Episodes
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The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited?
Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token.
We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street.
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TIMESTAMPS & RESOURCES00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/183547353802881466706:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/183677955699845943610:55 Total MKT Cap
https://www.coingecko.com/en/global-charts11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703
https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html18:57 Cut Reactions
https://x.com/TimDuy/status/1836154346045870391
https://x.com/coinbase/status/1836470341063053572
https://x.com/RyanSAdams/status/1836795960321585388
https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/
https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/Jamie1Coutts/status/1836192104722370930
https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ
https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz27:03 Trump's Liberty Financial
https://x.com/EricTrump/status/1834322630721122521
https://x.com/worldlibertyfi/status/1835748701534404945
https://x.com/alexandergrieve/status/183600665522327590432:06 Takes On The Project
https://x.com/iamDCinvestor/status/1836006290125987860
https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q34:42 Trump Pays With Bitcoin
https://x.com/WatcherGuru/status/1836510214482284545
https://x.com/crypto_condom/status/183651209250307714636:39 Vitalik Film Premiere
https://ethereumfilm.xyz/streaming
https://x.com/EthereumFilm/status/1828192695095042429
https://x.com/TrustlessState/status/1836737714223210638
https://x.com/dimabuterin/status/1836701356565922006
https://x.com/ViktorBunin/status/1836556640734085478
https://x.com/jessepollak/status/1836607456497275028
https://x.com/jessepollak/status/1836607456497275028
https://x.com/EthereumFilm/status/183597335499549906141:36 SEC Sues Rari?
https://www.sec.gov/newsroom/press-releases/2024-138
https://x.com/dcfgod/status/183648812674492429943:03 The Flyfish Case
https://www.sec.gov/files/litigation/admin/2024/33-11305.pdf
https://x.com/HesterPeirce/status/1835757603860681141
https://x.com/FinancialCmte/status/1836124400695021654
https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=1950:41 Token 2049
https://x.com/justinsuntron/status/1836330985706918253
https://unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable/
53:36 New Zora App
https://x.com/RyanSAdams/status/183639908348274281456:19 New Fastest Rollup
https://x.com/atlasxyz/status/183388096925152497357:39 Permissionless Party
https://lu.ma/yj5pdeqe
Bankless listeners - 10% off tickets with BANKLESS10
Bankless citizens - 30% off tickets with link: https://bankless.cc/PermissionlessDiscount59:26 Moment Of Zen
https://www.youtube.com/watch?v=71DtEk1cFdg------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?We discuss all this and more with Macro Alf, one of the top minds in macro out there.
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TIMESTAMPS0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts------
RESOURCESMaro Alf
https://x.com/MacroAlfAlf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewformThe MacroCompass
https://themacrocompass.org/Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Missing episodes?
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Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD.
Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.
In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.
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🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS0:00 Intro
4:01 L1 vs. L2 Relationship
10:45 Use Cases of the L1 vs. L2s
18:56 Fastest Blockchain
20:05 Decentralization Priority
25:15 Sequencer Debate
33:06 Arbitrum x Espresso
38:02 Optimistic Rollups Capturing Ethereum Governance?
41:58 What Does Arbitrum Want From the L1
45:21 Increasing Block Times?
49:17 Arbitrum Ecosystem
52:21 How Does Stylus Work?
57:22 Web2 Devs Now Web3 Devs
1:03:02 Arbitrum’s Next 10x
1:08:17 Closing & Disclaimers------
RESOURCESSteven Goldfeder
https://x.com/sgoldfed------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
That’s right, Bankless Nation, BlackRock on the podcast today.
BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.
But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.
We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.
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TIMESTAMPS0:00 Intro
5:36 What is BlackRock?
7:33 BlackRock’s Crypto Arc
14:42 Digital Assets Team
17:01 BlackRock Bitcoin ETF
20:33 Investor Education
22:48 Narratives
24:58 Risk Management
34:04 Regulatory Environment
38:27 The Future of ETFs
42:30 Tokenization
51:00 What Needs to be Built
54:26 The State of DeFi
57:03 BlackRock’s Crypto Mission
1:00:44 Closing & Disclaimers------
RESOURCESRobbie
https://x.com/robbiemitchnickBlackrock
https://x.com/BlackRock------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go?
Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.
Plus, did we see “war mode” Vitalik this week?
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TIMESTAMPS & RESOURCES0:00 Intro
5:21 Markets
https://farside.co.uk/?p=1518
https://x.com/biancoresearch/status/1832806811088638440
https://x.com/matt_hougan/status/1833149076722081906
https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/
https://www.tradingview.c om/symbols/FRED-WALCL/
https://x.com/sonyasunkim/status/183211473232695727418:02 House lawmakers ended up divided in 1st Congressional DeFi hearing
https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354
https://x.com/fund_defi/status/1833556632027955694
https://x.com/coinage_media/status/1833593592373243915
https://x.com/NeerajKA/status/1833530974212387228
https://x.com/rohangrey/status/1833543531228762323
https://x.com/jchervinsky/status/183355701702345952627:29 The Debate - they didn’t mention crypto!
https://x.com/CNN/status/1833703753179857334
https://x.com/erikvoorhees/status/1833705605045051850
https://polymarket.com/event/who-will-win-the-debate-according-to-polls
https://polymarket.com/event/presidential-election-winner-2024?tid=1726028429396
https://x.com/shayne_coplan/status/1833127734844789106
https://x.com/Polymarket/status/1833679653191512442
https://www.theblock.co/post/315808/presidential-debate-risk-off-crypto
https://x.com/MikeIppolito_/status/183387433153903444836:49 War mode vitalik? If its not stage 2, its not a rollup
https://x.com/vitalikbuterin/status/183406107597068336739:01 zkSync Stage 1? & New CMO?
https://blog.zknation.io/zksync-governance-system/
https://x.com/the_matter_labs/status/183389414105249421842:41 Sony Stable Yen
https://x.com/delzennejc/status/183324383456365003843:21 Friend.Tech team renounces control of smart contracts
https://x.com/friendtech/status/1832581118165709140
https://x.com/functi0nZer0/status/1833178200685318213
https://x.com/MacroMate8/status/1833393620407488542
https://x.com/friendtech/status/183325936271198633547:06 EigenLayer announced Season 2 Stakedrop!
https://blog.eigenfoundation.org/season-2-stakedrop/48:55 ENS was integrated with PayPal and Venmo!
https://x.com/ensdomains/status/1833536140529570039
https://x.com/brantlymillegan/status/1833568986547818820?50:16 Coinbase Bitcoin - cbBTC released!
https://x.com/coinbase/status/1834208544247144949
https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb55:04 David Fighting at Permissionless
58:01 Closing & Disclaimers
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Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus.
We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-yuval-noah-harari-interview------
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TIMESTAMPS
00:00:00 Start
00:08:07 The World of Information Networks
00:10:59 Truth vs Information
00:21:28 Tribal Consequences
00:25:05 Naive View Of Information
00:34:27 Populist View Of Information
00:44:54 Inventing New Mechanisms
00:53:33 A Brief History Of Information Networks
00:58:43 The Most Successful Story Ever Told
01:05:13 Story vs Information Network
01:12:29 Story Of Debt Clay Tablets
01:14:53 Entering the Age Of AI
01:20:50 Self Correcting Mechanisms
01:25:35 The Potential Of Crypto------
RESOURCESYuval: https://www.ynharari.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
When is this all going to reverse?
That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.
The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:
- Are crypto 4 year cycles dead?
- What’s next for ETH/BTC?
- How’s Ben positioning his portfolio for what’s coming?Except to learn that and much more.
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TIMESTAMPS0:00 Intro
5:33 Where Are We?
7:44 4 Year Cycles
22:52 ETH/BTC Ratio
29:28 ETH Price Analysis
37:55 Blue Chips vs Altcoins
55:32 ETH/BTC Final Equilibrium
1:01:11 Idiosyncratic Events
1:13:34 The Flippening
1:16:23 The Bull Market
1:20:58 2026
1:25:00 Presidential Election
1:27:30 Ben’s Portfolio
1:32:08 Closing Thoughts------
RESOURCESBen Cowen
https://x.com/intocryptoverseBen Cowen on YouTube
https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why does Bitcoin sucks and is inferior to Gold?
Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.
He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-peter-schiff-interview------
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TIMESTAMPS0:00 Intro
7:07 What is Money?
15:05 Why is Gold the Apex Money?
27:59 Gold vs. Bitcoin Custody
36:27 Gold in The Internet Age
43:08 Gold as a Productive Asset
49:30 Gold vs. Bitcoin Demographics
53:90 Can Gold be Disrupted?
1:04:20 Should we Abolish The Federal Reserve?
1:13:33 Is the Stock Market Overpriced?
1:20:09 Principles to Grow Wealth
1:25:30 Steelmanning Crypto
1:36:17 Closing & Disclaimers------
RESOURCESPeter Schiff
https://x.com/PeterSchiffPeter Schiff Youtube
https://www.youtube.com/@peterschiffSchiffGold
https://www.schiffgold.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?
Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?
Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.
On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.
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TIMESTAMPS & RESOURCES0:00 Intro
2:03 Markets
https://x.com/Negentropic_/status/1830685688662040961
https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/
https://x.com/RyanSAdams/status/1831316995691671641
https://x.com/Fiskantes/status/1831302629651042637
https://x.com/SplitCapital/status/1831317921089642915
https://x.com/iamDCinvestor/status/183131826736714549218:30 Trump revealed more about his DeFi project, World Liberty Financial!
https://www.worldlibertyfinancial.com/
https://x.com/realDonaldTrump/status/1829141447087648796
https://x.com/lex_node/status/1831084542377206220
https://x.com/lex_node/status/1831105068952961399
https://x.com/nic__carter/status/1831145983847137451
https://x.com/worldlibertyfi/status/1831348462635397271
https://x.com/RyanSAdams/status/182950045315283782832:07 Brazil banned Twitter
https://x.com/elonmusk/status/1829778143449698764
https://x.com/RyanSAdams/status/183101550938436442837:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches
https://x.com/_RichardTeng/status/183086902970544155341:47 Arbitrum released Stylus!
https://x.com/arbitrum/status/1831020553211089243
https://x.com/joeykrug/status/183136718188569839243:30 Euler V2 is back!
https://x.com/eulerfinance/status/183133139961975637548:03 Celestia releases technical roadmap
https://blog.celestia.org/roadmap/48:39 Bloomberg added Polymarket election data to Terminal
https://x.com/M_McDonough/status/1829166689516442043
https://x.com/shayne_coplan/status/183098448925990120350:13 CFTC charges Uniswap with illegal derivatives trading
https://www.cftc.gov/PressRoom/PressReleases/8961-24
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424
https://x.com/MinarikLaw/status/183136380054263445953:11 AIs are now paying other AIs with crypto
https://x.com/brian_armstrong/status/182962377872659280456:32 MEME of the Week
https://x.com/TrustlessState/status/183138647684172622659:03 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?
We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.
Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.
------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-max-resnick-interview------
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TIMESTAMPS0:00 Intro
5:08 Max’s Contrarian Take
12:20 The State of Rollups
17:59 Are L2s Extensions of Ethereum?
27:52 What Needs to Change
44:33 Based Rollups
50:05 The Holy Grail Blockchain
59:02 Scaling the L1
1:05:29 Max’s Incentives
1:09:53 Why Not Solana?
1:14:06 Navigating ETH’s Roadmap
1:18:05 ETH: The Asset
1:22:15 Value Capture
1:23:58 Call to Action
1:26:43 Closing & Disclaimers------
RESOURCESMax Resnick
https://x.com/MaxResnick1Max Resnick Holy Grail Blockchain Tweet
https://x.com/MaxResnick1/status/1826630256008331301------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications.
------
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-cynthia-lummis-interview
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⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance
🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku
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https://zora.co/manage/1155/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/56
------
TIMESTAMPS
0:00 Intro
6:40 The Bitcoin Act
10:01 Gold to Digital Gold
15:01 U.S. Strategic Reserves
18:00 U.S. Discretion in Selling Forfeited Bitcoin
20:44 Is Bitcoin Ready for Federal Reserve Backing?
23:24 Bitcoin Adoption to Tackle U.S. Debt
28:17 Bitcoin's Potential Impact
33:15 Being First in Bitcoin Strategic Reserves
39:22 Pros vs. Cons of Bitcoin Strategic Reserves
49:08 Bipartisan Prospects and Democratic Silence
53:52 Conservative Support vs. Liberal Adoption
56:30 Trump vs. Harris on Crypto Legislation
------
RESOURCES
Senator Cynthia Lummis
https://x.com/SenLummis
The Bitcoin Act
https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/
https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.
This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.
------
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https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS
00:00:00 Start
00:05:14 Intro To Our Guests
00:09:21 Proposer Builder Seperation
00:12:39 Stepping Forward vs Patching
00:19:35 Getting Rid Of MEV?
00:26:35 Inclusion Lists
00:40:14 What is Braid?
00:50:43 The Bear Case
01:06:37 Vitalik's Take
01:10:53 The Benefits of Braid
01:20:28 L2 Centric Roadmap Changes?
01:36:26 How's Rust Going?
01:44:49 Other Exciting Roadmap Updates
01:57:52 Call To Action------
RESOURCESGeorgios: https://x.com/gakonst
Max: https://x.com/MaxResnick1
Charlie: https://x.com/_charlienoyes
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it?
------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS & RESOURCES
00:00:00 Start00:02:22 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.growthepie.xyz/fundamentals/total-value-locked00:06:23 Rate Cuts Incoming
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm
https://x.com/RyanSAdams/status/182915625906250157400:08:41 Stablecoin ATH
https://defillama.com/stablecoins
https://x.com/PayPal/status/182816180220898546200:13:14 When Pump?
https://x.com/2xdog/status/1826460239090385028/photo/100:18:42 Telegram Founder Arrested
https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=1900:21:01 What Are The Charges?
https://x.com/Cointelegraph/status/1828915121823068476
https://x.com/RyanSAdams/status/182812230304703332700:24:03 Encryption
00:27:47 Takes On This Issue
https://x.com/EmmanuelMacron/status/1828077245606342672
https://x.com/VitalikButerin/status/1827602680388239582
https://x.com/Kasparov63/status/1827819652535489007
https://x.com/NoelleInMadrid/status/182779899301712724300:30:45 TON's Reaction
https://x.com/ton_society/status/1827753299736674599
https://x.com/ton_society/status/182844624884144146700:36:36 Mark Zuckerburgs Letter
https://x.com/boblatta/status/1828516974269472936/photo/100:39:46 Roman Storm's Battle
https://x.com/RyanSAdams/status/182890635772395537800:46:34 Ethereum Foundation Sold $100M?
https://thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate
https://x.com/0xstark/status/1828416178194104342
https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:52:26 Does Vitalik Hate DeFi?
https://x.com/VitalikButerin/status/1827583576751181961
https://x.com/kaiynne/status/1821020189594669398
https://x.com/RhettShipp/status/1827911788488487047
https://x.com/haydenzadams/status/1828452122385424718
https://x.com/VitalikButerin/status/182844841758597166101:01:51 Sony's Layer 2 - Soneium
https://x.com/soneium/status/182683258189712636701:03:34 MakerDAO Rebranded To SKY
https://x.com/SkyEcosystem/status/1828405625828843710
https://governance.aave.com/t/temp-check-buidl-gsm/1877501:05:47 Trump Harris Debate
https://x.com/disclosetv/status/182850584850481997801:06:42 RFK Drops Out
https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw01:07:45 Trump NFTs
https://x.com/mdudas/status/182857520527645925801:09:29 SEC Threatens To Sue Opensea
https://x.com/dfinzer/status/1828791832009953706?s=4601:12:37 Chainbound Raises $4.6M
https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA01:13:22 Most Unattractive Hobbies...
https://x.com/nic__carter/status/182786298303424533801:14:50 Moment Of Zen
https://x.com/songadaymann/status/1828885208227332591?s=46------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution.
The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.
------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS
00:00:00 Start
00:16:37 Intro and Market Size
00:26:49 Demographics
00:30:29 Why isn't everyone using stablecoins?
00:37:14 Custody and Trust
00:42:29 Creating Crypto Power Users
00:49:08 Preferred Way Of Growing Wealth
00:55:28 Dealing With Competition
01:03:10 Building Under the Argentine Laws
01:12:21 Javier Milei
01:18:12 Crypto's Future In Argentina------
RESOURCES
Marcelo Cavazzoli - https://x.com/lemoncheliFederico Ogue - https://x.com/fedeogue
Manuel Beaudroit - https://x.com/mbeaudroit
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as:
- America’s debt crisis
- The potential loss of the U.S. reserve currency status
- How crypto could help the U.S. stay ahead of China
- Why the left is anti-crypto
- Crypto under a Trump vs. Kamala’s administrationThis episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.
------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
✨ Mint the episode on Zora ✨
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TIMESTAMPS0:00 Intro
5:11 Why Politics Are Messier
7:36 Being Speaker of the House
11:27 Paul’s WSJ Stablecoin Op-Ed
16:47 Paul’s Intro to Crypto
18:54 U.S. Debt Crisis
26:05 Losing Reserve Currency
28:29 CBDCs vs. Stablecoins
38:06 KYC Stablecoins & Legislation
43:27 Anti-Crypto Army
46:16 Is the Left Anti-Crypto?
51:03 Right vs. Left Crypto Adoption
55:50 Kamala vs. Trump
58:49 Advice to Bankless Listeners
1:01:18 Closing & Disclaimers------
RESOURCESPaul Ryan
https://x.com/speakerryanWSJ Article
https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?
Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.
This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!
------
🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-kyle-samani-interview------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/53------
TIMESTAMPS0:00 Intro
5:40 Ethereum in a Vacuum
10:10 ETH Vs. BTC
25:50 Broken Layer2 Interoperability
34:46 Value Capture
51:46 What Needs to Change
55:23 Decentralization
1:06:34 Solana
1:12:25 Steelmanning Ethereum
1:17:49 Closing & Disclaimers------
RESOURCESKyle Samani
https://x.com/KyleSamaniMulticoin Capital
https://multicoin.capital/Paths To Tens Of Trillions Blog Post
https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars.
What's causing this big spike and... why?
------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
TIMESTAMPS & RESOURCES00:00 David's New Fighting Opponent
https://x.com/Permissionless/status/182624577809823792305:35 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://farside.co.uk/?p=1518
https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/09:17 Tron Taking Over?
https://www.coingecko.com/en/coins/tron14:57 Fear vs Greed In Markets
https://x.com/Barchart/status/1825970627011817561
https://www.coinglass.com/pro/i/FearGreedIndex19:53 Dems 2024 Platform Release
https://x.com/BitcoinMagazine/status/1825571943891792289
https://x.com/RyanSAdams/status/1825620753783345308
https://x.com/RyanSAdams/status/1825625975528501711
https://x.com/RyanSAdams/status/1825619465339351144
https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/
https://x.com/RyanSAdams/status/182561890468673963032:36 Trump Onchain
https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes
https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html
https://opensea.io/collection/trump-digital-trading-cards39:02 Optimism Disabled Fraud Proofs?
https://x.com/Optimism/status/182456073665767031442:47 Pump Dot Fun
https://x.com/adam_tehc/status/1824994679265349802?s=4645:33 McDonalds Memecoin?
https://x.com/timo_bult/status/1826284191115530600
https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump50:02 Story $80 Million Raise
https://www.story.foundation/
https://x.com/jasonjzhao/status/182623645195428694653:58 Sorella Labs $7.5 Million
https://www.theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social57:20 Meme Of The Week
https://x.com/vitalikbuterin/status/1826253901240431083?s=46
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.
We answer:
1 - Which is faster, more decentralized, and more censorship-resistant?
2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet?
3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?------
🌊 KELP | Deposit ETH with Gain today
https://kelpdao.xyz/gain/?utm_source=Bankless
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------
TIMESTAMPS
00:00:00 Start
00:05:48 Intro To Monad
00:11:47 How Does Monad Fit Into Ethereum?
00:14:08 What is Mega ETH?
00:18:31 Similarites and Differences
00:21:38 Architectual Impact
00:28:58 Decentralization - Monad
00:34:56 Decentralization - Mega
00:39:43 Who's More Decentralized?
00:49:27 In Summary
00:57:24 Software Effeciency
01:06:50 Monolithic vs Modular
01:15:11 Community
01:28:37 Why Choose The EVM?
01:33:07 When Mainnet?------
RESOURCESLei Yang: https://x.com/yangl1996
Keone Hon: https://x.com/keoneHD
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.
From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.------
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
https://bankless.cc/obol🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52------
TIMESTAMPS0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who’s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan’s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What’s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis’s Dad & Crypto
1:29:30 Closing & Disclosures------
RESOURCESLouis
https://x.com/gave_vincent
https://web.gavekal.com/
https://evergreengavekal.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How in the world did Trump pivot to Pro-Crypto?
David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.
We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.
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✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------
TIMESTAMPS0:00 Intro
6:51 Bitcoin 2024
10:43 Donald Trump
31:42 Trump’s Crypto Policies
47:44 Kamala Harris
54:26 Trump vs Kamala
1:01:15 The Bitcoin Idea
1:06:14 Closing & Disclaimers------
RESOURCESDavid Bailey
https://x.com/DavidFBaileyBitcoin Media
https://b.tc/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures - Show more
