Erik Torenburg and Haseeb Quereshi join us for today's debate.

Should we accelerate or decelerate our tech progress? How about when it comes to something as powerful as AI? This is not just a debate in tech circles - this is a political debate that poised to define the next decade. 

We?ve had leaders from both sides of the debate on the podcast - episodes with Elizer Yudkowski and Beff Jezos. You?ve heard what they think.

Today?s episode is a discussion and at times a debate on these opinions to help you think through where you stand on this issue - Haseeb Quereshi tends toward the EA side which favors more caution and regulatory intervention around AI while Erik Torenburg tends toward the e/acc side of the issue which favors faster progress and lighter touch.

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium 
------
? SAFE | USE SAFE, GET REWARDED. CHECK OUT SAFE PASS
https://bankless.cc/SafePass_NL 
------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

? SAFE | USE SAFE, GET REWARDED
https://bankless.cc/SafePass_NL 

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

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

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

?? CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://bankless.cc/4aykesD 
------
TIMESTAMPS
00:00:00 Start
00:03:51 Intro To Haseeb and Erik
00:05:58 Definind EA
00:11:30 Reflecting on EA
00:19:23 Erik's Case For E/Acc
00:23:05 Defining E/Acc
00:27:18 The Problem with E/Acc & Humanism
00:34:20 How Big is This Debate Really?
00:46:31 AI Safety & Regulatory Capture
00:56:39 EA's Political Affiliation
00:59:43 Extinction Risk
01:11:04 Politicizing the Debate
01:19:56 The Pro Tech Case
01:24:08 Productive Tension
01:28:33 AI Ethics vs Safety
01:32:53 Pick a Side

------
RESOURCES
Haseeb Qureshi
https://twitter.com/hosseeb 

Erik Torenberg
https://twitter.com/eriktorenberg 

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

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

------
Bankless Nation, we?ve finally got him? Anthony Pompliano is on the show. Pomp is an investor and media personality, best known to the crypto community for his relentless bitcoin evangelism.

Expect to learn about the Bitcoin Halving, the state of BTC EwTFs, the consequential institutional adoption and crypto tribalism. We wrap up the episode with a quick lightning round with Pomp and a peek into his 2024 investment portfolio.

------
? 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    ?  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? SAFE | ATTEND SAFE{CON}
https://conf.safe.global/ 

------ 
TIMESTAMPS

0:00 Intro
6:25 Bitcoin Halving
12:07 Institutional Adoption
24:08 Bitcoin ETF Aftermath
34:02 Institutional Dangers
41:49 Bitcoin Evangelism
49:44 Culture Wars
1:03:47 US vs Crypto
1:13:46 Bear Market Learnings
1:16:35 Pomp?s Focus
1:23:04 Pomp?s Portfolio
1:27:48 Lightning Round
1:31:59 Closing & Disclaimers

------
RESOURCES

Anthony Pompliano
https://twitter.com/APompliano 

The Pomp Letter
https://pomp.substack.com/  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Bankless Friday Weekly Rollup
3rd Week Of April
------
? SAFE | BUILD WITH THE SAFE SMART ACCOUNT
https://bankless.cc/Safe_pod 
------
?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    ?  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

? SAFE | ATTEND SAFE{CON}
https://bankless.cc/SafeCon 

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

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

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

------
TIMESTAMPS
00:00:00 Intro

00:03:37 Bitcoin Halving
https://www.coinwarz.com/bitcoin-halving 

00:07:23 Bitcoin Runes
https://youtu.be/q9RDE8U6CkI 

00:08:56 Markets
https://pro.kraken.com/app/trade/btc-usd
https://twitter.com/dunleavy89/status/1779120479233544261 

00:15:29 ETH Price Updates
https://pro.kraken.com/app/trade/eth-usd
https://twitter.com/dmihal/status/1779244625762394235 

00:19:18 L2 Updates
https://l2beat.com/scaling/summary
https://twitter.com/NTmoney/status/1780998133025226803 

00:24:27 World Chain Announcement
https://twitter.com/worldcoin/status/1780611997396095157 
https://worldcoin.org/blog/announcements/introducing-world-chain 

00:28:19 Dead Internet Theory 
https://x.com/tiagosada/status/1780616673172570532 

00:30:20 OKX X Layer Launch
https://www.okx.com/xlayer 

00:34:45 Kraken Wallet
https://twitter.com/krakenfx/status/1780612343354855625 

00:37:15 Hong Kong ETF Approvals
https://www.cnbc.com/2024/04/15/hong-kong-regulators-approve-spot-bitcoin-and-ether-etfs-.html 
https://twitter.com/EricBalchunas/status/1779867078603718970 

00:42:25 Ethereum Superwallets
https://twitter.com/sassal0x/status/1778616483838669202 
https://twitter.com/0xCygaar/status/1778522744919044442 

00:47:48 Eigenlayer Unpaused Restaking
https://x.com/eigenlayer/status/1778885106960081116 

00:50:06 Alt Restaking
https://twitter.com/nektarnetwork/status/1778082320798380060 
https://twitter.com/Karak_Network/status/1777370872627831019 

00:54:24 Immutable Nexus
https://twitter.com/Immutable/status/1777894966498607146 

00:56:58 Crypto The Game
https://x.com/BanklessHQ/status/1780994358260420807 

01:00:57 HeroGlyphs
https://twitter.com/hero_glyphs 
https://github.com/Finallyt/Heroglyph/blob/main/Heroglyph-Whitepaper.pdf 

01:05:35 Solana Upgrades
https://x.com/SolanaStatus/status/1779727821834686592 
https://twitter.com/rexstjohn/status/1779730912269500836 

01:07:34 Stablecoin Bill
https://www.lummis.senate.gov/press-releases/lummis-gillibrand-introduce-bipartisan-landmark-legislation-to-create-regulatory-framework-for-stablecoins/ 

01:10:40 Raises
https://twitter.com/alignedlayer/status/1779564155327934811?s=46&t=dAxCjT2P_GIrJMvMgWIpfA 
https://x.com/nebrazkp/status/1780633313155457091 

01:13:40 Meme of The Week
https://vxtwitter.com/Timccopeland/status/1781012538911551808 

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

Today?s episode is about exploring the frontier of tokens on Bitcoin with guest Casey Rodarmor. Casey is the creator of the Ordinals Protocol, a harmless protocol that simply allowed for arbitrary data to be inscribed into individual Bitcoin UTXOs, creating what are called Bitcoin NFTs. He is now also the creators of Runes, a second protocol, working to bring fungible tokens to Bitcoin. 

Bitcoin is changing and Casey appears to be one of main reasons for the change. Soon he?ll be unveiling a new protocol standard for Bitcoin - called Runes, which wants to be a bitcoin-native version of fungible tokens, on the Bitcoin L1 - which is going to be the topic of the show today.

------
? PERMISSIONLESS III | BUY TICKETS NOW 
Bankless Citizens get 30% off:
https://www.bankless.com/tools/perks 

Use BANKLESS10 for 10% off:
https://bankless.cc/PermissionlessIII 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

? SAFE | ATTEND SAFE{CON}
https://bankless.cc/SafeCon 

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

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

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

------
TIMESTAMPS

0:00 Intro
5:00 The Guy Who Changed Bitcoin
10:21 Why Casey?s Building
16:45 Ordinals Cultural Shift
22:43 Runes
31:40 The Ord Standard 
45:27 Bitcoin Blocks & Blockspace Limit
57:47 Bitcoin Innovation Implications 
1:02:41 Rune Parameters
1:11:20 The First Runes (Uncommon Goods) 
1:14:34 Timeline on Runes & Trading Ecosystem
1:17:12 The Future of Runes/Ordinals
1:19:48 The Bitcoin Renaissance 
1:21:34 Winning Over Bitcoin Maximalists
1:23:45 Casey?s Podcast    
1:24:58 Runes Team
1:26:37 Closing & Disclaimers 
 
------
RESOURCES

Casey?s 1st Bankless Episode 
https://youtu.be/ktL77zEWcEc 

Casey?s Twitter
https://twitter.com/rodarmor  

Casey?s Hellmoney Podcast 
https://www.youtube.com/channel/UCflejnUswWof6yEMk9dRzOA 

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

Welcome back to Bankless Takes! On the show today we walk through David?s recent article on the unified architecture theory for Ethereum. 

Where does Ethereum stand in a world of many chains? How does ethereum compare to Bitcoin, Solana, Celestia, and many others are fighting for users in the space. The comparisons and top competitors might surprise you.

------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

? SAFE | ATTEND SAFE{CON}
https://bankless.cc/SafeCon 

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

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

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

------
TIMESTAMPS
00:00 Start
02:08 Reason For This Article
06:32 Bitcoin Block Size Wars
17:51 Modern Day Big vs Small Blockers
22:06 Sophisticated Vs Primitive Blocks
33:19 Functionality Escape Velocity
37:17 The Root Of Trust
45:57 Cosmos, The Lost Tribe
56:02 Sovereignty Escape Velocity

------
RESOURCES

Davids Article:
https://www.bankless.com/the-unified-architecture-of-ethereum 

Vitalik Article:
https://vitalik.eth.limo/general/2019/12/26/mvb.html?ref=bankless.ghost.io 

Ryans Tweet:
https://twitter.com/RyanSAdams/status/1778865602121060863 

L2 Beat:
https://l2beat.com/scaling/risk 

Cosmos Tweet:
https://twitter.com/hxrts/status/1774504453682405467 

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

In today's episode, David delves into the interesting dynamics between Ethereum and Celestia. While Ethereum and Solana are often seen as the main rivals, Celestia shares similar design philosophies and goals but with notable differences. Is it Ethereum's true competitor? Joining us to help answer that question and much more is Nick White, COO of Celestia Labs.

------
? 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    ?  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

? SAFE | ATTEND SAFE{CON}
https://bankless.cc/SafeCon

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

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

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

------
TIMESTAMPS

0:00 Intro
5:28 Celestia 2 Years Ago
6:30 Build Whatever & DA
11:29 Celestia Design Architecture
19:15 Ethereum vs. Celestia
22:26 Celestia No Virtual Machine Trade-Offs 
29:57 Sharing DA Layers & Blockchain Interoperability
37:23 Celestia Trustlessness
42:09 DA as a Commodity? 
54:09 Network Effects of DA
57:35 $TIA?s Role in Celestia Ecosystem
1:01:50 Lightnodes 
1:04:57 $TIA?s Moneyness
1:10:20 Execution & Settlement Layers
1:16:46 Cosmos & Celestia & Ethereum
1:21:56 Sovereign Endgame 
1:26:42 Closing & Disclaimers
 
------
RESOURCES

Nick?s 1st Bankless Episode 
https://youtu.be/bmSU3cZhe3U  

Nick White
https://twitter.com/nickwh8te  

Celestia
https://twitter.com/CelestiaOrg  

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

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

------
Bankless Nation, we?re having none-other than Raoul Pal, a frequent guest on this show, who needs no introduction.

Expect to understand debasement, how to navigate the different crypto seasons, and Raoul?s secular thesis. Besides his key learnings, Raoul also gives a peak into his portfolio and shares some hot takes on the current state of AI.

------
? 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    ?   

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

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

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

?? CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://bankless.cc/4aykesD 

------
TIMESTAMPS

0:00 Intro
6:35 SEC Suing Uniswap?
9:57 US Regulation Handbrakes
19:48 State of the Bull Market
29:45 Navigating Interest Rates
35:40 Understanding Debasement
47:25 Crypto Adoption
57:11 Crypto Summer
1:03:12 The L1 Race
1:07:17 The Role of ETFs
1:13:37 The Next Winter
1:17:52 Crypto Skeptics
1:22:15 The Secular Thesis
1:26:20 Raoul?s Portfolio
1:30:47 Real Vision
1:33:01 The State of AI
1:36:31 Closing & Disclaimers

------
RESOURCES

Raoul Pal
https://twitter.com/RaoulGMI  

Real Vision Festival of Learning
https://www.realvision.com/festival-of-learning 

Raoul Pal The Journey Man
https://www.youtube.com/@RaoulPalTJM 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Crypto's OG darling exchange, Uniswap is under attack after it received an enforcement notice on Wednesday, April 10th, 2024 from none other than Gensler's anti-crypto SEC.

Uniswap?s CEO Hayden Adams joins us on the podcast to share what happened, how they plan to fight, and what the industry can do to support. 

------
?DEFEND UNI | FREE MINT 
https://zora.co/collect/base:0x3cc5c167ff67ff31f8bee4b5523c684ce1172bfd/1 

------
BANKLESS SPONSOR TOOLS:

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

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

?? CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://go.coindesk.com/4cBztCA 

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS 

0:00 Intro
3:15 Uniswap?s SEC Wells Notice 
5:02 Comms Between SEC & Uniswap
7:23 Is $UNI a Security? 
11:12 Supreme Court 
13:13 Consequences of U.S. Crypto Entrepreneurs 
22:01 Uniswap Labs vs. Uniswap Protocol 
31:35 How Far Will the SEC Go? 
33:55 Why Uniswap Is Important
39:08 Who Protects Investors More? 
42:25 Are Hayden & Uniswap Ready? 
43:16 Will Crypto Win? 
43:29 How to Support
45:08 Closing & Disclaimers

------
RESOURCES

Hayden Adams
https://twitter.com/haydenzadams 

Uniswap
https://twitter.com/Uniswap  

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

Bankless Friday Weekly Rollup
2nd Week of April, 2024 

------
?? Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 

------
?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    ? 

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

?? CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://go.coindesk.com/4cBztCA 

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS & RESOURCES

0:00 Intro

5:50 MARKET
https://www.coindesk.com/markets/2024/04/11/grayscale-bitcoin-etf-sees-record-lowest-daily-outflow-of-18m 
https://cryptohayes.substack.com/p/heatwave 
https://www.growthepie.xyz/fundamentals/daily-active-addresses 

13:40 Revenue from Base at $40million
https://twitter.com/davidomaraX/status/1777998689874628885 

15:00 4 weeks later, EIP-4844 is still a game-changer 
https://twitter.com/liamihorne/status/1777689828848525607 

16:20 Movers of the Week 
https://www.bankless.com/toncoins-epic-rise 

21:30 Bitcoin Ordinals taking top 10 NFT positions 
https://twitter.com/ercwl/status/1777550883082875095 
https://imgur.com/UnLO0F2 

22:40 Inflation hotter than expected in march - 3.8% up from 3.2% in Feb
https://www.nytimes.com/2024/04/10/business/cpi-inflation-fed.html 

25:30 Gloomy news from ETH ETF frontier
https://twitter.com/NateGeraci/status/1777386609760936183 
https://twitter.com/NateGeraci/status/1777768937943445568 
https://polymarket.com/event/ethereum-spot-etf-approved-by?tid=171284490744 
https://twitter.com/dunleavy89/status/1777751802118631594 
https://twitter.com/jconorgrogan/status/1777016899567604095 

34:04 Uniswap received an enforcement notice from the SEC
https://x.com/Uniswap/status/1778127813138071904 
https://twitter.com/haydenzadams/status/1778126466984575166 
https://x.com/Uniswap/status/1778127815642075219 
https://twitter.com/lex_node/status/1778167441903722768 
https://twitter.com/ammori/status/1778128325996675577 
https://x.com/iampaulgrewal/status/1778149863072670169 
https://x.com/iampaulgrewal/status/1776292735063888374 
https://twitter.com/jchervinsky/status/1778141231190552784 
https://twitter.com/jchervinsky/status/1778455631277572241 

47:58 EigenLayer and EigenDA are going to mainet! 
https://twitter.com/eigenlayer/status/1777757913718899074 
https://twitter.com/sreeramkannan/status/1777791230556119183 
https://x.com/TrustlessState/status/1778463830219092476 
https://x.com/ayyyeandy/status/1778439191010873835 

1:00:40 Solana Tensor?s Airdrop
https://twitter.com/TensorFdn/status/1777350377895043537 
https://x.com/TensorFdn/status/1775193013230489721 

1:02:25 Bankless Airdrop Hunter
https://www.bankless.com/airdrop-hunter 

1:03:25 Circle Announces USDC Smart Contract for Transfers by BlackRock?s BUIDL Fund Investors
https://www.businesswire.com/news/home/20240411966052/en/Circle-Announces-USDC-Smart-Contract-for-Transfers-by-BlackRock?s-BUIDL-Fund-Investors 
https://x.com/RyanSAdams/status/1778430676984897970 
https://x.com/RyanSAdams/status/1778421743977173290 
https://dune.com/steakhouse/tokenized-securities 

1:09:10 Raises and BVC Investments 
MonadLabs raised $225M!  
https://twitter.com/monad_xyz/status/1777687376136982767 

1:17:38 Bankless is hiring! 
https://www.bankless.com/jobs 

1:18:00 MEME of the Week
Nic vs David! ?
https://x.com/TrustlessState/status/1775883303268081891 
https://x.com/TrustlessState/status/1774176205190709489 
https://x.com/nic__carter/status/1774070020873535536  

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

While there is always a lot of activity on Crypto Legal Front, this particular moment in time feels especially active. Today on the show we have Jake Chervinsky and Amanda Tuminelli, two of crypto?s most impressive lawyers. 

Every single court case, of which there are 5 different ones discussed in this episode today, brings new precedent and new clarity to the crypto space. The theme of this episode today might be? crypto bites back.

------
?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    ? 

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

?? CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://go.coindesk.com/4cBztCA 

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS
00:00:00 Start
00:05:18 Life as a Crypto lawyer
00:10:20 Coinbase Court Case
00:15:21 Are Airdrops Securities
00:19:34 Amanda's Take
00:22:22 Some Bad News
00:27:32 When Can We Expect Clarity?
00:30:11 Politics vs Policy
00:32:39 SEC vs ETH ETFs
00:36:55 ETH ETF Denial?
00:42:59 SEC Lying?
00:50:41 Leveraging Against Corruption
00:55:17 DeFi Education Fund vs SEC
01:03:56 Roman Storm
01:15:06 Can Courts Remain Impartial?
01:16:57 Elections Impact

------
RESOURCES

Amanda
https://twitter.com/amandatums 

Jake
https://twitter.com/jchervinsky 

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

The Ethereum community is currently in debate, are we going to change the monetary policy of ETH? Why should we? Who gets to decide? What should it be?

Today's episode of Bankless Takes is a masterclass on monetary policy for Ethereum and beyond.
------
?? Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 
------
?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    ? 

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

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS
00:00:00 Intro

00:03:23 Defining Monetary Policy

00:07:35 Total Monetary Base

00:12:46 M1 Chart
https://fred.stlouisfed.org/series/M1NS 

00:15:54 M2 Chart
https://fred.stlouisfed.org/series/M2NS 

00:20:05 Inflation + Purchasing Power
https://fred.stlouisfed.org/series/CPIAUCNS 

00:22:50 Bitcoin Issuance Policy
https://river.com/learn/who-creates-new-bitcoin/ 

00:30:22 Ethereum's Monetary Policy
https://studio.glassnode.com/metrics?a=ETH&c=native&m=supply.Current&resolution=24h 
https://notes.ethereum.org/@mikeneuder/iiii 
https://ultrasound.money/ 

00:35:27 ETH Social Contract

00:37:23 Bitcoin Monetary Policy

00:43:09 History Of ETH Issuance
https://github.com/ethereum/consensus-specs/pull/971 

00:50:58 Proposal Breakdown
https://ethresear.ch/t/endgame-staking-economics-a-case-for-targeting/18751 

01:01:57 ETH Supply Curve
https://imgur.com/pVrZ9Ii 

01:13:37 David's Opinion on Moving Forward

01:19:08 Ryan's Opinion

01:25:06 Policy Option 2

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

Today on the show, we have the founder of Stability AI, Emad Mostaque.

Emad recently left his company citing ?You can?t beat centralized AI with more centralized AI? and decided to venture into the frontier of decentralized AI.

We touch on the economical consequences of AI, why it needs to be open-source and distributed and the role of Crypto in decentralizing AI.

------
? 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   ?  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

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

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

------
TIMESTAMPS

0:00 Intro
5:26 Navigating AI & Web3
10:52 AI Governance
18:03 Decentralizing AI
26:54 Balancing Coordination
33:52 Decentralized AI Infrastructure
40:10 Emad?s Projects
48:40 Decentralization Trade-Offs
58:53 Governance Structure
1:02:50 AI Regulation
1:06:36 Custom AI Models
1:12:21 AI Economical Consequences
1:17:11 AI x Crypto
1:20:47 Closing Thoughts

------
RESOURCES

Emad Mostaque
https://twitter.com/EMostaque 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Bankless Friday Weekly Rollup
First Week of April, 2024 

Major thanks to Anthony Sassano for filling in for Ryan as he takes some time off to update his firmware. https://x.com/sassal0x 
------
? CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS
https://bankless.cc/Cryptex_pod 

------
?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  ?  

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

? CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS
00:00:00 Start

00:02:24 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://pro.kraken.com/app/trade/eth-btc 
https://www.coingecko.com/en/global-charts 

00:09:47 L2 Check-in
https://l2beat.com/scaling/summary 

00:17:19 ENA Airdrop
https://twitter.com/ethena_labs/status/1775060005953421401?s=20 
https://www.coingecko.com/en/coins/ethena 

00:23:42 Wormhole Airdrop
https://wormhole.com/w-launch-roadmap/ 
https://www.coingecko.com/en/coins/wormhole 

00:28:14 Blobs Update
https://warpcast.com/0xrob/0x0357eacb 
https://warpcast.com/sassal.eth/0xae93359e 
https://dune.com/hildobby/blobs 
https://twitter.com/rob_0x/status/1775130717774626839 
https://x.com/TrustlessState/status/1775494227222315274?s=20 

00:37:48 Base Ecosystem
https://warpcast.com/jessepollak/0x078c9b74 
https://x.com/ptrwtts/status/1774963873936011638?s=20 
https://x.com/Uniswap/status/1774465349716435298?s=20 

00:43:10 Degen Chain
https://x.com/syndicateio/status/1773351144858750990?s=20 

00:52:48 The Issuance Debate
https://twitter.com/mikeneuder/status/1774072228839117307?t=C4VaAFdu-LRU1yDM31GCFQ&s=19 
https://twitter.com/jon_charb/status/1774182126608380041 

01:05:02 LST vs LRT Dynamics
https://x.com/hildobby_/status/1775123732534603919?s=20 

01:13:10 AAVE vs Maker
https://x.com/lemiscate/status/1775116242019299404?s=20 
https://governance.aave.com/t/arfc-risk-parameters-for-dai-update/17211/9 
https://twitter.com/hasufl/status/1775157933501796465?s=20 

01:17:48 Meme of The Week
https://x.com/TrustlessState/status/1774791420504674325?s=20 

01:22:34 Check Out The Daily GWEI!
https://www.youtube.com/@TheDailyGwei 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ?

Welcome Bankless Nation, to the Summer of Protocols!|

Summer of Protocols is an ongoing research and evangelism effort that aims to catalyze broad interest in the study of protocols as a first-class concept for thinking about the world.

To explain a little more about what Summer of Protocols is all about, we brought Tim Beiko of the Ethereum Foundation and Venkat Rao of the Ribbonfarm blog on the podcast. Additionally, this episode contains three short interviews with three of the 35 total Summer of Protocols researchers. 

You?re going to experience something a little different here on the show today. Some more storytelling, a different kind of frontier exploration, but all around the idea of protocols. 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
TIMESTAMPS & RESOURCES

0:00 Summer of Protocols Explained
12:05 Sarah Friend
https://summerofprotocols.com/research/good-death 
https://twitter.com/isthisanart  
37:16 Timber Schroff
https://summerofprotocols.com/research/module-three/safe-new-world  
https://twitter.com/tmbr_ss  
1:01:52 Nahee Kim
https://summerofprotocols.com/research/re-move  
https://twitter.com/AppNahee  
1:18:44 Summer of Protocols Future
https://forum.summerofprotocols.com/t/blockchain-protocol-problems-braindump/223 
https://summerofprotocols.com/research/sop2024  
1:28:59 Closing 

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

Earlier this month the largest asset manager in the world released its first tokenized fund on Ethereum called the BlackRock BUIDL fund. 

We knew this was big? but after recording this episode we?re realizing this is an even bigger deal than we initially thought.
Tokenized treasuries on chain
Tokenized securities on chain.

The largest institutions in the world are here and they?re tokenizing their assets.

------
? CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS
https://bankless.cc/Cryptex_pod 

------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CASA | SECURE YOUR GENERATIONAL WEALTH
http://casa.io/bankless 

------
TIMESTAMPS
00:00:00 Intro
00:06:46 What Just Happened Last Week?
00:09:09 What Composes This Fund?
00:15:01 Onchain Dividends
00:20:02 Is BUIDL a Security?
00:22:56 Is It Permissionless?
00:26:02 Redeem Function
00:30:47 What Assets Come Next?
00:39:55 Securitize's Role In This
00:42:39 Size of Inflows
00:47:09 Total Market Size
00:50:46 Yield Accounts
00:53:01 Onboarding New Users
00:55:41 When Central Bank Involvement?
00:59:49 Where Do We Go From Here?
01:02:14 Legitimizing Our Case
01:05:04 Next Blackrock Product

------

Carlos Domingo
https://twitter.com/carlosdomingo

Check out the fund contract on Etherscan:
https://etherscan.io/token/0x7712c34205737192402172409a8F7ccef8aA2AEc 

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

The Bitcoin ETF was a huge win for Crypto. What?s next? Will an Ethereum ETF be approved?

We brought Matt Hougan & Ryan Rasmussen of Bitwise to explore exactly that. 

We go through what made the BTC ETF so successful, what we need to replicate the process for Ethereum and what comes after the ETH ETF.

------
? PERMISSIONLESS III | BUY TICKETS NOW 
Bankless Citizens get 30% off:
https://www.bankless.com/tools/perks 

Use BANKLESS10 for 10% off:
https://bankless.cc/PermissionlessIII 

------
? 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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

0:00 Intro
6:50 Bitcoin ETFs So Far
10:40 BTC ETF 2nd Acceleration
22:56 Crypto Default Allocation
26:31 Who?s Buying the BTC ETF?
28:59 Bitcoin vs Gold
36:46 When ETH ETF?
46:39 Forces at Play
53:25 ETH ETF Derivatives
58:38 ETH ETF Price Impact
1:02:10 ETH Narratives
1:08:31 What?s Next
1:12:02 Closing Thoughts

------
RESOURCES

Matt Hougan
https://twitter.com/Matt_Hougan 

Ryan Rasmussen
https://twitter.com/RasterlyRock  

Bitwise
https://bitwiseinvestments.com/  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Bankless Friday Weekly Rollup
Last Week of March, 2024 

------

?? NFTFi
Borrow ETH or USDC with an NFT at https://bankless.cc/NFTFi_pod 

Check their rewards program at: https://bankless.cc/NFTfi_rewards_pod 

------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:45 BTC ETF 
https://dune.com/hildobby/btc-etfs 
https://x.com/WatcherGuru/status/1773069643923570968  
https://twitter.com/ki_young_ju/status/1772916778621919490 

7:28 ETH ETF Update
https://twitter.com/WatcherGuru/status/1772999593577390172 
https://x.com/CraigSalm/status/1772360837094691302 
https://x.com/EricBalchunas/status/1772372601098162624 
https://dune.com/21co/tokenization-government-securities 

13:00 L2 Update
https://x.com/RyanSAdams/status/1772721673541747099 

14:30 BASE
TVL: https://l2beat.com/scaling/projects/base 
https://x.com/Uniswap/status/1773375430285799546 
https://x.com/MSilb7/status/1770621672237720001 
https://www.growthepie.xyz/chains/base 
https://x.com/0x_Osprey/status/1773044075802849391 
https://imgur.com/8GiwM4e 
https://x.com/base/status/1772767382362055097 
https://twitter.com/jessepollak/status/1773085753850925073 
https://x.com/jessepollak/status/1773099759235993725 
https://twitter.com/maxbranzburg/status/1772716138499039612 
https://twitter.com/hildobby_/status/1772775087562764791 
https://x.com/TrustlessState/status/1772736730623332673 

23:45 Markets
https://twitter.com/TimmerFidelity/status/1772645291088388128 
https://twitter.com/BrantlyMillegan/status/1772314510088409382 

29:50 Blob demand skyrocketing - is it too much for Ethereum to handle?
https://twitter.com/nero_eth/status/1771198600405463531 
https://x.com/hildobby_/status/1773036022726627795 
https://imgur.com/M8N9Plt 
https://x.com/ercwl/status/1773152515875340704 
https://x.com/Data_Always/status/1773056653664940219 
https://x.com/terencechain/status/1773123126202601942 
https://x.com/peter_szilagyi/status/1773158997446557930 
https://x.com/TrustlessState/status/1773160352479392107 

38:23 Blast Controversy - Rollback the chain?
https://twitter.com/PopPunkOnChain/status/1772746208047518025 
https://twitter.com/zachxbt/status/1772843238539325947 
https://twitter.com/0xquit/status/1772751865467596823 
https://x.com/ercwl/status/1772781474867011752 
https://x.com/_munchables_/status/1772846122236862789 
https://x.com/PacmanBlur/status/1772871466935013701 
https://twitter.com/nearisbuilding/status/1772866110733287466 
https://twitter.com/jchervinsky/status/1772970536441713001 

46:10 SBF Sentenced to 25 years
https://x.com/innercitypress/status/1773376299626574125 
https://blockworks.co/news/sam-bankman-fried-sentenced
https://x.com/innercitypress/status/1773347397181092141 
https://x.com/innercitypress/status/1773349731638394936 
https://x.com/TrustlessState/status/1773358297308868973 
https://x.com/crypto_bobby/status/1773358858678816783 
https://x.com/Dogetoshi/status/1773370058892271763 

53:57 Ethena is launching its token! 
https://twitter.com/ethena_labs/status/1773077170132320626 
https://www.bankless.com/airdrop-hunter  

55:23 Google integrated ENS into search! 
https://warpcast.com/sassal.eth/0x36e35d26 
https://twitter.com/RyanSAdams/status/1773076211947765921 

56:57 Did Coinbase lose to the SEC?
https://x.com/RyanSAdams/status/1772984052653478333 
https://x.com/iampaulgrewal/status/1772993916146479193 
https://x.com/iampaulgrewal/status/1772993916146479193 
https://twitter.com/jchervinsky/status/1772999508462309511 

58:49 CFTC vs KuCoin 
https://www.coindesk.com/business/2024/03/26/crypto-exchange-kucoin-violated-anti-money-laundering-laws-us-charges/ 
https://twitter.com/jchervinsky/status/1772666739995595007 

59:50 Kraken Financial, a state-chartered bank, is live! 
https://twitter.com/davidlripley/status/1770952985411301724 

1:00:37 Raises and BVC Investments 
https://x.com/build_on_bob/status/1773020961597452634 
https://twitter.com/SuccinctLabs/status/1770843544388771914 

1:02:41 MEME of the Week
https://twitter.com/liamihorne/status/1772363988757561474 

1:03:23 Closing & Disclaimers

1:03:33 Moment of Zen
https://x.com/outttoforderrr/status/1773020500060512767  

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

On today's episode of Bankless Takes we're exploring the current state of crypto's social layer. Are we in this for the right reasons, or has crypto lost the plot?

------

?? Borrow ETH or USDC with an NFT on NFTFi
https://bankless.cc/NFTFi_pod 

------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS
00:00 Start
05:16 The Worst Memecoins
10:37 How We Got Here
https://x.com/reganbozman/status/1769775181722190293?s=46 

13:56 Have We Lost The Plot?
https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U 

19:39 Celebrating Criminals
https://x.com/laurashin/status/1772407168760713454?s=20 
https://x.com/TrustlessState/status/1772313252183126314?s=20 
https://x.com/TrustlessState/status/1772428935206183082?s=20 

26:55 Long Term Focus
https://twitter.com/RyanSAdams/status/1772320119504449592?s=20 

31:10 Don't Ignore The Bad, Pursue The Good
https://twitter.com/nic__carter/status/1771980083667861734?s=20 

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

? DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-pacman-blast-l2  

------
Pacman is one of the most interesting builders in crypto right now. After creating Blur, a disruptive NFT exchange, the crypto wonder kid is targeting the L2 space with his new yield bearing L2 called Blast.

In this episode, we cover Pacman?s story, how he built Blur, how he pioneered Points and finally, we get into Blast, the already third largest L2 in TVL.

------
? 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    ?  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

0:00 Intro
6:45 Pacman?s Story
24:40 Blast?s Perception
29:36 Blur
34:45 Points
47:55 Blast Genesis
54:35 Blast?s Native Yield
1:19:05 Yield Risks
1:23:15 Net Gas Revenue
1:26:00 Projects on Blast
1:30:12 Is Blast a Multisig?
1:32:51 Blast?s Vision
1:34:10 Blast on OP Superchain?
1:36:53 Closing Thoughts

------
RESOURCES

Pacman
https://twitter.com/PacmanBlur 

Blast
https://blast.io  

Pacman Blur?s Episode
https://www.youtube.com/watch?v=KBKRrKtGTY8 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Bankless Friday Weekly Rollup
3rd Week of March
------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
Timestamps & Resources:
00:00:00 Welcome to Bonkless
https://twitter.com/RyanSAdams/status/1770089383850312109 
https://twitter.com/RyanSAdams/status/1733256908230775194/photo/1 

00:05:24 MARKETS
https://pro.kraken.com/app/trade/btc-usd 

00:06:39 Why Selloff?
https://twitter.com/tedtalksmacro/status/1770297816138887223 
https://www.coinglass.com/LiquidationData 
https://twitter.com/Jesseeckel/status/1769339678988157077 
https://imgur.com/wAzzwcj 

00:13:14 Solana Memecoin Mania
https://www.theblock.co/post/282993/solana-memecoin-volume-fees-highs 
https://cryptopragmatist.com/p/memecoin-mania-hits-solana 
https://twitter.com/phantom/status/1767610926461538795 
https://x.com/RyanSAdams/status/1769758122929693116?s=20  
https://twitter.com/RyanSAdams/status/1768735643964723427?s=20 

00:20:00 Problems to Solve
https://dune.com/scarn_eth/solana-tx-fail-rate 

00:22:18 $100M in 48 hours 
https://x.com/0xGumshoe/status/1769407082908832193?s=20 
https://twitter.com/zachxbt/status/1769948459266707961?s=20 

00:25:04 Slerf Deleting $10m
https://x.com/Slerfsol/status/1769628588809031864?s=20 

00:29:04 Blobs and Base
https://dune.com/0xRob/blobs 

00:31:19 L2 Fees
https://twitter.com/liamihorne/status/1768979646954008921 
https://www.gasfees.io/ 
https://twitter.com/tokenterminal/status/1769010809479266659 

00:37:41 Fed Meeting
https://twitter.com/NickTimiraos/status/1770510628492284375?s=20 
https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html 
https://twitter.com/LynAldenContact/status/1768669656116593146?s=20 

00:40:33 Blackrock On Chain Fund
https://www.businesswire.com/news/home/20240320771318/en/BlackRock-Launches-Its-First-Tokenized-Fund-BUIDL-on-the-Ethereum-Network 
https://securitize.io/invest 
https://twitter.com/iamDCinvestor/status/1770226356648890491 
https://twitter.com/alexadelman/status/1770480118273581410?s=46&t=iahr7Lh5v08SSM_Ery-bGw 

00:45:46 Blackrock Violating Sanctions
https://twitter.com/Awawat_Trades/status/1770477144990261480/photo/1 

00:47:59 Ethereum Foundation Under Investigation
https://fortune.com/crypto/2024/03/20/sec-gary-gensler-ethereum-security-commodity-crypto-foundation/ 
https://x.com/MikeSeligEsq/status/1770475199609114831?s=20 
https://twitter.com/iampaulgrewal/status/1770594620969501035?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/BrianQuintenz/status/1770541103667929161?s=20 

00:54:26 ETH ETF Updates
https://www.theblock.co/amp/post/283542/following-fidelitys-lead-grayscale-looks-to-add-staking-for-its-proposed-ethereum-etf 
https://twitter.com/JSeyff/status/1770184966648877511?s=20 

01:00:08 EtherFi Airdrop
https://twitter.com/ether_fi/status/1769002585501962253 
https://twitter.com/TrustlessState/status/1769860129543901654?s=20 

01:04:53 $16.4m Alien Punk Sale
https://x.com/nftnow/status/1770549365016322265?s=20 

01:05:54 SEC Bad Faith
https://twitter.com/eleanorterrett/status/1769840053369327671 
https://twitter.com/CampbellJAustin/status/1769841646789673439 

01:07:55 Bob Gensler
https://twitter.com/jimmyragosa/status/1770425599472902564 

01:08:50 CZ Updates
https://twitter.com/cz_binance/status/1769877743607448029?s=46&t=LKBC7Qtm18FnZ380xCF2pA 

01:10:16 Bankless is Hiring!
https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf 

01:11:15 Meme of The Week
https://twitter.com/AshleyDCan/status/1769791782957564343 

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

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

------
Why do banks have holidays? Should we redesign the banking system? Is there a future for crypto?

Today we?re joined by Patrick McKenzie, an advisor at Stripe who writes about the modern financial system helps us answer these exact questions.

First, we talk about the inner workings of the existing banking system. Then we get into crypto, where Patrick shares his reasons for skepticism.

------
?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    ?  

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC  

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

------
TIMESTAMPS

0:00 Intro
6:35 Patrick?s Background
9:48 Banking System Evolution
20:09 Banking Holidays
26:44 Financial System Redesign 
40:12 Transactional Freedom Trade-offs
1:03:39 Crypto Slogans
1:11:36 Crypto Predictions
1:21:42 Closing Thoughts

------
RESOURCES

Patrick McKenzie
https://twitter.com/patio11 

Check Out Patrick?s Blog 
https://www.bitsaboutmoney.com/ 

Molly White Episode
https://www.youtube.com/watch?v=y9Itd3g23QI 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

The crypto bull market is here and nothing drives price like a good ol' narrative. On the show today we walk you through the top 7 that we're most excited about to watch unfold during this bull run. 

Can you guess which one is our favorite?
------
?? Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 
------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

00:00 Start
06:19 3 Ways To Make Money in Crypto
10:25 #1 - Decentralized AI
18:29 #2 - Restaking
24:40 #3 - Bitcoin Renaissance
30:25 #4 - New Infrastructure
42:10 #5 - Alt Layer 1
50:34 #6 - DePin
55:09 #7 - Real World Assets
59:45 David's Top Choice

------
RESOURCES
https://www.bankless.com/the-2024-bull-run-narrative-glossary 
https://www.bankless.com/this-is-the-ai-x-crypto-cycle 
https://x.com/TrustlessState/status/1766087668595638336?s=20 
https://dune.com/hashed_official/lrt 
https://www.coingecko.com/en/categories/restaking 
https://www.bankless.com/8-bitcoin-l2s-you-should-watch?ref=bankless.ghost.io 
https://www.coingecko.com/en/categories/data-availability 
https://www.coingecko.com/en/categories/layer-2 
https://x.com/BanklessHQ/status/1764722637333229610?s=20 
https://www.coingecko.com/en/categories/layer-1 
https://www.coingecko.com/en/categories/depin 
https://youtu.be/kdQi-N1BfO4 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

Today on the show we have two guests debating the merits and costs of crypto memecoins. Ledger (Brian Krogsgard) from the UpOnly podcast thinks that memecoins are financial nihilism that creates room for bad actors and grifters. Stephen Cesaro, from the Alfalfa Podcast, thinks memecoins are something to appreciate and celebrate.

Which side are you on?

------
?PRIMESTAKED | MINT primeETH NOW
https://bankless.cc/Origin-pod  

------
?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    ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

0:00 Intro
8:35 Ledger?s Memecoin Arc
11:53 Stephen?s Memecoin Arc
13:20 $DOGE vs. $BTC
18:38 Tokenization of Memes
22:28 Memecoin Intent & Transparency 
33:24 Memecoin Theory & Practice 
44:30 Investing in Brands
51:55 Reframing Memecoins
56:27 Memecoins vs. Scams
1:09:01 Closing & Disclaimers

------
RESOURCES

Ledger
https://twitter.com/ledgerstatus 

Stephen
https://twitter.com/0xmagiclines 

------
See our investment disclosures here:
https://www.bankless.com/disclosures 

? DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-l2-tokens/

------
Are Layer2 Tokens bullish or are they just worthless governance tokens?

We?ve brought a team of expert panelists to help us answer that exact question.

Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.

------
?PRIMESTAKED | MINT primeETH NOW
https://bankless.cc/Origin-pod 

------
?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   ? 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap

------
TIMESTAMPS

0:00 Intro
7:50 L2 Value Capture
13:37 Short-Term vs Long-Term
17:30 L2 Business Model
28:24 Worthless Governance Tokens?
42:04 Immutable & Base
53:40 Vertically-Integrated Chains
1:05:24 Do L2s Need Tokens?
1:15:38 L2 Experimentation
1:32:44 Capturing L2 Upside
1:38:44 Closing & Disclaimers

------
RESOURCES

L2Beat
https://l2beat.com/scaling/summary 

ETH in 2024
https://www.youtube.com/watch?v=0rPF8zNnfnE 

Anthony Sassano
https://twitter.com/sassal0x 

Mike Ippolito 
https://twitter.com/MikeIppolito_ 

Jordi Alexander
https://twitter.com/gametheorizing 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures 

Bankless Weekly Rollup
2nd Week of March, 2024

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

------
?PRIMESTAKED | MINT primeETH NOW
https://bankless.cc/Origin-pod  

------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo     

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

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

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

------

TIMESTAMPS & RESOURCES

0:00 Intro

7:48 Markets
9:00 Bitcoin?s market cap surpassed Silver this week
https://companiesmarketcap.com/assets-by-market-cap/ 
https://twitter.com/robustus/status/1767164377969340419 
https://l2beat.com/scaling/data-availability 

18:09 Movers of the Week - Memecoins?
https://twitter.com/econoar/status/1767170724446552159 
https://twitter.com/blknoiz06/status/1766680047547494658 
https://twitter.com/FTI_DA/status/1767969299350610040 
https://x.com/RyanSAdams/status/1766827037149343951 

26:40 U.S. CPI rose faster than expected last month
https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html 
26:58 Why are DeFi rates so high?
https://twitter.com/ErikVoorhees/status/1766326070545162321 
https://twitter.com/haydenzadams/status/1766669255100055866     
https://twitter.com/ethena_labs/status/1768023077932380257 

29:33 ETF Watch!
https://dune.com/hildobby/btc-etfs 
https://dune.com/queries/3382000/5674971     
https://twitter.com/zerohedge/status/1768022702294470855 
https://twitter.com/JSeyff/status/1767206535879389332 
https://twitter.com/jchervinsky/status/1767175990285857006 
https://x.com/jchervinsky/status/1767187618876305628 
https://x.com/orb_land/status/1767278815791722629 

38:28 Blobs arrived to Mainnet, L2 Fees plummet! 
https://x.com/parithosh_j/status/1767973626987606190 
https://x.com/RyanSAdams/status/1767913396777767361 
https://twitter.com/sproule_/status/1767960271853686879 
https://twitter.com/zksync/status/1767983026443579448 
https://twitter.com/argenthq/status/1767917028013224370 
https://x.com/Optimism/status/1768090982862803203 
https://twitter.com/liamihorne/status/1768068293787615288 
https://x.com/brian_armstrong/status/1768091017021116562 
https://twitter.com/jessepollak/status/1768071129854562698 
https://x.com/TrustlessState/status/1768074308482400556 
https://x.com/js_horne/status/1768075186824163698 
https://fees-growthepie.streamlit.app/ 
https://x.com/arbitrum/status/1767912321618505954 
https://dune.com/0xRob/blobs 
https://twitter.com/liamihorne/status/1767962414312521844 
https://x.com/lightclients/status/1767957828969349148 
https://x.com/TrustlessState/status/1768243873430552801 
https://x.com/TrustlessState/status/1762589707756548566 

1:01:59 Swell announced their Restaked Rollup 
https://twitter.com/swellnetworkio/status/1767889656451047505 

1:03:00 Tensor introduced the TNSR token
https://twitter.com/TensorFdn/status/1767616700609171508 

1:03:25 Jito is getting rid of Mempool?! 
https://twitter.com/jito_labs/status/1766228889888514501 
https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/ 
https://twitter.com/smyyguy/status/1766234020076011865 
https://twitter.com/jon_charb/status/1765923336138211353 

1:08:59 Saylor has no chill
https://x.com/MEMECOETH/status/1767690213877252485 

1:10:18 Raises and BVC Investments 
https://twitter.com/EclipseFND/status/1767212277285969979 
https://twitter.com/clique2046/status/1768277734113907127 

1:12:27 David demo signing up for it while RSA highlights
https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn 
We recently celebrated 4 years
https://x.com/RyanSAdams/status/1768269073354231826 

1:14:22 MEME of the Week
Name kids after what you love
https://x.com/abbeyjazzy/status/1767890031824216551 

1:15:27 Moment of Zen
https://www.youtube.com/watch?v=B5if2hthPCs  

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

Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.

He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you.
------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

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

------
TIMESTAMPS
00:00 Start
04:44 Naming "Dencun"
08:40 Overview on Blobs
11:31 EIP-7514 (Epoch Churn Limit)
14:42 EIP-6780 (Self Destruct)
19:27 EIP-7044 (Signed Voulentary Exits)
20:49 EIP-7045 (Max Attestation Inclusion)
21:49 EIP-4788 (Beacon Block Route)
25:31 Opcode Changes
29:58 What's Next
37:53 Future EIPs
41:37 Max Effective Balance
45:22 Inclusion Lists
50:40 Additional Noteworthy EIPs

------
RESOURCES
Tim:
https://twitter.com/TimBeiko 

ETH Magicians:
https://ethereum-magicians.org/u/timbeiko/summary 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

Can we Tokenize the World? Robert Leshner, creator of Compound and one of the forefathers of DeFi, is on a mission to do so.

With his new company Superstate, new product, tokenized t-bills and new location, New York city. Robert is trying to bring $300 trillion in TradFI assets on-chain.

------
?? Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

00:00 Intro
4:27 Tokenization History
9:46 RWA Problem Statement
14:04 Opening the Door
26:37 Securities Laws
31:50 Tokenizing Treasuries
39:06 Superstate
46:57 Regulatory Constraints
56:01 The Future of RWAs
1:00:36 Pitching TradFi
1:05:13 2030 Prediction
1:06:57 Closing & Disclaimers

------
RESOURCES

Robert Leshner
https://twitter.com/rleshner  

Superstate
https://superstate.co/  

Superstate - USTB Fund
https://superstate.co/ustb  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

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

------
Justin Sun, the Controversial Founder of TRON has finally entered the chat.

This episode is packed with hot takes. Expect to learn why Justin is still in Crypto, why  he should?ve copied Ethereum 100% and not just 95%, why he views Vitalik as a goldmine and much more.

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

00:00 Intro
7:17 Justin Sun Origin Story
13:01 Why Crypto?
19:51 The Next Cycle
25:32 Justin?s Role
29:00 The State of Tron
36:36 Tron Economics
47:28 Tron Plagiarism
53:22 Decentralizing Tron
57:03 Addressing Tron?s Censorship
1:03:33 Crypto Favorites
1:05:20 What?s Next
1:09:16 People to Watch
1:14:51 Closing & Disclaimers

------
RESOURCES

Justin Sun
https://x.com/justinsuntron 

TRON
https://tron.network/  

TRON Stats
https://thedefireport.substack.com/p/should-we-be-taking-tron-seriously  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Weekly Rollup
2nd Week of March
-----
?? Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

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

------
TIMESTAMPS & RESOURCES
00:00 Start

00:46 Fake All Time Highs?
https://twitter.com/iamdcinvestor/status/1765320979679699285?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/RyanSAdams/status/1763324643635835082?s=20 

05:18 MARKETS
https://twitter.com/GayatriPC_/status/1765441708383486109?s=20 
https://twitter.com/kobeissiletter/status/1763553807298875568?s=46&t=LKBC7Qtm18FnZ380xCF2pA 
https://x.com/EricBalchunas/status/1765121689036427654?s=20 
https://www.ccn.com/news/bitcoin-etf-gold-btc-aum/ 
https://twitter.com/AP_Abacus/status/1763264513220964715?s=20 
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20 

08:25 Biggest BTC Monthly Candle Ever
https://twitter.com/intangiblecoins/status/1763390416307519840 

17:58 ETH ETF?
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20 
https://twitter.com/jchervinsky/status/1763705594949570757?s=20 

24:05 Rise of The Memecoins
https://www.coingecko.com/ 

33:55 SEC vs Shapeshift
https://www.sec.gov/files/litigation/admin/2024/34-99676.pdf?utm_medium=email&utm_source=govdelivery 
https://x.com/ErikVoorhees/status/1765411276497293365?s=20 

 
36:28 Ryan and David Screenplay Acting
https://twitter.com/RyanSAdams/status/1765463226781774048?s=20 
https://www.sec.gov/news/statement/peirce-uyeda-statement-a-crypto-world-turns-03-06-24  
https://x.com/0xdef1cafe/status/1765466419649540269?s=20 
https://x.com/TrustlessState/status/1763607417105867050?s=20 

41:12 Wormhole Airdrop
https://wormhole.com/w-airdrop-explained/ 
https://airdrop.wormhole.com/ 
https://www.bankless.com/claimables?ref=no-address 

47:06 Eigenlayer Passes $1 Billion
https://app.eigenlayer.xyz/ 

48:27 Coinbase Smart Wallets
https://www.coinbase.com/blog/evolving-wallets-to-bring-a-billion-users-onchain
https://twitter.com/jessepollak/status/1763583352391500103 
https://x.com/RyanSAdams/status/1765481895448428882?s=20 

52:14 Record CryptoPunk Sale
https://warpcast.com/ecr/0x4a44d2a6 

54:19 Saylor Buys More Bitcoin
https://twitter.com/JanWues/status/1764788016206286996 

57:17 Permissionless III
https://twitter.com/Permissionless/status/1765030038905463132?s=20 
https://x.com/JasonYanowitz/status/1765040063086231695?s=20 

59:32 ETH Denver Uber Driver Recap
https://twitter.com/moo9000/status/1765321693503832471?s=20 

1:05:29 Moment of Zen
https://x.com/songadaymann/status/1765838218388222375?s=20 

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

An in person interview with presidential candidate RFK Jr. who shares his takes and policies on the state of crypto in the United States.

To learn more, visit https://www.kennedy24.com/ 

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

??ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum   
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

Ryan and David share another Bankless Takes episode where they discuss their AI memecoin analysis, why AI crypto tokens are a big deal, how to speculate on narratives like AI memecoins (lessons and guidance for ?narrative investing?, and what are the next big narratives this cycle. 

------
? CARTESI | MODULAR EXECUTION ON LINUX 
https://bit.ly/3SYkjzF 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

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

------
TIMESTAMPS & RESOURCES

0:00 Intro
4:49 Why is Crypto x AI Narrative a thing? 
https://media1.tenor.com/m/q0zcs7G7FogAAAAd/galassia-galassie.gif 
https://twitter.com/0xMubeenn/status/1764139946062029212 
https://vitalik.eth.limo/general/2024/01/30/cryptoai.html  

10:40 Decentralized AI & Compute 
https://x.com/TrustlessState/status/1762318512507208182 
https://x.com/anna_kazlauskas/status/1764675698310926459?  
https://www.coingecko.com/en/coins/filecoin 
https://www.coingecko.com/en/coins/arweave 
https://www.coingecko.com/en/coins/renderc 
https://www.tradingview.com/chart/?symbol=MEXC%3ATAOUSDT 

20:00 Road to AGI

23:00 AI Memecoins

21:12 Crypto Narrative Guidance 
https://twitter.com/0xMubeenn/status/1764139946062029212/photo/4  
https://cryptonarratives.substack.com/p/how-to-catch-a-few-20x-to-100x-coins 

46:55 Top Signals 

49:50 Predictions & Closing 
https://twitter.com/mrjasonchoi/status/1758902284980027818  

56:51 Disclaimers 

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

Paolo Ardoino is the CEO of Tether, the $100 Billion stablecoin company that owns more U.S. Treasuries than most countries.

We explore why Tether is winning, how it?s helping people in emerging markets and what really backs a $USDT. We also cover the state of the stablecoin regulation and even market competitors.

Tether has been and it?s still a target of Fud in the Crypto industry. Paolo is here to refute that Fud and much more.

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

------
TIMESTAMPS

00:00 Intro
6:52 Paolo Background
11:01 The History of Tether
15:40 USDT in Emerging Markets
25:30 Why not Bitcoin?
28:25 What?s Backing Tether?
42:25 Banking Risks
54:59 Tether Reserves Breakdown
59:39 Becoming Too Big
1:06:23 The Stablecoin Wars
1:11:18 Freezing Funds
1:13:45 USDT Competitors
1:16:59 Tokenized T-Bills
1:19:55 Tether on Tron
1:24:53 Regulation
1:26:14 The Value of Tether
1:29:10 Closing & Disclaimers

------
RESOURCES

Paolo Ardoino
https://twitter.com/paoloardoino 

Tether Transparency Reports
https://tether.to/en/transparency/#reports  

Circle?s Caroline Hill on Congress
https://twitter.com/Pledditor/status/1758243599446089799  

JPMorgan negative on Tether
https://www.theblock.co/post/275643/jpmorgan-tether-negative-crypto  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Bankless Weekly Rollup
Last Week Of February
------
? CARTESI | MODULAR EXECUTION ON LINUX 
https://bit.ly/3SYkjzF 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

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

------
TIMESTAMPS
00:00:00 Start
00:03:26 Bull Market Hype
https://twitter.com/ercwl/status/1762873948847440333?s=46 
https://x.com/RyanSAdams/status/1762977062225145933?s=20 
https://warpcast.com/ssj2/0x365adfd3 
https://twitter.com/RyanSAdams/status/1762611219121234165?s=20 

00:12:09 Markets
https://twitter.com/balajis/status/1762802897518215405?t=dgPNsdAH9BvMoJNsH8tqVA&s=19 
https://twitter.com/jseyff/status/1763069374867427767?s=46 
https://twitter.com/matt_hougan/status/1762846266093125793?s=46&t=iahr7Lh5v08SSM_Ery-bGw 
https://www.bloomberg.com/news/articles/2024-02-23/ria-carson-group-greenlights-four-spot-bitcoin-etfs-for-retail-buyers 
https://www.coindesk.com/business/2024/02/28/morgan-stanley-evaluating-spot-bitcoin-etfs-for-its-giant-brokerage-platform-sources/ 
https://twitter.com/HHorsley/status/1760763968187154923 

00:20:27 L2 Update
https://l2beat.com/scaling/summary 

00:24:39 Coinbase Down
https://twitter.com/brian_armstrong/status/1762933446194901140?s=46 

00:25:52 Reddit Buys BTC and ETH
https://twitter.com/QwQiao/status/1760767461253628254?s=20 
https://twitter.com/econoar/status/1760763758467830016 

00:31:07 Kraken vs The SEC
https://twitter.com/DavidLRipley/status/1760829432292405368 
https://x.com/RyanSAdams/status/1761123526247916020?s=20 
https://twitter.com/jchervinsky/status/1761033870139613514?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://blog.kraken.com/news/introducing-kraken-institutional?utm_source=Twitter&utm_medium=social&utm_campaign=2024_q1_institutional_launch 

00:35:43 Gemini Earn Customers Bailed Out
https://twitter.com/geminitrustco/status/1762954631150207226?s=46 
https://twitter.com/RyanSAdams/status/1762966619112825249?s=20 

00:39:22 Uniswap Fee Switch
https://x.com/UniswapFND/status/1761029569983971567?s=20 
https://twitter.com/eek637/status/1761029351263318151?s=46&t=LKBC7Qtm18FnZ380xCF2pA 
https://twitter.com/TheiaResearch/status/1761077943563104613 
https://twitter.com/mrjasonchoi/status/1761048443756421259?s=46&t=LKBC7Qtm18FnZ380xCF2pA 

00:49:16 Dencun Updates
https://twitter.com/timbeiko/status/1762492163869614411?s=46&t=2SMKWt7-hlJuSdhYSlImeQ 
https://twitter.com/RyanSAdams/status/1762849105481441405?s=20 

00:52:46 Blast Mainnet Launch
https://x.com/Blast_L2/status/1762274684316405908?s=20 

00:53:52 Coinbase Validator Report
https://www.coinbase.com/cloud/discover/insights-analysis/execution-client-diversity 

00:55:41 Lens Protocol is Permissionless
https://x.com/LensProtocol/status/1762591256381927799?s=20 

00:58:38 Uncovering Satoshi
https://twitter.com/pete_rizzo_/status/1761040089075888292?s=20 

01:02:06 Avalanche Goes Down
https://status.avax.network/ 

01:02:35 Donald Trump Crypto Take
01:04:07 Liz Warren Take
https://twitter.com/twobitidiot/status/1762612018312315069?s=20 

01:06:52 Bankless Meetup
https://x.com/banklesshq/status/1763247319951007923?s=46 
https://x.com/mheinrich/status/1762990723992092796?s=20 

01:08:33 Raises
https://x.com/bounce_bit/status/1762874894520656120?s=20 
https://twitter.com/ether_fi/status/1762841187356979302?s=46 

Meme of The Week
https://twitter.com/greg16676935420/status/1759688234672505103?s=20 

01:14:24 Moment of Zen
https://www.instagram.com/reed_harrington23?igsh=aWlla2d4N3A0bjc0 

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

Chris Perkins has a fascinating background as a marine who was shot at in Iraq, was at Lehman bros when it all came crashing down, was a Citigroup trying to pick up the piece of the financial crisis where he first ran across Gary Gensler, and now he?s in crypto. We talk about all that, but that?s not even the main event.

The Main Event is Ether the asset and a new reference rate he?s building on top of it. This sounds in the weeds but it?s actually actually key to unlocking trillions in new financial products. You might call this new rate the Libor for ETH. 

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

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

? UNISWAP | Swap Smarter
https://bankless.cc/uniswap 

------
TIMESTAMPS
00:00:00 Start
00:11:33 Intro to Chris
00:13:17 From Banks To Crypto
00:16:27 Hostility Towards Crypto
00:19:16 National Security
00:25:23 Takes on Regulation
00:31:12 TradFi Response To Crypto
00:33:58 ETH ETF
00:37:24 Libor for ETH?
00:42:43 Libor Recap
00:45:35 How Was Libor Corrupted?
00:53:21 ETH Reference Rate
01:04:13 Risk Free Rate
01:10:08 Real vs Nominal Returns
01:21:51 DeFi Applications
01:26:01 Market Size
01:33:17 Going Forward

------
RESOURCES

CESR home page:  https://www.coindesk.com/indices/ether/cesr 
CESR methodology document:  https://coinfund.io/cesr/ 
CESR Tearsheet: https://downloads.coindesk.com/cd3/CDI/CESR+Fact+Sheet.pdf 

More Reading:
https://www.coindesk.com/consensus-magazine/2023/09/26/how-staking-rates-can-drive-the-crypto-economy-forward/ 
https://www.coindesk.com/business/2023/09/27/five-reasons-why-the-world-needs-a-standardized-ethereum-staking-rate/ 
https://www.risk.net/derivatives/7957405/new-hope-for-crypto-derivatives-as-markets-urged-to-hail-cesr 

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

In today?s episode, we do a shared sequencing deep dive with repeat guest, Mr. Moonmath himself, the Blockchain Brainiac, and the Ethereum Evangelist? Justin "The Juggernaut" Drake. Justin is joined by The Sultan of Sequencing, the Espresso Emperor, the Cross-Rollup Connoisseur himself, Ben, the Blockchain Barista Fisch.  

Where the fragments of Ethereum threaten to turn the digital ecosystem into a maze of confusion, these two men stand tall, illuminating the way, to come and save us from the labyrinth of Ethereum?s rollup-centric roadmap. 

------
?SUI | Register for Sui Basecamp
https://bankless.cc/SUI-podcast 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap  

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

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

?CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

------
TIMESTAMPS

0:00 Intro
6:09 Goals For the Episode
8:32 Sequencing / Sharing Explained 
15:13 Ethereum?s Arc 
18:20 Shared Sequencing Obstacles 
23:52 Network Effects & the Cold Start Problem
32:54 MEV Redistribution 
45:25 Reserve Price
46:45 Loss of Sovereignty 
54:34 Espresso Announcement!  
1:03:52 Fast L2 Finality 
1:09:52 Real-Time, Recursive Proving, & Hardware 
1:13:32 Flash Loans & Snark Proving 
1:15:38 Low Latency Finality
1:17:08 Censorship Solutions
1:21:50 Discussing the Downsides
1:35:38 Known Unknowns of the Future
1:39:46 Closing & Disclaimers

------
RESOURCES

Justin Drake
https://twitter.com/drakefjustin  

Ben Fisch
https://twitter.com/benafisch 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures 

Nic Carter rejoins the podcast to discuss Bitcoin?s second civil war. When did it begin? Where are the party lines drawn? How will it end? Possible solutions? David and Nic dig into all of these questions and much more. 

------
?SUI | Register for Sui Basecamp
https://bankless.cc/SUI-podcast 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

------
TIMESTAMPS

0:00 Intro
7:30 The Bitcoin Civil War
10:32 Defining Side Lines 
14:14 No Core Consensus 
17:13 Filtering Out Transactions & Expressivity 
22:39 Season Two 
26:16 Lightning Doesn?t Work?
29:16 Ordinals & Bitcoin L2s 
32:49 The Future of Bitcoin Core
35:16 Covenants Explained 
37:26 Bitcoin Venture Capital
48:26 BitVM
51:64 Bitcoin Block Philosophy 
1:02:10 Bitcoin Expressivity Going Too Far 
1:07:36 Bitcoin Ideology
1:10:12 Closing  

------
RESOURCES

Nic Carter
https://twitter.com/nic__carter  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures 

What?s Data Availability (DA) and what?s its Business Model?

In this episode we?re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.

We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.

------
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

------
TIMESTAMPS

00:00 Intro
7:27 What is DA?
16:45 Is DA a Commodity?
23:40 DA Costs
30:23 What DA Unlocks
37:41 The DA Market
1:01:40 Network Effects
1:07:56 DA Economics
1:14:50 DA Value Capture
1:20:23 Celestia Monetary Premium
1:29:10 What?s Next for DA
1:34:29 Solana DA
1:36:01 Closing Thoughts

------
RESOURCES

Jon Charbonneau
https://twitter.com/jon_charb 

Neel Somani
https://twitter.com/neelsalami 

Celestia
https://celestia.org/  

EigenDA
https://docs.eigenlayer.xyz/eigenda/overview 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures 

Last Week of February 2024

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024  

------
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp   

------
?Listen On Your Favorite Podcast Player: 
https://bankless.cc/podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC  

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

------
TIMESTAMPS & RESOURCES

0:00 Intro

3:01 Markets
3:23 ETH Price
https://x.com/RyanSAdams/status/1760078604178792728 

6:30 Bitcoin observations by Nic Carter
https://twitter.com/nic__carter/status/1758159340886774270 
https://youtu.be/acWTaENmYFw?si=da7JbWp_6SrSdtGK 

10:18 L2 Update
https://x.com/pseudotheos/status/1760612134189199462 

11:30 Movers of the Week 
https://x.com/OpenAI/status/1758192960116785459 
https://twitter.com/WillSmith2real/status/1759703359727300880 
https://coinmarketcap.com/cs/currencies/worldcoin-org/ 

15:22 BTC ETF FIRST
https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ 
https://dune.com/hildobby/btc-etfs 

BTC ETFs gained $8.5B on gold ETFs in organic growth since Jan 11 launch! 
https://twitter.com/EricBalchunas/status/1760281449373065558 

19:54 Coinbase earnings beat the expectations! 
https://x.com/coinbase/status/1758239866234839254 
https://nft.coinbase.com/mint/coinearnings 

21:38 NVDA Earnings
https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html 
https://x.com/TrendSpider/status/1760310911213207849 
https://companiesmarketcap.com/assets-by-market-cap/#google_vignette 

27:10 Starknet token is now live! Was this the Largest airdrop in history?
https://twitter.com/StarknetFndn/status/1759910415335600584 
https://www.coingecko.com/en/coins/starknetc 
https://token.unlocks.app/starknet 
32:23 You can now check your eligibility in Claimables! 
https://twitter.com/BanklessApp/status/1760059308077654142 

33:33 Pudgy Penguins & Luca Netz
https://x.com/pudgypenguins/status/1760040978281271715 
https://twitter.com/LucaNetz/status/1760042076379451693 
https://twitter.com/Walmart/status/1760088434549395492 
https://www.theblock.co/post/277947/pudgy-penguins-briefly-flips-bored-ape-yacht-club-in-floor-price 

40:30 Big investment - A16z Invests 100m into Eigenlayer
https://x.com/eigenlayer/status/1760666731859833048?s=20 
https://x.com/TrustlessState/status/1760672144697229352?s=20 

43:30 KelpDAO issues synthetic Eigen Points token
https://x.com/KelpDAO/status/1760020436195389561?s=20 

44:50 Ethena Mainnet
https://twitter.com/ethena_labs/status/1759546702187696437 
https://twitter.com/ConorRyder/status/1759706195709849806 
https://x.com/0xngmi/status/1759734299861852372?s=20 
https://twitter.com/sassal0x/status/1759772880014069989 

48:00 Yuga Labs acquired Proof! 
https://twitter.com/yugalabs/status/1758583237964947796?s=20 
https://x.com/kevinrose/status/1758586303095177229?s=20 
https://twitter.com/HollanderAdam/status/175859548883878343 0?s=20

50:23 The announcement of a large $OP airdrop to builders on February 21.
https://x.com/Optimism/status/1760002821120983200?s=20 

51:40 THE PEOPLE VS THE SEC
https://twitter.com/amandatums/status/1760346084323344480?s=46 
https://twitter.com/jchervinsky/status/1760349436713050249?s=20 
https://x.com/RyanSAdams/status/1760428150863913195?s=20 
https://x.com/jchervinsky/status/1760480771444294046?s=20 

55:28 Do Kwon is heading to the US! 
https://twitter.com/WatcherGuru/status/1760348316288667763 
https://twitter.com/RyanSAdams/status/1760354192458232039 

59:29 Stablecoin wars are heating up! 
https://twitter.com/Pledditor/status/1758243599446089799  
https://x.com/circle/status/1760108597218889998 

1:04:35 Raises and BVC Investments 
INIT Capital raised $3.1M seed investment! 
https://twitter.com/InitCapital_/status/1760273773667004620 

1:05:40 Reddit ?Airdrop?
https://warpcast.com/rsa.eth/0xb4d6eb5c 

1:09:10 MEME of the Week
https://warpcast.com/banklesshq/0x8180df86 

1:09:44 Closing & Disclaimers

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

Welcome to the LRT episode, covering the entire playing field of liquid restaking projects and what makes each one unique and special. 

On the show we have representatives from Ion, Ether.fi, Puffer, Kelp, Swell and Renzo making this your one stop to go from zero to expert on the restaking landscape.

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 
------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

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

------
TIMESTAMPS

00:00:00 Intro
00:02:45 Ion Protocol
00:17:06 Before You Listen
00:26:45 Ether.fi
00:37:46 Puffer
00:54:02 Kelp
01:10:26 Swell
01:21:40 Renzo

------
RESOURCES

Ion:
https://ionprotocol.io/ 
Chunda:
https://twitter.com/ChundaMcCain 

Ether.fi:
https://twitter.com/ether_fi  
Mike:
https://twitter.com/MikeSilagadze 

Puffer:
https://twitter.com/puffer_finance 

Kelp:
https://twitter.com/KelpDAO 
Amit:
https://twitter.com/GAmitej 

Swell:
https://twitter.com/swellnetworkio 
Daniel:
https://twitter.com/daniel_swell_ 

Renzo:
https://twitter.com/RenzoProtocol 

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

On today?s episode we have Bitcoin wizard, David Seroy on the show! He?s an armchair researcher in the Bitcoin rollup ecosystem. He really likes Bitcoin, and he really likes projects that are building on Bitcoin. 

We?ve got a lot of questions on Bitcoin today, especially those that revolve around Bitcoin L2s. Are they real? David?s got answers.

------
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

------
TIMESTAMPS

0:00 Intro
9:18 Bitcoin L2 Rollup Support? 
https://twitter.com/david_seroy/status/1749508724274946514  
12:56 Bitcoin Renaissance? 
19:07 ETH vs. Bitcoin Scalability 
21:18 Why The Bitcoin Community 
25:34 The Bitcoin Rollup Pitch
30:14 Explaining Bitcoin Rollups
38:39 BitVM
47:03 Are L2s on Bitcoin?s Blockchain?
56:13 Exciting Bitcoin Projects
59:32 Are There More Bitcoin Daves? 
1:02:53 Closing & Disclaimers  

------
RESOURCES

David Seroy (Bitcoin Dave)
https://twitter.com/david_seroy 

BitVM whitepaper
https://bitvm.org/bitvm.pdf  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures 

? DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-endgame-vitalik-ethereum-roadmap

------
Welcome to Part 2 of Vitalik?s Endgame, where Vitalik?s nominees and Ethereum Foundation Researchers, Mike Neuder & Domothy walk us through the updated Ethereum Roadmap.

This roadmap is composed of 6 urges:

- The Merge: Proof of Stake 
- The Surge: Improve throughput and DA
- The Scourge: MEV
- The Verge: Running validator anywhere with Verkle Trees
- The Purge: Eliminate technical debt
- The Splurge Fix everything else

We dive into all this and more as we wonder what?s next for Ethereum.

----
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

??

TIMESTAMPS

00:00 Intro
5:39 Dom & Mike Background
7:56 Dencun Upgrade
11:13 The Ethereum Roadmap
19:56 The Roadmap Ecosystem
23:25 Ethereum Core Values
25:32 The Merge
27:37 Single Slot Finality
31:26 Max Effective Balance
35:40 The Importance of Finality
40:56 Proof of Stake Trade-offs
50:37 The Surge
53:51 Getting to Full Danksharding
58:01 DA Sampling
59:43 DA Self-Healing
1:01:41 The DA Market
1:07:25 Rollup Coordination
1:09:32 The Scourge
1:13:38 Inclusion Lists
1:17:11 Encrypted Mempool
1:22:02 Proposer-Builder Separation
1:32:40 The Verge
1:34:58 Why Run a Node?
1:41:50 Verkle Trees
1:51:31 Snarks
1:55:07 The Purge
2:03:04 The Splurge
2:09:57 What?s Next
2:15:07 The Endgame
2:21:02 What Could Go Wrong?
2:24:43 ETH: The Asset
2:28:56 Time Horizons
2:31:38 Closing Thoughts

------

RESOURCES

Mike Neuder
https://twitter.com/mikeneuder  

Domothy
https://twitter.com/domothy  

Endgame with Vitalik Buterin
https://www.youtube.com/watch?v=b1m_PTVxD 

Vitalik?s Endgame Article
https://vitalik.eth.limo/general/2021/12/06/endgame.html  

Blobspace 101 with Dom
https://www.youtube.com/watch?v=dFjyUY3e53Q  

MEV Burn with Dom & Justin Drake
https://www.youtube.com/watch?v=nb7x7n8Ga3U  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

Today, we have a classic LayerZero style episode with nonother than Abdel Bakhta.

Abdel is the Head of Ecosystem at Starkware and is onboarding new species to 
the Least Aligned L2, Starknet.

We cover the origins of Starkware and how its culture has evolved, there?s also a ton of Starkware Project Alpha on this episode so stay tuned.

----
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

??

TIMESTAMPS

00:00 Intro
4:01 Abdel?s Background
11:12 Starkware Beginnings
14:59 Ethereum Alignment Meme
17:53 Starkware Culture Evolution
26:19 Getting to Decentralization
35:32 The Starknet Playbook
39:50 The Stark Dads
47:21 What?s Next
52:38 The Starknet Mafia
57:09 Abdel Focus Areas
1:01:00 Closing Thoughts------

RESOURCES

Abdel Bakhta
https://twitter.com/dimahledba 

Starkware
https://starkware.co/  

Starknet
https://www.starknet.io/en  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures  

David livestreams with Blockworks's Mike Ippolito in a freestyle conversation covering all things crypto.

------
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
?Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

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

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

3rd Week of February 2024

------
?SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp  

------
?Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast  

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC  

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

------
TIMESTAMPS & RESOURCES

0:00 Intro

3:45 Markets
4:10 Quiet Bull Market
https://twitter.com/trustlessstate/status/1756699544195080551 
7:55 ETFs sucking up 10x more BTC than miners can produce
https://farside.co.uk/?p=997 
11:20 All BTC spot ETF together now hold more than 1% of all BTC that will ever exist 
https://x.com/HODL15Capital/status/1757528626252136608 
https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ 
16:02 Anthony Pompliano shilling BTC on wall street again! 
https://x.com/APompliano/status/1757030179489157575  
17:44 Gary G
https://twitter.com/BanklessHQ/status/1757818869127737586  
https://x.com/robustus/status/1757830024739135994 
19:28 The last time BTC was at $50,000:
https://twitter.com/MitchellHODL/status/1757093864173609023 
21:40 Franklin Templeton spot ETH ETF 
https://twitter.com/JSeyff/status/1757142599016616334 
22:40 Franklin and Templeton?s Sandy Kaul
https://youtu.be/HuOH7ZBJ2P4?si=4lFtWcoaoHLrnQIW 
23:10 L2 Growth
https://l2beat.com/scaling/summary
23:58 LRT growth
https://warpcast.com/sassal.eth/0x2cca1544 
https://defillama.com/protocols/Liquid%20restaking/Ethereum 
24:10 Vance FanCam
https://x.com/pythianism/status/1757792341837168927 
https://x.com/pythianism/status/1757417847301738676 

30:18 Starknet Token $STRK
https://twitter.com/Starknet/status/1757685565669925215  
https://tokeninsight.com/en/coins/starknet/tokenomics  
https://provisions.starknet.io.  
33:55 Positive:
https://x.com/TimBeiko/status/1757788002863255899  
https://x.com/DCbuild3r/status/1757757332853756073 
https://x.com/TrustlessState/status/1757762433781752205 
Bankless Nation: d0wnlore 
36:00 Negative: 
https://x.com/LefterisJP/status/1757900583632032160 
Bankless Nation: Dartanian.eth  
https://imgur.com/19poxsT 
Bankless Nation: Traunstein
https://imgur.com/Z3XA9Wg 
39:24 Backlash regarding tokens unlock for investors and team 
https://x.com/Loopifyyy/status/1757755030055112883 
https://docs.starknet.io/documentation/architecture_and_concepts/Economics-of-Starknet/ 
41:50 Starknet is listening:
https://x.com/Dogetoshi/status/1757829203091681667 
Check out our episode with Eli and Diego: Starknet Token Launch Is Here! ($STRK)
https://youtu.be/-IYxwKFsTE4 

47:30 ETH
Since this week, anyone can deploy mainnet rollups on Conduit!
https://twitter.com/conduitxyz/status/1757812032756224399 
48:25 GoFundMe refused processing fundraising for Roman Storm?s legal defense! 
https://twitter.com/FreeAlexeyRoman/status/1757873646440186039 
51:44 Donate:
https://wewantjusticedao.org/donate 

51:55 Regulation / TradFi / Misc
3 Observation about being a crypto native in the U.S. 
https://x.com/BanklessHQ/status/1757200445762830388 
54:20 Here are 5 things you are asked when you file taxes in the US 
https://twitter.com/RyanSAdams/status/1757816696381809020 
56:30 Did you know that the US can yoink funds directly from your bank account without court order?
https://twitter.com/RyanSAdams/status/1757843329725690296 
1:00:36 Sam Altman seeks $7T for a new AI chip project 
https://www.cnbc.com/2024/02/09/openai-ceo-sam-altman-reportedly-seeking-trillions-of-dollars-for-ai-chip-project.html 
https://x.com/sama/status/1755294743565930726 
Nvidia also surpassed Amazon?s market cap ( $1.75T) this week
https://www.reuters.com/technology/nvidia-market-cap-threatens-alphabet-after-overtaking-amazon-2024-02-13/ 
1:01:58 Lyn Alden
https://twitter.com/LynAldenContact/status/1757431098655621474 
1:02:55 Lyft Woopsies
https://vxtwitter. com/dee_bosa/status/1757526078166306915 

1:04:14 Closing & Disclaimers

1:04:46 Moment of Zen
New Coinbase Ad - How?s it feel to be a penny
https://www.youtube.com/watch?v=MP7IhO5cJ14 

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

Today on the show we're joined by Luca Netz, the new owner of Pudgy Penguins. 
Luca walks us through his story of how he got here, from a less than ideal childhood, to a full blown NFT empire. 
In addition to a massive new deal with Walmart, he also lays out the case for why he thinks the bright future for Pudgy Penguins has only just begun.

------
? Visit dydx.exchange to learn about dYdX Chain
https://dydx.zone/3SfJTP7 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

------
TIMESTAMPS
00:00:00 Start
00:07:36 Intro To Luca
00:11:09 Building an NFT Brand
00:17:00 Deciding to Buy Pudgy Penguins
00:19:43 Earning the Money For The Purchase
00:23:35 What Did Luca Actually Buy?
00:26:03 The Masterplan
00:30:44 Post-Buy Learnings
00:38:57 First Steps Of Action
00:43:03 Licensing
00:45:46 Royalties
00:50:19 Walmart Deal
00:59:33 What's Different About Web3
01:03:54 Managing Expectations
01:09:43 Pudgy World
01:16:01 zk Sync
01:18:19 Lightning Round
01:22:59 Wen Flip Apes?

------
RESOURCES

Luca Netz:
https://twitter.com/LucaNetz 

Pudgy Penguins:
https://pudgypenguins.com/ 

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

The Stark token is here! After waiting for almost 6 years we're thrilled to share that one of the earliest and most promising layer 2's has just released official details on their token, STRK.

They are provisioning it to users of Starknet, to stakers in the Ethereum ecosystem, open source developers and so many more. A total of 1.3 Million wallets are eligible to receive the $STRK token, are you one of them?

Joining us today is Starkware founder and CEO Eli Ben-Sasson, and Starknet CEO Diego Oliva who are here to walk us through all you need to know about the big launch.

? Check Eligibility Here:
https://provisions.starknet.io/ 

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 
------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 
------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

------

TIMESTAMPS

00:00 Intro
05:28 Timing Of The Launch
07:36 Denominate Fees in Stark Tokens
12:29 Starknet Readiness
16:53 Starkware/Starknet Company Design
21:24 Distribution of $STRK
26:01 Total Supply of Token
27:12 Provisions For Stakers
32:16 Provisions Via Staking Pool
33:10 StarkEx Users
36:44 Release Dates
40:26 What's Next?
43:43 Exciting Community Narratives
48:19 Closing Thoughts

------
RESOURCES

Eli:
https://twitter.com/EliBenSasson 

Diego:
https://twitter.com/jdiegooliva 

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

Today on the show, we?re talking about Oval, a new DeFi primitive that Hart Lambur from UMA is introducing to the world of DeFi?s biggest lending markets. Billions of dollars have been liquidated from protocols like Aave, Compound, and MakerDAO over the years, and these liquidations have been extremely inefficiently priced, due to reasons! Reasons that we will discuss here on the show today. 

Hasu also joins us on this conversation today to discuss the way that MEV share from Flashbots is a part of this conversation, and he helps illuminate what this means for DeFi going forward as a whole.

------
?? Visit dydx.exchange to learn about dYdX Chain
https://dydx.zone/3SfJTP7 

------
? Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

------
TIMESTAMPS
 
0:00 Intro
7:15 MEV & Oracle Foundations 
11:19 Why Solving MEV is Important
21:16 High-Level Patterns 
28:19 The Oval Mechanism 
42:23 MEV Share Parameters 
48:36 Decentralization of the MEV Share 
54:30 Auction Length
56:08 Oval B/D Adoption 
58:05 Uniswap v4 
1:02:31 Oval Cut Upside
1:05:45 Future Questions to be Answered 
1:08:42 Closing & Disclaimers 

------
RESOURCES

What is SUAVE? FlashBots Phil Daian and Andrew Miller explain
https://youtu.be/j3ZM2ZdUWXU 

Oval 
https://uma.xyz/  
https://twitter.com/UMAprotocol  

Hart 
https://twitter.com/hal2001  

Hasu
https://twitter.com/hasufl  

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

? DEBRIEF | Ryan and David unpacking the episode:
https://bankless.com/debrief-e-acc-beff-jezos  

One guest, two identities. Beff Jezos (Guillaume Verdon) is a founding father of the e/acc movement, a physicist, a quantum researcher, and the founder of an AI startup called Extropic. Beff thinks AI doomers are not only wrong, but they?re taking humanity in the worst possible direction. Growth. Acceleration. Progress. These are the core pillars of the e/acc movement. Instead of slowing down on AI progress, Beff explains why we should be speeding up. 

------
?Listen On Your Favorite Podcast Player 
https://bankless.cc/Podcast   

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap  

------
TIMESTAMPS 

0:00 Intro
7:15 Why Pseudonym
15:01 The e/acc Pil
31:54 Fume
36:25 Beff?s Beliefs
39:39 Defining e/acc
40:52 The Dangers of AI?
52:05 Why We?re Here & The e/acc Religion?
58:19 Thermodynamics & Life 
1:06:16 Maximizing Human Happiness? 
1:16:25 Forgetting Society?s Bottom Half 
1:23:00 Cancer Also Grows?
1:29:01 AI Regulation
1:33:09 Social Media?s Mistake  
1:36:30 AI Bill of Rights 
1:38:26 Domesticating AI
1:41:00 Biggest Threats Against e/acc 
1:43:43 AI Humans vs. Humans 
1:46:09 e/acc vs. Decels?Violence? 
1:49:09 Beff?s Thoughts on Crypto
1:54:36 Beff?s Company - Extropic
1:58:18 Closing & Disclaimers 

------
RESOURCES

Beff Jezos
https://twitter.com/BasedBeffJezos 

Guillaume Verdon
https://twitter.com/GillVerd  

Extropic
https://twitter.com/Extropic_AI  

AI Safety Podcasts - The Decels
Eliezer Yudkowsky
https://youtu.be/gA1sNLL6yg4  
Connor Leahy
https://youtu.be/pMoVsM1EWR0 
Paul Christiano
https://youtu.be/GyFkWb903aU  
Nate Sores 
https://youtu.be/Ymjb3SkElco  

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

See our investment disclosures here:
https://www.bankless.com/disclosures 

Bankless Weekly Rollup
2nd Week of February, 2024

------
? USE PODCAST24 FOR 10% OFF
https://bankless.cc/Citizen2024 

------
? DYDX | Learn more about dYdX Chain
https://dydx.zone/3SfJTP7 

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

------
TIMESTAMPS

0:00 Intro

2:30 MARKETS
5:30 Layer 2s
https://l2beat.com/scaling/summary 
8:30 Genesis Selling Billions
https://twitter.com/Matt_Hougan/status/1754516523304239326 
10:20 Bitcoin Spot ETF
https://defillama.com/crypto-etf 
https://twitter.com/JSeyff/status/1755336511791169574 
13:00 Farcaster
https://x.com/dwr/status/1754898218956329273?s=20 
https://warpcast.com/jayg/0x6675c6e2 

19:45 Solana Outage
https://twitter.com/SolanaStatus/status/1754831404972552310?s=20 
https://twitter.com/matthew_sigel/status/1754874183807307828 
https://twitter.com/matthew_sigel/status/1754874192078549406 
https://status.solana.com/uptime?page=5 
https://twitter.com/dmihal/status/1754837377787609256?s=20 

26:50 Eigenlayer Deposits
https://twitter.com/eigenlayer/status/1754596238761332939 
https://defillama.com/protocol/eigenlayer 
https://twitter.com/0xVEER/status/1755069748981674113?s=20 

31:30 Restaking Wars
https://twitter.com/0xmurathan/status/1753888543951262181?s=46 
https://x.com/pythianism/status/1755321346077397124?s=20 
https://www.youtube.com/watch?v=7N_pfNWGCmw 
https://warpcast.com/hildobby/0xb843396f 
https://twitter.com/hildobby_/status/1755297005188915414?s=20 

34:25 Finance Delisting Monero
https://www.binance.com/en/support/announcement/binance-will-delist-ant-multi-vai-xmr-on-2024-02-20-f73b083ba6834771b07dbe5319917ae5 
https://x.com/TrustlessState/status/1754988413579616559?s=20 

40:30 Dencun Mainnet Date
https://x.com/parithosh_j/status/1755198250456408297?s=20 
https://twitter.com/terencechain/status/1755598083558437295 
https://x.com/dapplion/status/1752766529559789938?s=20 
42:00 Nounsdao Animation
https://warpcast.com/trent/0x6055926f 
42:55 Taproot Wizards
https://twitter.com/QuantumCatsXYZ/status/1754644923461038499?s=20 
https://www.quantumcats.xyz/ 
45:00 Synthetix Chain
https://mirror.xyz/kain.eth/kuLEnkUhJBPdJCs9gSIQ2_umGprJq3ZZCExmtc69zn8 
48:30 Fraxtal Launch
https://x.com/fraxfinance/status/1755386501926433087?s=20 
https://x.com/fraxfinance/status/1755386523875181023?s=20 
https://twitter.com/jon_charb/status/1751319646601371902?s=20 
51:22 ENS GoDaddy
https://twitter.com/GoDaddy/status/1754558153008538108 
https://x.com/ensdomains/status/1754508567321981219?s=20 
53:30 Spot ETF Staking
https://x.com/EricBalchunas/status/1755268354355368379?s=20 
https://x.com/SGJohnsson/status/1755273120317854066?s=20 
55:35 Prometheum ETH Security
https://fortune.com/crypto/2024/02/07/sec-prometheum-ethereum-broker-dealer-gary-gensler-coinbase/?taid=65c39d0ef9bf2c00019d4d42 
https://twitter.com/MikeSeligEsq/status/1755296298918367445 
https://tenor.com/view/mine-animal-pet-dog-cat-gif-5612364 
58:40 Omega
https://twitter.com/omega_infra/status/1754913327321358353?s=46 
1:00:00 MEME of the Week
https://twitter.com/boldleonidas/status/1754076355036397910?s=46 

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

In this episode of Bankless Takes, Ryan and David discuss the incredibly valuable investing wisdom from Chris Burniske, restaking summer?what?s the impact to ETH, and Vitalik?s end of my childhood post.

------
? dYdX | STAKING
https://bankless.cc/dYdX-staking-podcast  

------
?Listen On Your Favorite Podcast Player 
https://bankless.cc/Podcast   

------
BANKLESS SPONSOR TOOLS:

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

?CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

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

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

? CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

?UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap  

------
TIMESTAMPS & RESOURCES

0:00 Intro
1:19 Wisdom
5:20 Burniske Investing Wisdom
https://x.com/cburniske/status/1754315356770902293 

18:20 Restaking 
22:50 Restaking Impact on ETH? 
https://cryptoquant.com/asset/eth/chart/eth2/total-value-staked 
https://ultrasound.money 
https://app.eigenlayer.xyz/ 
https://dune.com/hashed_official/lrt 

41:30 End of My Childhood (Vitalik)
https://vitalik.eth.limo/general/2024/01/31/end.html  

51:17 Closing & Disclaimers

------
See our investment disclosures here:
https://www.bankless.com/disclosures