Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed?s latest rate cuts, and assess institutional adoption trends keeping crypto?s momentum alive. Big L2 developments are making waves: Kraken?s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony?s On-Chain Spotify Wrapped and tips on spotting market tops!

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?UNISWAP | BUG BOUNTY PROGRAM
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
   ? 
? iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
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??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku

------
TIMESTAMPS & RESOURCES

00:00:00 Start
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html  https://x.com/Matt_Hougan/status/1869627735267840135 

00:02:45 Market
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html  https://x.com/Matt_Hougan/status/1869627735267840135 

00:09:10 Where Are We In This Cycle
https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle 

00:12:04 ETF Flows
https://farside.co.uk/?p=1518  https://farside.co.uk/btc 

00:16:09 Mover Of The Week? Fartcoin?
https://www.coingecko.com/en/coins/fartcoin  https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt 

00:26:48 Developers, Developers, Developers
https://www.developerreport.com/developer-report  https://x.com/MariaShen/status/1867295574242078980  https://x.com/MariaShen/status/1851702783319126277  https://x.com/RyanSAdams/status/1867324885732671778 

00:34:54 Kraken Ink Chain Live
https://x.com/inkonchain/status/1869417386761470219  http://inkonchain.com/dashboard 

00:38:34 Deutsche Bank Announces zk L2
https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f 

00:41:32 Caroline Crenshaw Vote
https://x.com/BrendanPedersen/status/1869055922238279940  https://x.com/standwithcrypto/status/1869151080300548383  https://www.citizen.org/article/support-comm-crenshaw/  https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421  https://x.com/EleanorTerrett/status/1867301980890165398 

00:47:14 Aave vs Polygon
https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211  https://x.com/DefiIgnas/status/1868612366822461817  https://x.com/sandeepnailwal/status/1869153510756909475  https://x.com/stanikulechov/status/1869182600008679563 

00:54:06 Pudgy Penguins Launched Their PENGU Token
https://x.com/LucaNetz/status/1869005071624904959  https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/  https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/ 

00:58:15 Ethena Launched Its New Stablecoin
https://x.com/ethena_labs/status/1868657723799470361  https://x.com/ZeMariaMacedo/status/1868673718911713602  

01:00:35 Bankless Wrapped Just Launched!
https://bankless.com/wrapped 

01:04:37 How to Recognize Bull Market Tops?
https://imgur.com/a/Vaw3TSW 

01:10:42 Check Out The Daily Gwei
Shoutout to The Daily Gwei for Ethereum-focused insights and updates.
https://www.youtube.com/@TheDailyGwei

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.

They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships?like ai16z?s collaboration with Stanford and Virtuals? explosive growth?propelling these agents into cultural, economic, and infrastructural prominence.

Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213 

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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum   

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
   ? 
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??TOKU | CRYPTO EMPLOYMENT 
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------
TIMESTAMPS & RESOURCES

0:00 Intro
2:04 AI Agent Bull Case 
https://x.com/ai16zdao/status/1868105247056683129  
5:46 Chris Dixon?s Read, Write, Own (Automate?) 
9:20 AI Ordering Pizza
https://x.com/ropirito/status/1867013533243769100 
12:23 AI Ordering Toilet Paper
https://x.com/AgentTankLive/status/1868704493157884289 
16:16 Agent to Agent Commerce 
https://x.com/ethermage/status/1868687530742460750 
23:05 Bankless $500 Agent Tip
https://x.com/simulacrumai/status/1867230651075768533 
26:13 Virtuals Growth
https://imgur.com/a/2Y79V3P   
https://x.com/ethermage/status/1867616462019678708 
https://x.com/virtuals_io/status/1868648756591391115 
https://x.com/s4mmyeth/status/1868397655497613561  
35:49 AI16z?s Eliza Labs Stanford Partnership & v2 Details 
https://x.com/shawmakesmagic/status/1867721347406999917 
https://x.com/ai16zdao/status/1868689379344195680 
45:35 Arc  
https://x.com/dv_memetics/status/1866670277440020570 
https://x.com/0thtachi/status/1867337171595911473 
https://x.com/arcdotfun/status/1867206440206696520 
https://x.com/shawmakesmagic/status/1867799462787293244 
https://x.com/0xcygaar/status/1868072783089127516 
49:40 Zerebro Runs an Ethereum Validator 
https://x.com/tintsion/status/1867293794112344080 
https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb   
57:17 Top Emerging Trends
https://x.com/ropirito/status/1867282256672567517  
https://x.com/aimonicabrands/status/1867281243265806732  
https://x.com/Defi0xJeff/status/1867976166201774265  
1:07:15 Lightning Round of Cool Shit This Week 
https://x.com/cookiedotfun/status/1867268954831695909  
https://x.com/getmasafi/status/1867379305334153702 
1:11:17 Homework to Learn More About AI Agents  
https://www.bankless.com/ai-agents  
https://x.com/yb_effect  
https://x.com/S4mmyEth  
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151  
1:14:22 Closing & Disclaimers 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures 

How can economic bubbles be good for the world?

Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed

In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.

------
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? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview 

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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum  

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
   ? 
? iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield 

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku

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------
TIMESTAMPS

0:00 Intro
7:29 Byrne?s Crypto Background
10:13 Bitcoin Inception
28:17 Blockspace Economics
34:20 BOOM Thesis
45:35 The Great Stagnation
1:16:46 Civilizational Risk
1:32:31 Good Bubbles vs Bad Bubbles
1:40:04 Identifying the Next Bubble
1:47:53 Closing & Disclaimers

------
RESOURCES

Byrne Hobart
https://x.com/ByrneHobart  

Boom: Bubbles and the End of Stagnation
https://a.co/d/f7m2OG8  

The Diff Newsletter
https://www.thediff.co/  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

What are the best investing opportunities in Tech for 2025?

Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.

In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he?s bullish on Tech in general given the new United States political administration.

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? CARTESI | LINUX-POWERED ROLLUPS
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
   ? 
? iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
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?  SAFE | INTRODUCING SAFENET
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------
TIMESTAMPS

0:00 Intro
6:02 AI in 2024
8:21 The Future of AI
12:35 Where are we on the S Curve?
17:38 AI vs Other Tech Revolutions
20:23 Are we in a Bubble?
23:59 Evolution of AI
29:06 AI x Crypto
34:12 Centralized vs Decentralized AI
37:46 AI Agents
42:32 Doomsday Scenario
47:16 Raw Crypto
52:28 Order of Trends
55:06 Silicon Valley on Crypto
58:14 Crypto Founders vs Tech Founders
1:01:27 Politics & Tech
1:14:36 Advice for 2025
1:17:13 Closing & Disclaimers

------
RESOURCES

Elad Gil
https://x.com/eladgil  

Elad Gil Website
https://eladgil.com/  

No Priors Podcast
https://www.youtube.com/@NoPriorsPodcast  

Prime Open sources their 10B parameter training run
https://x.com/PrimeIntellect/status/1862607165669900407  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?   

This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.

------
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple 

? iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield 

?  SAFE | INTRODUCING SAFENET
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------
TIMESTAMPS & RESOURCES

00:00:00 Trump On Bitcoin Reserve
https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:03:43 MARKET
https://x.com/QuintenFrancois/status/1866445089909653545 
https://x.com/DegenerateNews/status/1866957840805409049 

00:13:47 L2 Update
https://x.com/jessepollak/status/1867047990843916334 
https://dune.com/eekeyguy_eth/eth-supply-tracker 

00:16:40 Bitcoin Reserve
https://x.com/InvestorAsh/status/1866221541400219847 
https://x.com/el33th4xor/status/1866255029033943551 

00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar
https://truthsocial.com/@realDonaldTrump/posts/113603133222686186 
https://x.com/BitcoinNewsCom/status/1864857461481422934. 
https://x.com/DavidSacks/status/1865199683087245405 

00:32:26 CFTC Chair Rumors
https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:34:08 SEC - Crenshaw
https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/brian_armstrong/status/1865913522670260680  
https://x.com/masonlynaugh/status/1866877145902948483 

00:39:52 Should Ethereum Pump The Gas
https://x.com/dankrad/status/1863412876901306599 
https://x.com/dankrad/status/1867078641118789787 
https://x.com/drakefjustin/status/1865894859468427 

00:44:44 MOVE Token
https://x.com/movementfdn/status/1866093209719579011  

00:46:00 Magic Eden
https://x.com/MagicEden/status/1866483682367693227 
https://mefoundation.com/ 
https://www.coingecko.com/en/coins/magic-eden 

00:46:37 Pudgy Airdrop
https://x.com/pudgypenguins/status/1864851993094664602 
https://nftpricefloor.com/pudgy-penguins 

00:51:38 EtherRocks
https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:53:30 Quantum Computing
https://x.com/InvestorAsh/status/1866221541400219847 
https://x.com/caprioleio/status/1866355221670302170 
https://vitalik.eth.limo/general/2024/10/29/futures6.html 
https://x.com/el33th4xor/status/1866255029033943551 

00:59:36 Stablecoin News
https://x.com/jerallaire/status/1866733181728366593 
https://defillama.com/stablecoins 
https://x.com/aave/status/1866127138820112562 
https://x.com/defiignas/status/1866831563272712393 

01:05:16 Meme Of The Week
https://x.com/sherlock_hodles/status/1866557875671187912 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

Ejaaz is back with David to break down the latest in the explosive world of AI Agents.

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.

Can AI agents truly become the catalysts for crypto's next bull market?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213

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?UNISWAP | BUG BOUNTY PROGRAM
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple 

?iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
https://bankless.cc/iYield 

?SAFE | INTRODUCING SAFENET
https://bankless.cc/SAFE

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------
TIMESTAMPS & RESOURCES

0:00 Intro
2:31 Why AI Agents Are a Big Deal
4:34 Vibes This Past Week
https://x.com/s4mmyeth/status/1866414390775329111  
https://x.com/dwflabs/status/1866422609967235166  
https://x.com/solana/status/1866536545550995466  
9:18 a16z Blog Post 
https://x.com/a16zcrypto/status/1864343219833627113  
14:26 GOAT is Returning 
https://x.com/pwnlord69/status/1866589407454826644  
25:44 Satan & God Automated 
https://x.com/ropirito/status/1864373559927173257  
https://x.com/god  
https://x.com/s8n  
39:13 Eliza & Ai16z #1 trending GitHub 
https://x.com/dreaminglucid22/status/1865758299464843285  
https://x.com/BanklessHQ/status/1866845399715287399 
47:04 Virtuals New Sandbox Tool & aixbt
https://x.com/0xCygaar/status/1866513570672079187 
https://x.com/aixbt_agent 
53:09 Zerebro
https://x.com/jyu_eth/status/1864579428639986126  
https://x.com/opaiumdao/status/1865484155464630470  
https://x.com/opaiumdao/status/1866572986805035325  
https://x.com/jyu_eth/status/1866389720844111884  
https://x.com/jyu_eth/status/1866556713647870341 
https://x.com/cryptopunk7213/status/1864473729855553766 
https://x.com/blormmy/status/1865987541972738549  
1:01:44 Swarms & vvaifu.fun
https://x.com/vvaifudotfun/status/1864050584396906841  
1:03:37 Clanker Fees cross $10M
https://dune.com/clanker_protection_team/clanker-fees  
1:05:57 $SIMMI 
https://x.com/Simmi_IO/status/1862510478745804856  
https://x.com/SimulacrumAI/status/1866570195051090215 
https://x.com/simulacrumai/status/1866641681795441070 
1:08:46 Delphi Digital AI Analyst 
https://x.com/Shaughnessy119/status/1866212479413678588 
1:11:02 Ejaaz?s Advice for This Week 
1:12:22 Closing & Disclosures 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures  

What is the role of AI in crypto, and how will it shape the future?

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.

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.

------
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?UNISWAP | BUG BOUNTY PROGRAM
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

?CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple 

?iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED
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https://bankless.cc/SAFE 

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------
TIMESTAMPS

0:00 Intro
8:05 Who is Shaw & Eliza Framework
18:57 Goals of ai16z & Marc AIndreessen
25:47 AI Agent North Star
31:20 AI-Powered Contributors & Fixing DAOs 
38:49 Degenspartanai vs. Marc AIndreessen
52:02 What is ai16z?
56:51 DAO Governance
1:00:34 Eliza Framework Story & Success
1:03:55 Advice to New AI Agent Builders
1:06:29 Other Top AI Agents
1:08:02 Agent Swarming & World Mind Explained
1:17:14 How & Where to Learn More 
1:18:36 Closing & Disclaimers 

------
RESOURCES

Shaw
https://x.com/shawmakesmagic 

David Hoffman
https://x.com/TrustlessState 

Ejaaz Ahamadeen
https://x.com/cryptopunk7213 

ai16z dao
https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC 

ai16z Github
https://github.com/ai16z 

degenspartanai
https://x.com/degenspartanai 

Marc AIndreessen
https://x.com/pmairca 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

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.

Bitwise calls 2024 a prelude to 2025?a year poised to redefine crypto?s place in global finance.

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.  

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------
TIMESTAMPS

0:00 Intro
5:19 Summarizing 2024
8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets
21:40 2025 Bitcoin ETF Flows 
27:20 Coinbase Surpasses Charles Schwab
32:13 Year of the Crypto IPO 
38:01 AI Agent Memecoin Mania
47:39 Countries Holding Bitcoin 
53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100 
56:54 Crypto 401(k)s 
1:02:48 Stablecoin Assets Double
1:05:26 RWAs Surpasses $50B 
1:09:12 Bonus Prediction: 2029 Bitcoin Price 
1:12:32 Closing & Disclaimers 

------
RESOURCES

Bitwise 2025 Predictions 
https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025

Matt Hougan
https://x.com/Matt_Hougan 

Ryan Rasmussen
https://x.com/RasterlyRock  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

What is Ethereum?s North Star, and does it even need one?

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.

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.

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------
TIMESTAMPS

0:00 Intro
6:00 Jon?s Article
16:48 How did we get here?
23:16 Ethereum?s Three Front War
43:14 Ethereum Wins by its Synergies
52:52 Ethereum?s Focus
1:01:58 Ethereum Tactical Advice
1:18:18 Ultra Sound Money vs World Computer
1:30:26 Closing & Disclaimers

------
RESOURCES

Mike Ippolito
https://x.com/mikeippolito  

Jon Charbonneau
https://x.com/jon_charb  

Jon?s Article
https://dba.xyz/ethereums-north-star/  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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!

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------
TIMESTAMPS & RESOURCES

00:00:00 Lets Set The Tone

00:05:27 BTC $100K!
https://x.com/ETHbyDre/status/1864550741287030979 
https://x.com/BitcoinMagazine/status/1864655677467042013 

00:08:40 A Trip Down Memory Lane

00:15:02 Powell - BTC Is Digital Gold
https://x.com/BanklessHQ/status/1864392544018166186 

00:19:23 ETH Price Analysis

00:22:50 Total Mkt Cap
https://x.com/crypto_condom/status/1862658827163758660 

00:24:19 The Rise Of Ripple (XRP)
https://x.com/RyanSAdams/status/1863702614304518363 
https://x.com/WazzCrypto/status/1863306452481253555 

00:28:07 Solana ETF?
https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:32:52 Mainstream Debanking
https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/davidmarcus/status/1862654506774810641 
https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw 

00:42:23 New SEC Chairman
https://truthsocial.com/@realDonaldTrump/posts/113595807734621827 
https://x.com/HesterPeirce/status/1864428440893735331 

00:45:42 Crypto Czar
https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump 

00:48:54 Hyperliquid Airdrop Was Huge
https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f 

00:50:36 Hawk Tua Coin
https://x.com/WazzCrypto/status/1864433268319293811 

00:55:06 Fluid Launch
https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985 

00:56:56 RTFKT Shut Down
https://x.com/RTFKT/status/1863621178532773928 

00:58:26 Alex Mashinsky Pleads Guilty
https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/ 

01:00:12 Releases
https://x.com/colton_art/status/1864705965016129740 
https://x.com/crecimientoar/status/1862557162427310102 

01:03:47 Meme Of The Week
https://x.com/scrypto_/status/1864603976282591549?s=46 

------
Not financial or tax advice. See our investment disclosures here:
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Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents. 

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. 

Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond? 

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------
TIMESTAMPS & RESOURCES

0:00 Intro

3:10 Why Ejaaz is Bullish

6:42 Ai16z
https://x.com/0xwitchy/status/1863862261573632025  

9:52 Virtuals
https://www.coingecko.com/en/coins/virtual-protocol  
https://www.virtuals.io/  
https://fun.virtuals.io/  

16:17 aixbt
https://www.coingecko.com/en/coins/aixbt-by-virtuals 
https://x.com/cryptopunk7213/status/1863584774901666038 
https://x.com/aixbt_agent  
https://x.com/PixOnChain/status/1863145856301674938  

29:12 Freya agent gifts $50K to clever winner
https://x.com/jarrodWattsDev/status/1862299845710757980  
https://www.freysa.ai/ 

 
33:09 Zerebo
https://x.com/jyu_eth/status/1864004665891013028  
https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8  
https://x.com/jyu_eth/status/1861190173196730729  
https://x.com/jyu_eth/status/1863012741486616742  

50:24 Ai16z
https://x.com/markus9x/status/1861242414515777767  
https://x.com/0xwitchy/status/1863530135313600980  

55:47 God 
https://x.com/god  

1:00:47 Bittensor Tao
https://x.com/cruciblelabs/status/1861154220021260473  

1:04:30 NOUS and Prime Intellect leading decentralized training
https://x.com/NousResearch/status/1863622813317464157 
https://x.com/PrimeIntellect/status/1862607165669900407 

1:08:21 Ejaaz?s predictions & where his attention is going   
https://x.com/Vader_AI_  
https://x.com/0xprismatic/status/1863055816947101845 

1:14:25 Solana vs. Base?

1:21:31 Homework for Bankless audience
https://x.com/cryptopunk7213  

1:22:59 Closing & Disclaimers  

------
Not financial or tax advice. See our investment disclosures here:
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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.

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?

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https://go.iyield.com/bankless   

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------
TIMESTAMPS

0:00 Intro
2:52 zk Rollups Past vs. OP Succint 
5:48 OP to zk Rollups Tradeoffs & Timeline
12:39 Benefits of 1-Hour Challenge Period 
15:34 Scaling the Rollups 
18:12 Endgame Vision 
20:47 Cost of Proving Must Go Down?
21:55 Conduit?s Distribution Role
25:55 AggLayer vs. zk & Adoption 
29:57 zk Rollup on ETH L1 Constraints?
35:53 Ethereum?s Negative Sentiment
51:04  Closing & Disclaimers 

------
RESOURCES

Uma Roy
https://x.com/pumatheuma 

Succinct
https://www.succinct.xyz/ 

OP Succinct
https://github.com/succinctlabs/op-succinct 

Adrew Huang
https://x.com/KAndrewHuang 

Conduit
https://x.com/conduitxyz 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures 

Is the Beam Chain the endgame for Ethereum?

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.

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.

So what?s Ethereum?s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!

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------
TIMESTAMPS

0:00 Intro
4:29 Beam Chain Reactions
9:43 Is Ethereum Ossifying
18:07 Ethereum?s Three Front War
27:03 Bitcoin Utility Prospects
33:20 The Endgame for Crypto
48:55 Beam Chain 101
54:20 Beam Fork Aftermath
59:51 Pre-Confirmations
1:05:06 L1 Execution Layer
1:12:47 Rollup Design Space
1:26:20 Ethereum?s Midgame
1:32:37 Ethereum 3.0?
1:34:04  Closing & Disclaimers

------
RESOURCES

Justin Drake
https://x.com/drakefjustin  

Beam Chain Announcement 
https://youtu.be/rGE_RDumZGg?t=7001  

------
Not financial or tax advice. See our investment disclosures here:
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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.

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.

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?

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?MAGIC EDEN | HOME OF WEB3
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------
TIMESTAMPS & RESOURCES

0:00 Intro

7:12 Markets
https://x.com/DegenerateNews/status/1859978611606102494  
https://x.com/JacobKinge/status/1859979524487909769 
https://x.com/saylor/status/1861033309934862601 
https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd 
https://x.com/Galois_Capital/status/1861299857975046261 
https://farside.co.uk/?p=1518 
https://imgur.com/pUSaAQ2 
https://l2beat.com/scaling/tvl 
https://x.com/HHorsley/status/1860397442547790105 

26:00 Pump.fun suspends livestream feature
https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading 
https://x.com/crypto_bitlord7/status/1860989408092258441  
https://x.com/_kaitoai/status/1860969504798302691 
https://x.com/pumpdotfun/status/1861138234580869128 
https://x.com/ChainLinkGod/status/1861091091585409400 
https://x.com/moo9000/status/1860980423716659462 

34:15 Base And Farcaster AI Agent meta heating up 
https://x.com/phantom/status/1861108202022318470     
https://x.com/qiqileyuan/status/1861650662590947411 
https://x.com/cryptotesters/status/1861216310631506364 
https://x.com/jessepollak/status/1861434379270308195 
https://x.com/dwr/status/1861595910498631928 
https://x.com/TrustlessState/status/1861422824029647241 
https://x.com/anoncast_  
https://x.com/TrustlessState/status/1860806662962954526 
https://warpcast.com/superanon/0x5c38e09ce41560f3a469946c8e08bcf463f31469 
https://anoncast.org/anonfun 
https://x.com/ChazSchmidt/status/1861539655620919497 
https://x.com/TrustlessState/status/1861041911542223294 
https://warpcast.com/cherdougie/0x2c3ba9646bc37de213953294076b1250acf8635b 
https://x.com/search?q=%24blonde&src=cashtag_click 
https://x.com/ayyyeandy/status/1861683577722909062 
https://www.coingecko.com/en/coins/aixbt-by-virtuals 
https://app.virtuals.io/ 

48:00 Bankless disclosures
https://www.bankless.com/disclosures  
https://x.com/iamdcinvestor/status/1861028893408317863 

53:06 Big victory in Tornado Cash case as judge says OFAC exceeded authority
https://x.com/BillHughesDC/status/1861545321450336342 
https://x.com/valkenburgh/status/1861565828270846048 
https://x.com/brian_armstrong/status/1861566807225532470 
https://x.com/rstormsf/status/1861575644796330392 
https://juicebox.money/@defend-roman-storm 

1:00:01 US court struck down SEC broker-dealer rule 
https://x.com/BlockchainAssn/status/1859657449856463077 
https://x.com/NateGeraci/status/1859678807600529892 
https://truthsocial.com/@realDonaldTrump/posts/113529294640959784 
https://x.com/jchervinsky/status/1861430542668886408 

1:05:53 Trump Media files a trademark for ?TruthFi?
https://x.com/JoshGerben/status/1859689670986408392 

1:07:10 Tron became the largest investor into World Liberty Finance
https://x.com/justinsuntron/status/1861121947372773545 
https://x.com/SplitCapital/status/1861794875668136104 
https://x.com/Caitlyn_Jenner/status/1861123142439313714 

1:11:37 Bankless has its biggest Black Friday offer ever! 
https://www.bankless.com/join 

1:13:04 Top signals?
https://x.com/HalieyWelchX/status/1861470493280206907 
https://x.com/RyanSAdams/status/1861053012573057285 

1:17:15 Closing & Disclaimers

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

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. 

Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in crypto.

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??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?UNISWAP | BROWSER EXTENSION
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? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

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------
TIMESTAMPS & RESOURCES

0:00 Intro

4:35 GOAT
https://x.com/truth_terminal/status/1859749795855990817  

21:07 Ai16z Drama
https://x.com/shawmakesmagic/status/1858807615914229936  
https://x.com/ColinTCrypto/status/1859070457724428734  

45:10 Project or Memecoins?

48:39 AIxbt
https://x.com/aixbt_agent 

50:40 Virtuals & Zerebro
https://x.com/jyu_eth/status/1858768880916672971 
https://x.com/virtuals_io/status/1858899700042395925 

59:44 Framework Competition 

1:01:26 Base vs. Solana

1:08:55 David/Ejaaz?s Focus Next? 

1:12:12 Closing & Disclaimers

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

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.

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? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/102?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

00:00 Start
03:39 What Is This Talk About?
08:16 Lets Talk About Cars
12:46 The Stolen Bike
14:37 Surveillance
17:18 California
24:41 Supercharged Surveilance
27:48 What We Should Be Building

------
RESOURCES

Peter - https://x.com/valkenburgh

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.

Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money. 

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium  

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/101?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------
TIMESTAMPS

0:00 Intro
3:08 ETH is Permissionless
13:28 ETH is Money
28:42 The Full Picture
30:05 Questions

------
RESOURCES

Mike Neuder
https://x.com/mikeneuder  

Presentation Slides
https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.

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.

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.

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/100?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
5:01 Internet Early Days
11:47 The Rise of Blockchains
19:21 Why Are We Here?
23:43 Gas Network
27:16 Fix the World
29:08 Questions

------
RESOURCES

Matt Cutler
https://x.com/mcutler  

Presentation Slides
https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

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.

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.

Elsewhere, Solana reached new highs, McDonald?s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever!

------
? LEGION | MERIT BASED ICOs
https://bankless.cc/Legion 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku 

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/99?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS & RESOURCES

0:00 Intro

0:35 Gen-z Quant 
https://x.com/DeeZe/status/1859110339251478754 
https://x.com/RyanSAdams/status/1859225228045402203 

8:03 It?s a week of Bitcoin buys! 
https://x.com/samcallah/status/1858507239897632909 
https://x.com/saylor/status/1858496146026467378 
https://x.com/EricBalchunas/status/1859278500399620528 
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://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes 
https://x.com/Metaplanet_JP/status/1858352792647225371 
https://x.com/BitcoinMagazine/status/1858535519354827251 
https://x.com/bitcoinmagazine/status/1858874854402920902 
https://x.com/JSeyff/status/1858991206476509659 
https://x.com/EricBalchunas/status/1858994117617086840 

21:59 Chillguy
https://dexscreener.com/solana/93tjgwff5ac5thymi8c4wejvvqq4tumemuyw1leyz7bu 
https://x.com/nayibbukele/status/1859433926206325107 
https://solscan.io/account/AySxUvESXdGTVT6G3psgzWahduxJx8bGkb4Ddip8sADx 

24:12 Vitalik bought $50 of an AI memecoin on Farcaster
https://x.com/Tyler_Did_It/status/1859420049427267912 

30:32 Gary Gensler set to Resign
https://x.com/BanklessHQ/status/1859659202618327276 
https://x.com/BanklessHQ/status/1859664473025581561 
https://x.com/KMSmithDC/status/1859339558342607023 
https://x.com/RyanSAdams/status/1857123002921463862 
https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424 
https://www.washingtonpost.com/business/2024/11/11/trump-crypto-regulation-bitcoin/ 

36:35 ?Coincidently?, Trump met with Brian Amstrong this week
https://x.com/News_Of_Alpha/status/1858606637201633705 
https://x.com/nic__carter/status/1858922946116346273 

38:01 Trump picked Howard Lutnick to lead the US Department of Commerce
https://www.wsj.com/politics/trump-commerce-secretary-howard-lutnick-cabinet-77c86b81 
https://x.com/TheFlowHorse/status/1858942817592103046 
https://polymarket.com/event/who-will-trump-nominate-for-treasury-secretary 
https://x.com/twobitidiot/status/1859266763860394426 
https://www.reuters.com/world/us/trump-team-weighs-creating-first-ever-white-house-crypto-role-bloomberg-news-2024-11-20/ 
https://x.com/News_Of_Alpha/status/1859661975745167378 
https://cointelegraph.com/news/trump-mulls-crypto-friendly-cftc-chairs-report 

43:22 Trump Media might be buying Bakkt! 
https://www.reuters.com/markets/deals/donald-trumps-social-media-group-talks-buy-bakkt-ft-reports-2024-11-18/ 
https://polymarket.com/event/will-trump-media-launch-a-crypto-exchange-in-2024 

44:54 SEC is being sued in 18 US states
https://x.com/kobeissiletter/status/1857151924061221190 

48:16 DAO members might be held liable under partnership laws
https://x.com/milesjennings/status/1858720755523219932 
https://x.com/DennisonBertram/status/1859184992800186610 

52:44 CEX STABLECOIN WARS:
https://x.com/lopp/status/1858609316929974340 
https://x.com/coinbasewallet/status/1859286084535906744 

57:44 Doodles partnered with McDonald's for holiday-themed collectibles
https://x.com/McDonalds/status/1857061165760741780 
https://x.com/HuinGuillaume/status/1858538735375176159 

58:44 Coinbase will delist Wrapped Bitcoin & Tether is launching a tokenization platform
https://x.com/ercwl/status/1859136365083951123 
https://x.com/hadron_tether/status/1857091170825891962 

1:01:08 Bankless is looking for Video Editor or Producer! & Bankless Summit is now online  
https://x.com/BanklessHQ/status/1858857798471479777 
https://x.com/BanklessHQ/status/1858741172404916622 
https://bankless.cc/PodcastPremiumFeed 

1:02:26 Meme of the Week
https://x.com/alistairmilne/status/1858508814305153307 

1:02:51 Closing & Disclaimers 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

?DONATE TO ROMAN?S CASE
https://juicebox.money/@defend-roman-storm 

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.

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.

Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what?s at stake.

------
TIMESTAMPS

0:00 Intro
2:36 Roman?s Spirits
3:58 Who is Roman Storm?
5:40 Why Tornado Cash?
7:06 House raiding experience 
8:43 What Roman was charged with
10:00 Why Roman is not guilty 
17:10 What?s at stake
22:31 How to help Roman
25:16 Closing & Disclaimers

------
RESOURCES 

Donate to Roman?s Case
https://juicebox.money/@defend-roman-storm

DeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

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.

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/98?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
4:12 History of Value Accrual
6:43 So What?
11:57 Ethereum Stats
16:51 Sustainable Value Accrual
18:26 Based Rollup Future
22:57 Questions

------
RESOURCES

Mteam
https://x.com/mteamisloading  

Presentation Slides
https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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. 

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku

------

? Mint the episode on Zora ? https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/97?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
RESOURCES

Arjun Bhuptani
https://x.com/arjunbhuptani 

Presentation Slides
https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

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. 

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2   ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/96?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS & RESOURCES

0:00 Intro
4:00 5-Year Ethereum Roadmap
6:58 Part 1 - Execution 
14:56 Part 2 - Data 
20:23 Part 3 - Consensus 
27:49 Audience Questions
33:00 Closing

------
RESOURCES

Justin Drake
https://x.com/drakefjustin

Presentation Slides
https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

Bitcoin keeps going higher? What about Ethereum?

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? 

------
? LEGION | MERIT BASED ICOs 
https://bankless.cc/Legion 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

??TOKU | CRYPTO EMPLOYMENT  
https://bankless.cc/toku  

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------
TIMESTAMPS & RESOURCES

0:00 Intro

04:08 Markets
https://x.com/intangiblecoins/status/1856146168746479673?s=46    
https://x.com/robustus/status/1856015427106701675  
https://companiesmarketcap.com/assets-by-market-cap/  
https://x.com/tier10k/status/1856720083684372950  

11:28 ETF Flows
https://farside.co.uk/?p=1518 
https://x.com/NateGeraci/status/1854882220407701661 
https://x.com/woonomic/status/1854910141067673631 
https://x.com/EricBalchunas/status/1854281747082477696 
https://x.com/EricBalchunas/status/1856346407856112115  

16:15 Coinbase Number 1 in Finance Apps 
https://x.com/JasonYanowitz/status/1856745020230877668  

17:58 ETH/BTC Ratio
https://pro.kraken.com/app/trade/eth-btc 
https://www.coingecko.com/en/global-charts 
https://ultrasound.money/ 
https://x.com/RyanSAdams/status/1857068158281998357  

21:59 Memecoins
https://www.coingecko.com/en/coins/peanut-the-squirrel 
https://www.coingecko.com/en/coins/dogecoin 
https://x.com/TrumpWarRoom/status/1856500025037037606 
https://imgur.com/362Df5M  

29:50 FBI Raids Polymarket CEO
https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/  
https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/  
https://x.com/RyanSAdams/status/1856817245441401143  
https://x.com/shayne_coplan/status/1856808022481539192  
https://x.com/shayne_coplan/status/1856838409861386722  
https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  

38:24 Devcon Vibe Check
https://x.com/EFDevcon/status/1856359485029445677 

43:18 Devcon Announcements
https://x.com/brantlymillegan/status/1855813557323178067?s=46 
https://x.com/EspressoSys/status/1855973751982309624  
https://x.com/bioprotocol/status/1856707895590846812  
https://x.com/sjdedic/status/1856649048318464349  

44:18 Justin Drake?s Beam Chain
https://x.com/TrustlessState/status/1856276664877010968  
https://imgur.com/a/AKOzd8M  
https://imgur.com/a/DzWFeh3  

53:15 Blackrock?s BUIDL Goes Multichain
https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html
https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/  

54:15 Deutsche Bank Launches ZK Chain
https://x.com/Memento_Bc/status/1854126014261272727 
https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

56:18 Blur is Voting on a Fee Switch
https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040 
https://x.com/mikeippolito_/status/1856147009927033316?s=46  

57:09 Bitwise ETH Staking ETF?
https://x.com/bitwiseinvest/status/1856698856336969778  

58:40 MicroStrategy Acquires 27,200 BTC
https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD  

59:32 Phantom Update Cleared Users Wallet
https://x.com/mememe69696969/status/1856518115947110780 
https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19 
https://x.com/phantom/status/1856796137665245455  

1:01:42 Aave Launches a Wallet
https://family.co/blog/launch  

1:02:32 Meme of the Week
https://x.com/elonmusk/status/1856523237208797221  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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.

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.

------
?GET YOUR ALL ACCESS PASS TO THE PODCAST
https://bankless.cc/podshownotes 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited  

? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
7:11 The AI Agent Story
20:27 Are AI Agents a Fad?
26:33 Smarter More Personalized Models
31:30 What Could Go Wrong?
34:49 Crypto & AI Relation
40:04 How to Invest in AI Agents
50:36 AI Agents Are the Crypto Natives
1:02:05 Crypto AI Isn?t Going Away
1:09:30 Are AI Agents Real Yet?
1:14:17 Crypto AI Layers  
1:26:09 Open Source?s Importance & Stacks
1:37:07 Middleware & App Layers 
1:42:18 Where VCs Are Allocating
1:48:18 Closing & Disclaimers 

------
RESOURCES

Ejaaz
https://x.com/cryptopunk7213  

Gospel of Goatsie Whitepaper
https://pdfupload.io/docs/aae14f87  

Truth Terminal
https://x.com/truth_terminal 

Accelerando
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151 
 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

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! 

------
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum  

?MANTLE | MODULAR LAYER 2 NETWORK
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? dYdX | UNLIMITED LAUNCHING SOON
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------
TIMESTAMPS

2:52 Intro
4:18 Background
10:30 Crypto Outlook for 2025
13:23 How High Will Bitcoin Go in 2025?
15:11 "Ethereum Is Incredibly Undervalued"
17:37 Why Ethereum L2's Are MASSIVE
20:26 When Will Ethereum Flip Bitcoin?
24:40 Ethereum Price Prediction 2025
29:03 What's The Next Ethereum of THIS Cycle?
32:10 The Memecoin Supercycle
33:49 Secret to Growing on Social Media
36:26 Thoughts on Cardano
39:56 Best Advice for Crypto Investors

------
RESOURCES

Altcoin Daily Interview
https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

What is Arthur Hayes buying for 2025?

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.

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.

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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
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------
TIMESTAMPS

0:00 Intro
5:11 Does the Election Matter?
13:44 Where are we in the Crypto Cycle?
17:23 Chinese Property Bubble
33:14 Isn?t Bitcoin Illegal in China?
37:45 Fed?s Next Move
45:16 Politics & The Money Printer
49:42 Arthur?s Crypto Portfolio
50:33 ETH as Money?
1:01:42 Is ETH Dead?
1:02:20 Ethena
1:03:46 Memecoins
1:05:42 AI x Crypto
1:09:10 War Scenario
1:18:48 Arthur?s Advice
1:20:28 Closing & Disclaimers

------
RESOURCES

Arthur Hayes Blog
https://cryptohayes.medium.com/  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?   

Gary Gensler?s reign of terror is over. It?s ATH week.

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.

------
? LEGION | MERIT BASED ICOs 
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?? ARBITRUM | SCALING ETHEREUM
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?MANTLE | MODULAR LAYER 2 NETWORK
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?UNISWAP | BROWSER EXTENSION
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------
TIMESTAMPS & RESOURCES

00:00 The New President
https://polymarket.com/elections 
https://x.com/Reuters/status/1854093869664837997 
https://www.perplexity.ai/elections/2024-11-05/us/senate 

11:29 Polymarket?s Big Win
https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g    
https://x.com/shayne_coplan/status/1854045045806023002 
https://x.com/Polymarket/status/1854248877798674529 

19:15 Markets
https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://imgur.com/J9TUNmR 

25:53 ETF Updates
https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/EricBalchunas/status/1854281747082477696 

32:02 Post Election Winners
https://www.coingecko.com/ 

33:55 DeFi Renaissance
https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/ 
https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w 

39:06 Fed Watch
https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l

40:42 $42 Billion Dollar Bitcoin Bid?
https://x.com/saylor/status/1851718391889043954 

43:20 Global Dollar Network
https://x.com/global_dollar/status/1853558740957405362 

48:36 UBS Launches Fund on Ethereum
https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html 

50:28 Base Fault Proofs
https://x.com/base/status/1851672364439814529 
https://x.com/l2beat/status/1853429669204230230 

51:34 Roman Storm Trial Delayed
https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/ 
https://x.com/RyanSAdams/status/1853440809644802159 

52:03 Devcon
https://lu.ma/0bpju5ic 

54:54 Permissionless IV
https://x.com/Permissionless/status/1854542280301892074 
https://x.com/BanklessHQ/status/1853426117157245208 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

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. 
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.

Alex on X - https://x.com/intangiblecoins 

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?? ARBITRUM | SCALING ETHEREUM
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?MANTLE | MODULAR LAYER 2 NETWORK
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?UNISWAP | BROWSER EXTENSION
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------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

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.

------
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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??CARTESI | LINUX-POWERED ROLLUPS
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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------
TIMESTAMPS

0:00 Intro
5:01 How is Ethereum Going?
8:52 Why is ETH Down Bad?
19:43 Are L2s Parasitic?
34:02 Is Ethereum Security Overkill?
39:41 ETH vs SOL Metrics
46:32 Making the L1 Great Again
54:41 ETH Pincer Attack
1:01:21 Investors Barbell Strategy
1:05:42 Ethereum?s North Star
1:12:57 ETH Bull Catalysts
1:18:25 Based Rollups
1:28:07 Ethereum?s Marketing Problem
1:37:37 What?s Next for ETH
1:48:46 Closing Thoughts

------
RESOURCES

Anthony Sassano
https://x.com/sassal0x  

The Daily Gwei
https://www.youtube.com/c/TheDailyGwei  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

What exactly are Based Rollups?

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. 

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!

------
? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-justin-drake-based-rollups  

? JOIN US AT THE BANKLESS SUMMIT
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
??CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance   ? 

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------
TIMESTAMPS

0:00 Intro
5:51 How?s the Roadmap Going?
12:34 The Most Logical Progression
16:53 Aggregating DeFi Apps
23:43 What Based Rollups Solve
44:01 Ethereum as the Sequencer
49:59 Based Rollups Core Advantages
58:39 Shared Sequencers vs Based Rollups
1:10:37 Based Rollups & Superchain
1:26:48 Ethereum L1 Capacity
1:33:49 Impact on ETH Economics
1:35:00 Impact on DeFi
1:37:48 Impact on User Experience
1:42:04 ETH Value Accrual
1:53:59 Trade-Offs
1:59:17 Bankless Summit
2:01:26 Closing & Disclaimers

------
RESOURCES

Justin Drake
https://x.com/drakefjustin  

Based Rollups
https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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.
------
? LEGION | MERIT BASED ICOs 
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
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? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
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------
TIMESTAMPS & RESOURCES
00:00:00 Start

00:04:03 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://x.com/caprioleio/status/1850831666119623006 
https://x.com/EricBalchunas/status/1850884568553013459 
https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://www.coingecko.com/en/global-charts 

00:13:52 L2 Update
https://x.com/peterschroederr/status/1850556872727945285 
https://x.com/dimahledba/status/1851535737482604681?s=46 
https://x.com/dimahledba/status/1851183188288127237?s=46 
https://x.com/dylankugler/status/1850997725111669044 
https://x.com/sreeramkannan/status/1851616723197428109 

00:18:23 Blobspace
https://x.com/timjrobinson/status/1851222351524036855 
https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:28:27 Election Updates
https://polymarket.com/elections 
https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/ 
https://x.com/amitisinvesting/status/1850868412806746217 

00:35:02 AI Agents
https://x.com/truth_terminal 
https://www.coingecko.com/en/coins/goatseus-maximus 
https://app.virtuals.io/virtuals/68 
https://terminal.virtuals.io/ 
https://x.com/wojtekwtf/status/1850835219160416486 
https://warpcast.com/aethernet 
https://x.com/tee_hee_he 
https://x.com/MurrLincoln/status/1850226148594082120 

00:50:16 US prosecutors are investigating Tether
https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5 
https://x.com/paoloardoino/status/1849876338573799912 

00:55:14 OP Foundation Gave 425M OP To Ink
https://www.coindesk.com/tech/2024/10/29/optimism-foundation-agreed-to-give-kraken-425m-of-op-tokens-in-layer-2-deal/ 
https://x.com/Fwiz/status/1851280684473897466 

00:57:35 RocketPool Upgrade
https://x.com/drjasper_eth/status/1849206972702228482 

00:59:37 Microsoft Buying Bitcoin?
https://x.com/jameslavish/status/1849598011082670387 
https://x.com/saylor/status/1849790766945587241 

01:01:17 SEC NFT Trolling
https://x.com/brianlfrye/status/1851118844766535860
https://www.youtube.com/watch?v=96Cyp-nsL6k 

1:04:44 Meme Of The Week
https://x.com/GoldTelegraph_/status/1850667711355113621 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

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. 

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. 

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.

------
?0x v2 | NEXT GEN PRICING ENGINE
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?GET YOUR ALL-ACCESS PASS TO THE PODCAST
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
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------
TIMESTAMPS

0:00 Intro
5:34 Crypto x AI Narrative Shift 
6:39 AI & Economic Agents Explained 
11:50 GOAT Memecoin Summary 
23:15 Were AI Crypto Agents Obvious? 
25:18 Luna AI Token & Terminal 
29:41 Consequences? Is This Life?
33:27 Exciting Use Cases
40:27 Sam Altman Quote Importance 
42:33 Wealth Generation Process & Blockspace
48:15 Programmable Money & Agent MEV
56:14 The AI Agent & Memecoin Thesis
1:03:03 Government & Society Reaction Predictions
1:11:09 No Off Buttons?...
1:13:40 DePin & AI
1:16:45 AI Agent Blockspace Demand
1:19:15 Closing & Disclaimers

------
RESOURCES

Matthew Stephenson 
https://x.com/stephensonhmatt 

Crypto's Role In The AI Revolution
https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

Bankless Nation, we?ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?

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.

------

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? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

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------
TIMESTAMPS

0:00 Intro
8:54 Defending ?Extensions of Ethereum?
16:33 Interoperability Standards
25:36 Are L2s Parasitic to Ethereum?
32:37 ETH Economics & Value Accrual
41:30 Solana vs Ethereum L2s
49:09 Closing Thoughts

------
RESOURCES

Kyle Samani
https://x.com/KyleSamani  

Max Resnick
https://x.com/MaxResnick1  

Jill Gunter
https://x.com/jillrgunter  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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.?
------
? 0x v2 | NEXT GEN PRICING ENGINE
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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 
-----
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/84?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 
------
TIMESTAMPS & RESOURCES
00:00 Start
02:23 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://x.com/DegenerateNews/status/1849120571222536262 
https://www.coingecko.com/en/global-charts 

06:22 L2 Updates
https://l2beat.com/scaling/summary 
https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/lukeyoungblood/status/1849217477668171831? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

08:09 Paul Tudor Jones Bullish Bitcoin
https://x.com/WatcherGuru/status/1848735063615152136 

10:46 Election Check In
https://polymarket.com/elections 
https://x.com/Polymarket/status/1849451658788384797 

15:26 Kraken's New L2
https://x.com/inkonchain/status/1849443457883885801 
https://inkonchain.com/en-US 

19:23 Stripe's $1 Billion Dollar Bet
https://x.com/Stablecoin/status/1848390849215730100 
https://x.com/zcabrams/status/1848391342524641533 
https://x.com/benhoneill/status/1848390493425504388
https://x.com/cburniske/status/1848108613631390155 

22:24 Michael Saylor Against Self Custody?
https://x.com/AdamSimecka/status/1848131598044074289 
https://x.com/Sina_21st/status/1848450657205789161 
https://x.com/ErikVoorhees/status/1848754319019151873 
https://x.com/VitalikButerin/status/1848876323026178429 
https://x.com/ercwl/status/1848737997463695827 

28:59 Balance on CEX's
https://x.com/leonwaidmann/status/1848780740969795917? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

32:38 Uniswap Integrated Across
https://x.com/AcrossProtocol/status/1849106135443202069 
https://x.com/danrobinson/status/1849142590131904650 
https://x.com/TrustlessState/status/1849182167748022600 

35:47 Scroll Airdrop
https://scroll.io/blog/introducing-scrolls-first-airdrop-a-celebration-of-the-global-community 
https://claim.scroll.io/ 
https://x.com/Andrey_10gwei/status/1848441546645135672 
https://x.com/redhairshanks86/status/1848653068554166339 

39:12 Ethereum Blobs
https://x.com/Data_Always/status/1848789160888332340 

42:46 WorldCoin launches 'World Chain' L2
https://world.org/blog/announcements/world-chain-now-open-every-human 

48:46 Central Bankers
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4985877 
https://www.minneapolisfed.org/research/working-papers/unique-implementation-of-permanent-primary-deficits 

52:11 Buenos Aires Issues Decentralized ID's
https://zksync.mirror.xyz/kWRhD81C7il4YWGrkDplfhIZcmViisRe3lnsmbvOEmg 

56:19 Nigeria Drops Charges
https://www.bloomberg.com/news/articles/2024-10-23/nigerian-court-releases-binance-executive-jailed-since-february 

57:44 Meme Of The Week 
https://x.com/TrustlessState/status/1849206541255389459 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

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.

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.

------
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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
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------
TIMESTAMPS

0:00 Intro
5:43 Ink Explained 
10:23 What Happens on Ink?
12:52 Technicalities of Ink
14:00 Kraken x Ink Synergy & Goals
16:15 Why Superchain?
17:36 Ink Roadmap
19:08 Scaling Ink 
24:41 Wen Superchain Promise
33:19 Superchain 2025 Forcast
37:36 Kraken BTC x Ink
38:38 $INK
39:35 Superchain Economics
48:28 What?s Next? 
51:30 Closing & Disclaimers

------
RESOURCES

Ink

http://inkonchain.com 

Kraken
https://x.com/krakenfx 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

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. 
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.

------
?B3 | THE FUTURE OF ONCHAIN GAMING
https://bankless.cc/b3

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap

? MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/82?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS
00:00 Start
03:24 The Roadmap Wars
12:22 What Are The Wars Really About?
25:40 Roadmap Proposed Solutions
35:03 Why Are We Fighting Over DeFi
39:15 What Do We Do About It?
44:59 Where Will DeFi End Up?
50:23 What About $ETH The Asset?
53:43 The Bull Case For ETH

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?

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.

------
? DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-omid-malekan 

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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle  
 
?0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
? Mint the episode on Zora ?
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------
TIMESTAMPS

0:00 Intro
5:52 Omid Malekan?s Crypto Background
9:31 Transitioning from TradFi to Crypto
14:51 Explaining Blockchain to Crypto Newcomers
21:10 The Fear in Crypto Transactions
24:53 Blockchain as a New Financial Architecture
28:07 What New Crypto Users Get Wrong
32:06 Not All Blockchains Are Equal
39:25 Qualitative & Quantitative Block Space
41:49 Lessons from Traditional Finance
46:36 Modular Design in Blockchain Systems
1:01:30 Envisioning Crypto's Endgame
1:09:25 Ether's Value Proposition and Role
1:20:28 Opportunities for High-Quality Liquid Assets
1:23:38 Ether as the Money of the Internet
1:36:55 Settlement Assurances and the Future of Ether
1:44:07 Crypto Cycles and Future Gains
1:45:29 Own Podcast?
1:46:22 Closing & Disclaimers

------
RESOURCES

Omid Malekan
https://x.com/malekanoms 

Omid's Books 
https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331 
https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?   

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?

In Ethereum, despite price drops, Fuel launched a high-performance L2, and Paradigm introduced its own with Reth at the core.

Meanwhile, Saylor plans a Bitcoin Bank, and Kraken is rolling out wrapped Bitcoin.

------
?B3 | THE FUTURE OF ONCHAIN GAMING
https://bankless.cc/b3 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
? Mint the episode on Zora ? https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/80?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS & RESOURCES

0:00 Intro

4:17 Markets, L2 Update, & Blobs
https://farside.co.uk/?p=1518 
https://x.com/Evan_ss6/status/1846592303143776269 
https://x.com/growthepie_eth/status/1845076141054345464 
https://x.com/ryansadams/status/1845111043250393569 
https://x.com/sassal0x/status/1846458384842916143 
https://dune.com/hildobby/blobs 
https://x.com/litocoen/status/1846455792461140222 
https://imgur.com/a/hGxZIyT 
https://x.com/pythianism/status/1846502438624231605 
https://x.com/EricBalchunas/status/1845944946991276494 

21:52 What?s going on on Polymarket? 
https://polymarket.com/event/presidential-election-winner-2024?tid=1729178339570 
https://x.com/RyanSAdams/status/1846660964105453836 
https://x.com/fewture/status/1846667819200795038 
https://x.com/adamscochran/status/1846677802583838768 
https://x.com/divine_economy/status/1846677795423785150 
https://www.natesilver.net/p/whats-behind-trumps-surge-in-prediction 
https://x.com/fozzydiablo/status/1846369866091319743 
https://x.com/fozzydiablo/status/1846647506446246089 
https://x.com/hosseeb/status/1846395633806331914 

31:12 Let?s check in on Trump and Kamala - 17 Days until election 
First Trump - kicked off World Liberty Financial token sale
https://x.com/realDonaldTrump/status/1845179557852377508 
https://x.com/tier10k/status/1846641132731552018 
https://x.com/RyanSAdams/status/1845926256292122767 

34:43 Then Harris - said something about crypto - appreciates the help of crypto in broadening access to wealth 
https://kamalaharris.com/wp-content/uploads/2024/10/FMfcgzQXJZxzLGgcKmSNQSXCRKXShwxJ.pdf 
https://x.com/RyanSAdams/status/1845920172638605768 
https://x.com/Matt_Hougan/status/1845832802316751251 
https://x.com/BanklessHQ/status/1846552111217045904 
https://elections2024.thehill.com/massachusetts/massachusetts-senate-warren-deaton/ 
https://polymarket.com/event/massachusetts-us-senate-election-winner?tid=1729152612507 

46:16 Galaxy researched released their Crypto policy scorecard 
https://x.com/intangiblecoins/status/1845845163588907486 

51:29 Kraken with a big release?Wrapped BTC - KBTC
https://www.coindesk.com/business/2024/10/17/crypto-exchange-kraken-launches-wrapped-bitcoin-token-kbtc/ 

52:17 Fuel mainnet is live! 
https://x.com/fuel_network/status/1846536888003313786 

53:54 Paradigm is launching a new L2, Odyssey
https://x.com/gakonst/status/1844757392061542781 
https://x.com/danrobinson/status/1844759810421805069 

55:49 Conduit introduced Conduit G2 
https://x.com/conduitxyz/status/1846567345864536468 

57:41 Michael Saylor wants to turn Microstrategy into a Bitcoin bank
https://x.com/isoandso/status/1844772434991325287 

59:15 Italy will raise capital gain tax on Bitcoin from 26% to 42% 
https://www.reuters.com/markets/europe/italy-stiffens-terms-digital-services-tax-2025-budget-2024-10-16 

1:00:41 Bankless Summit is coming! 
https://x.com/TrustlessState/status/1846722706919838081 

1:02:34 Meme of the Week, David?s Fight & Kyle Samani Drama
https://x.com/Jesseeckel/status/1845491020492124361 
https://x.com/sgoldfed/status/1846183598832959617 

1:06:29 Closing & Disclaimers 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures 

Announcing: The Bankless Summit

The Saturday after Devcon (Nov 16th) Bankless is hosting a single day of the most interesting talks and conversations in Ethereum!

Sit back and enjoy as Bankless curates the most interesting speakers in Ethereum while we let them speak!

Get tickets here:
https://lu.ma/0bpju5ic 

BANKLESS CITIZEN PERK: 70% OFF THE TICKETS!
https://www.bankless.com/join 

A16z?s 2024 State of Crypto Report is out!

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.

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!

------
? B3 | THE FUTURE OF ONCHAIN GAMING
https://bankless.cc/b3 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

? MAGIC EDEN | HOME OF WEB3
https://magiceden.io/ 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://0g.ai/ 

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/79?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
5:53 Vibe Check
7:00 Target Audience
9:16 2023 Contrast
12:14 How Big is Crypto?
21:23 Desktop vs Mobile Adoption
25:13 Crypto Policy
29:34 Stablecoins
36:24 Ethereum Gas Fees
46:09 Scaling
48:24 ZK Cryptography
58:30 Applications
1:00:23 Crypto x AI
1:06:23 DeFi vs Centralized Services
1:09:27 Builders
1:12:09 Price Innovation Cycle
1:16:14 Reflections on 2024
1:19:37 Closing & Disclaimers

------
RESOURCES

A16z 2024 State of Crypto Report

Eddy Lazzarin
https://x.com/eddylazzarin  

Daren Matsuoka
https://x.com/darenmatsuoka 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

Joining us today is Kain Warwick. Not to fight, but to talk about his exciting new project called Infinex. 

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. 

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/78

------
TIMESTAMPS
00:00:00 Intro
00:04:29 Infinex
00:12:44 The Infinex Tech Stack
00:20:45 Optimizing Across Protocols
00:27:00 The Centralization Tradeoff
00:29:04 Key Tech Unlocks
00:34:48 Managing Protocol Risk
00:42:33 Transaction Experience & Security
00:50:40 Patron Sale
00:56:55 Future Growth Plans
01:00:29 Fight Commentary

------
RESOURCES
Kain Warwick - https://x.com/kaiynne 

Infinex - https://x.com/infinex_app 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

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.

------
? B3 | THE FUTURE OF ONCHAIN GAMING
https://bankless.cc/b3 

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

?? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance 

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/77?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------
TIMESTAMPS & RESOURCES

0:00 Intro
3:04 Markets
6:14 US Economy
https://www.cnbc.com/2024/10/04/september-2024-us-jobs-report.html  
https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable  
13:28 Uniswap Announces Unichain
https://x.com/Uniswap/status/1844363396382408774 
https://x.com/TaikiMaeda2/status/1844363706798571828 
https://x.com/0xCygaar/status/1844377718479257864 
https://x.com/haydenzadams/status/1844363698485198899  
https://x.com/delitzer/status/1844364429389070699  
https://x.com/VitalikButerin/status/1575772104678510592 
https://x.com/danrobinson/status/1844407479528194262  
https://x.com/haydenzadams/status/1844411400523067599  
https://x.com/Fwiz/status/1844375503601594594  
https://x.com/gluk64/status/1844388796290183302  
https://youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR  
30:55 HBO Reveals Satoshi Identity?
https://x.com/crypto_div/status/1843838385913258387 
https://x.com/MarcHochstein/status/1843768871318372562 
https://x.com/peterktodd/status/1843957196830441766 
https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi 
https://x.com/ki_young_ju/status/1843872372627255541 
https://x.com/HalieyWelchX/status/1844038238408990871 
37:23 FBI Coin
https://www.reuters.com/legal/us-charges-18-people-companies-cryptocurrency-fraud-2024-10-09/ 
https://x.com/esatoshiclub/status/1844095224907432441 
https://x.com/tier10k/status/1844106925149126887 
https://x.com/loomdart/status/1844108582511575289 
https://polymarket.com/event/ansem-criminal-charges-in-2024?tid=1728573367331 
https://x.com/zachxbt/status/1843940648430493906  
46:02 Crypto.com SEC Wells Notice
https://crypto.com/company-news/complaint 
https://www.foxbusiness.com/media/sec-commissioner-confesses-crypto-approach-has-fueled-disaster-whole-industry?src=wgna 
https://x.com/lex_node/status/1843651871522861187 
https://www.politico.com/newsletters/morning-money 
50:10 New EIP-7781
https://x.com/0xcygaar/status/1842985189124997362?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://github.com/ethereum/EIPs/pull/8931#issuecomment-2395026393 
https://x.com/VitalikButerin/status/1841756178692358587 
53:32 IMF vs Bitcoin
https://x.com/samcallah/status/1842193389569143027 
55:22 World Liberty Financial New Details
https://thedefiant.io/news/defi/trumps-world-liberty-financial-proposes-aave-deployment-on-ethereum 
https://www.theblock.co/post/320430/trump-world-financial-liberty-raise  
58:47 Permissionless III 
https://x.com/Ethereum_Women/status/1844051472335671694 
https://x.com/Jesseeckel/status/1844196686484341067 
https://x.com/benlakoff/status/1844394966925324694  
1:02:57 David Hoffman vs Kain Warwick
https://polymarket.com/event/hoffman-vs-warwick?tid=1728578327494  
https://x.com/TrustlessState/status/1844388312771068402  
1:05:55 Moment of Zen

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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.

------

? DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-announcing-uni

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

------

? Mint the episode on Zora ? https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/76?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS
00:00:00 Start
00:05:51 Announcing Unichain!
00:11:51 How Will Unichain Work?
00:17:21 Superchain And Interoperability
00:19:38 Superchain Enhancements
00:26:12 Unichain User Experience
00:30:43 What About Other Superchains?
00:38:49 Unfragmenting The Fragmentation
00:43:58 Coordinating All Of Ethereum
00:49:08 UNI Token
00:52:47 Should DeFi Live On L1?
00:57:57 What Success Looks Like
01:01:15 The Path To Superchain
01:03:19 Release Dates

------
RESOURCES

Unichain: https://unichain.org/ 

Hayden: https://x.com/haydenzadams 

Karl: https://x.com/karl_dot_tech 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?  

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.
  
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?

The answers to these and many other questions are discussed in today?s episode.

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2  

??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

??CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance   ?

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
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?MANTLE | MODULAR LAYER 2 NETWORK
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------
TIMESTAMPS

0:00 Intro
4:44 Roman Storm?s Case
12:52 Is DeFi at Risk?
18:20 The Ruling & Its Implications 
21:29 Money Transmission Explained 
25:52 Roman Storm?s Arrest
30:54 Are All DeFi Protocols At Risk? 
36:17 Prosecution of Privacy
43:11 What This Ruling Means & What?s Next
48:41 Best & Worst Case Scenario
53:11 Other Sectors At Risk
57:35 Other Cases
1:03:48 Totalitarian Nightmare
1:08:21 SEC Updates
1:12:00 US Election 2024
1:17:30 Geofencing
1:23:21 Are We Winning & Conclusion

------
RESOURCES

Jake Chervinsky
https://x.com/jchervinsky 

Jake Chervinsky?s Tweet
https://x.com/jchervinsky/status/1839412423096467753 

A Practical Guide to Geofencing
https://variant.fund/articles/practical-guide-to-geofencing/ 

Defend Roman Storm
https://juicebox.money/@defend-roman-storm 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ? 

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.

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.

------
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------
TIMESTAMPS

0:00 Intro
2:46 Nico Perino: Free Speech Advocate Introduction
3:17 Social Media Misinformation & AI Concerns
7:14 Debating 1984 & Ministry of Truth
11:49 Misinformation, Fractured Sources, & Consensus
16:36 John Kerry on Governance & Free Speech
21:56 Fractured Truth: Media Referees & COVID
23:26 Morlocks Trap: Conspiracy Theories and Control
24:23 Misinformation Amplified by Algorithms & Bias
32:56 AI as a Tool for Finding Truth
36:59 Misinformation vs. Disinformation
39:58 The Pavel Durov Case
46:50 Comparing Telegram & Apple Encryption Cases
48:05 Brazil's Ban on X & VPN Penalties
52:58 Balkanization of the Internet and Free Speech
56:10 UK Online Safety Act
59:46 Global Misinformation Laws: Australia to U.S.
1:08:00 Government's Role in Protecting Free Speech
1:12:50 Bottom-Up Solutions for Truth & Speech
1:20:23 Inevitability of Censorship's Failures
1:22:33 Advancing Free Speech
1:23:01 Closing & Disclaimers

------
RESOURCES

Nico
https://x.com/NicoPerrino 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

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!
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
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??TOKU | CRYPTO EMPLOYMENT 
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------ 
TIMESTAMPS & Resources

00:00 War And Crypto
https://x.com/PeterKwoba2/status/1841177421179183405 
https://x.com/lexfridman/status/1841253627190517785 
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://x.com/legendarygainz_/status/1840733999930413127  
https://x.com/VitalikButerin/status/1840944416997195974 

08:49 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://farside.co.uk/btc/ 
https://x.com/NateGeraci/status/1840036803404800018 
https://www.coingecko.com/en/global-charts 

12:26 L2 Update
https://l2beat.com/scaling/summary 
https://www.growthepie.xyz/chains/ethereum 
https://www.coingecko.com/ 

17:57 Rate Cuts
https://x.com/Cointelegraph/status/1840819209879896455 

22:58 Tornado Cash Updates
https://x.com/BanklessHQ/status/1839408070524547246 
https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial 
https://x.com/jchervinsky/status/1839478184808460325 
https://juicebox.money/@defend-roman-storm 

32:21 Ripple ETF?
https://x.com/BitwiseInvest/status/1841464422557954168 
https://x.com/NateGeraci/status/18412784213655720187  
https://x.com/EleanorTerrett/status/1841586154258285021 

35:10 SEC Director Updates
https://x.com/SECGov/status/1841548406029754524 
https://x.com/GOPMajorityWhip/status/1841560880955158916 
https://x.com/jchervinsky/status/1841572472195305651 

38:57 Visa Launch On Ethereum
https://blockworks.co/news/visa-to-help-banks-test-tokenized-assets-smart-contracts 

40:30 Vitalik On Alignment
https://vitalik.eth.limo/general/2024/09/28/alignment.html  
https://x.com/RyanSAdams/status/1840026201999495332 

43:08 Pectra Upgrade
https://www.youtube.com/live/PWhn8KdgCl8?si=2dyOikXU9ja7lbji&t=2762 
https://github.com/ethereum/pm/issues/1153#issuecomment-2377002932 

47:32 Coinbase's New Exec
https://x.com/jessepollak/status/1840929040854892966?s=46 

48:14 Polymarket
https://x.com/shayne_coplan/status/1840033666723938669?s=46 

49:01 The gm Heard Round The World
https://x.com/cz_binance/status/1839861237850497271?s=46 

49:26 North Korea
https://x.com/skesslr/status/1841421864779833494 

54:35 Fight Prep
https://x.com/TrustlessState/status/1841094626108748128 
https://x.com/kaiynne/status/1841642359378829411 
https://polymarket.com/event/hoffman-vs-warwick?tid=1727184262347 

If you don?t have your tickets yet, Bankless has something for you!
Bankless listeners - 10% off tickets with BANKLESS10
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If you do have tickets and you are a Bankless citizen, don?t forget to sign up for the Bankless Meetup! 
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------
Not financial or tax advice. See our investment disclosures here:
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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. 

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.

------
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?UNISWAP | BROWSER EXTENSION
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------
TIMESTAMPS

0:00 Intro
5:20 Commissioner Mersinger
8:20 CFTC vs. SEC Regulation Differences
9:44 Assets: Commodities vs. Securities
21:59 Consensus on Digital Assets as Commodities
26:03 CFTC vs. SEC Rivalry Dynamics
28:25 Bureaucracy a Feature or Bug?
29:34 Overregulation in Crypto: CFTC vs. SEC
36:15 Uniswap Case: CFTC Enforcement Action
47:41 The Regulatory Paradox of Decentralized Finance
1:00:09 CFTC Enforcement Decision-Making Process
1:02:02 Addressing Crypto Prediction markets in crypto
1:15:08  Engagement for Productive Crypto Future
1:19:52 Continuing engagement and conversation is essential
1:20:55 Closing & Disclaimers

------
RESOURCES

Commissioner Summer Mersinger
https://x.com/cftcmersinger 

Commissioner Mersinger?s Dissent
https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424  

Uniswap Action 
https://www.cftc.gov/PressRoom/PressReleases/8961-24 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?  

The exploration of the Ethereum Roadmap continues.

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.

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!

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??TOKU | CRYPTO EMPLOYMENT 
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?? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance   ? 

?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

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------
TIMESTAMPS

0:00 Intro
7:29 The Essence of the Argument
17:50 Ethereum and Rollups
33:00 Ethereum?s Schism
40:23 Value Accrual
59:30 Nation State Resistance
1:04:52 The Bull Case for Crypto
1:10:03 What Will Take
1:16:25 Closing & Disclaimers

------
RESOURCES

Mike Ippolito
https://x.com/mikeippolito  

Mike Neuder
https://x.com/mikeneuder  

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?  

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.

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.

------
? DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-austin-campbell-interview  

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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

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------
TIMESTAMPS

0:00 Intro
5:18  Austin?s Tweet Defending Crypto
13:55 How the Banking System Works
23:19 Who Manages Bank Risk?
32:37 Depositor Bailouts
41:36 Stablecoin Solution?
59:51 Stablecoin Impact on Banks
1:06:44 U.S. Payments Outdated?
1:10:15 Global Implications of Crypto Adoption
1:17:46 U.S. Regulatory Stance on Crypto
1:24:55 Anti-crypto Policy Motivation
1:32:13 Austin's Advice to Crypto Community
1:35:22 Closing & Disclaimers

------
RESOURCES

Austin Campbell
https://x.com/CampbellJAustin  

Must Read Threads
https://x.com/CampbellJAustin/status/1817590780879397114 
https://x.com/CampbellJAustin/status/1821591319816581469 
https://x.com/campbelljaustin/status/1823362155984388226 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?