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  • Bitcoin keeps going higher… What about Ethereum?

    On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI?

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    ------
    TIMESTAMPS & RESOURCES

    0:00 Intro

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  • Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.

    Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.

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    ------
    TIMESTAMPS

    0:00 Intro
    7:11 The AI Agent Story
    20:27 Are AI Agents a Fad?
    26:33 Smarter More Personalized Models
    31:30 What Could Go Wrong?
    34:49 Crypto & AI Relation
    40:04 How to Invest in AI Agents
    50:36 AI Agents Are the Crypto Natives
    1:02:05 Crypto AI Isn’t Going Away
    1:09:30 Are AI Agents Real Yet?
    1:14:17 Crypto AI Layers
    1:26:09 Open Source’s Importance & Stacks
    1:37:07 Middleware & App Layers
    1:42:18 Where VCs Are Allocating
    1:48:18 Closing & Disclaimers

    ------
    RESOURCES

    Ejaaz
    https://x.com/cryptopunk7213

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

    Truth Terminal
    https://x.com/truth_terminal

    Accelerando
    https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151

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

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  • Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more!

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

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

    🤖 dYdX | UNLIMITED LAUNCHING SOON
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    ------
    TIMESTAMPS

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

    ------
    RESOURCES

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

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

  • What is Arthur Hayes buying for 2025?

    We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.

    We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.

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    ------
    TIMESTAMPS

    0:00 Intro
    5:11 Does the Election Matter?
    13:44 Where are we in the Crypto Cycle?
    17:23 Chinese Property Bubble
    33:14 Isn’t Bitcoin Illegal in China?
    37:45 Fed’s Next Move
    45:16 Politics & The Money Printer
    49:42 Arthur’s Crypto Portfolio
    50:33 ETH as Money?
    1:01:42 Is ETH Dead?
    1:02:20 Ethena
    1:03:46 Memecoins
    1:05:42 AI x Crypto
    1:09:10 War Scenario
    1:18:48 Arthur’s Advice
    1:20:28 Closing & Disclaimers

    ------
    RESOURCES

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

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

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

    With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.

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    ⚖️ ARBITRUM | SCALING ETHEREUM
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    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🦄UNISWAP | BROWSER EXTENSION
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    ------
    TIMESTAMPS & RESOURCES

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

    11:29 Polymarket’s Big Win
    https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
    https://x.com/shayne_coplan/status/1854045045806023002
    https://x.com/Polymarket/status/1854248877798674529

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

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

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

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

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

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

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

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

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

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

    52:03 Devcon
    https://lu.ma/0bpju5ic

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

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

  • Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape.
    We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.

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

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    🛞MANTLE | MODULAR LAYER 2 NETWORK
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    🦄UNISWAP | BROWSER EXTENSION
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    Not financial or tax advice. See our investment disclosures here:
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  • ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

    We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.

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    https://bankless.cc/CartesiGovernance

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

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

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

    ------
    RESOURCES

    Anthony Sassano
    https://x.com/sassal0x

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

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

  • What exactly are Based Rollups?

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

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

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

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

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

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

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    ------
    TIMESTAMPS

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

    ------
    RESOURCES

    Justin Drake
    https://x.com/drakefjustin

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

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

  • It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin.
    ------
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    https://bankless.cc/Legion
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    🪄 MAGIC EDEN | HOME OF WEB3
    https://bankless.cc/MagicEden

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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    ------
    TIMESTAMPS

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

    ------
    RESOURCES

    Matthew Stephenson
    https://x.com/stephensonhmatt

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

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

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

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

    ------

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    ------
    TIMESTAMPS

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

    ------
    RESOURCES

    Kyle Samani
    https://x.com/KyleSamani

    Max Resnick
    https://x.com/MaxResnick1

    Jill Gunter
    https://x.com/jillrgunter

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  • Optimism’s Ben Jones and Kraken’s Andrew Koller join us today to talk about Kraken’s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.

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

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    ------
    TIMESTAMPS

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

    ------
    RESOURCES

    Ink

    http://inkonchain.com

    Kraken
    https://x.com/krakenfx

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

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

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

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

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

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

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

    ------
    RESOURCES

    Omid Malekan
    https://x.com/malekanoms

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

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

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


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


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


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


    0:00 Intro


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


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


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


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


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


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


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


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


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


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


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


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


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


    1:06:29 Closing & Disclaimers


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

  • Announcing: The Bankless Summit

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

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

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

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

  • A16z’s 2024 State of Crypto Report is out!

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

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

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

    ------
    BANKLESS SPONSOR TOOLS:

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

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

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

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

    🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE
    https://0g.ai/

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

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    TIMESTAMPS

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

    ------
    RESOURCES

    A16z 2024 State of Crypto Report


    Eddy Lazzarin
    https://x.com/eddylazzarin

    Daren Matsuoka
    https://x.com/darenmatsuoka

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

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


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


    ------
    📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
    https://bankless.cc/spotify-premium
    ------
    BANKLESS SPONSOR TOOLS:


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


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


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

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

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

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

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

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


    Infinex - https://x.com/infinex_app


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

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

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

    ------
    BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

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

    ------
    TIMESTAMPS & RESOURCES

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

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