What exactly are Based Rollups?

We?ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based. 

A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we?re front running it all and getting you downloaded on all things Based Rollups. Enjoy!

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

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------
TIMESTAMPS

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

------
RESOURCES

Justin Drake
https://x.com/drakefjustin  

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

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

It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum ?blobs? entering price discovery, and speculation around Microsoft potentially buying Bitcoin.
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------
TIMESTAMPS & RESOURCES
00:00:00 Start

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

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

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

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

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

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

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

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

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

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

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

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

The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of ?Crypto: Picks and Shovels for the AI Gold Rush,? joins us today. 

We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. 

Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.

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------
TIMESTAMPS

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

------
RESOURCES

Matthew Stephenson 
https://x.com/stephensonhmatt 

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

------
Not financial or tax advice. See our investment disclosures here:
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Bankless Nation, we?ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?

On one side, we?ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we?ve got David Hoffman and Jill Gunter defending L2s as successful  extensions of Ethereum.

------

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------
TIMESTAMPS

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

------
RESOURCES

Kyle Samani
https://x.com/KyleSamani  

Max Resnick
https://x.com/MaxResnick1  

Jill Gunter
https://x.com/jillrgunter  

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

This week, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market?s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll?s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for ?losers.?
------
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? MAGIC EDEN | HOME OF WEB3
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------
TIMESTAMPS & RESOURCES
00:00 Start
02:23 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://x.com/DegenerateNews/status/1849120571222536262 
https://www.coingecko.com/en/global-charts 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

57:44 Meme Of The Week 
https://x.com/TrustlessState/status/1849206541255389459 
------
Not financial or tax advice. See our investment disclosures here:
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Optimism?s Ben Jones and Kraken?s Andrew Koller join us today to talk about Kraken?s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.

Kraken will share revenue with the Optimism Collective and participate in OP Governance, alongside major players like Coinbase and Uniswap. Ink?s mainnet is set to launch in early 2025, focusing on onchain wealth management and developer engagement.

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------
TIMESTAMPS

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

------
RESOURCES

Ink

http://inkonchain.com 

Kraken
https://x.com/krakenfx 

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

In this episode of Bankless Takes we dive into the growing sentiment that Ethereum is losing its edge, with its roadmap straying and competitors catching up. 
We?ve spent a long time evaluating these arguments, and today, we give our take on the Ethereum Roadmap Wars. This is our best take on how the debate unfolds and why, in the end, we?re still bullish on Ethereum?s future.

------
?B3 | THE FUTURE OF ONCHAIN GAMING
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? 0G | MAKING THE IMPOSSIBLE, INEVITABLE
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------
TIMESTAMPS
00:00 Start
03:24 The Roadmap Wars
12:22 What Are The Wars Really About?
25:40 Roadmap Proposed Solutions
35:03 Why Are We Fighting Over DeFi
39:15 What Do We Do About It?
44:59 Where Will DeFi End Up?
50:23 What About $ETH The Asset?
53:43 The Bull Case For ETH

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

Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.

------
? DEBRIEF | Ryan & David unpacking the episode:
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------
TIMESTAMPS

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

------
RESOURCES

Omid Malekan
https://x.com/malekanoms 

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

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

With 17 days to the election, Trump launched WLFI token sales, while Kamala?s positive crypto comments sparked reactions. Polymarket shows Trump at 62%?can that be real?

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

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

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

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?MAGIC EDEN | HOME OF WEB3
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?0G | MAKING THE IMPOSSIBLE, INEVITABLE
https://bankless.cc/0G 

------
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------
TIMESTAMPS & RESOURCES

0:00 Intro

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

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

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

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

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

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

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

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

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

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

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

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

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

1:06:29 Closing & Disclaimers 

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

Announcing: The Bankless Summit

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

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

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

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

A16z?s 2024 State of Crypto Report is out!

Bankless reviews these reports every year so we can get caught up on everything happening in Crypto. That's why we?re bringing a16z Crypto CTO Eddy Lazzarin and Data Scientist Daren Matsuoka.

Expect to learn how 2024 contrasts to 2023, crypto adoption signals, innovations in every sector from policy to scaling and stablecoins to zk cryptography. And most importantly, why the price innovation cycle is here to stay. Enjoy!

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

------
RESOURCES

A16z 2024 State of Crypto Report

Eddy Lazzarin
https://x.com/eddylazzarin  

Daren Matsuoka
https://x.com/darenmatsuoka 

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

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

Infinex aims to replace crypto's centralized exchange experience and bring it all onchian. It's ambitious, but if it works, could change the way we think about DeFi and navigate across chains forever. 

------
?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
?https://bankless.cc/Arbitrum

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

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

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

Infinex - https://x.com/infinex_app 

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

This Weekly Rollup was recorded IRL at Permissionless III. We discuss HBO revealing the identity of Bitcoin?s creator, Uniswap?s Unichain announcement, the new FBI token and David Hoffman vs. Kain Warwick upcoming fight.

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

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

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

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

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

Unichain Is Here! Joining us today is Hayden Adams of Uniswap and Karl Floersch of Optimism to explain the exciting new release and vision for the future of Ethereum and appchains.

------

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

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

?MANTLE | MODULAR LAYER 2 NETWORK
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??TOKU | CRYPTO EMPLOYMENT 
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------

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

------
RESOURCES

Unichain: https://unichain.org/ 

Hayden: https://x.com/haydenzadams 

Karl: https://x.com/karl_dot_tech 

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

Today Jake Chervinsky is back on the podcast to discuss Tornado Cash developer Roman Storm's court case and its implications on DeFi and the crypto industry.
  
Could DeFi be made illegal in the United States? Are DeFi developers going to be prosecuted if criminals use their code? Is it just DeFi? What other sectors could be at risk?

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

------
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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??TOKU | CRYPTO EMPLOYMENT 
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??CARTESI | LINUX-POWERED ROLLUPS
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

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------
TIMESTAMPS

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

------
RESOURCES

Jake Chervinsky
https://x.com/jchervinsky 

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

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

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

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

In this episode, we sit down with Nico Perrino, a leading advocate for free speech and individual rights, currently serving at the Foundation for Individual Rights and Expression (FIRE). Nico shares his views on the increasing government control over digital speech, the role of social media, and how misinformation and disinformation are shaping our society.

We dive deep into the debate around censorship, the dangers of having a "Ministry of Truth," and the future implications of AI on free speech. Whether it?s the growing concerns about misinformation or the battle between government intervention and freedom of expression, Nico gives us a fresh perspective on navigating these complex issues.

------
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

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

------

? Mint the episode on Zora ?

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------
TIMESTAMPS

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

------
RESOURCES

Nico
https://x.com/NicoPerrino 

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

In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa?s new fiat tokenization platform on Ethereum. Plus, don?t miss details on the upcoming Kain vs. David fight at Permissionless!
------
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BANKLESS SPONSOR TOOLS:

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

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

------
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------ 
TIMESTAMPS & Resources

00:00 War And Crypto
https://x.com/PeterKwoba2/status/1841177421179183405 
https://x.com/lexfridman/status/1841253627190517785 
https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/ 
https://x.com/legendarygainz_/status/1840733999930413127  
https://x.com/VitalikButerin/status/1840944416997195974 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If you don?t have your tickets yet, Bankless has something for you!
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with the link in the shownotes
https://bankless.cc/PermissionlessDiscount 

If you do have tickets and you are a Bankless citizen, don?t forget to sign up for the Bankless Meetup! 
https://lu.ma/yj5pdeqe 

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

In this episode, we speak with CFTC Commissioner Summer Mersinger about the rapidly changing world of cryptocurrency regulation. Commissioner Mersinger provides a detailed look at the differences between the CFTC and SEC, their roles in overseeing digital assets, and how the regulatory landscape is evolving with DeFi and crypto markets. She discusses the CFTC?s recent dissent in the Uniswap case, the challenges of classifying assets as commodities or securities, and the implications of U.S. regulations on the global crypto industry. 

Whether you're a crypto enthusiast, a DeFi developer, or just curious about how the U.S. government is approaching these new technologies, this episode offers invaluable insights into the future of crypto regulation.

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

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

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

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

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

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

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

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

------
RESOURCES

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

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

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

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

The exploration of the Ethereum Roadmap continues.

Today on the show we?re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we?re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.

We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!

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

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

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

?MANTLE | MODULAR LAYER 2 NETWORK
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------
? Mint the episode on Zora ?
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------
TIMESTAMPS

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

------
RESOURCES

Mike Ippolito
https://x.com/mikeippolito  

Mike Neuder
https://x.com/mikeneuder  

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

Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system.

Today?s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He?s here to show why the middle class should care about the future of finance.

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

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

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------
TIMESTAMPS

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

------
RESOURCES

Austin Campbell
https://x.com/CampbellJAustin  

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

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

This week we break down China?s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets. 
Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0?s legal implications. Plus, Eigenlayer?s token unlock is finally here after months of non-transferability. We?ll also dive into the key moments from Solana?s Breakpoint Conference. Buckle up.

------
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------
TIMESTAMPS & Resources

00:00:00 Kamala's Pivot?
https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan 
https://twitter.com/standwithcrypto/status/1838327263953326469 
https://x.com/EleanorTerrett/status/1839041447007342919 
https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg 
https://x.com/TrustlessState/status/1838578494462189990 
https://x.com/mcuban/status/1838667484905578704?s=46 
https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men 
https://x.com/Zachary/status/1839260651614568845 

00:14:17 Markets
https://pro.kraken.com/app/trade/btc-usd 

00:16:39 ETH Options Approved
https://x.com/EricBalchunas/status/1837240128588169587 
https://x.com/kellyjgreer/status/1824168136637288912 

00:19:16 Movers Of The Week
https://www.coingecko.com/en/coins/sei 
https://x.com/VitalikButerin/status/1838809754002690403 

00:22:10 The Beijing Bazooka
https://x.com/JustDeauIt/status/1839152089718538572 
https://finance.yahoo.com/news/what-chinas-biggest-stimulus-since-the-pandemic-means-for-us-investors-morning-brief-100039804.html 
https://x.com/deitaone/status/1839235182294913315?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:29:55 The Roast Of Gary Gensler
https://x.com/BanklessHQ/status/1838602362841374762 
https://x.com/BanklessHQ/status/1838613533061230618 
https://x.com/BanklessHQ/status/1838621580546425045 

00:38:25 Jail Updates
https://www.reuters.com/world/us/bankman-frieds-ex-girlfriend-ellison-be-sentenced-over-crypto-fraud-2024-09-24/ 
https://x.com/autismcapital/status/1838661563663945804 

00:44:23 Crypto Bank Crackdown Exposed
https://x.com/nic__carter/status/1836858969241100776 

00:54:25 EIGEN Unlock
https://x.com/eigenfoundation/status/1838270195246170553 
https://x.com/JimmyRagosa/status/1839272870809076003 

00:55:55 Solana Breakpoint Recap
https://x.com/solana/status/1837035324587028567 
https://x.com/solanamobile/status/1836614409613119632 
https://x.com/solanafloor/status/1837038360101007577?s=46 

00:59:05 Telegram Founder Updates
https://www.bbc.com/news/articles/cvglp0xny3eo 

01:00:32 Raises
https://blog.celestia.org/celestia-foundation-raise/ 
https://x.com/infinex_app/status/1838730410710446144 

01:03:57 David Fight Updates
https://polymarket.com/event/hoffman-vs-warwick 

01:08:26 Meme Of The Week
https://x.com/spreekaway/status/1837128008169095172?s=46 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures? 

Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today?s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward.

------
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?? ARBITRUM | SCALING ETHEREUM
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------
TIMESTAMPS

0:00 Intro
6:08 Harris vs. Trump Debate Reaction
8:58 Kamala Admin's Crypto Silence
11:27 Pro-Crypto Meetings with Democrats
17:01 Biden, Warren, & Crypto Stances
21:43 Future of Crypto Under Harris?
24:09 Ideal Democratic Crypto Policy
27:37 Kamala's Plans for Gary Gensler
28:37 Crypto Advocates in the DNC
30:43 Convincing Undecided Democrats on Crypto
33:27 Future of DeFi Regulation
34:58 Explaining DeFi Benefits to Democrats
37:50 Educating on Crypto's Transparency
39:55 Crypto Voter Dilemma: Harris vs. Trump
42:18 Closing & Disclosures

------
RESOURCES

Rep. Ro Khanna
https://x.com/reprokhanna  

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

Is the Ethereum?s Rollup centric roadmap a Queen Sacrifice blunder? That?s the core question the industry is asking and Bankless has aired some of these dissents.

Today?s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it?s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.    

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

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

0:00 Intro
6:06 Why is the ETH Roadmap Great
12:38 Ethereum?s North Star
17:12 Property Rights
28:14 Rollups
33:20 Rollup Stages
47:38 Data Availability
1:06:25 Value Accrual for ETH
1:15:33 ETH as Money
1:21:35 Closing Thoughts

------
RESOURCES

Mike Neuder
https://x.com/mikeneuder  

Mike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesis  

Max Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0U  

Kyle Samani Pod
https://www.youtube.com/watch?v=7CMMLdVrtFE  

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

The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited? 

Trump revealed new details about World Liberty Financial. We?ll break down why they?re building it, who?s involved, and what?s going on with the token. 

We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street. 
------
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
?? CARTESI | LINUX-POWERED ROLLUPS
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??TOKU | CRYPTO EMPLOYMENT 
https://bankless.cc/toku  

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------
TIMESTAMPS & RESOURCES

00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/1835473538028814667 

06:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/1836779556998459436 

10:55 Total MKT Cap
https://www.coingecko.com/en/global-charts 

11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count 

13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703 
https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html 

18:57 Cut Reactions
https://x.com/TimDuy/status/1836154346045870391 
https://x.com/coinbase/status/1836470341063053572 
https://x.com/RyanSAdams/status/1836795960321585388 
https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/ 
https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/Jamie1Coutts/status/1836192104722370930 
https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ 
https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz 

27:03 Trump's Liberty Financial
https://x.com/EricTrump/status/1834322630721122521 
https://x.com/worldlibertyfi/status/1835748701534404945 
https://x.com/alexandergrieve/status/1836006655223275904 

32:06 Takes On The Project
https://x.com/iamDCinvestor/status/1836006290125987860 
https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q 

34:42 Trump Pays With Bitcoin
https://x.com/WatcherGuru/status/1836510214482284545 
https://x.com/crypto_condom/status/1836512092503077146 

36:39 Vitalik Film Premiere
https://ethereumfilm.xyz/streaming 
https://x.com/EthereumFilm/status/1828192695095042429 
https://x.com/TrustlessState/status/1836737714223210638 
https://x.com/dimabuterin/status/1836701356565922006 
https://x.com/ViktorBunin/status/1836556640734085478 
https://x.com/jessepollak/status/1836607456497275028 
https://x.com/jessepollak/status/1836607456497275028 
https://x.com/EthereumFilm/status/1835973354995499061 

41:36 SEC Sues Rari?
https://www.sec.gov/newsroom/press-releases/2024-138 
https://x.com/dcfgod/status/1836488126744924299 

43:03 The Flyfish Case
https://www.sec.gov/files/litigation/admin/2024/33-11305.pdf 
https://x.com/HesterPeirce/status/1835757603860681141 
https://x.com/FinancialCmte/status/1836124400695021654 
https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=19 

50:41 Token 2049
https://x.com/justinsuntron/status/1836330985706918253 
https://unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable/ 

53:36 New Zora App
https://x.com/RyanSAdams/status/1836399083482742814 

56:19 New Fastest Rollup
https://x.com/atlasxyz/status/1833880969251524973 

57:39 Permissionless Party
https://lu.ma/yj5pdeqe
Bankless listeners - 10% off tickets with BANKLESS10 
Bankless citizens - 30% off tickets with link: https://bankless.cc/PermissionlessDiscount 

59:26 Moment Of Zen
https://www.youtube.com/watch?v=71DtEk1cFdg 

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

Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone?s mind is? What happens next?

Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he?s joining the pod to help us figure this out.

- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?

We discuss all this and more with Macro Alf, one of the top minds in macro out there.

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

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

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

0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven?t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren?s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts

------
RESOURCES

Maro Alf
https://x.com/MacroAlf  

Alf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform  

The MacroCompass 
https://themacrocompass.org/  

Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440  

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

Steven Goldfeder is back on the podcast today to discuss Arbitrum?s and all Ethereum L2 FUD. 

Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum?s Sequencer.

In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.

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

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

------ 
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------
TIMESTAMPS

0:00 Intro
4:01 L1 vs. L2 Relationship
10:45 Use Cases of the L1 vs. L2s 
18:56 Fastest Blockchain
20:05 Decentralization Priority 
25:15 Sequencer Debate
33:06 Arbitrum x Espresso 
38:02 Optimistic Rollups Capturing Ethereum Governance? 
41:58 What Does Arbitrum Want From the L1 
45:21 Increasing Block Times?
49:17 Arbitrum Ecosystem 
52:21 How Does Stylus Work?
57:22 Web2 Devs Now Web3 Devs  
1:03:02 Arbitrum?s Next 10x
1:08:17 Closing & Disclaimers 

------
RESOURCES

Steven Goldfeder
https://x.com/sgoldfed  

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

That?s right, Bankless Nation, BlackRock on the podcast today.

BlackRock is the world?s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that?s 5 times the crypto market cap. Let?s just say what they do has ripple effects in global markets.

But here at Bankless we wanted to figure out what they?re doing in crypto. That?s why we brought Robbie Mitchnick, BlackRock?s Head of Digital Assets.

We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.

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

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

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

0:00 Intro
5:36 What is BlackRock?
7:33 BlackRock?s Crypto Arc
14:42 Digital Assets Team
17:01 BlackRock Bitcoin ETF
20:33 Investor Education
22:48 Narratives
24:58 Risk Management
34:04 Regulatory Environment
38:27 The Future of ETFs
42:30 Tokenization
51:00 What Needs to be Built
54:26 The State of DeFi
57:03 BlackRock?s Crypto Mission
1:00:44 Closing & Disclaimers

------
RESOURCES

Robbie
https://x.com/robbiemitchnick  

Blackrock
https://x.com/BlackRock  

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

This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing?how?d it go?

Friend.tech burned its keys?abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.

Plus, did we see ?war mode? Vitalik this week?

------
?The Bankless Summit | 70% of for Citizens | 20% code WRU20
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?? CARTESI | LINUX-POWERED ROLLUPS
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
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https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/62 

------
TIMESTAMPS & RESOURCES

0:00 Intro

5:21 Markets
https://farside.co.uk/?p=1518 
https://x.com/biancoresearch/status/1832806811088638440 
https://x.com/matt_hougan/status/1833149076722081906 
https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/ 
https://www.tradingview.c om/symbols/FRED-WALCL/   
https://x.com/sonyasunkim/status/1832114732326957274 

18:02 House lawmakers ended up divided in 1st Congressional DeFi hearing 
https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354 
https://x.com/fund_defi/status/1833556632027955694  
https://x.com/coinage_media/status/1833593592373243915 
https://x.com/NeerajKA/status/1833530974212387228  
https://x.com/rohangrey/status/1833543531228762323 
https://x.com/jchervinsky/status/1833557017023459526 

27:29 The Debate - they didn?t mention crypto! 
https://x.com/CNN/status/1833703753179857334 
https://x.com/erikvoorhees/status/1833705605045051850 
https://polymarket.com/event/who-will-win-the-debate-according-to-polls 
https://polymarket.com/event/presidential-election-winner-2024?tid=1726028429396 
https://x.com/shayne_coplan/status/1833127734844789106 
https://x.com/Polymarket/status/1833679653191512442 
https://www.theblock.co/post/315808/presidential-debate-risk-off-crypto 
https://x.com/MikeIppolito_/status/1833874331539034448 

36:49 War mode vitalik? If its not stage 2, its not a rollup
https://x.com/vitalikbuterin/status/1834061075970683367 

39:01 zkSync Stage 1? & New CMO? 
https://blog.zknation.io/zksync-governance-system/ 
https://x.com/the_matter_labs/status/1833894141052494218 

42:41 Sony Stable Yen
https://x.com/delzennejc/status/1833243834563650038 

43:21 Friend.Tech team renounces control of smart contracts
https://x.com/friendtech/status/1832581118165709140 
https://x.com/functi0nZer0/status/1833178200685318213 
https://x.com/MacroMate8/status/1833393620407488542 
https://x.com/friendtech/status/1833259362711986335 

47:06 EigenLayer announced Season 2 Stakedrop! 
https://blog.eigenfoundation.org/season-2-stakedrop/ 

48:55 ENS was integrated with PayPal and Venmo! 
https://x.com/ensdomains/status/1833536140529570039 
https://x.com/brantlymillegan/status/1833568986547818820? 

50:16 Coinbase Bitcoin - cbBTC released!
https://x.com/coinbase/status/1834208544247144949 
https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb 

55:04 David Fighting at Permissionless

58:01 Closing & Disclaimers

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

Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus. 

We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?

------
? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-yuval-noah-harari-interview 

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------
TIMESTAMPS
00:00:00 Start
00:08:07 The World of Information Networks
00:10:59 Truth vs Information
00:21:28 Tribal Consequences
00:25:05 Naive View Of Information
00:34:27 Populist View Of Information
00:44:54 Inventing New Mechanisms
00:53:33 A Brief History Of Information Networks
00:58:43 The Most Successful Story Ever Told
01:05:13 Story vs Information Network
01:12:29 Story Of Debt Clay Tablets
01:14:53 Entering the Age Of AI
01:20:50 Self Correcting Mechanisms
01:25:35 The Potential Of Crypto

------
RESOURCES

Yuval: https://www.ynharari.com/ 

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

When is this all going to reverse? 

That?s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.

The main goal of this pod is to understand if we're currently going through Ethereum?s bottom but we also cover:

- Are crypto 4 year cycles dead?
- What?s next for ETH/BTC?
- How?s Ben positioning his portfolio for what?s coming?

Except to learn that and much more.

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

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

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

0:00 Intro
5:33 Where Are We?
7:44 4 Year Cycles
22:52 ETH/BTC Ratio
29:28 ETH Price Analysis
37:55 Blue Chips vs Altcoins
55:32 ETH/BTC Final Equilibrium
1:01:11 Idiosyncratic Events
1:13:34 The Flippening 
1:16:23 The Bull Market
1:20:58 2026
1:25:00 Presidential Election
1:27:30 Ben?s Portfolio
1:32:08 Closing Thoughts

------
RESOURCES

Ben Cowen
https://x.com/intocryptoverse  

Ben Cowen on YouTube
https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg  

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

Why does Bitcoin sucks and is inferior to Gold?

Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.

He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.

------
? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-peter-schiff-interview 

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

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

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------
TIMESTAMPS

0:00 Intro
7:07 What is Money?
15:05 Why is Gold the Apex Money?
27:59 Gold vs. Bitcoin Custody
36:27 Gold in The Internet Age
43:08 Gold as a Productive Asset
49:30 Gold vs. Bitcoin Demographics
53:90 Can Gold be Disrupted?
1:04:20 Should we Abolish The Federal Reserve?
1:13:33 Is the Stock Market Overpriced?
1:20:09 Principles to Grow Wealth
1:25:30 Steelmanning Crypto
1:36:17 Closing & Disclaimers

------
RESOURCES

Peter Schiff
https://x.com/PeterSchiff  

Peter Schiff Youtube
https://www.youtube.com/@peterschiff  

SchiffGold
https://www.schiffgold.com/  

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

This week in crypto, Trump?s new DeFi project sparked debate?is it legit or a grift? After the SEC, the CFTC targeted Uniswap?what?s going on with regulators?

Brazil?s Twitter ban also made waves?what does it mean for free speech and crypto?s role in resisting censorship?

Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.

On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots?an exciting step for AI and crypto.

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

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

------

? Mint the episode on Zora ?

?https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/58?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E?

------
TIMESTAMPS & RESOURCES

0:00 Intro

2:03 Markets
https://x.com/Negentropic_/status/1830685688662040961 
https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/ 
https://x.com/RyanSAdams/status/1831316995691671641 
https://x.com/Fiskantes/status/1831302629651042637 
https://x.com/SplitCapital/status/1831317921089642915  
https://x.com/iamDCinvestor/status/1831318267367145492 

18:30 Trump revealed more about his DeFi project, World Liberty Financial! 
https://www.worldlibertyfinancial.com/
https://x.com/realDonaldTrump/status/1829141447087648796  
https://x.com/lex_node/status/1831084542377206220 
https://x.com/lex_node/status/1831105068952961399 
https://x.com/nic__carter/status/1831145983847137451 
https://x.com/worldlibertyfi/status/1831348462635397271 
https://x.com/RyanSAdams/status/1829500453152837828 

32:07 Brazil banned Twitter
https://x.com/elonmusk/status/1829778143449698764 
https://x.com/RyanSAdams/status/1831015509384364428 

37:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches
https://x.com/_RichardTeng/status/1830869029705441553 

41:47 Arbitrum released Stylus! 
https://x.com/arbitrum/status/1831020553211089243 
https://x.com/joeykrug/status/1831367181885698392 

43:30 Euler V2 is back! 
https://x.com/eulerfinance/status/1831331399619756375 

48:03 Celestia releases technical roadmap
https://blog.celestia.org/roadmap/ 

48:39 Bloomberg added Polymarket election data to Terminal
https://x.com/M_McDonough/status/1829166689516442043 
https://x.com/shayne_coplan/status/1830984489259901203 

50:13 CFTC charges Uniswap with illegal derivatives trading
https://www.cftc.gov/PressRoom/PressReleases/8961-24 
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424 
https://x.com/MinarikLaw/status/1831363800542634459 

53:11 AIs are now paying other AIs with crypto
https://x.com/brian_armstrong/status/1829623778726592804 

56:32 MEME of the Week
https://x.com/TrustlessState/status/1831386476841726226  

59:03 Closing & Disclaimers

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

Is the Ethereum roadmap? off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?

We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he?s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap. 

Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.

------
? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-max-resnick-interview 

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------
TIMESTAMPS

0:00 Intro
5:08 Max?s Contrarian Take
12:20 The State of Rollups
17:59 Are L2s Extensions of Ethereum?
27:52 What Needs to Change
44:33 Based Rollups
50:05 The Holy Grail Blockchain
59:02 Scaling the L1
1:05:29 Max?s Incentives
1:09:53 Why Not Solana?
1:14:06 Navigating ETH?s Roadmap
1:18:05 ETH: The Asset
1:22:15 Value Capture
1:23:58 Call to Action
1:26:43 Closing & Disclaimers

------
RESOURCES

Max Resnick
https://x.com/MaxResnick1 

Max Resnick Holy Grail Blockchain Tweet
https://x.com/MaxResnick1/status/1826630256008331301  

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

U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications.

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

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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

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

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

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------
TIMESTAMPS

0:00 Intro
6:40 The Bitcoin Act
10:01 Gold to Digital Gold
15:01 U.S. Strategic Reserves
18:00 U.S. Discretion in Selling Forfeited Bitcoin
20:44 Is Bitcoin Ready for Federal Reserve Backing?
23:24 Bitcoin Adoption to Tackle U.S. Debt
28:17 Bitcoin's Potential Impact
33:15 Being First in Bitcoin Strategic Reserves
39:22 Pros vs. Cons of Bitcoin Strategic Reserves
49:08 Bipartisan Prospects and Democratic Silence
53:52 Conservative Support vs. Liberal Adoption
56:30 Trump vs. Harris on Crypto Legislation

------
RESOURCES

Senator Cynthia Lummis
https://x.com/SenLummis 

The Bitcoin Act 
https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/ 
https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf 

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

In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.

This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.

------

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
TIMESTAMPS
00:00:00 Start
00:05:14 Intro To Our Guests
00:09:21 Proposer Builder Seperation
00:12:39 Stepping Forward vs Patching
00:19:35 Getting Rid Of MEV?
00:26:35 Inclusion Lists
00:40:14 What is Braid?
00:50:43 The Bear Case
01:06:37 Vitalik's Take
01:10:53 The Benefits of Braid
01:20:28 L2 Centric Roadmap Changes?
01:36:26 How's Rust Going?
01:44:49 Other Exciting Roadmap Updates
01:57:52 Call To Action

------
RESOURCES

Georgios: https://x.com/gakonst 

Max: https://x.com/MaxResnick1 

Charlie: https://x.com/_charlienoyes 

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

Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it?
------
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?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

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

00:02:22 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://farside.co.uk/?p=1518 
https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://www.growthepie.xyz/fundamentals/total-value-locked 

00:06:23 Rate Cuts Incoming
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm 
https://x.com/RyanSAdams/status/1829156259062501574 

00:08:41 Stablecoin ATH
https://defillama.com/stablecoins 
https://x.com/PayPal/status/1828161802208985462 

00:13:14 When Pump?
https://x.com/2xdog/status/1826460239090385028/photo/1 

00:18:42 Telegram Founder Arrested
https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19 

00:21:01 What Are The Charges?
https://x.com/Cointelegraph/status/1828915121823068476 
https://x.com/RyanSAdams/status/1828122303047033327 

00:24:03 Encryption

00:27:47 Takes On This Issue
https://x.com/EmmanuelMacron/status/1828077245606342672 
https://x.com/VitalikButerin/status/1827602680388239582 
https://x.com/Kasparov63/status/1827819652535489007 
https://x.com/NoelleInMadrid/status/1827798993017127243 

00:30:45 TON's Reaction
https://x.com/ton_society/status/1827753299736674599 
https://x.com/ton_society/status/1828446248841441467 

00:36:36 Mark Zuckerburgs Letter
https://x.com/boblatta/status/1828516974269472936/photo/1 

00:39:46 Roman Storm's Battle
https://x.com/RyanSAdams/status/1828906357723955378 

00:46:34 Ethereum Foundation Sold $100M?
https://thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate 
https://x.com/0xstark/status/1828416178194104342 
https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:52:26 Does Vitalik Hate DeFi?
https://x.com/VitalikButerin/status/1827583576751181961 
https://x.com/kaiynne/status/1821020189594669398 
https://x.com/RhettShipp/status/1827911788488487047 
https://x.com/haydenzadams/status/1828452122385424718 
https://x.com/VitalikButerin/status/1828448417585971661 

01:01:51 Sony's Layer 2 - Soneium
https://x.com/soneium/status/1826832581897126367 

01:03:34 MakerDAO Rebranded To SKY
https://x.com/SkyEcosystem/status/1828405625828843710 
https://governance.aave.com/t/temp-check-buidl-gsm/18775 

01:05:47 Trump Harris Debate
https://x.com/disclosetv/status/1828505848504819978 

01:06:42 RFK Drops Out
https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw 

01:07:45 Trump NFTs
https://x.com/mdudas/status/1828575205276459258 

01:09:29 SEC Threatens To Sue Opensea
https://x.com/dfinzer/status/1828791832009953706?s=46 

01:12:37 Chainbound Raises $4.6M
https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA 

01:13:22 Most Unattractive Hobbies...
https://x.com/nic__carter/status/1827862983034245338 

01:14:50 Moment Of Zen
https://x.com/songadaymann/status/1828885208227332591?s=46 

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

Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You?ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina?s crypto revolution. 

The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.

------
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?? ARBITRUM | SCALING ETHEREUM
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?MANTLE | MODULAR LAYER 2 NETWORK
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? OBOL | STAKE ON DVs, SCALE ETHEREUM
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??TOKU | CRYPTO EMPLOYMENT 
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------
TIMESTAMPS
 00:00:00 Start
00:16:37 Intro and Market Size
00:26:49 Demographics
00:30:29 Why isn't everyone using stablecoins?
00:37:14 Custody and Trust
00:42:29 Creating Crypto Power Users
00:49:08 Preferred Way Of Growing Wealth
00:55:28 Dealing With Competition
01:03:10 Building Under the Argentine Laws
01:12:21 Javier Milei
01:18:12 Crypto's Future In Argentina

------
RESOURCES
Marcelo Cavazzoli - https://x.com/lemoncheli 

Federico Ogue - https://x.com/fedeogue 

Manuel Beaudroit - https://x.com/mbeaudroit 

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

It?s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he?s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as: 
- America?s debt crisis
- The potential loss of the U.S. reserve currency status
- How crypto could help the U.S. stay ahead of China
- Why the left is anti-crypto
- Crypto under a Trump vs. Kamala?s administration 

This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto?s growing influence on U.S. politics and beyond.

------
BANKLESS SPONSOR TOOLS:

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/55  

------
TIMESTAMPS

0:00 Intro
5:11 Why Politics Are Messier
7:36 Being Speaker of the House
11:27 Paul?s WSJ Stablecoin Op-Ed
16:47 Paul?s Intro to Crypto
18:54 U.S. Debt Crisis
26:05 Losing Reserve Currency
28:29 CBDCs vs. Stablecoins 
38:06 KYC Stablecoins & Legislation 
43:27 Anti-Crypto Army
46:16 Is the Left Anti-Crypto? 
51:03 Right vs. Left Crypto Adoption 
55:50 Kamala vs. Trump
58:49 Advice to Bankless Listeners
1:01:18 Closing & Disclaimers

------
RESOURCES

Paul Ryan 
https://x.com/speakerryan  

WSJ Article 
https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717  

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

SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?

Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ?integrated blockchain? investment theses even before the success of Solana redefined that corner of crypto.

This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle?s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!

------
? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-kyle-samani-interview 

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BANKLESS SPONSOR TOOLS:

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

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

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/53 

------
TIMESTAMPS

0:00 Intro
5:40 Ethereum in a Vacuum
10:10 ETH Vs. BTC
25:50 Broken Layer2 Interoperability
34:46 Value Capture
51:46 What Needs to Change
55:23 Decentralization
1:06:34 Solana
1:12:25 Steelmanning Ethereum
1:17:49 Closing & Disclaimers

------
RESOURCES

Kyle Samani
https://x.com/KyleSamani 

Multicoin Capital
https://multicoin.capital/  

Paths To Tens Of Trillions Blog Post
https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/  

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

Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars. 

What's causing this big spike and... why?

------

? GET 10% OFF PERMISSIONLESS TICKETS | USE CODE: BANKLESS10 
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BANKLESS SPONSOR TOOLS:

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

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

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
TIMESTAMPS & RESOURCES

00:00 David's New Fighting Opponent
https://x.com/Permissionless/status/1826245778098237923 

05:35 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://farside.co.uk/?p=1518 
https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/ 

09:17 Tron Taking Over?
https://www.coingecko.com/en/coins/tron 

14:57 Fear vs Greed In Markets
https://x.com/Barchart/status/1825970627011817561 
https://www.coinglass.com/pro/i/FearGreedIndex 

19:53 Dems 2024 Platform Release
https://x.com/BitcoinMagazine/status/1825571943891792289 
https://x.com/RyanSAdams/status/1825620753783345308 
https://x.com/RyanSAdams/status/1825625975528501711 
https://x.com/RyanSAdams/status/1825619465339351144 
https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/ 
https://x.com/RyanSAdams/status/1825618904686739630 

32:36 Trump Onchain
https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes 
https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html 
https://opensea.io/collection/trump-digital-trading-cards 

39:02 Optimism Disabled Fraud Proofs?
https://x.com/Optimism/status/1824560736657670314 

42:47 Pump Dot Fun
https://x.com/adam_tehc/status/1824994679265349802?s=46 

45:33 McDonalds Memecoin?
https://x.com/timo_bult/status/1826284191115530600 
https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump 

50:02 Story $80 Million Raise
https://www.story.foundation/ 
https://x.com/jasonjzhao/status/1826236451954286946 

53:58 Sorella Labs $7.5 Million
https://www.theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social 

57:20 Meme Of The Week
https://x.com/vitalikbuterin/status/1826253901240431083?s=46 
 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures?

Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.

We answer:
1 - Which is faster, more decentralized, and more censorship-resistant?
2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?
3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?

------
? KELP | Deposit ETH with Gain today
https://kelpdao.xyz/gain/?utm_source=Bankless 
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------

? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------

TIMESTAMPS

00:00:00 Start
00:05:48 Intro To Monad
00:11:47 How Does Monad Fit Into Ethereum?
00:14:08 What is Mega ETH?
00:18:31 Similarites and Differences
00:21:38 Architectual Impact
00:28:58 Decentralization - Monad
00:34:56 Decentralization - Mega
00:39:43 Who's More Decentralized?
00:49:27 In Summary
00:57:24 Software Effeciency
01:06:50 Monolithic vs Modular
01:15:11 Community
01:28:37 Why Choose The EVM?
01:33:07 When Mainnet?

------
RESOURCES

Lei Yang: https://x.com/yangl1996 

Keone Hon: https://x.com/keoneHD 

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

In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.

From avoiding the bond market?s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you?re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice. 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52 

------
TIMESTAMPS

0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who?s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan?s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech 
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What?s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis?s Dad & Crypto
1:29:30 Closing & Disclosures 

------
RESOURCES

Louis 
https://x.com/gave_vincent 
https://web.gavekal.com/ 
https://evergreengavekal.com/ 

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

How in the world did Trump pivot to Pro-Crypto?

David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he?s been in Bitcoin since it?s inception and he?s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.

We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.

------
? PUFFER | CHECK OUT PUFFER UNIFI
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?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
6:51 Bitcoin 2024
10:43 Donald Trump
31:42 Trump?s Crypto Policies
47:44 Kamala Harris
54:26 Trump vs Kamala
1:01:15 The Bitcoin Idea
1:06:14 Closing & Disclaimers

------
RESOURCES

David Bailey
https://x.com/DavidFBailey  

Bitcoin Media
https://b.tc/  

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

Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward?

We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.

------

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BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

-----
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

00:00 Start
05:37 BTC Dominance
11:04 Market Vibe Check
16:11 Price Discovery?
23:57 ETH BTC Ratio
30:28 Narrative Winds
40:24 Relative Weakness
46:01 Trading Strategy
48:54 DeFi Summer Breakout
52:43 Looking Forward

------
RESOURCES

Ledger: https://x.com/ledgerstatus 

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

This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto?could it be too late? Polymarket gives her a 10% chance against Trump. 

Jeremy Allaire hinted at Tap to Pay with USDC on iPhones?coming soon? 

BitGo?s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows?how can we support them? 

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

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BANKLESS SPONSOR TOOLS:

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

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

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/49  

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:26 Argentina
https://x.com/TrustlessState/status/1823437363898392792 
https://x.com/smpalladino/status/1823476661473698063 
https://x.com/TrustlessState/status/1823401536145514959 

6:55 Markets
https://dune.com/hildobby/btc-etfs 
https://dune.com/hildobby/eth-etfs 
https://farside.;0co.uk/?p=1518 
https://x.com/sassal0x/status/1823265107310219469 
https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85 
https://x.com/kellyjgreer/status/1823871991490675137 

14:25 Memecoin Metrics
https://x.com/Adam_Tehc/status/1822411899843047651 
https://x.com/TrustlessState/status/1822649650706563180 
https://x.com/econoar/status/1822652061353468169 
https://x.com/cobie/status/1822685974822027770 

23:12 Can Crypto Get Kamala to Pivot? 
https://x.com/Polymarket/status/1823801428416270455 
https://polymarket.com/elections 
https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable 
https://www.foxbusiness.com/politics/crypto-executives-clash-democratic-leaders-heated-zoom-meeting 
https://x.com/nic__carter/status/1821710798911054029 
https://x.com/RoKhanna/status/1823109754706682135 
https://www.coindesk.com/policy/2024/08/15/us-crypto-bill-can-happen-this-year-senates-schumer-tells-crypto-backers-of-harris/ 
https://x.com/jbrukh/status/1823904565101580776 

35:19 Is it too late for Dem to win crypto votes?
https://x.com/Crypto4Harris 
https://www.standwithcrypto.org/politicians/person/tim---walz 
https://www.binance.com/en/square/post/11669100139586 
https://home.treasury.gov/about/general-information/officials/Wally-Adeyemo 
https://x.com/intangiblecoins/status/1823338614618550382 
https://x.com/nic__carter/status/1823343463464677558 
https://x.com/CampbellJAustin/status/1823362155984388226 

46:27 Does crypto votes even matter to Dems? 
https://x.com/RyanSAdams/status/1823338739910758898 
https://policy.paradigm.xyz/writing/Dem-polling 
https://x.com/RadarHits/status/1823051375174967378 
https://x.com/mikulaja/status/1821563686495862905 
https://x.com/nic__carter/status/1821567272432836943 

55:37 Ethereum L2 Updates
https://x.com/cronos_chain/status/1823966639622324468 
https://x.com/nebrazkp/status/1824098013880443013 

59:48 Wrapped Bitcoin Drama
https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844/4 
https://x.com/mikebelshe/status/1822318651996877224 
https://x.com/justinsuntron/status/1822370692014485937 
https://x.com/coinbase/status/1823501582006411614 
https://x.com/jessepollak/status/1823515062658830681 

1:03:47 Superchain will become one chain!
https://x.com/Optimism/status/1823073114366050695 

1:06:41 Eric Trump reveals "Trump Project" focuses on digital real estate
https://nypost.com/2024/08/14/us-news/eric-trump-previews-major-trump-org-move-into-crypto-as-he-charts-the-family-companys-future/ 

1:08:22 USDC is integrating with Tap-to-pay on iPhones! 
https://x.com/jerallaire/status/1823772497969602981 
https://x.com/jerallaire/status/1823822639036604914?s=46  

1:10:53 MEME of the Week
https://imgur.com/2Wgxr1P 

1:12:18 Moment of Burden (Anti-Zen): 
https://x.com/RyanSAdams/status/1823788207336526153 
https://x.com/RyanSAdams/status/1823418719634141594 
https://x.com/alex_pertsev/status/1822184616620339397 

1:14:30 Closing & Disclaimers

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

Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker?fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us.

Nate is not just a respected analyst; he's one of us?a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today?s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents.

------
?DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-nate-silver-interview  

------
BANKLESS SPONSOR TOOLS:

?KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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?UNISWAP | BROWSER EXTENSION
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?? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance 

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

------
? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/48  

------
TIMESTAMPS

0:00 Intro
5:32 Nate is one of us
7:56 Nate?s POV on crypto 
11:07 ?The River? 
17:35 ?The Village?
19:15 Riverian & Villager conflict 
25:38 Is the River better?
34:16 Sam Bankman-Fried
52:23 Sam Altman
59:13 Prediction markets & Polymarket
1:06:56 2024 election predictions 
1:09:01 Riverian?s betting Trump? 
1:10:50 How do we navigate this?
1:15:09 Advice for the crypto industry
1:16:38 Closing & Disclaimers

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RESOURCES

Nate Silver
https://x.com/NateSilver538  

On the Edge 
https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/  

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

Robinhood is the world?s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next?

In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They?re increasingly investing in crypto and we felt it was important to know their plans.

We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood?s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more.

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? DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-vlad-tenev-interview  

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? Mint the episode on Zora ?
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TIMESTAMPS

0:00 Intro
6:35 Why Crypto
12:28 Robinhood Consumer Base
15:45 The Crypto Transition
24:52 Bitstamp Acquisition
34:10 Robinhood Wallet
40:43 Robinhood L2?
45:11 Payments
53:09 Robinhood vs SEC
1:04:29 Orderflow Business Model
1:11:05 Current Crypto Cycle
1:14:06 Vlad?s Vision
1:15:20 Closing & Disclaimers

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RESOURCES

Vlad Tenev
https://x.com/vladtenev 

Robinhood Crypto
https://robinhood.com/eu/en/about/crypto/  

Robinhood Credit Card
https://robinhood.com/creditcard/  

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

This week in crypto we saw markets?stumble? Then recover? Is the 2024 bull run over? 

Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks?more L?s? 

Zora?s latest release promises to shake up the NFT world. 

And in a surprising twist, Trump's children have reportedly taken a keen interest in?DeFi??

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

? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 
 
?? CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance 

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

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? Mint the episode on Zora ?
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/46 

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TIMESTAMPS & RESOURCES

0:00 Intro

2:50 What happened to markets? 
https://x.com/dougboneparth/status/1820448580290724222 
https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html 
https://x.com/KobeissiLetter/status/1819753746202546478 
https://x.com/radarhits/status/1820091232770572794 
https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/ 
https://x.com/WatcherGuru/status/1820554001450258522 
https://x.com/KobeissiLetter/status/1820897733143585209 

11:27 What happened since Monday
https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/ 
https://x.com/peruvian_bull/status/1820999796334981126 
https://x.com/NickTimiraos/status/1821532870529396989 
https://x.com/Polymarket/status/1820869310119662035 
https://x.com/KobeissiLetter/status/1820870572093448299 

14:31 Bankless Episodes - Livestream & Tom Lee 
https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C 
https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq 

22:24 Jump Capital is selling its crypto positions 
https://x.com/lookonchain/status/1820321011730116636 

25:17 Highest ETH ETF inflows since their launch
https://x.com/zerohedge/status/1821143966462484640 
https://x.com/TommyWorldPower/status/1821091488132165719 
https://www.cnbc.com/2024/08/02/morgan-stanley-wealth-advisors-bitcoin-etfs.html 

27:10 Why is ETH so weak?
https://x.com/RyanSAdams/status/1821534234382627195 
https://imgur.com/TsIvCPi 
https://x.com/ceterispar1bus/status/1820842327901954453 

33:38 Strong earnings for key crypto companies in Q2?what we can learn?
https://s27.q4cdn.com/397450999/files/doc_financials/2024/q2/Q2-24-Shareholder-Letter.pdf 
https://www.theblock.co/post/310136/robinhoods-q2-crypto-revenues-up-161-as-trading-volume-hits-21-5-billion 
https://x.com/wazzcrypto/status/1786139849197551637 

36:56 Are Prediction Markets bad? Sen. Warren thinks so
https://www.merkley.senate.gov/wp-content/uploads/CFTC-Letter-FINAL.pdf 
https://x.com/mansourtarek_/status/1820486209031766204 
https://x.com/matthew_d_green/status/1821146583955583068 
https://x.com/iamDCinvestor/status/1821361435449962562  
https://x.com/hasufl/status/1820818054621622673 
https://x.com/LWarho/status/1820888617469771813 
https://x.com/Domahhhh/status/1821208004529942713 
https://x.com/TrustlessState/status/1821178136282726643 

48:02 Zora protocol now creates pools on Uniswap!
https://x.com/js_horne/status/1821215028457967757 
https://x.com/haydenzadams/status/1821229811689517401 
https://x.com/tbtstl/status/1821217611935273368 

50:11 Ripple Labs settled with SEC & More Ls
https://x.com/EleanorTerrett/status/1821276946921345341 
https://x.com/lex_node/status/1821282897921503742 
https://x.com/bgarlinghouse/status/1821289051191963861 
https://storage.courtlistener.com/recap/gov.uscourts.nysd.599908/gov.uscourts.nysd.599908.150.0.pdf 
https://x.com/RyanSAdams/status/1821169925769044250 
https://x.com/EleanorTerrett/status/1820540465609130052 

53:25 Were Eric and Donald Trump Jr DeFi-pilled?
https://x.com/EricTrump/status/1820906993802211751 
https://x.com/DonaldJTrumpJr/status/1821164331020517596 

55:04 Where did Brian Armstrong?s co-founder go? 
https://x.com/fehrsam/status/1820859394361610338 

57:10 MEME of the Week
https://media.discordapp.net/attachments/1257324353301905579/1270790505357115674/image0.jpg?ex=66b5a422&is=66b452a2&hm=33fc015ff27ad80a11172c464d2edb054bd418d5234be0088788f6946593404f&=&format=webp&width=1620&height=1843 

58:28 Closing & Disclosures

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

In today?s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over? 
Our guest, Tom Lee, doesn?t think so.

We aim to answer several key questions:
Why did markets take a hit on Monday? Is there more pain to come?
Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?

And finally, Tom's Price Predictions.

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??TOKU | CRYPTO EMPLOYMENT 
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TIMESTAMPS

00:00 Intro
04:51 Welcome Tom Lee
09:39 How Bad Was This Really?
13:12 Is It Over?
19:22 What Happens Next?
22:22 Carry Trade Risk
23:52 The Recession Case
28:00 Comparing To The Past
31:35 Why Tom Was Right
36:05 Wall St Temp Check
40:42 BTC And ETH Price Predictions
43:14 Election Impact

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RESOURCES

Tom on X: https://x.com/fundstrat 

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

What on earth is going on with markets around the world?!
We break it all down live on stream. What just happened, what does it mean, and where we go from here.
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?UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap 

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

?MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 
 
? OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol 

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

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? Mint the episode on Zora ?

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/44?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

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TIMESTAMPS
00:00:00 What Just Happened?
00:07:57 Explaining The Yen Carry Trade
00:12:08 Crypto Charts
00:24:13 What About ETFs?
00:29:02 How Did DeFi Hold Up?
00:35:35 LRT Ecosystem
00:38:23 Price Guesses
00:49:00 Monetary Policy Updates
00:55:00 Buffett Is Dumping
00:55:46 Bullish Setup?
01:00:17 Positioning Yourself

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