>🐧CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒SAFE | INTRODUCING SAFE NET<br /> <a href= "https://bankless.cc/SAFE">https://bankless.cc/SAFE</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/111?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/111?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 8:05 Who is Shaw & Eliza Framework<br /> 18:57 Goals of ai16z & Marc AIndreessen<br /> 25:47 AI Agent North Star<br /> 31:20 AI-Powered Contributors & Fixing DAOs <br /> 38:49 Degenspartanai vs. Marc AIndreessen<br /> 52:02 What is ai16z?<br /> 56:51 DAO Governance<br /> 1:00:34 Eliza Framework Story & Success<br /> 1:03:55 Advice to New AI Agent Builders<br /> 1:06:29 Other Top AI Agents<br /> 1:08:02 Agent Swarming & World Mind Explained<br /> 1:17:14 How & Where to Learn More <br /> 1:18:36 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Shaw<br /> <a href= "https://x.com/shawmakesmagic">https://x.com/shawmakesmagic</a> </p> <p>David Hoffman<br /> <a href= "https://x.com/TrustlessState">https://x.com/TrustlessState</a> </p> <p>Ejaaz Ahamadeen<br /> <a href= "https://x.com/cryptopunk7213">https://x.com/cryptopunk7213</a> </p> <p>ai16z dao<br /> <a href= "https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC"> https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC</a> </p> <p>ai16z Github<br /> <a href= "https://github.com/ai16z">https://github.com/ai16z</a> </p> <p>degenspartanai<br /> <a href= "https://x.com/degenspartanai">https://x.com/degenspartanai</a> </p> <p>Marc AIndreessen<br /> <a href="https://x.com/pmairca">https://x.com/pmairca</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>2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.</p> <p>Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.</p> <p>Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this. </p> <p>------<br /> 📣AMBIRE | SIGN UP!<br /> <a href= "https://www.ambire.com/legends">https://www.ambire.com/legends</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🐧CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒SAFE | INTRODUCING SAFENET<br /> <a href="https://bankless.cc/SAFE">https://bankless.cc/SAFE</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/110?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/110?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:19 Summarizing 2024<br /> 8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets<br /> 21:40 2025 Bitcoin ETF Flows <br /> 27:20 Coinbase Surpasses Charles Schwab<br /> 32:13 Year of the Crypto IPO <br /> 38:01 AI Agent Memecoin Mania<br /> 47:39 Countries Holding Bitcoin <br /> 53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100 <br /> 56:54 Crypto 401(k)s <br /> 1:02:48 Stablecoin Assets Double<br /> 1:05:26 RWAs Surpasses $50B <br /> 1:09:12 Bonus Prediction: 2029 Bitcoin Price <br /> 1:12:32 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Bitwise 2025 Predictions <br /> https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025</p> <p>Matt Hougan<br /> <a href= "https://x.com/Matt_Hougan">https://x.com/Matt_Hougan</a> </p> <p>Ryan Rasmussen<br /> <a href= "https://x.com/RasterlyRock">https://x.com/RasterlyRock</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 is Ethereum’s North Star, and does it even need one?</p> <p>There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.</p> <p>This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.</p> <p>------<br /> 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 <br /> <a href= "https://bankless.cc/spotify-premium">https://bankless.cc/spotify-premium</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠</p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a></p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a></p> <p>🔒 SAFE | INTRODUCING SAFENET<br /> <a href= "https://bankless.cc/SAFE">https://bankless.cc/SAFE</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/109?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/109?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 6:00 Jon’s Article<br /> 16:48 How did we get here?<br /> 23:16 Ethereum’s Three Front War<br /> 43:14 Ethereum Wins by its Synergies<br /> 52:52 Ethereum’s Focus<br /> 1:01:58 Ethereum Tactical Advice<br /> 1:18:18 Ultra Sound Money vs World Computer<br /> 1:30:26 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Mike Ippolito<br /> <a href="https://x.com/mikeippolito">https://x.com/mikeippolito</a> </p> <p>Jon Charbonneau<br /> <a href="https://x.com/jon_charb">https://x.com/jon_charb</a> </p> <p>Jon’s Article<br /> <a href= "https://dba.xyz/ethereums-north-star/">https://dba.xyz/ethereums-north-star/</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> </p>

<p>Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto!<br /> <br /> ------<br /> 📣 AMBIRE | SIGN UP!<br /> <a href= "https://www.ambire.com/legends">https://www.ambire.com/legends</a></p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://k.xyz/bankless-pod-q2">https://k.xyz/bankless-pod-q2</a> ⁠ </p> <p>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> <br /> 🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a> </p> <p>🔒 SAFE | INTRODUCING SAFENET<br /> <a href="https://bankless.cc/SAFE">https://bankless.cc/SAFE</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/108?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/108?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00:00 Lets Set The Tone</p> <p>00:05:27 BTC $100K!<br /> <a href= "https://x.com/ETHbyDre/status/1864550741287030979">https://x.com/ETHbyDre/status/1864550741287030979</a> <br /> <a href= "https://x.com/BitcoinMagazine/status/1864655677467042013">https://x.com/BitcoinMagazine/status/1864655677467042013</a> </p> <p>00:08:40 A Trip Down Memory Lane</p> <p>00:15:02 Powell - BTC Is Digital Gold<br /> <a href= "https://x.com/BanklessHQ/status/1864392544018166186">https://x.com/BanklessHQ/status/1864392544018166186</a> </p> <p>00:19:23 ETH Price Analysis</p> <p>00:22:50 Total Mkt Cap<br /> <a href= "https://x.com/crypto_condom/status/1862658827163758660">https://x.com/crypto_condom/status/1862658827163758660</a> </p> <p>00:24:19 The Rise Of Ripple (XRP)<br /> <a href= "https://x.com/RyanSAdams/status/1863702614304518363">https://x.com/RyanSAdams/status/1863702614304518363</a> <br /> <a href= "https://x.com/WazzCrypto/status/1863306452481253555">https://x.com/WazzCrypto/status/1863306452481253555</a> </p> <p>00:28:07 Solana ETF?<br /> <a href= "https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> </p> <p>00:32:52 Mainstream Debanking<br /> <a href= "https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/davidmarcus/status/1862654506774810641">https://x.com/davidmarcus/status/1862654506774810641</a> <br /> <a href= "https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw"> https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw</a> </p> <p>00:42:23 New SEC Chairman<br /> <a href= "https://truthsocial.com/@realDonaldTrump/posts/113595807734621827"> https://truthsocial.com/@realDonaldTrump/posts/113595807734621827</a> <br /> <a href= "https://x.com/HesterPeirce/status/1864428440893735331">https://x.com/HesterPeirce/status/1864428440893735331</a> </p> <p>00:45:42 Crypto Czar<br /> <a href= "https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump"> https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarl

<p>Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents. </p> <p><br /> This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more. </p> <p><br /> Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond? </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> </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>🦄UNISWAP | BUG BOUNTY PROGRAM<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</a></p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a></p> <p>🐧CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://bankless.cc/iYield">https://bankless.cc/iYield</a></p> <p>🔒SAFE | INTRODUCING SAFENET<br /> <a href="https://bankless.cc/SAFE">https://bankless.cc/SAFE</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/107?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/107?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p><br /> 0:00 Intro</p> <p><br /> 3:10 Why Ejaaz is Bullish</p> <p><br /> 6:42 Ai16z<br /> <a href= "https://x.com/0xwitchy/status/1863862261573632025">https://x.com/0xwitchy/status/1863862261573632025</a> </p> <p><br /> 9:52 Virtuals<br /> <a href= "https://www.coingecko.com/en/coins/virtual-protocol">https://www.coingecko.com/en/coins/virtual-protocol</a> <br /> <a href= "https://www.virtuals.io/">https://www.virtuals.io/</a> <br /> <a href= "https://fun.virtuals.io/">https://fun.virtuals.io/</a> </p> <p><br /> 16:17 aixbt<br /> <a href= "https://www.coingecko.com/en/coins/aixbt-by-virtuals">https://www.coingecko.com/en/coins/aixbt-by-virtuals</a> <br /> <a href= "https://x.com/cryptopunk7213/status/1863584774901666038">https://x.com/cryptopunk7213/status/1863584774901666038</a> <br /> <a href= "https://x.com/aixbt_agent">https://x.com/aixbt_agent</a> <br /> <a href= "https://x.com/PixOnChain/status/1863145856301674938">https://x.com/PixOnChain/status/1863145856301674938</a> </p> <p><br /> 29:12 Freya agent gifts $50K to clever winner<br /> <a href= "https://x.com/jarrodWattsDev/status/1862299845710757980">https://x.com/jarrodWattsDev/status/1862299845710757980</a> <br /> <a href= "https://www.freysa.ai/">https://www.freysa.ai/</a> </p> <p> <br /> 33:09 Zerebo<br /> <a href= "https://x.com/jyu_eth/status/1864004665891013028">https://x.com/jyu_eth/status/1864004665891013028</a> <br /> <a href= "https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8"> https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8</a> <br /> <a href= "https://x.com/jyu_eth/status/1861190173196730729">https://x.com/jyu_eth/status/1861190173196730729</a> <br /> <a href= "https://x.com/jyu_eth/status/1863012741486616742">https://x.com/jyu_eth/status/1863012741486616742</a> </p> <p><br /> 50:24 Ai16z<br /> <a href= "https://x.com/markus9x/status/1861242414515777767">https://x.com/markus9x/status/1861242414515777767</a> <br /> <a href= "https://x.com/0xwitchy/status/1863530135313600980">https://x.com/0xwitchy/status/1863530135313600980</a> </p> <p><br /> 55:47 God <br /> <a href="https://x.com/god">https://x.com/god</a> </p> <p><br /> 1:00:47 Bittensor Tao&lt

<p>Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.</p> <p>In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?</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/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a> <br /> ⁠ <br /> 📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://go.iyield.com/bankless">https://go.iyield.com/bankless</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/106?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/106?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 2:52 zk Rollups Past vs. OP Succint <br /> 5:48 OP to zk Rollups Tradeoffs & Timeline<br /> 12:39 Benefits of 1-Hour Challenge Period <br /> 15:34 Scaling the Rollups <br /> 18:12 Endgame Vision <br /> 20:47 Cost of Proving Must Go Down?<br /> 21:55 Conduit’s Distribution Role<br /> 25:55 AggLayer vs. zk & Adoption <br /> 29:57 zk Rollup on ETH L1 Constraints?<br /> 35:53 Ethereum’s Negative Sentiment<br /> 51:04 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Uma Roy<br /> <a href= "https://x.com/pumatheuma">https://x.com/pumatheuma</a> </p> <p>Succinct<br /> <a href= "https://www.succinct.xyz/">https://www.succinct.xyz/</a> </p> <p>OP Succinct<br /> <a href= "https://github.com/succinctlabs/op-succinct">https://github.com/succinctlabs/op-succinct</a> </p> <p>Adrew Huang<br /> <a href= "https://x.com/KAndrewHuang">https://x.com/KAndrewHuang</a> </p> <p>Conduit<br /> <a href= "https://x.com/conduitxyz">https://x.com/conduitxyz</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>Is the Beam Chain the endgame for Ethereum?</p> <p>At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse.</p> <p>In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin.</p> <p>So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!</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/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> <a href= "https://bankless.cc/Mantle">https://bankless.cc/Mantle</a></p> <p>📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED<br /> <a href= "https://go.iyield.com/bankless">https://go.iyield.com/bankless</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/105?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/105?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 4:29 Beam Chain Reactions<br /> 9:43 Is Ethereum Ossifying<br /> 18:07 Ethereum’s Three Front War<br /> 27:03 Bitcoin Utility Prospects<br /> 33:20 The Endgame for Crypto<br /> 48:55 Beam Chain 101<br /> 54:20 Beam Fork Aftermath<br /> 59:51 Pre-Confirmations<br /> 1:05:06 L1 Execution Layer<br /> 1:12:47 Rollup Design Space<br /> 1:26:20 Ethereum’s Midgame<br /> 1:32:37 Ethereum 3.0?<br /> 1:34:04 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Justin Drake<br /> <a href= "https://x.com/drakefjustin">https://x.com/drakefjustin</a> </p> <p>Beam Chain Announcement <br /> <a href= "https://youtu.be/rGE_RDumZGg?t=7001">https://youtu.be/rGE_RDumZGg?t=7001</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>Memecoin mania spiraled out of control this week, with shocking livestream rug pulls and Pump.fun disabling its livestream feature due to disturbing behavior. Meanwhile, Base and Farcaster hit record TPS and inflows as memecoin trading heats up.</p> <p>In Washington, Trump nominated pro-crypto Scott Bessent as Treasury Secretary. What does this mean for crypto policy? Plus, a surprising investor joins Trump’s World Liberty Financial raise—we’ll reveal who.</p> <p>And a major court victory for crypto privacy: judges ruled OFAC overstepped in the Tornado Cash case, declaring immutable smart contracts unsanctionable. Does this mean Tornado Cash is back?</p> <p>------<br /> 📣UNISWAP<br /> <a href= "https://bankless.cc/Uniswap-Bug-Bounty">https://bankless.cc/Uniswap-Bug-Bounty</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></p> <p>🤖dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href= "https://bankless.cc/toku">https://bankless.cc/toku</a> <br /> <br /> ------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/104?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/104?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>7:12 Markets<br /> <a href= "https://x.com/DegenerateNews/status/1859978611606102494">https://x.com/DegenerateNews/status/1859978611606102494</a> <br /> <a href= "https://x.com/JacobKinge/status/1859979524487909769">https://x.com/JacobKinge/status/1859979524487909769</a> <br /> <a href= "https://x.com/saylor/status/1861033309934862601">https://x.com/saylor/status/1861033309934862601</a> <br /> <a href= "https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd"> https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd</a> <br /> <a href= "https://x.com/Galois_Capital/status/1861299857975046261">https://x.com/Galois_Capital/status/1861299857975046261</a> <br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://imgur.com/pUSaAQ2">https://imgur.com/pUSaAQ2</a> <br /> <a href= "https://l2beat.com/scaling/tvl">https://l2beat.com/scaling/tvl</a> <br /> <a href= "https://x.com/HHorsley/status/1860397442547790105">https://x.com/HHorsley/status/1860397442547790105</a> </p> <p>26:00 Pump.fun suspends livestream feature<br /> <a href= "https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading"> https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading</a> <br /> <a href= "https://x.com/crypto_bitlord7/status/1860989408092258441">https://x.com/crypto_bitlord7/status/1860989408092258441</a> <br /> <a href= "https://x.com/_kaitoai/status/1860969504798302691">https://x.com/_kaitoai/status/1860969504798302691</a> <br /> <a href= "https://x.com/pumpdotfun/status/1861138234580869128">https://x.com/pumpdotfun/status/1861138234580869128</a> <br /> <a href= "https://x.com/ChainLinkGod/status/1861091091585409400">https://x.com/ChainLinkGod/status/1861091091585409400</a> <br /> <a href= "https://x.com/moo9000/status/1860980423716659462">https://x.com/moo9000/status/1860980423716659462</a> </p> <p>34:15 Base And Farcaster AI Agent meta heating up <br /> <a href= "https://x.com/phantom/status/1861108202022318470">https://x.com/phantom/status/

<p>AI agents are reshaping the crypto landscape, from gaming to decentralized venture capital. This week, we explore groundbreaking developments in Crypto AI, including breaking news out of Ai16z’s meteoric rise (and fall?), GOAT, AIxbt, Virtuals, Zerebro, and Base vs. Solana. </p> <p>Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in 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 /> 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>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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> <br /> <br /> 🦄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>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/103?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/103?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>4:35 GOAT<br /> <a href= "https://x.com/truth_terminal/status/1859749795855990817">https://x.com/truth_terminal/status/1859749795855990817</a> </p> <p>21:07 Ai16z Drama<br /> <a href= "https://x.com/shawmakesmagic/status/1858807615914229936">https://x.com/shawmakesmagic/status/1858807615914229936</a> <br /> <a href= "https://x.com/ColinTCrypto/status/1859070457724428734">https://x.com/ColinTCrypto/status/1859070457724428734</a> </p> <p>45:10 Project or Memecoins?</p> <p>48:39 AIxbt<br /> <a href= "https://x.com/aixbt_agent">https://x.com/aixbt_agent</a> </p> <p>50:40 Virtuals & Zerebro<br /> <a href= "https://x.com/jyu_eth/status/1858768880916672971">https://x.com/jyu_eth/status/1858768880916672971</a> <br /> <a href= "https://x.com/virtuals_io/status/1858899700042395925">https://x.com/virtuals_io/status/1858899700042395925</a> </p> <p>59:44 Framework Competition </p> <p>1:01:26 Base vs. Solana</p> <p>1:08:55 David/Ejaaz’s Focus Next? </p> <p>1:12:12 Closing & Disclaimers</p> <p>------<br /> Not financial or tax advice. See our investment disclosures here:<br /> https://www.bankless.com/disclosures⁠ </p>

<p>The Director of Research at Coincenter, Peter Van Valkenburgh joins us for our final talk at the Bankless Summit with a story that hits close to home about privacy and surveillance.</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>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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> <br /> <br /> 🦄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>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/102?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/102?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>00:00 Start<br /> 03:39 What Is This Talk About?<br /> 08:16 Lets Talk About Cars<br /> 12:46 The Stolen Bike<br /> 14:37 Surveillance<br /> 17:18 California<br /> 24:41 Supercharged Surveilance<br /> 27:48 What We Should Be Building</p> <p>------<br /> RESOURCES</p> <p>Peter - <a href= "https://x.com/valkenburgh">https://x.com/valkenburgh</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>Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.</p> <p>Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money. </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>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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> <br /> <br /> 🦄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>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/101?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/101?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 3:08 ETH is Permissionless<br /> 13:28 ETH is Money<br /> 28:42 The Full Picture<br /> 30:05 Questions</p> <p>------<br /> RESOURCES</p> <p>Mike Neuder<br /> <a href= "https://x.com/mikeneuder">https://x.com/mikeneuder</a> </p> <p>Presentation Slides<br /> <a href= "https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e"> https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e</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>Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.</p> <p>Blocknative is not his first company, It’s his fifth. Matt’s first company was an internet company that he started in the 90s well before the dot com boom and he founded a company in every major internet era since.</p> <p>In today’s Bankless Summit talk, we hear from Matt’s experience and wisdom so we can learn how the rise of blockchain technology contrasts with the rise of the Internet and why we are here in the first place.</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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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/100?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/100?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:01 Internet Early Days<br /> 11:47 The Rise of Blockchains<br /> 19:21 Why Are We Here?<br /> 23:43 Gas Network<br /> 27:16 Fix the World<br /> 29:08 Questions</p> <p>------<br /> RESOURCES</p> <p>Matt Cutler<br /> <a href= "https://x.com/mcutler">https://x.com/mcutler</a> </p> <p>Presentation Slides<br /> <a href= "https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1"> https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1</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>Bitcoin soared to new all-time highs as MicroStrategy led massive BTC buys, and BlackRock's ETF options hit $1.9B volume. Meanwhile, a 13-year-old executed a rug pull, sparking chaos and meme token wars.</p> <p>On the regulatory front, SEC Chair Gary Gensler announced his resignation effective January 20, 2025, coinciding with President-elect Donald Trump's inauguration. Trump teased a "Crypto Czar," while 18 states sued the SEC. Binance launched BFUSD with 19.55% APY, challenging Coinbase’s USDC yield.</p> <p>Elsewhere, Solana reached new highs, McDonald’s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever!<br /> <br /> ------<br /> <span style= "font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;"> 📣 LEGION | MERIT BASED ICOs<br /></span> <span style= "font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;"> <a href= "https://bankless.cc/Legion">https://bankless.cc/Legion</a> </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 /> 🤖dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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/99?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/99?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>0:35 Gen-z Quant <br /> <a href= "https://x.com/DeeZe/status/1859110339251478754">https://x.com/DeeZe/status/1859110339251478754</a> <br /> <a href= "https://x.com/RyanSAdams/status/1859225228045402203">https://x.com/RyanSAdams/status/1859225228045402203</a> </p> <p>8:03 It’s a week of Bitcoin buys! <br /> <a href= "https://x.com/samcallah/status/1858507239897632909">https://x.com/samcallah/status/1858507239897632909</a> <br /> <a href= "https://x.com/saylor/status/1858496146026467378">https://x.com/saylor/status/1858496146026467378</a> <br /> <a href= "https://x.com/EricBalchunas/status/1859278500399620528">https://x.com/EricBalchunas/status/1859278500399620528</a> <br /> <a href= "https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html"> https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html</a> <br /> <a href= "https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes"> https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes</a> <br /> <a href= "https://x.com/Metaplanet_JP/status/1858352792647225371">https://x.com/Metaplanet_JP/status/1858352792647225371</a> <br /> <a href= "https://x.com/BitcoinMagazine/status/1858535519354827251">https://x.com/BitcoinMagazine/status/1858535519354827251</a> <br /> <a href= "https://x.com/bitcoinmagazine/status/1858874854402920902">https://x.com/bitcoinmagazine/status/1858874854402920902</a> <br /> <a href= "https://x.com/JSeyff/status/1858991206476509659&#3

<p>📣DONATE TO ROMAN’S CASE<br /> https://juicebox.money/@defend-roman-storm </p> <p>Tornado Cash developer Roman Storm faces decades in prison after being arrested last year for creating open-source privacy tools on Ethereum. His case could define whether code is speech, if developers are liable for bad actors, and if Americans have a right to digital privacy.</p> <p>With the full force of the U.S. government against him, Roman’s trial this April is a pivotal moment for digital rights. Bankless has contributed $50k to his legal defense—this is about protecting privacy for all of us.</p> <p>Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what’s at stake.</p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 2:36 Roman’s Spirits<br /> 3:58 Who is Roman Storm?<br /> 5:40 Why Tornado Cash?<br /> 7:06 House raiding experience <br /> 8:43 What Roman was charged with<br /> 10:00 Why Roman is not guilty <br /> 17:10 What’s at stake<br /> 22:31 How to help Roman<br /> 25:16 Closing & Disclaimers</p> <p>------<br /> RESOURCES </p> <p>Donate to Roman’s Case<br /> https://juicebox.money/@defend-roman-storm</p> <p>DeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf</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" data-dashlane-shadowhost="true" data-dashlane-observed="true"></div>

<p>Mteam explores why the future of Ethereum Rollups is inevitably based. Many people said this was the most impressive technical talk at the Bankless Summit. I don’t know what you were doing when you were 17 but I was certainly not doing anything like this.</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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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/98?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/98?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 4:12 History of Value Accrual<br /> 6:43 So What?<br /> 11:57 Ethereum Stats<br /> 16:51 Sustainable Value Accrual<br /> 18:26 Based Rollup Future<br /> 22:57 Questions</p> <p>------<br /> RESOURCES</p> <p>Mteam<br /> <a href= "https://x.com/mteamisloading">https://x.com/mteamisloading</a> </p> <p>Presentation Slides<br /> <a href= "https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1"> https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1</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>Arjun gives one of the best non-technical talks at the Bankless Summit that everyone in crypto needs to hear. Do you know why you’re here? Arjun explains the first principle concept of Crypto-Anarchism. </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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a> </p> <p>🗣️TOKU | CRYPTO EMPLOYMENT <br /> <a href="https://bankless.cc/toku">https://bankless.cc/toku</a></p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCU1Q25odHRwcyUzQSUyRiUyRnpvcmEuY28lMkZjb2xsZWN0JTJGem9yYSUzQTB4MGMyOTQ5MTNhNzU5NmI0MjdhZGQ3ZGNiZDZkN2JiZmM3MzM4ZDUzZiUyRjk3JTNGcmVmZXJyZXIlM0QweDA3N0ZlOWU5NkFhOWIyMEJkMzZGMUM2MjkwZjU0Rjg3MTdDNTY3NEUlMjIlN0QlNUQlN0QlNUQ="> ------</span></p> <p><span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMi0tLS0tLSU1Q24lRTIlOUMlQTglMjBNaW50JTIwdGhlJTIwZXBpc29kZSUyMG9uJTIwWm9yYSUyMCVFMiU5QyVBOCU1Q25odHRwcyUzQSUyRiUyRnpvcmEuY28lMkZjb2xsZWN0JTJGem9yYSUzQTB4MGMyOTQ5MTNhNzU5NmI0MjdhZGQ3ZGNiZDZkN2JiZmM3MzM4ZDUzZiUyRjk3JTNGcmVmZXJyZXIlM0QweDA3N0ZlOWU5NkFhOWIyMEJkMzZGMUM2MjkwZjU0Rjg3MTdDNTY3NEUlMjIlN0QlNUQlN0QlNUQ="> ✨ Mint the episode on Zora ✨ <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/97?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/97?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </span></p> <p>------<br /> RESOURCES</p> <p>Arjun Bhuptani<br /> <a href= "https://x.com/arjunbhuptani">https://x.com/arjunbhuptani</a> </p> <p>Presentation Slides<br /> <a href= "https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true"> https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true</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" 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>For the Bankless Summit’s inaugural episode, Justin Drake shares his reflection on the Beamchain talk he gave earlier in the week at Devcon Bangkok. Additionally, Justin adds some much needed context and important (and very bullish) facets to the Ethereum Roadmap from his perspective. </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> </p> <p>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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/96?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/96?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a></p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro<br /> 4:00 5-Year Ethereum Roadmap<br /> 6:58 Part 1 - Execution <br /> 14:56 Part 2 - Data <br /> 20:23 Part 3 - Consensus <br /> 27:49 Audience Questions<br /> 33:00 Closing</p> <p>------<br /> RESOURCES</p> <p>Justin Drake<br /> <a href= "https://x.com/drakefjustin">https://x.com/drakefjustin</a></p> <p>Presentation Slides<br /> <a href= "https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5"> https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5</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" 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>Bitcoin keeps going higher… What about Ethereum?</p> <p>On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI? </p> <p>------<br /> 📣 LEGION | MERIT BASED ICOs <br /> <a href= "https://bankless.cc/Legion">https://bankless.cc/Legion</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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</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/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>0:00 Intro</p> <p>04:08 Markets<br /> <a href= "https://x.com/intangiblecoins/status/1856146168746479673?s=46">https://x.com/intangiblecoins/status/1856146168746479673?s=46</a> <br /> <a href= "https://x.com/robustus/status/1856015427106701675">https://x.com/robustus/status/1856015427106701675</a> <br /> <a href= "https://companiesmarketcap.com/assets-by-market-cap/">https://companiesmarketcap.com/assets-by-market-cap/</a> <br /> <a href= "https://x.com/tier10k/status/1856720083684372950">https://x.com/tier10k/status/1856720083684372950</a> </p> <p>11:28 ETF Flows<br /> <a href= "https://farside.co.uk/?p=1518">https://farside.co.uk/?p=1518</a> <br /> <a href= "https://x.com/NateGeraci/status/1854882220407701661">https://x.com/NateGeraci/status/1854882220407701661</a> <br /> <a href= "https://x.com/woonomic/status/1854910141067673631">https://x.com/woonomic/status/1854910141067673631</a> <br /> <a href= "https://x.com/EricBalchunas/status/1854281747082477696">https://x.com/EricBalchunas/status/1854281747082477696</a> <br /> <a href= "https://x.com/EricBalchunas/status/1856346407856112115">https://x.com/EricBalchunas/status/1856346407856112115</a> </p> <p>16:15 Coinbase Number 1 in Finance Apps <br /> <a href= "https://x.com/JasonYanowitz/status/1856745020230877668">https://x.com/JasonYanowitz/status/1856745020230877668</a> </p> <p>17:58 ETH/BTC Ratio<br /> <a href= "https://pro.kraken.com/app/trade/eth-btc">https://pro.kraken.com/app/trade/eth-btc</a> <br /> <a href= "https://www.coingecko.com/en/global-charts">https://www.coingecko.com/en/global-charts</a> <br /> <a href= "https://ultrasound.money/">https://ultrasound.money/</a> <br /> <a href= "https://x.com/RyanSAdams/status/1857068158281998357">https://x.com/RyanSAdams/status/1857068158281998357</a> </p> <p>21:59 Memecoins<br /> <a href= "https://www.coingecko.com/en/coins/peanut-the-squirrel">https://www.coingecko.com/en/coins/peanut-the-squirrel</a> <br /> <a href= "https://www.coingecko.com/en/coins/dogecoin">https://www.coingecko.com/en/coins/dogecoin</a> <br /> <a href= "https://x.com/TrumpWarRoom/status/1856500025037037606">https://x.com/TrumpWarRoom/status/1856500025037037606</a> <br /> <a href= "https://imgur.com/362Df5M">https://imgur.com/362Df5M</a> </p> <p>29:50 FBI Raids Polymarket CEO<br /> <a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronic

<p>Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.</p> <p>Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.</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>⚖️ 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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 7:11 The AI Agent Story<br /> 20:27 Are AI Agents a Fad?<br /> 26:33 Smarter More Personalized Models<br /> 31:30 What Could Go Wrong?<br /> 34:49 Crypto & AI Relation<br /> 40:04 How to Invest in AI Agents<br /> 50:36 AI Agents Are the Crypto Natives<br /> 1:02:05 Crypto AI Isn’t Going Away<br /> 1:09:30 Are AI Agents Real Yet?<br /> 1:14:17 Crypto AI Layers <br /> 1:26:09 Open Source’s Importance & Stacks<br /> 1:37:07 Middleware & App Layers <br /> 1:42:18 Where VCs Are Allocating<br /> 1:48:18 Closing & Disclaimers </p> <p>------<br /> RESOURCES</p> <p>Ejaaz<br /> <a href= "https://x.com/cryptopunk7213">https://x.com/cryptopunk7213</a> </p> <p>Gospel of Goatsie Whitepaper<br /> <a href= "https://pdfupload.io/docs/aae14f87">https://pdfupload.io/docs/aae14f87</a> </p> <p>Truth Terminal<br /> <a href= "https://x.com/truth_terminal">https://x.com/truth_terminal</a> </p> <p>Accelerando<br /> <a href= "https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151"> https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151</a> <br /> <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>

<p>Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more! </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>⚖️ 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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/93?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/93?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>2:52 Intro<br /> 4:18 Background<br /> 10:30 Crypto Outlook for 2025<br /> 13:23 How High Will Bitcoin Go in 2025?<br /> 15:11 "Ethereum Is Incredibly Undervalued"<br /> 17:37 Why Ethereum L2's Are MASSIVE<br /> 20:26 When Will Ethereum Flip Bitcoin?<br /> 24:40 Ethereum Price Prediction 2025<br /> 29:03 What's The Next Ethereum of THIS Cycle?<br /> 32:10 The Memecoin Supercycle<br /> 33:49 Secret to Growing on Social Media<br /> 36:26 Thoughts on Cardano<br /> 39:56 Best Advice for Crypto Investors</p> <p>------<br /> RESOURCES</p> <p>Altcoin Daily Interview<br /> <a href= "https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC">https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC</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" 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>What is Arthur Hayes buying for 2025?</p> <p>We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.</p> <p>We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.</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>⚖️ 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 /> 🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a> </p> <p>🐧 CARTESI | LINUX-POWERED ROLLUPS<br /> <a href= "https://bankless.cc/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/92?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/92?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS</p> <p>0:00 Intro<br /> 5:11 Does the Election Matter?<br /> 13:44 Where are we in the Crypto Cycle?<br /> 17:23 Chinese Property Bubble<br /> 33:14 Isn’t Bitcoin Illegal in China?<br /> 37:45 Fed’s Next Move<br /> 45:16 Politics & The Money Printer<br /> 49:42 Arthur’s Crypto Portfolio<br /> 50:33 ETH as Money?<br /> 1:01:42 Is ETH Dead?<br /> 1:02:20 Ethena<br /> 1:03:46 Memecoins<br /> 1:05:42 AI x Crypto<br /> 1:09:10 War Scenario<br /> 1:18:48 Arthur’s Advice<br /> 1:20:28 Closing & Disclaimers</p> <p>------<br /> RESOURCES</p> <p>Arthur Hayes Blog<br /> <a href= "https://cryptohayes.medium.com/">https://cryptohayes.medium.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>Gary Gensler’s reign of terror is over. It’s ATH week.</p> <p>With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.</p> <p>------<br /> 📣 LEGION | MERIT BASED ICOs <br /> <a href= "https://bankless.cc/Legion">https://bankless.cc/Legion</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/CartesiSimple">https://bankless.cc/CartesiSimple</a> </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> ⁠https://bankless.cc/Arbitrum </p> <p>🛞MANTLE | MODULAR LAYER 2 NETWORK<br /> https://bankless.cc/Mantle<br /> <br /> 🦄UNISWAP | BROWSER EXTENSION<br /> https://bankless.cc/uniswap</p> <p>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> <a href= "https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/91?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E"> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/91?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</a> </p> <p>------<br /> TIMESTAMPS & RESOURCES</p> <p>00:00 The New President<br /> <a href= "https://polymarket.com/elections">https://polymarket.com/elections</a> <br /> <a href= "https://x.com/Reuters/status/1854093869664837997">https://x.com/Reuters/status/1854093869664837997</a> <br /> <a href= "https://www.perplexity.ai/elections/2024-11-05/us/senate">https://www.perplexity.ai/elections/2024-11-05/us/senate</a> </p> <p>11:29 Polymarket’s Big Win<br /> <a href= "https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/shayne_coplan/status/1854045045806023002">https://x.com/shayne_coplan/status/1854045045806023002</a> <br /> <a href= "https://x.com/Polymarket/status/1854248877798674529">https://x.com/Polymarket/status/1854248877798674529</a> </p> <p>19:15 Markets<br /> <a href= "https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://imgur.com/J9TUNmR">https://imgur.com/J9TUNmR</a> </p> <p>25:53 ETF Updates<br /> <a href= "https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g"> https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g</a> <br /> <a href= "https://x.com/EricBalchunas/status/1854281747082477696">https://x.com/EricBalchunas/status/1854281747082477696</a> </p> <p>32:02 Post Election Winners<br /> <a href= "https://www.coingecko.com/">https://www.coingecko.com/</a> </p> <p>33:55 DeFi Renaissance<br /> <a href= "https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/"> https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/</a> <br /> <a href= "https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w"> https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w</a> </p> <p>39:06 Fed Watch<br /> <a href= "https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm"> https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm</a> l</p> <p>40:42 $42 Billion Dollar Bitcoin Bid?<br /> <a href= "https://x.com/saylor/status/18517183918890439

<p>Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape. <br /> We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.</p> <p>Alex on X - <a href= "https://x.com/intangiblecoins">https://x.com/intangiblecoins</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/CartesiSimple">https://bankless.cc/CartesiSimple</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 /> 🦄UNISWAP | BROWSER EXTENSION<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>🤖 dYdX | UNLIMITED LAUNCHING SOON<br /> <a href= "https://bankless.cc/dYdXUnlimited">https://bankless.cc/dYdXUnlimited</a></p> <p>------<br /> ✨ Mint the episode on Zora ✨<br /> https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/90?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E</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>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>