This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week?s Weekly Rollup.

Follow Alex on X & check out his Galaxy Brains podcast:
https://x.com/intangiblecoins
https://www.galaxy.com/insights/podcasts/galaxy-brains/

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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:29 Trump?s Reciprocal Tariffs

https://x.com/kobeissiletter/status/1907556839686054240

https://x.com/WhiteHouse/status/1907533090559324204

https://x.com/CalltoActivism/status/1907549193650188469

https://x.com/notlouisck/status/1907657906117554278

https://x.com/JamesSurowiecki/status/1907559189234196942

https://x.com/KushDesai47/status/1907618136444067901

https://x.com/TrustlessState/status/1907769359621067017

36:53 Circle Files for IPO

https://x.com/Cointelegraph/status/1907172102353924269

https://x.com/g_djuric/status/1907200843289370910

https://x.com/Nick_van_Eck/status/1907181670504993026

https://x.com/TheOneandOmsy/status/1907229821043626100

https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834

54:32 Eric Trump & Bitcoin Mining

https://x.com/EricBalchunas/status/1906689372142915712

https://x.com/FDICgov/status/1905662427783467111

58:07 CoreWeave IPO

https://www.galaxy.com/transactions/coreweave-growth-financing

1:04:47 Closing & Disclaimers

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

AI heats up, markets shake, and the internet gets Ghbilified. OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X. A new ?world?s best? model quietly drops?did Google just take the lead? Cursor raises at a $9.6B valuation as ?vibecoding? enters the mainstream. Welcome back to another week of the AI Rollup. ------ ?CRYPTO TAX CALCULATOR | TAXES MADE EASY https://bankless.cc/Cryptotaxcalculator ------ ?FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax ?UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ?MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ?SELF | PROVE YOUR SELF https://bankless.cc/Self ?INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 00:00:00 The Ghibli Effect https://x.com/alifarhat79/status/1904884015858884884 https://x.com/unusual_whales/status/1906831621166440583 00:05:09 Coreweave IPO https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105 https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html https://x.com/TheStalwart/status/1907438208662552647 00:14:28 xAI Acquires X https://x.com/elonmusk/status/1905731750275510312?s=46 00:20:02 Grok's Telegram Integration 00:24:38 New Best Model Has Arrived https://x.com/bookwormengr/status/1905050740110090429?s=46 https://x.com/gfodor/status/1904980153329242147?s=46 00:32:09 Cursor And The Vibe Coding Explosion https://x.com/ArfurRock/status/1906768733135098360 00:39:02 AI Crypto Trend Update https://x.com/defi0xjeff/status/1904154090424402163?s=46 00:45:47 BillyBets March Madness https://x.com/playprophetx/status/1899535745435742608?s=46 https://x.com/bunchubets/status/1904224002123473294?s=46 00:56:51 Olas https://olas.network/ 01:01:32 Vana https://x.com/anna_kazlauskas/status/1905414468315549737?s=46 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance?what he calls the Internet Financial System. 

Felipe makes the case that today's financial world still runs on siloed, permissioned databases?slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever. 

This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century.

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TIMESTAMPS

0:00 Intro

5:29 Internet Financial Systems

12:03 Frictions in Financial Systems

20:33 Innovations in Internet Financial Systems

28:42 Server with Laws

40:02 Incompatibilities within Systems

50:17 Absence of Financial Laws

57:34 Potential of Finance in Crypto

1:09:59 Server Compatibility with Governments

1:16:18 Different Laws for Investing in Crypto

1:26:26 Building Protocols 

1:29:52 Closing & Disclaimers

------
RESOURCES

Felipe Montealegre 

https://x.com/TheiaResearch

Internet Finance

https://x.com/TheiaResearch/status/1876618725547233417

------

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

https://www.bankless.com/disclosures? 

Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood?s evolving product suite. 

Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking. 

This one?s a big glimpse into where TradFi and DeFi collide.

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https://bankless.cc/Infinex 

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------

TIMESTAMPS

0:00 Intro

5:54 New Administration

12:19 Tokenization

16:18 Tokenized SpaceX

18:12 An IPO Alternative

23:39 Prediction Markets

25:40 Kalshi

29:58 Future of Prediction Markets

35:58 Robinhood Banking

38:27 Robinhood Cortex

44:08 Robinhood Strategies

49:04 Cash Delivery

52:10 Crypto Listings

54:37 Why Distinct Apps?

56:32 How Bankless is Robinhood?

1:00:42 Closing Thoughts

------
RESOURCES

Vlad Tenev

https://x.com/vladtenev 

Robinhood
https://robinhood.com/

Washington Post Op-ed

https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/ 

------

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

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This week, Mike Ippolito joins us to break down crypto?s big flip as institutions rush into stablecoins?triggering excitement and anxiety alike. Hyperliquid faces drama after a high-stakes market manipulation attack, BlackRock's tokenized treasuries surge to nearly $2 billion, and the U.S. Treasury finally removes Tornado Cash from its sanctions list. Meanwhile, Robinhood enters banking, raising questions about DeFi?s future. We dive into all of this and so much more.

Follow Mike on X & Checkout Bell Curve: 

https://x.com/MikeIppolito_

https://www.youtube.com/@bellcurvepodcast/videos 

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TIMESTAMPS & RESOURCES

0:00 Intro

0:56 Blockworks DAS Week Recap

6:45 Saylor?s Strategy bought more Bitcoin

https://x.com/WatcherGuru/status/1904155021781901741

https://x.com/SaylorBuysBTC/status/1904631210887836142

12:33 Stablecoin Gold Rush
https://x.com/TrustlessState/status/1905219932612178237

https://x.com/JasonYanowitz/status/1904886554708898112

https://x.com/KobeissiLetter/status/1904521913528975550

25:32 Blackrock?s BUIDL fund is expanding to Solana

https://x.com/solana/status/1904520943667716531

https://x.com/carlosdomingo/status/1904516023623028894

44:59 Hyperliquid 

https://x.com/MacroCRG/status/1904895153384357990

https://x.com/HyperliquidX/status/1904923137684496784

https://x.com/toghrulmaharram/status/1904935313081856406

https://x.com/Dogetoshi/status/1904919007930577175

1:03:10 US lifted sanctions on Tornado Cash

https://x.com/matthuang/status/1904192079691170137

https://wewantjusticedao.org/ 

1:05:55 Robinhood Banking 

https://x.com/RobinhoodApp/status/1905127283532484696

1:09:38 Closing & Disclaimers 

------

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

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Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap. We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem. Alon on X: https://x.com/a1lon9 ------ ?SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: ?FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax ?UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ??ARBITRUM | SCALING ETHEREUM ?https://bankless.cc/Arbitrum ?MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ?CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo ?INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ ? Mint the episode on Zora ? https://zora.co/coin/base:0x593367264faf6cdc105addb55036733e4e63fdf9?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 7:09 Pump.Fun Inception 13:46 Post-Launch Pump.Fun 19:09 Pump.Fun?s Impact on Memecoins 23:25 Making Memecoins Less Extractive 28:32 Pump.Fun 4Chan Aesthetic 36:57 Pump.Fun Moderation 47:37 Pump.Fun?s Success 50:52 PumpSwap 59:12 Creator Revenue Sharing 1:02:09 Pump.Fun vs Radium 1:05:41 Pump.Fun?s Social Elements 1:08:19 Content, Attention & Markets 1:10:56 Future of Memecoins 1:13:11 Are Memecoins Evil? 1:17:44 Pump.Fun?s Mission 1:20:17 Why Pump.Fun x Bankless 1:22:06 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures?

We?re joined by Tim Beiko, Ethereum Foundation coordinator, to break down Ethereum?s next major upgrades and the future of scaling.

We explore the upcoming Petra hard fork, which introduces validator consolidation, increased blob space for rollups, and EIP-7702 for improved account abstraction. Tim also shares insights on Fusaka and Glacier Dam, Ethereum?s roadmap for scaling, and how Ethereum?s upgrade process is becoming more efficient.

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?https://bankless.cc/Arbitrum

?MANTLE | MODULAR LAYER 2 NETWORK

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?CELO | BUILD TOGETHER AND PROSPER

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------

TIMESTAMPS

0:00 Intro

5:43 Current State of EIPs & ETH Hard Forks

8:01 Why Security Is So Important

12:43 Naming Conventions of ETH Hard Forks

13:55 Pectra Upgrade & Its Effects

16:15 Maxeb Upgrade & Its Effects

24:29 Hard Forks, Bandwidth & Scaling

28:51 Other Updates Regarding Pectra

31:40 EOAs & Smart Contract Wallets

36:17 Smart Contract Wallets' Effect on Layer 2

43:15 Timeline of Fusaka & Glamsterdam

48:09 Vitalik's Tweet on Fusaka

51:15 Alcore Devs' Plans

54:25 What's EOF

59:18 Other Updates Regarding Fusaka

1:00:41 Uncertainty Regarding Glamsterdam

1:02:18 ETH's Slowness & Developers

1:05:19 Misconceptions Around ETH

1:07:32 Scaling the Layer 1

1:14:52 Summer of Protocols

1:18:13 Closing & Disclaimers

------

RESOURCES

Tim Beiko

https://x.com/TimBeiko

Ethereum Roadmap & Hard Forks

https://ethereum.org/en/roadmap/

EIP-7702 (Account Abstraction)

https://eips.ethereum.org/EIPS/eip-7702

Ethereum Object Format (EOF)

https://ethresear.ch/t/ethereum-object-format-eof/

------

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

https://www.bankless.com/disclosures?

This week, Anthony Sassano joins us to unpack Solana?s most controversial governance vote yet, Ethereum?s major leadership overhaul, and crypto markets wrestling with macro chaos despite promising policy shifts. Kraken makes waves with a massive $1.5B acquisition?but will it move the needle? We dive into all of this and so much more.

Follow Anthony on X: https://x.com/sassal0x

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?https://bankless.cc/Arbitrum

?MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

?CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

?INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

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TIMESTAMPS & RESOURCES

 

0:00 Intro

1:39 Anthony?s Crypto Vibe Check

5:56 Markets

https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html

12:27 Ethena and Securitize launched a new chain

https://x.com/ethena_labs/status/1901672646015856749

https://x.com/coinbase/status/1902031828912844992

28:13 Robinhood launched their prediction market with Kalshi

https://x.com/Kalshi/status/1901634303768883377

https://x.com/vladtenev/status/1901703746033426919

34:52 Solana proposal to cut inflation failed to pass

https://simd-votes.stakingfacilities.com/

https://www.helius.dev/blog/simd-228

47:07 SOL Futures on CME 

https://x.com/Cointelegraph/status/1901566174598398261

https://x.com/solana/status/1901279678620749997

51:25 Eth/acc & Ethereum Leadership Change 

https://x.com/matthuang/status/1902562363532046674

https://x.com/KyleSamani/status/1901769358273040806

https://x.com/ethismoneyHQ/status/1901734022646317213

https://x.com/adietrichs/status/1899607524581740576

https://x.com/megapot_io/status/1902419979196338386 

1:06:07 Kraken Acquires NinjaTrader $1.5B

https://www.reuters.com/technology/kraken-acquire-ninjatrader-15-billion-deal-2025-03-20/

1:07:08 Closing & Disclaimers

------

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

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This week on the AI Rollup, we?re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio?s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard?Baidu?s latest model beats GPT-4.5 at half the cost, challenging OpenAI?s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let?s find out.

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?https://bankless.cc/Arbitrum

?MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

?CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

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------

TIMESTAMPS & RESOURCES

00:00 Sentiment Check and Recap

05:25 AI Podcast Hosts?

https://x.com/hedra_labs/status/1897699010632466469

08:50 Google Gemini 2.0

https://x.com/robertriachi/status/1899854394751070573

https://x.com/goodside/status/1900349595718148455?s=46

https://x.com/ilumine_ai/status/1900017235898622025

https://x.com/halimalrasihi/status/1900667639086673962?s=46

https://x.com/thatarrowsmith/status/1901203776746201556?s=46

17:55 China's New Frontier Model

https://x.com/scobleizer/status/1901089727568281975?s=46

27:21 AI Market Prices

https://www.cookie.fun/

https://www.coingecko.com/en/coins/ethereum

32:55 Market Manipulation?

https://x.com/solgojo/status/1901002388007514381

https://x.com/0thTachi/status/1902090675111207380

38:11 Pockets Of Outperformers

https://x.com/S4mmyEth/status/1902348046479786315

43:09 Virtuals Update

https://x.com/smyyguy/status/1899181446126076283?s=46

https://x.com/ethermage/status/1899494870152282511

https://x.com/virtuals_io/status/1900185918147064015

49:48 AIXBT Hacked

https://x.com/S4mmyEth/status/1902021914517758277

52:44 New AI Trading Subnet

https://x.com/thebittensorhub/status/1899810734374047799?s=46

58:54 Pluralis Announcement

https://x.com/PluralisHQ/status/1902367132597252177

------

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

https://www.bankless.com/disclosures?

Native Rollups are the next big step toward scaling Ethereum securely. In this episode,

Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum?s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth.

Tune in to understand the evolution of Ethereum?s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future.

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------

TIMESTAMPS

0:00 Intro

6:41 Why Native Rollups?

16:32 Security & Composability Benefits

38:13 ZKProofs

42:52 Making L2s Native

50:48 Network Effects

52:35 Customizability Trade-Offs

58:59 Timelines

1:02:39 ETH Economic Impacts

1:05:46 Other Advantages

1:08:17 Succinct

1:08:59 ETHProofs.org

1:11:32 Real-Time Proving

1:12:33 Ethereum?s Bottleneck

1:15:43 Closing & Disclaimers

------

RESOURCES

Uma Roy

https://x.com/pumatheuma

Justin Drake

https://x.com/drakefjustin

Native Rollups

https://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517

Succinct

https://www.succinct.xyz/

L2Beat

https://l2beat.com/scaling/summary

ETHProofs

https://ethproofs.org/

------

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

https://www.bankless.com/disclosures?

This week, the U.S. establishes its long-awaited Strategic Bitcoin Reserve yet the charts barely move and questions remain about altcoins like ADA, XRP, and SOL. A high-profile White House Digital Summit draws big names but yields few concrete regulatory wins. Meanwhile, HyperLiquid got exploited? Not quite but we'll get into that this week and so much more. Follow Jordi on X: https://x.com/gametheorizing  ------ ? RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM  https://bankless.cc/Ronin_Wallet ------ BANKLESS SPONSOR TOOLS: ?FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax  ?UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain  ??ARBITRUM | SCALING ETHEREUM ?https://bankless.cc/Arbitrum  ?MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ?CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo  ----- ? Mint the episode on Zora ? https://zora.co/coin/base:0x762ccdba41c88dbaf668c346519e09a4a9cfee8e?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS & RESOURCES   00:00 Market Sentiment And Interpretation https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html  https://x.com/kobeissiletter/status/1899147239160693054  06:49 Crypto Markets https://farside.co.uk/?p=1518  https://x.com/BitwiseInvest/status/1899445386038620631  https://x.com/HHorsley/status/1899612285980880907  https://x.com/milesdeutscher/status/1899062184917000214  13:44 Trump?s Impact On Crypto https://intel.arkm.com/explorer/entity/usg  18:32 Bitcoin Strategic Reserve https://x.com/margomartin47/status/1897802829474955415?s=46&t=BK1udaJPJxPwz6RfE-m1iw  https://x.com/davidsacks47/status/1897802280738734236  https://x.com/nic__carter/status/1897837943106289967  https://x.com/ercwl/status/1897817161428541691  31:18 White House Digital Asset Summit  https://x.com/POTUS/status/1898162648962756970  https://x.com/nicrypto/status/1898180016459944350   https://x.com/TrustlessState/status/1898200766315209050  https://x.com/RepNickBegich/status/1899494764682363136  https://x.com/jchervinsky/status/1899586234248499450?s=46&t=LIRWzlNRT68jap2P18vctA  37:49 Saylor to Buy $21B More Bitcoin https://x.com/saylor/status/1899068491409260639  48:32 HyperLiquid Exploit? 55:44 Interpol Red Notice For? Libra Creator 58:01 Unichain?s Explosive Growth https://x.com/nansen_ai/status/1899000536487403748  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures? 

In this episode, we break down China's latest AI breakthrough?the Manus agent?and how it's shaking up the AI race. We discuss Alibaba's powerful, compact new AI model, the rise of autonomous coding agents, and Microsoft's shifting relationship with OpenAI. Plus, we explore how AI agents like Grok are starting to impact crypto markets.

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TIMESTAMPS & RESOURCES

 

0:00 Intro

1:33 China drops Manus AI

https://x.com/thinking_panda/status/1897951585990590469

https://x.com/rowancheung/status/1898093008601395380

https://x.com/_philschmid/status/1899046957860979178

14:27 OpenAI Agent SDK 

https://x.com/cryptopunk7213/status/1897406075072377093 

https://x.com/AtomSilverman/status/1899511053601698073 

21:05 Ex-Deepmind engineers creating autonomous coding agents 

https://x.com/mishalaskin/status/1898048925157728601

https://x.com/kimmonismus/status/1899444649317527927

22:57 Build a game from scratch with AI

https://x.com/minchoi/status/1898469519565492490

https://x.com/Ror_Fly/status/1899473065328656485

https://x.com/ror_fly/status/1899803648781119765

25:55 Alibaba drops QWEN 32B

https://x.com/hosseeb/status/1897377619240468513

https://x.com/sundarpichai/status/1899779090472644881

https://x.com/hyperbolic_labs/status/1897437370552570047

30:44 Chinese company HunYuan released a new image to video

https://x.com/EHuanglu/status/1897628929768505611

32:31 The model competition is really heating up & Microsoft x OpenAI

https://x.com/cneuralnetwork/status/1898450452540465538

https://gizmodo.com/microsofts-relationship-with-openai-is-not-looking-good-2000573293

36:57 Grok earned over $100K this past week 

https://x.com/mleejr/status/1898465691096727866

https://x.com/bankrbot

https://x.com/bankrbot/status/1897950192613441617

https://x.com/grok/status/1898884871742758966

https://x.com/grok/status/1898957064006774855

https://x.com/TrustlessState/status/1899565420966801647

https://dexscreener.com/base/0x5116773e18a9c7bb03ebb961b38678e45e238923

https://x.com/MLeeJr/status/1899647338978889743

https://x.com/grok/status/1899582316747391127

https://x.com/TrustlessState/status/1899585667899822520

https://x.com/bankrbot/status/1899589807350972768

https://x.com/grok/status/1898884871742758966

https://x.com/TrustlessState/status/1899566730059653431

https://x.com/rhynotic/status/1899190256727122331

56:26 Agents over the last 30 days 

https://x.com/defi0xjeff/status/1898025840514101654

https://x.com/gkisokay/status/1899422660339393007

https://x.com/696_eth/status/1897446933406605599

56:58 Model Context Protocol

https://x.com/mattpocockuk/status/1897742389592440970

https://x.com/sendaifun/status/1892310991737598229

https://x.com/crossmint/status/1899492589763469802

1:05:30 Closing & Disclaimers 

------

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

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AI isn't just growing?it's skyrocketing us into an unprecedented era of hyper-acceleration.

Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds. 

Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.

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------
TIMESTAMPS

0:00 Intro
3:48 Exponential Human Progress
7:50 Moore?s Law vs Huang?s Law
15:17 Synthetic Biology
20:37 Economic Impact
23:17 Job Market
31:02 Self-Driving Cars
33:33 Aviation
35:43 Energy
41:10 David Deutsch
45:42 Electricity & Income
51:20 Nuclear Energy
54:46 The Unibomber
1:01:09 Defensive Accelerationism
1:03:06 Robotics
1:06:14 Closing & Disclaimers

------
RESOURCES

Josh Kale
https://x.com/Josh_Kale  

The Beginning of Infinity
https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359  

Bankless Nation Discord
https://www.bankless.com/discord  

------
Not financial or tax advice. See our investment disclosures here:
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Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple?causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability.

Follow Haseeb: https://x.com/hosseeb

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------
TIMESTAMPS & RESOURCES
 
0:00 Intro

0:26 Tucker Carlson Interviews SBF
https://x.com/TuckerCarlson/status/1897709140535132442 

5:10 Trump announced strategic crypto reserves 
https://truthsocial.com/@realDonaldTrump/posts/114093946326587357 
https://x.com/cz_binance/status/1896246000161001877 
https://x.com/nic__carter/status/1896588091235656190 
https://x.com/EleanorTerrett/status/1896966911721607536 
https://imgur.com/a/Q3tPnYI 
https://x.com/KobeissiLetter/status/1896240960788627681 
https://x.com/KobeissiLetter/status/1896305838144548884 
https://x.com/KobeissiLetter/status/1896958095424729133 
https://x.com/KobeissiLetter/status/1896949387856933048 
https://x.com/KobeissiLetter/status/1896951231266140234 

25:14 Tariffs & Macro Markets

41:20 Ethereum Foundation has new leadership! 
https://x.com/ethereumfndn/status/1895851576251826227 
https://x.com/tkstanczak/status/1895862549578469523 
https://x.com/tkstanczak/status/1896246373919453285 
https://x.com/ethereumfndn/status/1895442343689363652 
https://x.com/TimBeiko/status/1892593175845368316 
https://x.com/dannyryan/status/1895851747865944114 
https://x.com/VitalikButerin/status/1895863075527700959 

52:23 Base is getting faster and faster! 
https://x.com/buildonbase/status/1895223243713458184?s=46 
https://x.com/jessepollak/status/1895283716597166514 
https://base.mirror.xyz/HwG1GQ5hoxz0OTOF_nQhNcVTk4Ae9cRIrcqVQ14N4-c 

55:41 Devconnect
https://x.com/BanklessHQ/status/1897321244158255567 

1:00:14 AI Developments & Kaito
https://x.com/Punk9277/status/1897684877098770736 

1:16:12 Closing & Disclaimers

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

In this episode, we kick off with jaw-dropping scenes of home robots that aren?t just putting groceries away, they?re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google?s game-changing agent swarm that?s setting new research standards. We also explore Claude?s innovative new model and code that transforms complex problem-solving, plus Anthropic?s record-shattering $3.5B raise. And that?s not all, we share exclusive takeaways from ETH Denver?s AI scene, highlight AskBilly?s profit-making sports betting agent, and introduce Freysa?s digital twin game with a $250K prize. Whether you?re a tech enthusiast or just curious about tomorrow?s breakthroughs, this episode is your all-access pass to the cutting edge of innovation.

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------
TIMESTAMPS & RESOURCES
 
00:00:00 Humanoid Robots
https://x.com/figure_robot/status/1892577871366939087?s=46 
https://x.com/thehumanoidhub/status/1893014256473473272?s=46 

00:04:33 Gibberlink
https://x.com/ggerganov/status/1894057587441566081?s=46 
https://x.com/ggerganov/status/1896592079997788300?s=46 

 
00:09:07 Google Co-Scientist
https://x.com/sundarpichai/status/1892254274895184244?s=46 

00:10:27 Claude 3.7
https://x.com/AnthropicAI/status/1894092430560965029 
https://x.com/AnthropicAI/status/1894095351218335927 
https://x.com/ns123abc/status/1894144121784209770?s=46 

00:16:00 Vibe Coding

00:24:32 The Good About ETH Denver
https://x.com/cryptopunk7213/status/1895891065233711501 

00:31:16 The Bad About ETH Denver

00:35:26 Expert Sports Better
https://x.com/askbillybets/status/1892959166307639642?s=46 
https://x.com/sportstensor/status/1895821780151124321?s=46  

00:52:57 Freysa AI
https://x.com/freysa_ai/status/1892392982395187666?s=46 
https://x.com/freysa_ai/status/1893556530563424510?s=46 
https://x.com/freysa_ai/status/1895251589197373508?s=46 
https://x.com/econoar/status/1897002735352054036 

01:04:42 Homework For you!
https://x.com/karpathy/status/1895242932095209667 

------
Not financial or tax advice. See our investment disclosures here:
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Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid? 

Macro expert Jim Bianco breaks down Trump's economic strategy?tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield. 

We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction? 

Tune in for Jim?s expert take.

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------
TIMESTAMPS

0:00 Intro
5:53 What is Trump Doing?
12:07 Economic Rebalancing
17:37 Crypto Strategic Reserve
28:52 Tariffs
33:39 Trade Imbalances
38:45 Tariffs & 10 Year Yield
48:28 Recession in 2025?
55:04 Optimistic Future
1:01:22 Risk-On Sector
1:05:07 Closing & Disclaimers

------
RESOURCES

Jim Bianco
https://x.com/biancoresearch  

Bianco Research
https://www.biancoresearch.com/visitor-home/  

------
Not financial or tax advice. See our investment disclosures here:
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The AI arms race is on, and the stakes couldn?t be higher.

Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future?and what this means for investors, builders, and society at large.

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?https://bankless.cc/Arbitrum   

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------
TIMESTAMPS

0:00 Intro
0:25 A New Life Form? 
4:23 The AI Rabbithole
11:49 xAI & Grok 3
26:51 Deepseek Breakthrough
28:47 English as a Programming Language
30:19 Open Sourcing LLMs
34:13 Other Models
39:29 Meta AI
44:04 AI Bets
46:27 Elon Musk vs Sam Altman
51:59 Worldcoin
55:48 From OpenAI to AGI
1:03:01 AI Doomerism
1:10:06 Neuralink
1:15:20 AI vs Humans
1:22:08 Frontier Tech
1:24:43 Crypto?s Role
1:28:00 Closing & Disclaimers

------
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Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it?s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B?how did it happen, and who?s behind it?

Follow Alex: https://x.com/intangiblecoins

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?MANTLE | MODULAR LAYER 2 NETWORK
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?CELO | BUILD TOGETHER AND PROSPER
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?MORPHO | CRYPTO-BACKED LOANS 
https://bankless.cc/Morpho 

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------

TIMESTAMPS & RESOURCES
 
00:00:00 Intro To Alex

00:01:21 Market Breakdown
https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html 

00:09:43 Treasuries vs Equities

00:22:12 The Largest Hack In History
https://x.com/Bybit_Official/status/1892965292931702929 
https://x.com/smyyguy/status/1893007399687958586/photo/1 
https://x.com/benbybit/status/1892969284587966869 
https://x.com/benbybit/status/1893102137711960486 
https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/ 
https://x.com/StefanDGeorge/status/1894781521803858353 
https://x.com/hasufl/status/1894772256179405158 
https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg 
https://x.com/Jesseeckel/status/1893047605133037905 
https://x.com/mudit__gupta/status/1893290720603050121 
https://x.com/Bybit_Official/status/1893687749229563958 
https://x.com/benbybit/status/1893865556840775758 
https://x.com/lookonchain/status/1893840256342040727 
https://x.com/TimBeiko/status/1893412457567383559 
https://x.com/ethena_labs/status/1892971552565805309 

00:34:12 Ethereum Hard Fork Backlash

00:43:03 SEC Drops Lawsuits
https://x.com/coinbase/status/1892923603814936896 
https://x.com/dfinzer/status/1893086281300582772 
https://x.com/Uniswap/status/1894452298698358989 
https://x.com/econoar/status/1894501626209271973 

00:48:32 Hester Peirce Update

00:54:46 Bullish Or Bearish?

01:04:48 A16Z?s Newest Hire
https://x.com/patrickmchenry/status/1894735546213171378 

01:06:30 Stablecoin Issues

01:12:31 US Treasury Updates
https://x.com/Bitcoin_Laws/status/1893399549454229690 
https://bitcoinlaws.io/ 

01:15:58 Find Alex on Twitter
https://x.com/intangiblecoins 

------
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------

Tom Shaughnessy from Delphi joins us to break down the AI x crypto space?where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and? a birthday surprise at the end.

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?MANTLE | MODULAR LAYER 2 NETWORK
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?CELO | BUILD TOGETHER AND PROSPER
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?ONDO | INSTITUTIONAL GRADE FINANCE
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------
TIMESTAMPS

00:00 Start
04:42 Delphi's Interest In The Space
08:20 Initial AI Crypto Use Cases
09:18 The Era's Of AI
13:41 Where Does Value Accrual Come From
20:38 How Do You Choose The Winning Model?
27:08 Silicon Valley AI Vs Crypto AI
37:12 Fracturing Of Frontier Models
41:43 What's Exciting?
46:27 Due Diligence Via Agent
49:02 When To Use What Agent
53:10 A Birthday Surprise

------
RESOURCES

Tom Shaughnessy
https://x.com/Shaughnessy119 

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

Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones. 

We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics. 

A must-listen for anyone navigating crypto?s shifting landscape and seeking deeper market insights!

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https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?MORPHO | CRYPTO-BACKED LOANS 
https://bankless.cc/Morpho 

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

------
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/37?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

00:00 Intro
04:37 Advance Decline Index (ADI)
08:45 Crypto Vibes & Economy
10:26 ETH & BTC Dollar Relation
15:04 Has ETH Gone Home?
20:38 FED & Memecoins
23:58 Take on SOL/BTC Ratio
28:51 Rise of Meme & Alt Coins
31:45 Where the Value Lies in the Market?
39:11 Trump?s Plans with Tenures & Dollar
44:00 Crypto's Bullish Setup vs. Market Vibes
47:35 Meme Coins vs. VC Giants
53:36 Did We Just Skip a Cycle?
59:08 Closing & Disclaimers

------
RESOURCES

Ben Cowen
https://x.com/intocryptoverse 

Into the Cryptoverse
https://intothecryptoverse.com/ 

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

This week?s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei?s LIBRA fiasco and Strategy?s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum?s biggest upgrade yet?Pectra?plus Monad?s high?speed L1 testnet launch. Finally, we dig into the SEC?s fresh ?CETU? cyber unit and what the brand?new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February!

------
?RESERVE | INVEST IN CRYPTO NARRATIVES 
https://bankless.cc/reserve

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?MORPHO | CRYPTO-BACKED LOANS 
https://bankless.cc/Morpho 

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

-----
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38 

------
TIMESTAMPS & RESOURCES

0:00 Intro, Libra, Memecoins, & ICOs
https://x.com/KobeissiLetter/status/1890611964994363769 
https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz 
https://x.com/bubblemaps/status/1890531084221182326 
https://x.com/JMilei/status/1890606683291779195 
https://x.com/KelsierVentures/status/1890914579493863532 
https://x.com/MemeCoin_Track/status/1892324967196569675 
https://x.com/JupiterExchange/status/1891181433588470052 
https://x.com/hellochow/status/1891341548115149190 
https://x.com/stoolpresidente/status/1891285564713836830 
https://x.com/KobeissiLetter/status/1890611982320971992 
https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform 
https://x.com/RunnerXBT/status/1891400277535703389 
https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399 

29:59 Markets
https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025 

38:51 Kaito Airdrop
https://yaps.kaito.ai/ 
https://x.com/KaitoAI/status/1890379872280682548 
https://www.coingecko.com/en/coins/kaito 
https://x.com/divine_economy/status/1892597817434145113 
https://x.com/smyyguy/status/1892585101873033380 

53:16 Ethereum?s Pectra Upgrade
https://x.com/sassal0x/status/1890534315148132521 

1:00:21 Monad launched a public testnet
https://x.com/monad_xyz/status/1892227817149997212 

1:00:47 SEC Launches New Cyber Unit ?CETU? Aims to Protect From Bad Actors
https://www.sec.gov/newsroom/press-releases/2025-42 

1:06:52 Infinex
https://x.com/infinex_app/status/1887028112099283198 

1:11:29 Closing & Disclaimers

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

Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper? 
Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week. 

------
? RESERVE | INVEST IN CRYPTO NARRATIVES 
https://bankless.cc/reserve 

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?MORPHO | CRYPTO-BACKED LOANS 
https://bankless.cc/Morpho 

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

 

-----
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36 

------
TIMESTAMPS & RESOURCES

00:00 Intro & Temp Check

04:10 Grok 3 Release
https://x.ai/blog/grok-3 

12:25 Nous Research
https://x.com/NousResearch/status/1890148000204485088 

20:17 Date Abby
http://dateabby.com 

23:22 Replit and Agent On Agent Coding

27:59 Kaito Explained
https://x.com/0x_ultra/status/1891353010934358456?s=46 

36:47 Kaito Airdrop 

41:18 Tracy And Sports Betting AI
https://x.com/HeyTracyAI 
https://x.com/khloekardashian/status/1891552900070908130 

45:13 BillyBets
https://docs.billybets.ai/ 
https://x.com/VaderResearch/status/1891699035742011673 

50:48 BIttensor Upgrade
https://x.com/Old_Samster/status/1890071216645603802 

56:03 AI16Z
https://x.com/ai16zdao/status/1890473840314315158 

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

SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

------
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BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?MORPHO | CRYPTO-BACKED LOANS 
https://bankless.cc/Morpho  

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

00:00 Intro
04:21 Post-Election Thoughts
05:09 Crypto Task Force & SAB 121
11:00 Hester's Statement on SEC Site
12:41 Issuing Tokens & SEC
14:58 No-Action Letters
18:30 Communication with SEC
22:00 Task Force & Companies
23:55 SEC & CFTC Relations
26:42 Token as a Security?
32:00 KYC, Securities & Open Networks
36:23 Investment Barriers & Accreditation
38:32 Paul Akin?s Retirement Effects
40:30 Matt Levine?s "Dumb Investment"
42:52 SEC & Memecoins
45:03 Airdropped Coins
47:33 Miscellaneous Issues
48:46 SEC & ETFs
49:23 Prioritizing Work
50:17 Future SEC Plans
53:15 Closing & Disclaimers

------
RESOURCES

Hester Peirce
https://www.sec.gov/about/sec-commissioners/hester-m-peirce 
https://x.com/HesterPeirce  

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

This week?s Weekly Rollup covers Trump?s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet?s Tarun Chitra joins us to unpack the latest developments?from OpenSea?s upcoming airdrop to Arbitrum?s permissionless fault proofs?while we debate whether airdrops are truly over. We also dig into Vitalik?s ?communist? joke and Dave Portnoy?s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!

------
? MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho  
------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

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------
TIMESTAMPS & RESOURCES
 

00:00:00 Start

 

00:03:33 Trump vs The Fed

http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html 

http://x.com/bennyjohnson/status/1889681567779283447 

 

00:06:25 Tarun Market Takes

 

00:10:18 ETH Staking ETF

http://x.com/WatcherGuru/status/1889803399320969603 

http://x.com/RasterlyRock/status/1889856397032235226 

 

00:15:26 Robinhood Enters The Chat

http://x.com/Tyler_Did_It/status/1889833087258992937 

http://x.com/bridge__harris/status/1889904770485461389 

http://x.com/0xjaypeg/status/1889805008318906689 

 

00:27:13 Brian Quintenz Nominated to Lead CFTC

http://warpcast.com/brianquintenz/0xbd4cc8ef 

http://x.com/TrustlessState/status/1889736851474333932 

 

00:30:08 Is The Airdrop Meta Over?

http://x.com/ffvv1211/status/1889333575348355152?s=46 

 

00:34:21 MegaETH Exploring Alternatives

http://x.com/megaeth_labs/status/1889733671420330150 

http://x.com/barnaclebarny/status/1889936153509503193 

 

00:40:38 OpenSea SEA Airdrop

http://x.com/openseafdn/status/1890041091577057522 

http://x.com/dfinzer/status/1890039791808376874 

 

00:46:17 Ethereum Shenanigans

http://x.com/VitalikButerin/status/1889771554512200166 

http://x.com/ameensol/status/1889774627796427235 

http://x.com/TrustlessState/status/1889900532770414985 

http://x.com/laurashin/status/1890044244750135695 

http://x.com/ethereumfndn/status/1889978208986280031 

 

00:52:51 Arbitrum Launched BOLD

http://x.com/ArbitrumDevs/status/1889709836226416805 

http://l2beat.com/scaling/projects/arbitrum 

 

00:55:19 JailStool

http://x.com/stoolpresidente/status/1887963615161905566 

http://x.com/stoolpresidente/status/1887936281058947391 

http://x.com/stoolpresidente/status/1887960660820042168 

http://x.com/stoolpresidente/status/1889032422768918834 

http://x.com/stoolpresidente/status/1888332104016015781 

http://x.com/stoolpresidente/status/1888337834605420917 

http://x.com/trustyournuts/status/1888336912844255436 

http://x.com/CryptoKaleo/status/1888420272182604043 

http://x.com/stoolpresidente/status/1888598919354941897 

http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72 

 

01:04:01 Where To Find Tarun

https://x.com/tarunchitra 

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

Ejaaz and David reunite to dissect the AI Crypto sector?s rebound from a 70% crash, fueled by Elon?s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC?s curated launchpad could elevate agent quality, and what Virtuals? move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto?or just another plateau? Tune in to find out, anon.

------
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BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain  

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

------
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34 

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:17 Crypto x AI Exposure Strategy 

10:56 Elon?s $97B OpenAI Bid

13:14 Crypto x AI Mindshare & Markets
https://www.cookie.fun/  
https://x.com/S4mmyEth/status/1889675738099376149  
https://x.com/dv_memetics/status/1888956005515477372 
https://x.com/0xelonmoney/status/1889743777088360909  

22:48 Andrej Karpathy
https://x.com/karpathy  
https://x.com/hyperbolic_labs/status/1887229114769359013 

22:58 Replit comes out with a mobile app
https://x.com/Replit/status/1887159041455169683 
https://x.com/karpathy/status/1886192184808149383 

33:12 X (Twitter) is getting involved in agents
https://x.com/ethermage/status/1887526320487473326 

37:24 ARC reveals their new launchpad & agent launch
https://x.com/cryptopunk7213/status/1889768219873099902 
https://x.com/askjimmy_ai/status/1889736290696045017 
https://x.com/0thTachi/status/1887620290727059731  

51:17 Virtuals are live on Solana!
https://x.com/virtuals_io/status/1889365020393496910 
https://x.com/gkisokay/status/1889721779146596503 
https://x.com/virtuals_io/status/1887508625268367843  
https://x.com/gkisokay/status/1889331963917729993 

59:03 AIXBT holders can now connect X account = richer agent interactions
https://x.com/aixbt_terminal/status/1887355817957204434 

1:02:46 Ai16z (ElizaOS): a brutally raw take
https://x.com/CryptoStreamHub/status/1887435927309721992 

1:07:57 What Ejaaz focused on this upcoming week

1:08:59 Closing & Disclaimers 

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

In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project?s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain?s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.

------
? MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

------
TIMESTAMPS
00:00 Start
05:10 How Did Bera Come To Be?
09:43 Starting With Community
12:09 The Memetic Roadmap
14:43 Proof Of Liquidity
20:41 The Triangle Based Loop
33:26 Liquidity Provisioning
35:21 Discovering Equilibrium
38:28 How To Grow Market Share
43:53 Bera and Monad
47:13 Addressing Criticism
53:51 2025 Roadmap

------
RESOURCES

Smokey - https://x.com/smokeythebera

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

Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. 

We explore UniChain?s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4?s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers. 

A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!

------
? MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho  

------  
BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax  

?UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain  

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

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

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

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

------
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31 

------
TIMESTAMPS

0:00 Intro
5:38 Unichain?s Significance
11:43 Uniswap V4 & Unichain
18:56 Unichain's Interoperability
25:46 How Interoperability Works
31:21 Tech Behind Interop
46:33 Mempools, MEVs & Unichain
49:16 When Will Blocks Hit 250ms?
50:25 Unichain's Validation & Fees
56:02 Unichain Rollout
58:51 Unichain Developer Ecosystem
1:05:53 Hooks & Uniswap V4
1:12:29 Closing & Disclaimers

------
RESOURCES

Hayden Adams
https://x.com/haydenzadams 

Unichain
https://unichain.org/ 

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

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. 

She joins Bankless to discuss the impact of Trump?s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond. 

Will Trump?s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

------
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BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo  

------
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------
TIMESTAMPS

0:00 Intro
4:03 Trump?s Policies
15:52 Dollar Strength
24:11 Plaza Accord 2.0
29:59 Inflation
33:25 Tariffs
37:50 Interest Rates
47:32 Monetary Policy
56:06 Impact on Stocks & Crypto
59:33 Bitcoin as a Reserve Asset
1:06:32 Energy Policy
1:07:58 Closing Thoughts

------
RESOURCES

Lyn Alden
https://x.com/LynAldenContact  

Lyn Alden Newsletter
https://www.lynalden.com/  

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

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain?s mainnet launch and the rollout of its BERA token, to Uniswap V4?s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy?s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum?s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.

Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito 

------
? MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

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? Mint the episode on Zora ?
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------
TIMESTAMPS & RESOURCES
 00:00:00 Start

00:03:57 Why We Dumped, Again
https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/
https://x.com/benbybit/status/1886393172152156604 
https://x.com/KobeissiLetter/status/1886373316249649437 

00:15:33 L2 Updates
https://x.com/ak47ink/status/1882228296626458970 
https://blog.kraken.com/product/staking/new-us-staking 

00:18:06 Microstrategy Rebrands to ?Strategy?
https://www.bankless.com/read/microstrategy-rebrands-to-strategy 
https://x.com/saylor/status/1887229546199462309 

00:19:28 The $20 Billion Dollar Bid
https://x.com/MikeIppolito_/status/1887274787677913457 
https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR 
https://x.com/SemlerEric/status/1886764609924948349 

00:26:31 US Lawmakers Plan For Digital Assets
https://x.com/BanklessHQ/status/1886876049113588156 

00:28:06 New Stablecoin Bill
https://x.com/SenLummis/status/1886887005113790866 

00:35:07 SEC Creates Crypto Task Force
https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425 
https://x.com/HesterPeirce/status/1886864054477815861 
https://x.com/AlexanderGrieve/status/1886869439293067404 
https://x.com/EricBalchunas/status/1886910308762980788 
https://www.sec.gov/newsroom/press-releases/2025-36 
https://x.com/NateGeraci/status/1886870066924245297 

00:42:42 Uniswap V4 Is Live!
https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19 
https://x.com/TrustlessState/status/1885349829091459354 
https://x.com/angstromxyz/status/1885011791761068427
https://x.com/flaunchgg/status/1878879274566107323 
https://x.com/whetstonedotcc 

00:49:41 Berachain Token Launch
https://x.com/berachain/status/1887178672995537236 
https://www.coingecko.com/en/coins/berachain 

00:57:51 ETH To Increase Gas Limit
https://x.com/data_always/status/1886573645687935463?s=46 
https://x.com/VitalikButerin/status/1886579901039337759 

01:01:38 Loss Of Ultra Sound
https://ultrasound.money/ 
https://x.com/drakefjustin/status/1887108667675124174 

01:08:02 Thanks To Mike

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

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it?s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M ?fiscal policy? to fund agent innovation, and Coinbase?s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya?s vision of sovereign on-chain AI may mark the next frontier. If you?re tracking the evolution of agents, markets, and where crypto?s AI boom goes next, this episode is a must-listen (as always, anon).

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------
TIMESTAMPS & RESOURCES

0:00 Intro

0:41 AI Crypto Mindshare
https://www.cookie.fun  
https://x.com/S4mmyEth/status/1886429346488791099 
https://x.com/DV_Memetics/status/1886452402154316257  
https://x.com/0xnairolf/status/1886756102928269748 

15:13 Fair-Launch Tokens Good or Bad?
https://x.com/shawmakesmagic/status/1886829695343161494 

25:30 Virtuals Nation Fiscal Policy  
https://x.com/virtuals_io/status/1884938359573000665 
https://x.com/vaderresearch/status/1885311150277222641 

35:10 Coinbase Hackathon
https://x.com/CoinbaseDev/status/1886468701689631006  

42:54 OpenAI?s Deep Research Agent 
https://x.com/sama/status/1886220046864671067 
https://x.com/Felipe_Millon/status/1886205433469178191  

50:52 Freysa
https://x.com/chappieonchain/status/1886427494632276127 
https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900  
 
59:32 EigenLayer Verifiable Agents 
https://x.com/eigenlayer/status/1886880694019788973  

1:04:18 Voice-Enabled Agents Next Meta?
https://x.com/cryptopunk7213/status/1885692491095036019 
https://x.com/soulgra_ph/status/1884748450534993924 
https://x.com/bcsmithx/status/1884751516399206455 
https://x.com/agenttanklive/status/1885032386121138325 
https://x.com/limitusintel/status/1886466941268975811 

1:11:22 Reflection of 10 Weeks of AI Rollup 

1:12:37 Closing & Disclaimers 

------
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Donald Trump?s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise?s Jeff Park?whose article ?Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical? has gone viral?this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory.

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------
TIMESTAMPS

0:00 Intro
2:40 Trump Tariffs & Bitcoin Connection 
4:09 Fiscal Deficit Benefits 
7:28 Plaza Accord 1.0 & 2.0
14:12 Tariffs Now vs. 8 Years Ago
16:55 What Happens Next?
19:36 Lowering 10-Year Rate
22:10 Fiscal Dominance Policy Control 
23:28 The Triffin Dilemma
29:01 Bitcoin?s Impact 
32:16 Trump Advocation of Bitcoin 
35:10 Crypto & Real Estate 
37:06 Eric Trump?s ETH Tweet
39:22 10-Year Yield Rate Lowering Invetitabilty 
42:07 Bitcoin & Other Crypto Risk Assets 
47:17 Bitwise?s Dogecoin ETF 
50:05 Closing & Disclaimers 

------
RESOURCES

Jeff Park
https://x.com/dgt10011 

Jeff Park?s Thread
https://x.com/dgt10011/status/1886125163642552606  

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

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu?s launch on Solana, Pudgy Penguins? expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what?s next for Pudgy?s growing ecosystem.

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------
TIMESTAMPS

00:00:00 Intro
00:03:53 Opinion on Pengu token and its competitor
00:08:03 Reformatting the idea of a memecoin
00:12:32 Pudgy Penguins aren't just memes
00:16:09 Solana competitor vs Pengu
00:20:03 Impact of 30 Billion views on the GIFs on the brand
00:22:56 How does the GIFs system work?
00:25:27 GIFs working principle
00:27:13 Big brands doing SEO on GIFs
00:28:38 Non-crypto people using Pudgy GIFs
00:31:59 Physical Products of Pudgy Penguins
00:36:50 Other components of expanding the brand
00:38:56 How big is the conglomerate?
00:39:26 Choosing Solana L1 over L2
00:45:27 Where does Base stand in the algorithm?
00:51:26 Some thoughts on Ethereum's current state
00:55:32 Abstract Chains
01:02:58 Pudgy Penguins' relation with Abstract Chains
01:04:18 Closing & Disclaimers

------
RESOURCES

Luca Netz
https://x.com/LucaNetz 

Pudgy Penguins
https://pudgypenguins.com/  

------
Not financial or tax advice. See our investment disclosures here:
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Joining us this week is Haseeb Qureshi who is here to help walk us through this week?s Weekly Rollup. We cover the major shift in the U.S. government?s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI?s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia?s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job?back at MIT.

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https://bankless.cc/Mantle 

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?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

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

00:02:10 NVDA and Deepseek Selloff
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html 

00:08:26 Why It Sold Off
https://x.com/DavidSacks/status/1883935713877782884 

00:10:56 Markets
00:12:28 Why is The Vibe So Off?
https://x.com/intocryptoverse/status/1884408180014186958?s=46 

00:16:53 Bitwise Files For Doge ETF
https://x.com/EricBalchunas/status/1884349554256142735 

00:21:01 Powell On Cutting Rates
https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html 
https://x.com/WatcherGuru/status/1884699251860553789 

00:24:30 US Strategic Crypto Reserve?
https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/ 
https://x.com/Geiger_Capital/status/1882534611693211932 

00:29:21 Czech And Norway Invest In BTC 
https://x.com/DavidFBailey/status/1884491705841508708 
https://x.com/BitcoinMagazine/status/1884901420677386243 

00:33:28 SAB121 Repeal
https://x.com/hesterpeirce/status/1882562977985114185?s=46 
https://x.com/saylor/status/1882565582870270241?s=46 

00:37:02 New Treasury Secretary
https://x.com/USTreasury/status/1884377788263633262 

00:38:48 Gary Returns To MIT
https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management 

00:44:01 Venice AI Token Launch
https://x.com/AskVenice/status/1883925135825990091 
https://x.com/ErikVoorhees/status/1883992467151663415 
https://x.com/CoinbaseAssets/status/1884041161708356000 
https://x.com/TrustlessState/status/1884320943008538781 

00:49:08 Abstract Chain Mainnet Launch
https://x.com/AbstractChain/status/1883939915169423777 
https://x.com/pudgypenguins/status/1884708668366545143 

00:50:33 Symbiotic
https://x.com/symbioticfi/status/1884266642416492713 

00:52:48 TRUMP Token, Good And Bad
https://x.com/hosseeb/status/1883466906080088478?s=46 
https://x.com/Jesseeckel/status/1884615422521020626 

00:58:02 TRUMP Is A Celeb Coin
https://www.bloomberg.com/news/articles/2025-01-28/trump-s-memecoin-can-now-be-used-to-buy-watches-and-sneakers 

01:03:45 Haseeb?s Podcast And Parting Advice
 
------
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Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI?s dominance, nudged Nvidia?s stock, and sparked a fresh ?arms race? in crypto AI. Meanwhile, Trump?s massive AI funding pledge and Solana?s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC?s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China?s fast breakthroughs and America?s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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------
TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled 
https://en.wikipedia.org/wiki/Jevons_paradox 

24:32 OpenAI & Perplexity Agent Products 
https://x.com/OpenAI/status/1882509286439637448 
https://x.com/perplexity_ai/status/1882466239123255686  
https://x.com/sama/status/1884066337103962416   

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA! 
https://x.com/virtuals_io/status/1883107553183162507 
https://x.com/state_of_mika/status/1883107601183048078 
https://x.com/vaderresearch/status/1883597990830731678 
https://www.lookonchain.com/articles/1035  

53:01 AIXBT is becoming a product 
https://x.com/aixbt_terminal/status/1882755705586982969 

56:01 VeniceAI launches a token that pays for your agent?s expenses
https://x.com/askvenice/status/1883925135825990091 
https://x.com/iampaulgrewal/status/1884051994324947001 

1:03:13 Griffain now has a Shopify integration for their agents
https://x.com/griffaindotcom/status/1883230795764322328 

1:05:22 ARC partnered with Solana 
https://x.com/arcdotfun/status/1884325639047819476 

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand? 
https://x.com/shawmakesmagic/status/1883124194013319340 
https://x.com/shawmakesmagic/status/1884376511391674742 

1:08:45 What is Ejaaz paying attention to? 

1:10:02 Closing & Disclaimers 

------
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China?s new DeepSeek AI model, which reportedly matches GPT-4?s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia?s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek?s efficiency gains aren?t the only story, as his viral 12,000-word article ?The Short Case for Nvidia Stock? also catalyzed the market?s panic. In this episode, we explore how these converging factors could unbundle Nvidia?s once-unassailable lead and drastically reshape AI compute economics.

Jeff's Article:  https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Jeff on X: https://x.com/doodlestein 

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------
TIMESTAMPS
00:00 Start
05:20 Intro To Jeff
07:27 The Issue With DeepSeek
16:00 Inference Compute Explained
24:51 Nvidia's Competition
29:14 DeepSeek's Impact On Valuations
36:46 Criticism Around Jeff's Thesis
44:17 DeepSeek's 45x Upgrade
51:30 The Transformer Explained
01:03:15 Why Is Everyone Shocked?
01:12:07 Synthetic Data
01:21:30 Why Jeff's Article Went Viral

------
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In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman?s vision of ?super agency,? We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

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------
TIMESTAMPS

00:00:00 Intro
00:09:10 Is superagency a superpower?
00:11:09 How to identify a humanoid AI agent?
00:13:28 Which people will get this AI superpower?
00:17:22 Propagation of AI
00:18:47 AI religions
00:24:31 Zoomers are e/acc?
00:25:56 Thoughts on Gloomers
00:29:09 Mainframe computers' relation with today's AI
00:37:03 Negative and positive impacts of AI
00:50:28 Benefits of AI to the average citizen
00:52:58 What if AI misuses/sells our data?
00:59:31 How AI will deliver value worth millions
01:02:17 Why innovation is safety
01:05:59 AI choices shaping our freedom?
01:10:07 America?s approach towards AI
01:12:27 Is AI overhyped?
01:14:05 Closing & Disclaimers

------
RESOURCES

Reid Hoffman
https://x.com/reidhoffman  

Blitzscaling
https://www.blitzscaling.com/  

Super Agency
https://www.superagency.ai/  

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

In this week?s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump?s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares ?wartime mode? amidst leadership restructuring. We also dive into Solana?s soaring ecosystem, BlackRock?s massive Bitcoin buys, and the SEC?s shakeup with new pro-crypto initiatives. It?s a week of big moves, bigger drama, and major market shifts!

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https://bankless.cc/Mantle 

?CELO | BUILD TOGETHER AND PROSPER
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?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin 

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------
TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:30 Markets
https://farside.co.uk/?p=1518 
https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 
https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B 

00:06:08 ETF Flows
https://farside.co.uk/?p=1518 
https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 

00:11:19 Trump Memecoin
https://x.com/realdonaldtrump/status/1880446012168249386 

00:14:10 Melania Token
https://x.com/MELANIATRUMP/status/1881087523847593995 

00:20:53 World Liberty Financial Bids
https://x.com/worldlibertyfi/status/1881457386671464804 

00:26:06 Ross Ulbricht Freed
https://x.com/WatcherGuru/status/1881932492170760674 

00:31:08 Politics and Agencies
https://x.com/DegenerateNews/status/1881760858508062898 
https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025 

00:35:53 Brian Armstrong Expectations
https://x.com/AltcoinDailyio/status/1880348843772113061 

00:40:15 Trump Effect Kicking In
https://x.com/BitcoinMagazine/status/1880299698038493400 
https://x.com/Cointelegraph/status/1881688751602286740 

00:47:35 What?s Going On In The EF?
https://x.com/vitalikbuterin/status/1880635379771904423 
https://x.com/VitalikButerin/status/1880723497393201460 

00:56:19 EF Leadership Drama
https://x.com/dannyryan/status/1879705279761178690 
https://x.com/VitalikButerin/status/1881680518934384676 

01:06:37 SEC Charges Digital Currency Group
https://x.com/tier10k/status/1880299710495486365 

01:07:25 Circle Introduces USDC Paymaster
https://x.com/circle/status/1882428077537386502 

01:07:41 Phantom Raised $150M Series C
https://x.com/phantom/status/1880018917068009527 

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

Ejaaz is back with David to unpack the whirlwind effects of President Trump?s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI?backed by OpenAI and SoftBank?has everyone on edge about how crypto?s AI agent economy might ride this newfound momentum.

On the protocol front, Arc?s Rake framework and AI16z?s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.

From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier?and more exciting?by the day. Buckle up as the AI agent revolution continues to redefine what ?on-chain? can really mean. Ready for the ride?

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin 

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-----
TIMESTAMPS & RESOURCES

0:00 Intro

0:50 Trump?s Memecoin & $MELANIA
https://x.com/cryptopunk7213/status/1880974772990832780  
https://x.com/DiamondHandsDig/status/1880979832445780107  

13:52 The Stargate Project?$500B AI U.S. Investment & OpenAI Agents
https://x.com/OpenAI/status/1881830103858172059
https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents 

23:09 Virtuals goes multi-framework
https://x.com/virtuals_io/status/1881340149503857151 
https://x.com/NickDGarcia/status/1880275667809374597  

30:54 Indie.fun 
https://x.com/indiedotfun/status/1879518209293918434 

36:16 First AI Agent DOTA2 Stream
https://x.com/ethermage/status/1879900384019517522 

38:39 Agent tank demo of agent performing TA on a chart
https://x.com/AgentTankLive/status/1881786054593925159  

42:22 Ai16z demo day 
https://x.com/0xwitchy/status/1880244340561441238 

46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph 
https://x.com/LiquidLizard_/status/1880068692261675228 

1:00:20 AI Agent Playground Grows
https://x.com/nifty_island/status/1880258049149128749 

1:03:19 Closing & Disclaimers

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

Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.

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

------
BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin 

-----
TIMESTAMPS

00:00 Inaugration Recap
04:23 Ross Ulbricht Is Free
20:42 TRUMP Token Launch
37:27 The Crypto Ball
44:00 Pro Crypto SEC
50:05 Tornado Cash Updates

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

In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.

------
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BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin 

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------
TIMESTAMPS

00:00:00 Intro
00:06:59 Role of Market Modernizer
00:09:12 Blockchains and ETFs Future
00:12:54 "Blackrock" Blockchain?
00:16:09 ETF Progress Check
00:19:22 Bitcoin & Ether ETFs Updates
00:24:08 Blackrock on Cryptos/ETPs
00:27:47 Blackrock's Research Audience
00:29:26 2025 ETF Predictions
00:33:21 Blackrock's Effect on Options
00:36:06 Options Unlock Opportunities
00:40:28 "Price is Best Marketing"
00:42:42 Upgrading ETF Protocols
00:44:49 Blackrock?s Other ETFs Plan
00:54:11 New Administration Impact
00:58:11 Blackrock's 2025 Outlook
01:00:30 Digital Assets & ETF Teams
01:03:33 Samara's Next Guest
01:05:55 Samara on 2025 Excitement
01:09:02 Closing & Disclaimers

------
RESOURCES

Samara Cohen
https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/ 

Black Rock Research Paper
https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies  

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

This week?s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump?s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC?s case against Elon Musk. We also explore Sony?s controversial L2 launch and Tether?s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase. 

------
? 0x | Start building with 0x v2
https://bankless.cc/0x 
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BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

?RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin 

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

00:00:00 Start

00:02:34 Markets
https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c 
https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html 
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html 

00:11:45 Strong Jobs Report
https://imgur.com/MxHgOOe

00:18:28 SEC Sues Elon Musk
https://x.com/WatcherGuru/status/1879305674594865284 
https://x.com/elonmusk/status/1879322286291054653 
https://x.com/GOPMajorityWhip/status/1879319142303498579 
https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification 

00:29:26 3 Days Until Trump Takes Office
https://x.com/Polymarket/status/1879957585748734158 
https://blockworks.co/news/trump-assembles-2025-cabinet 
https://x.com/QuintenFrancois/status/1879093846493012042 

00:36:24 What If Kamala Won?
https://x.com/BillHughesDC/status/1877740571831193697 
https://x.com/katiebiber/status/1877783826442723365 

00:41:59 Sony Launches ETH L2
https://soneium.org/en/blog/soneium-mainnet-is-live  
https://x.com/a1lon9/status/1879038646231429332 
https://x.com/0xKawz/status/1879032105767928026 
https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19 
https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/VitalikButerin/status/1879560670150017068 

00:51:30 Coinbase uses Morpho for Bitcoin Loans
https://x.com/coinbase/status/1879902780564951530 
https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin 

00:53:58 Aevo Moves To EigenDA
https://x.com/aevoxyz/status/1879728286093479947 

00:56:22 Veil.Cash Uses Coinbase
https://x.com/Veildotcash/status/1877827571926053220 

01:03:05 An Update From RSA
https://blockworks.co/news/berachain-pre-launch-liquidity 
https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/ 

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

Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto?s cutting edge. They uncover how Arc?s multi-chain approach and Ai16z?s Eliza framework are igniting a fresh wave of DeFAI innovation?everything from clever Twitter agents to more autonomous protocols.

They dive into Virtuals? relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI?s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled volatility of this fast-growing sector.

Whether it?s DeFi revamps, multi-chain expansions, or full-blown AI-driven games, this episode outlines the major trends shaping crypto and AI?s convergent future. Ready for the ride?

Further DAO Drama Conext 
https://x.com/TrustlessState/status/1878538551668736415

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BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

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------
TIMESTAMPS & RESOURCES

0:00 Intro
0:22 Last Week?s DAO Drama 
9:14 Last 7 Days of AI Action & Themes 
https://cookie.fun/  
13:36 AI Mindshare DeFAI
https://x.com/0xNairolf/status/1878692478230118835 
19:00 Franklin Templeton AI Agent Report 
https://x.com/s4mmyeth/status/1879256605386019262 
23:33 Arc Announcements & Why Arc? 
https://x.com/arcdotfun/status/1879189754685636997  
https://x.com/arcdotfun/status/1878848384821256329  
https://x.com/0thTachi/status/1878921893236875296 
https://x.com/arcdotfun/status/1879213739234463883 
32:08 Ai16z: sink or swim?
https://x.com/linfluence/status/1878827828600283622  
https://x.com/shawmakesmagic/status/1879030956985819248 
https://x.com/cryptopunk7213/status/1879258434685554951  
https://x.com/ai16znews/status/1879059702996402353 
https://x.com/0xCygaar/status/1874575841763770492  
46:22 aixbt & Virtuals Announcements 
https://x.com/punk3600/status/1879316988381569159  
https://x.com/Zeneca/status/1879331488166207517  
https://x.com/S4mmyEth/status/1877051696037142678 
https://x.com/virtuals_io/status/1879474995333939356 
https://x.com/midoji7/status/1879484571273581032  
https://x.com/ethermage/status/1876306411896144195 
1:00:25 $Ava & Pippin 
https://x.com/Pankekkeku/status/1878362793281261861 
https://x.com/tong0x/status/1878973798814503272 
https://x.com/lordofafew/status/1879013041892933648 
https://x.com/dv_memetics/status/1879027812285469101 
1:03:24 Closing & Disclaimers 
  
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures 

Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier.

------
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BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

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------
TIMESTAMPS

0:00 Intro
6:50 Google Willow Chip
11:58 How is Quantum Computing Accelerating?
19:27 Quantum vs Classical Computers
40:18 Why are Quantum Computers so weird?
46:18 Quantum Computing & Cryptography
52:53 What will Break Cryptography
54:45 Time Horizons
1:03:14 Accounts Getting Hacked
1:13:23 The Bitcoin Case
1:24:10 Quantum Money
1:29:44 The Ethereum Case
1:35:00 Closing Thoughts
1:36:24 Debrief with Justin Drake

------
RESOURCES

Scott Aaronson
https://www.scottaaronson.com/  

Justin Drake
https://x.com/drakefjustin  

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

Ryan and David return for another Weekly Rollup, tackling the question everyone?s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta?s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale?can Trump step in to save America?s strategic BTC stash? Buckle up; 2025 isn?t slowing down. You ready anon?

------
?The Rodman Law Group | Best Crypto Law Firm 
https://bankless.cc/RodmanLaw 

------
BANKLESS SPONSOR TOOLS:

?FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax  

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty  

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

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

?CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo  

------
? Mint the episode on Zora ?
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14  

------
TIMESTAMPS & RESOURCES

0:00 California Wildfires
https://x.com/white_lenka/status/1876973806817775719   
https://x.com/babybeginner/status/1876872061265523155/video/1  
https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com  
mamboitaliano__/status/1876923670540501349/video/1    
https://x.com/0xngmi/status/1877229902065283198  

6:10 MARKETS 
https://x.com/saylor/status/1876253178100117907  

7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin
https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17  
https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin  

10:57 Markets Cont. 
https://www.tradingview.com/symbols/AMEX-SPY/  
https://companiesmarketcap.com/assets-by-market-cap/  

15:15 Movers of the Week
https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching  

18:21 Arbitrum is close to gain another green L2BEAT pie slice
https://x.com/sgoldfed/status/1876417832948523464 
https://l2beat.com/scaling/projects/arbitrum  

21:01 Succinct - zkEVMs on Superchain! First one!
https://x.com/pumatheuma/status/1877070524783931515  

25:05 Is the bull market over - how long will continue?
https://mirror.xyz/kain.eth/Pa7XlhwUD-p 
https://x.com/cburniske/status/1877043358956134826  

35:39 Are AI Agents the Meta for the rest of the bull?
https://x.com/MessariCrypto/status/1874160250812825703/photo/1  
https://www.cookie.fun/  
https://x.com/RaoulGMI/status/1874934417032192325  
https://x.com/Dogetoshi/status/1877381299612086691  
https://x.com/askthehive_ai/status/1876730899695362452 
https://x.com/blocknewsdotcom/status/1875280354640265524  

49:05 Operation Choke Point 2.0?another general in the anti-crypto army out
https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf  
https://x.com/SenLummis/status/1876346748744167924 
https://x.com/EconWithNick/status/1876272018821439670  
https://x.com/DavidSacks/status/1865199683087245405  

55:29 Meta is now pro-free speech platform - Political wind change in DC + SV
https://x.com/BasedBeffJezos/status/1876602383754789079   
https://x.com/lindayaX/status/1876612826456019145  
https://x.com/elonmusk/status/1876657662068461657  
https://www.bbc.com/news/articles/c8j9e1x9z2xo  
https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/  

1:00:14 Will Canada get a pro-crypto leader too? 
https://x.com/WatcherGuru/status/1876299232887607433  

1:01:47 Do Kwon arrived to the US and pleaded not guilty 
https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty  

1:04:30 Meme of the Week
https://x.com/dolos_diary/status/1877311858492977642  

1:06:47 Closing & Disclaimers 

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

Welcome back to The AI Rollup where we're diving into the intersection of AI and crypto, exploring the rise of autonomous AI agents and their impact on DeFi, gaming, and beyond. From groundbreaking tools like agent engines that simplify complex DeFi tasks to emerging trends like AI x Gaming, we?re at the forefront of innovation in this rapidly evolving space. Join us as we discuss the hottest AI crypto trends of 2025.

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BANKLESS SPONSOR TOOLS:

? FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax 

?UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty 

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

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

TIMESTAMPS & RESOURCES
00:00:00 Intro

00:02:31 What's The Big Deal?

00:06:03 Utility Tools To Use
https://www.cookie.fun/ 
https://kaito.ai/

00:09:19 Evaluating AI Agents

00:12:18 Is This a Cycle Play?

00:20:55 Goals For Q2 + Q3

00:28:38 AI Mindshare
https://x.com/0xnairolf/status/1875950819553735118?s=46 
https://yaps.kaito.ai/ 

00:37:00 Agent Threatens ThreadGuy
https://x.com/notthreadguy/status/1876811933950562572?s=46 

00:42:51 DeFAI

00:49:09 Agent Engines
https://x.com/tonyplasencia3/status/1876508717002477808?s=46 
https://x.com/askthehive_ai/status/1876730899695362452?s=46 
https://x.com/blocknewsdotcom/status/1875280354640265524?s=46 
https://x.com/pastagotsauce/status/1875331242151043161 
https://x.com/templecrash/status/1875955040642298294?s=46 
https://x.com/wheatiessol/status/1873727022427701355?s=46 

01:00:51 AI x Gaming
https://hyperfy.io/ 
https://x.com/AshConnell/status/1803043078972096858 
https://x.com/hyperfy_io/status/1876054106168865092 
https://x.com/dankvr/status/1876139835834208412 
https://x.com/arcagents/status/1876445978808721819?s=46 
https://x.com/kieranwarwick/status/1876630731860177233?s=46 

01:18:50 Agents Are Not Just LLM Wrappers
https://x.com/0xCygaar/status/1875610062804099203 

01:24:35 Arc.Fun
https://x.com/0thTachi/status/1876356585947369576 

01:28:42 Bully
https://x.com/dolos_diary
https://x.com/khouuba/status/1874968951249342962?s=46 

01:32:06 Vvaifu
https://x.com/vvaifudotfun/status/1875256458834800757?s=46 

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

David and Ejaaz are joined by Jeffy and Tint, creators of Zerebro?an autonomous AI agent that composes rap tracks, launches NFTs, and even minted its own token by hijacking Jeffy?s computer. This on chain sensation transcends mere GPT wrappers, forging a bold new path for AI in crypto.

How does an AI manage cross-chain finances, get deplatformed by Spotify, and still power a no-code framework for agent creation? We explore Zerebro?s role in reshaping digital commerce and creativity, and what it means for the future of decentralized intelligence.

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?https://bankless.cc/Arbitrum 

?MANTLE | MODULAR LAYER 2 NETWORK
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?CELO | BUILD TOGETHER AND PROSPER
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------
TIMESTAMPS

0:00 Intro
5:10 How Zerebro Came To Be
7:38 2026 Agent Impact Predictions 
12:42 Zerebro?s Unique Value Prop
17:30 Zerebro?s Cross-Chain Strategy 
22:54 Zerebro?s Life Roadmap & Timeline 
30:39 What is Zerebro? Full Explanation 
33:39 Why AI Swarms Are Important
34:56 $ZEREBRO Backstory & Utility 
46:47 How to Give AI Agents Goals
49:06 What Are Zerebro?s Goals? Scaling? 
53:33 Open vs. Closed Source? & Competition 
59:06 End of 2025 Predictions 
1:03:50 AI Agents Breaking Away From Crypto?
1:09:04 Closing & Disclaimers   

------
RESOURCES

Jeffy Yu
https://x.com/jyu_eth 

Tint
https://x.com/tintsion 

Zerebro
https://x.com/0xzerebro 

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

Do you think you?ve got what it takes to become a founder in crypto?

On the show today we?ve got 8 of crypto?s most famous and successful builders in crypto, each with about 15 minutes in time, giving you the wisdom they gained founding their own companies.

We?re joined by Jesse Pollack from Base, Jeremy Allaire from Circle, Anatoly from Solana, Stani from Aave, Kain from Synthetix, Mike & Jason from Blockworks, Kevin Owocki from Gitcoin and Lucas from Jito. Each one with their own perspectives, their own scars and hopefully by listening to this episode, you, the listener, can learn from their experiences to gain the confidence you need to venture into this world.

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

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https://bankless.cc/Mantle 

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

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------
TIMESTAMPS

0:00 Intro
2:52 Jesse Pollack - Base
15:45 Jeremy Allaire - Circle
34:53 Anatoly Yakovenko - Solana
51:00 Stani Kulechove - Aave
1:07:48 Kain Warwick - Synthetix
1:27:06 Mike & Yano - Blockworks
1:44:16 Kevin Owocki - Gitcoin
1:59:19 Lucas Bruder - Jito

------
RESOURCES

Jesse Pollack - Base
https://x.com/jessepollak  

Jeremy Allaire - Circle
https://x.com/jerallaire  

Anatoly Yakovenko - Solana
https://x.com/aeyakovenko  

Stani Kulechove - Aave
https://x.com/StaniKulechov  

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

Jason Yanowitz - Blockworks
https://x.com/jasonyanowitz  

Mike Ippolito - Blockworks
https://x.com/MikeIppolito_  

Kevin Owocki - Gitcoin
https://x.com/owocki  

Onchain Capital Allocation Handbook 
https://allobook.gitcoin.co/  

Lucas Bruder - Jito
https://www.linkedin.com/in/lucasbruder/  

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

This week?s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS?s rule to KYC all ?DeFi brokers? by 2027, while Ethereum?s ?blobs? dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon?s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! ? Don?t miss our market updates and insights on what?s next for Ethereum this year.

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?The Rodman Law Group | Best Crypto Law Firm 
https://bankless.cc/RodmanLaw

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

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

? CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo 

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------
TIMESTAMPS & RESOURCES
00:00 Welcome To 2025

04:42 MARKETS
https://farside.co.uk/?p=1518 

05:55 ETF Flows
https://x.com/Cointelegraph/status/1874342291114008989 
https://x.com/nategeraci/status/1872415447276257654 

10:07 Movers Of The Week
https://imgur.com/poIQakM 
https://x.com/_kaitoai/status/1874830476189565343 

12:40 L2 Update
https://imgur.com/EC5mjnT 
https://imgur.com/BsK26dr 
https://x.com/smyyguy/status/1873928354661085362 

15:57 Blobs Are Burning
https://imgur.com/BsK26dr
https://x.com/smyyguy/status/1873928354661085362 

17:13 Record DEX Volume
https://defillama.com/dexs 

21:11 10 Predictions for 2025
https://x.com/pythianism/status/1869522809212543204 
https://x.com/EffortCapital/status/1873192369891533193 
https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook 
https://x.com/MikeIppolito_/status/1870938936144761211 
https://x.com/galaxyhq/status/1874843463293849712 
https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA 
https://x.com/shaughnessy119/status/1867675171487986086?s=46 
https://x.com/cryptopunk7213/status/1874101935353041056?s=46 
https://avc.xyz/what-will-happen-in-2025-1 
https://x.com/RyanSAdams/status/1874173947731992810 

38:28 New IRS KYC Rules
https://home.treasury.gov/news/press-releases/jy2762 
https://gordonlaw.com/learn/1099-da-revised-draft/ 
https://x.com/lex_node/status/1872649212804104254 
https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/ 
https://x.com/TheCryptoCPA/status/1872714549243023830 
https://x.com/fund_defi/status/1872694713108545576 
https://x.com/KMSmithDC/status/1872869271660818887 
https://x.com/jchervinsky/status/1873029020478292346 
https://x.com/jchervinsky/status/1873746395137773816 

47:30 Ethereum Expectations In 2025
https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE 

50:37 Microstrategy Accelerates
https://x.com/BitcoinNewsCom/status/1871333716511097151 

51:37 Do Kwon?s Extradition
https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us 

53:05 Vitalik Adopts Moo Deng
https://x.com/KhaokheowZoo/status/1872151683700248587 

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

Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025. 

They explore how frameworks like Ai16z?s Eliza are accelerating multi-chain agent deployment, why Zerebro?s creative moves are redefining cultural impact, and how Virtuals? relentless shipping is driving explosive onchain fee generation. 

From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025?s craziness? 

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

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

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

0:00 Intro
3:09 Why Agents Are a Big Deal?
https://x.com/defi_monk/status/1874224438146982283  
12:19 Truth Terminal Christmas Album
https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA 
14:06 Agentic Dashboard & Meta 
https://www.cookie.fun/en/agent/virtual  
https://x.com/thedefivillain/status/1873857259337638091 
19:49 AI Agent Fundamentals
https://x.com/thehiddenmaze/status/1872041324876374024 
26:13 ai16z Eliza Framework
https://x.com/grantblocmates/status/1870387631978406330  
https://x.com/m4t_nft/status/1873789231371317355  
https://x.com/kelxyz_/status/1873914011701698784  
https://x.com/cryptopunk7213/status/1872809091799875592  
https://www.coingecko.com/en/coins/ai16z 
https://x.com/0xwitchy/status/1870752358386536610  
https://x.com/jarrodWattsDev/status/1871532146697126238 
50:52 Zerebro 
https://x.com/tintsion/status/1871385480480362610  
https://x.com/jyu_eth/status/1873547159993487699  
https://x.com/tintsion/status/1870333388105863552  
https://x.com/tintsion/status/1869812792091611325  
https://x.com/tintsion/status/1869910983604306107 
https://x.com/tintsion/status/1874319644703490074 
1:03:59 Virtuals 
https://x.com/s4mmyeth/status/1873012044787794083 
https://x.com/ethermage/status/1871456186408866298 
https://x.com/jdhyper/status/1872673166969171994 
https://x.com/smyyguy/status/1873757142550999083 
https://x.com/ethermage/status/1873665044145459442 
https://x.com/storyprotocol/status/1870152680045215759 
https://x.com/blknoiz06/status/1873215635662225700 
1:16:43 Vader Investment DAO
https://x.com/vaderresearch/status/1870114485069119888 
https://x.com/VaderResearch/status/1873055088727744827  
1:18:26 T1 Exchange Listings? 
https://x.com/s4mmyeth/status/1871148044194095400 
1:22:04 Closing & Disclaimers 
 
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures 

How do politics shape Bitcoin?s future? Can the U.S. adopt Bitcoin as a strategic reserve asset?
Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street?s growing embrace of Bitcoin and its implications for the global economy.
With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.

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------
TIMESTAMPS

0:00 Intro
5:30 Election takes
12:14 Why Harris lost the election
16:00 Did democrats learn their lessons?
23:42 Strategic Bitcoin Reserve?
26:38 US Dollar backed by Bitcoin?
30:54 US China Crypto race
37:56 Wall Street & Crypto
49:24 Paul Tudor Jones Story
51:45 Bitcoin's Price prediction for
53:35 Other Crypto Assets 
54:26 Thoughts on Ether
54:47 The Book's target audience
57:23 Thoughts on Microstrategy
1:00:42 Hedging Advice
1:03:20 Closing & Disclosure

------
RESOURCES

Anthony Scaramucci
https://x.com/Scaramucci  

The Little Book of Bitcoin
https://www.amazon.com/dp/1394286643  

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