Episodes
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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!
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📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho
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BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
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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🎮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
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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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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
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TIMESTAMPS & RESOURCES0:00 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/188974377708836090922:48 Andrej Karpathy
https://x.com/karpathy
https://x.com/hyperbolic_labs/status/188722911476935901322:58 Replit comes out with a mobile app
https://x.com/Replit/status/1887159041455169683
https://x.com/karpathy/status/188619218480814938333:12 X (Twitter) is getting involved in agents
https://x.com/ethermage/status/188752632048747332637:24 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/188762029072705973151:17 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/188933196391772999359:03 AIXBT holders can now connect X account = richer agent interactions
https://x.com/aixbt_terminal/status/18873558179572044341:02:46 Ai16z (ElizaOS): a brutally raw take
https://x.com/CryptoStreamHub/status/18874359273097219921:07:57 What Ejaaz focused on this upcoming week
1:08:59 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
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Missing episodes?
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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.
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📣 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------
RESOURCESSmokey - https://x.com/smokeythebera
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Not financial or tax advice. See our investment disclosures here:
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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!
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📣 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------
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TIMESTAMPS0:00 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------
RESOURCESHayden Adams
https://x.com/haydenzadamsUnichain
https://unichain.org/------
Not financial or tax advice. See our investment disclosures here:
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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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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
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TIMESTAMPS0:00 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------
RESOURCESLyn Alden
https://x.com/LynAldenContactLyn Alden Newsletter
https://www.lynalden.com/------
Not financial or tax advice. See our investment disclosures here:
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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
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📣 MORPHO | GO-TO LENDING INFRASTRUCTURE
https://bankless.cc/Morpho------
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | BUG BOUNTY PROGRAM
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐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
00:03:57 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:
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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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BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
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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------
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TIMESTAMPS & RESOURCES0:00 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/188675610292826974815:13 Fair-Launch Tokens Good or Bad?
https://x.com/shawmakesmagic/status/188682969534316149425:30 Virtuals Nation Fiscal Policy
https://x.com/virtuals_io/status/1884938359573000665
https://x.com/vaderresearch/status/188531115027722264135:10 Coinbase Hackathon
https://x.com/CoinbaseDev/status/188646870168963100642:54 OpenAI’s Deep Research Agent
https://x.com/sama/status/1886220046864671067
https://x.com/Felipe_Millon/status/188620543346917819150:52 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/18868806940197889731:04:18 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/18864669412689758111:11:22 Reflection of 10 Weeks of AI Rollup
1:12:37 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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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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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------
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TIMESTAMPS0:00 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------
RESOURCESJeff Park
https://x.com/dgt10011Jeff 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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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------
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TIMESTAMPS00:00:00 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------
RESOURCESLuca Netz
https://x.com/LucaNetzPudgy 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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TIMESTAMPS & RESOURCES
00:00:00 Start00:02:10 NVDA and Deepseek Selloff
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html00:08:26 Why It Sold Off
https://x.com/DavidSacks/status/188393571387778288400:10:56 Markets
00:12:28 Why is The Vibe So Off?
https://x.com/intocryptoverse/status/1884408180014186958?s=4600:16:53 Bitwise Files For Doge ETF
https://x.com/EricBalchunas/status/188434955425614273500:21:01 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/188469925186055378900:24:30 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/188253461169321193200:29:21 Czech And Norway Invest In BTC
https://x.com/DavidFBailey/status/1884491705841508708
https://x.com/BitcoinMagazine/status/188490142067738624300:33:28 SAB121 Repeal
https://x.com/hesterpeirce/status/1882562977985114185?s=46
https://x.com/saylor/status/1882565582870270241?s=4600:37:02 New Treasury Secretary
https://x.com/USTreasury/status/188437778826363326200:38:48 Gary Returns To MIT
https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management00:44:01 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/188432094300853878100:49:08 Abstract Chain Mainnet Launch
https://x.com/AbstractChain/status/1883939915169423777
https://x.com/pudgypenguins/status/188470866836654514300:50:33 Symbiotic
https://x.com/symbioticfi/status/188426664241649271300:52:48 TRUMP Token, Good And Bad
https://x.com/hosseeb/status/1883466906080088478?s=46
https://x.com/Jesseeckel/status/188461542252102062600:58:02 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-sneakers01:03:45 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 & RESOURCES0:00 China & DeepSeek
12:43 Why Markets Rattled
https://en.wikipedia.org/wiki/Jevons_paradox24:32 OpenAI & Perplexity Agent Products
https://x.com/OpenAI/status/1882509286439637448
https://x.com/perplexity_ai/status/1882466239123255686
https://x.com/sama/status/188406633710396241634:12 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/103553:01 AIXBT is becoming a product
https://x.com/aixbt_terminal/status/188275570558698296956:01 VeniceAI launches a token that pays for your agent’s expenses
https://x.com/askvenice/status/1883925135825990091
https://x.com/iampaulgrewal/status/18840519943249470011:03:13 Griffain now has a Shopify integration for their agents
https://x.com/griffaindotcom/status/18832307957643223281:05:22 ARC partnered with Solana
https://x.com/arcdotfun/status/18843256390478194761:06:36 Ai16z $10M x Jupiter Fund & Rebrand?
https://x.com/shawmakesmagic/status/1883124194013319340
https://x.com/shawmakesmagic/status/18843765113916747421:08:45 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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TIMESTAMPS00:00:00 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------
RESOURCESReid Hoffman
https://x.com/reidhoffmanBlitzscaling
https://www.blitzscaling.com/Super Agency
https://www.superagency.ai/------
Not financial or tax advice. See our investment disclosures here:
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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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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------
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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?
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TIMESTAMPS & RESOURCES0:00 Intro
0:50 Trump’s Memecoin & $MELANIA
https://x.com/cryptopunk7213/status/1880974772990832780
https://x.com/DiamondHandsDig/status/188097983244578010713:52 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-agents23:09 Virtuals goes multi-framework
https://x.com/virtuals_io/status/1881340149503857151
https://x.com/NickDGarcia/status/188027566780937459730:54 Indie.fun
https://x.com/indiedotfun/status/187951820929391843436:16 First AI Agent DOTA2 Stream
https://x.com/ethermage/status/187990038401951752238:39 Agent tank demo of agent performing TA on a chart
https://x.com/AgentTankLive/status/188178605459392515942:22 Ai16z demo day
https://x.com/0xwitchy/status/188024434056144123846:44 ARC announces initial agent projects launching on its framework RIG, soulgraph
https://x.com/LiquidLizard_/status/18800686922616752281:00:20 AI Agent Playground Grows
https://x.com/nifty_island/status/18802580491491287491:03:19 Closing & Disclaimers
------
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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
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TIMESTAMPS00:00 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------
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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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TIMESTAMPS00:00:00 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------
RESOURCESSamara Cohen
https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/Black Rock Research Paper
https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies------
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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.
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TIMESTAMPS & RESOURCES00:00:00 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-.html00:11:45 Strong Jobs Report
https://imgur.com/MxHgOOe00:18:28 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-classification00:29:26 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/187909384649301204200:36:24 What If Kamala Won?
https://x.com/BillHughesDC/status/1877740571831193697
https://x.com/katiebiber/status/187778382644272336500:41:59 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/187956067015001706800:51:30 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-bitcoin00:53:58 Aevo Moves To EigenDA
https://x.com/aevoxyz/status/187972828609347994700:56:22 Veil.Cash Uses Coinbase
https://x.com/Veildotcash/status/187782757192605322001:03:05 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 & RESOURCES0:00 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
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Not financial or tax advice. See our investment disclosures here:
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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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TIMESTAMPS0:00 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------
RESOURCESScott 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 - Show more
