エピソード
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How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?
Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.
There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve
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TIMESTAMPS0:00 Intro
6:00 The Email from 2013
14:15 Asymmetric Patterns
17:50 Buying Bitcoin in 2013
26:25 Onboarding Investors
32:12 Crypto's Global Adoption
37:15 Bitcoin's Escape Velocity
43:19 US Government Impact on Crypto
52:21 Global Bitcoin Race
56:14 Institutional Adoption for Crypto
1:04:37 Crypto Cycles
1:09:20 2025 Bull Market?
1:12:53 Macro Environment
1:16:50 Tokenization
1:21:18 Thoughts on AI
1:24:19 The Next Bitcoin
1:26:46 Future Plans
1:27:23 Closing & Disclaimers------
RESOURCESDan Morehead
https://x.com/dan_panteraPantera Capital
https://panteracapital.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!
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TIMESTAMPS & RESOURCES00:00:00 Start
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/186962773526784013500:02:45 Market
https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/186962773526784013500:09:10 Where Are We In This Cycle
https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle00:12:04 ETF Flows
https://farside.co.uk/?p=1518 https://farside.co.uk/btc00:16:09 Mover Of The Week… Fartcoin?
https://www.coingecko.com/en/coins/fartcoin https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt00:26:48 Developers, Developers, Developers
https://www.developerreport.com/developer-report https://x.com/MariaShen/status/1867295574242078980 https://x.com/MariaShen/status/1851702783319126277 https://x.com/RyanSAdams/status/186732488573267177800:34:54 Kraken Ink Chain Live
https://x.com/inkonchain/status/1869417386761470219 http://inkonchain.com/dashboard00:38:34 Deutsche Bank Announces zk L2
https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f00:41:32 Caroline Crenshaw Vote
https://x.com/BrendanPedersen/status/1869055922238279940 https://x.com/standwithcrypto/status/1869151080300548383 https://www.citizen.org/article/support-comm-crenshaw/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421 https://x.com/EleanorTerrett/status/186730198089016539800:47:14 Aave vs Polygon
https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211 https://x.com/DefiIgnas/status/1868612366822461817 https://x.com/sandeepnailwal/status/1869153510756909475 https://x.com/stanikulechov/status/186918260000867956300:54:06 Pudgy Penguins Launched Their PENGU Token
https://x.com/LucaNetz/status/1869005071624904959 https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/ https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/00:58:15 Ethena Launched Its New Stablecoin
https://x.com/ethena_labs/status/1868657723799470361 https://x.com/ZeMariaMacedo/status/186867371891171360201:00:35 Bankless Wrapped Just Launched!
https://bankless.com/wrapped01:04:37 How to Recognize Bull Market Tops?
https://imgur.com/a/Vaw3TSW01:10:42 Check Out The Daily Gwei
Shoutout to The Daily Gwei for Ethereum-focused insights and updates.
https://www.youtube.com/@TheDailyGwei------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
エピソードを見逃しましたか？
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Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.
They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.
Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?
Follow Ejaaz on Twitter: https://x.com/cryptopunk7213
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TIMESTAMPS & RESOURCES0:00 Intro
2:04 AI Agent Bull Case
https://x.com/ai16zdao/status/1868105247056683129
5:46 Chris Dixon’s Read, Write, Own (Automate?)
9:20 AI Ordering Pizza
https://x.com/ropirito/status/1867013533243769100
12:23 AI Ordering Toilet Paper
https://x.com/AgentTankLive/status/1868704493157884289
16:16 Agent to Agent Commerce
https://x.com/ethermage/status/1868687530742460750
23:05 Bankless $500 Agent Tip
https://x.com/simulacrumai/status/1867230651075768533
26:13 Virtuals Growth
https://imgur.com/a/2Y79V3P
https://x.com/ethermage/status/1867616462019678708
https://x.com/virtuals_io/status/1868648756591391115
https://x.com/s4mmyeth/status/1868397655497613561
35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details
https://x.com/shawmakesmagic/status/1867721347406999917
https://x.com/ai16zdao/status/1868689379344195680
45:35 Arc
https://x.com/dv_memetics/status/1866670277440020570
https://x.com/0thtachi/status/1867337171595911473
https://x.com/arcdotfun/status/1867206440206696520
https://x.com/shawmakesmagic/status/1867799462787293244
https://x.com/0xcygaar/status/1868072783089127516
49:40 Zerebro Runs an Ethereum Validator
https://x.com/tintsion/status/1867293794112344080
https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb
57:17 Top Emerging Trends
https://x.com/ropirito/status/1867282256672567517
https://x.com/aimonicabrands/status/1867281243265806732
https://x.com/Defi0xJeff/status/1867976166201774265
1:07:15 Lightning Round of Cool Shit This Week
https://x.com/cookiedotfun/status/1867268954831695909
https://x.com/getmasafi/status/1867379305334153702
1:11:17 Homework to Learn More About AI Agents
https://www.bankless.com/ai-agents
https://x.com/yb_effect
https://x.com/S4mmyEth
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151
1:14:22 Closing & Disclaimers------
Not financial or tax advice. See our investment disclosures here:
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How can economic bubbles be good for the world?
Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed
In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.
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TIMESTAMPS0:00 Intro
7:29 Byrne’s Crypto Background
10:13 Bitcoin Inception
28:17 Blockspace Economics
34:20 BOOM Thesis
45:35 The Great Stagnation
1:16:46 Civilizational Risk
1:32:31 Good Bubbles vs Bad Bubbles
1:40:04 Identifying the Next Bubble
1:47:53 Closing & Disclaimers------
RESOURCESByrne Hobart
https://x.com/ByrneHobartBoom: Bubbles and the End of Stagnation
https://a.co/d/f7m2OG8The Diff Newsletter
https://www.thediff.co/------
Not financial or tax advice. See our investment disclosures here:
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What are the best investing opportunities in Tech for 2025?
Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.
In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.
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TIMESTAMPS0:00 Intro
6:02 AI in 2024
8:21 The Future of AI
12:35 Where are we on the S Curve?
17:38 AI vs Other Tech Revolutions
20:23 Are we in a Bubble?
23:59 Evolution of AI
29:06 AI x Crypto
34:12 Centralized vs Decentralized AI
37:46 AI Agents
42:32 Doomsday Scenario
47:16 Raw Crypto
52:28 Order of Trends
55:06 Silicon Valley on Crypto
58:14 Crypto Founders vs Tech Founders
1:01:27 Politics & Tech
1:14:36 Advice for 2025
1:17:13 Closing & Disclaimers------
RESOURCESElad Gil
https://x.com/eladgilElad Gil Website
https://eladgil.com/No Priors Podcast
https://www.youtube.com/@NoPriorsPodcastPrime Open sources their 10B parameter training run
https://x.com/PrimeIntellect/status/1862607165669900407------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.
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TIMESTAMPS & RESOURCES00:00:00 Trump On Bitcoin Reserve
https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:03:43 MARKET
https://x.com/QuintenFrancois/status/1866445089909653545
https://x.com/DegenerateNews/status/186695784080540904900:13:47 L2 Update
https://x.com/jessepollak/status/1867047990843916334
https://dune.com/eekeyguy_eth/eth-supply-tracker00:16:40 Bitcoin Reserve
https://x.com/InvestorAsh/status/1866221541400219847
https://x.com/el33th4xor/status/186625502903394355100:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar
https://truthsocial.com/@realDonaldTrump/posts/113603133222686186
https://x.com/BitcoinNewsCom/status/1864857461481422934.
https://x.com/DavidSacks/status/186519968308724540500:32:26 CFTC Chair Rumors
https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:34:08 SEC - Crenshaw
https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/brian_armstrong/status/1865913522670260680
https://x.com/masonlynaugh/status/186687714590294848300:39:52 Should Ethereum Pump The Gas
https://x.com/dankrad/status/1863412876901306599
https://x.com/dankrad/status/1867078641118789787
https://x.com/drakefjustin/status/186589485946842700:44:44 MOVE Token
https://x.com/movementfdn/status/186609320971957901100:46:00 Magic Eden
https://x.com/MagicEden/status/1866483682367693227
https://mefoundation.com/
https://www.coingecko.com/en/coins/magic-eden00:46:37 Pudgy Airdrop
https://x.com/pudgypenguins/status/1864851993094664602
https://nftpricefloor.com/pudgy-penguins00:51:38 EtherRocks
https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:53:30 Quantum Computing
https://x.com/InvestorAsh/status/1866221541400219847
https://x.com/caprioleio/status/1866355221670302170
https://vitalik.eth.limo/general/2024/10/29/futures6.html
https://x.com/el33th4xor/status/186625502903394355100:59:36 Stablecoin News
https://x.com/jerallaire/status/1866733181728366593
https://defillama.com/stablecoins
https://x.com/aave/status/1866127138820112562
https://x.com/defiignas/status/186683156327271239301:05:16 Meme Of The Week
https://x.com/sherlock_hodles/status/1866557875671187912------
Not financial or tax advice. See our investment disclosures here:
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Ejaaz is back with David to break down the latest in the explosive world of AI Agents.
This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.
Can AI agents truly become the catalysts for crypto's next bull market?
Follow Ejaaz on Twitter: https://x.com/cryptopunk7213
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TIMESTAMPS & RESOURCES0:00 Intro
2:31 Why AI Agents Are a Big Deal
4:34 Vibes This Past Week
https://x.com/s4mmyeth/status/1866414390775329111
https://x.com/dwflabs/status/1866422609967235166
https://x.com/solana/status/1866536545550995466
9:18 a16z Blog Post
https://x.com/a16zcrypto/status/1864343219833627113
14:26 GOAT is Returning
https://x.com/pwnlord69/status/1866589407454826644
25:44 Satan & God Automated
https://x.com/ropirito/status/1864373559927173257
https://x.com/god
https://x.com/s8n
39:13 Eliza & Ai16z #1 trending GitHub
https://x.com/dreaminglucid22/status/1865758299464843285
https://x.com/BanklessHQ/status/1866845399715287399
47:04 Virtuals New Sandbox Tool & aixbt
https://x.com/0xCygaar/status/1866513570672079187
https://x.com/aixbt_agent
53:09 Zerebro
https://x.com/jyu_eth/status/1864579428639986126
https://x.com/opaiumdao/status/1865484155464630470
https://x.com/opaiumdao/status/1866572986805035325
https://x.com/jyu_eth/status/1866389720844111884
https://x.com/jyu_eth/status/1866556713647870341
https://x.com/cryptopunk7213/status/1864473729855553766
https://x.com/blormmy/status/1865987541972738549
1:01:44 Swarms & vvaifu.fun
https://x.com/vvaifudotfun/status/1864050584396906841
1:03:37 Clanker Fees cross $10M
https://dune.com/clanker_protection_team/clanker-fees
1:05:57 $SIMMI
https://x.com/Simmi_IO/status/1862510478745804856
https://x.com/SimulacrumAI/status/1866570195051090215
https://x.com/simulacrumai/status/1866641681795441070
1:08:46 Delphi Digital AI Analyst
https://x.com/Shaughnessy119/status/1866212479413678588
1:11:02 Ejaaz’s Advice for This Week
1:12:22 Closing & Disclosures------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What is the role of AI in crypto, and how will it shape the future?
AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.
In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.
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TIMESTAMPS0:00 Intro
8:05 Who is Shaw & Eliza Framework
18:57 Goals of ai16z & Marc AIndreessen
25:47 AI Agent North Star
31:20 AI-Powered Contributors & Fixing DAOs
38:49 Degenspartanai vs. Marc AIndreessen
52:02 What is ai16z?
56:51 DAO Governance
1:00:34 Eliza Framework Story & Success
1:03:55 Advice to New AI Agent Builders
1:06:29 Other Top AI Agents
1:08:02 Agent Swarming & World Mind Explained
1:17:14 How & Where to Learn More
1:18:36 Closing & Disclaimers------
RESOURCESShaw
https://x.com/shawmakesmagicDavid Hoffman
https://x.com/TrustlessStateEjaaz Ahamadeen
https://x.com/cryptopunk7213ai16z dao
https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwCai16z Github
https://github.com/ai16zdegenspartanai
https://x.com/degenspartanaiMarc AIndreessen
https://x.com/pmairca------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.
Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.
Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.
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TIMESTAMPS0:00 Intro
5:19 Summarizing 2024
8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets
21:40 2025 Bitcoin ETF Flows
27:20 Coinbase Surpasses Charles Schwab
32:13 Year of the Crypto IPO
38:01 AI Agent Memecoin Mania
47:39 Countries Holding Bitcoin
53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100
56:54 Crypto 401(k)s
1:02:48 Stablecoin Assets Double
1:05:26 RWAs Surpasses $50B
1:09:12 Bonus Prediction: 2029 Bitcoin Price
1:12:32 Closing & Disclaimers------
RESOURCESBitwise 2025 Predictions
https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025Matt Hougan
https://x.com/Matt_HouganRyan Rasmussen
https://x.com/RasterlyRock------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What is Ethereum’s North Star, and does it even need one?
There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.
This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.
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TIMESTAMPS0:00 Intro
6:00 Jon’s Article
16:48 How did we get here?
23:16 Ethereum’s Three Front War
43:14 Ethereum Wins by its Synergies
52:52 Ethereum’s Focus
1:01:58 Ethereum Tactical Advice
1:18:18 Ultra Sound Money vs World Computer
1:30:26 Closing & Disclaimers------
RESOURCESMike Ippolito
https://x.com/mikeippolitoJon Charbonneau
https://x.com/jon_charbJon’s Article
https://dba.xyz/ethereums-north-star/------
Not financial or tax advice. See our investment disclosures here:
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Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto!
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TIMESTAMPS & RESOURCES00:00:00 Lets Set The Tone
00:05:27 BTC $100K!
https://x.com/ETHbyDre/status/1864550741287030979
https://x.com/BitcoinMagazine/status/186465567746704201300:08:40 A Trip Down Memory Lane
00:15:02 Powell - BTC Is Digital Gold
https://x.com/BanklessHQ/status/186439254401816618600:19:23 ETH Price Analysis
00:22:50 Total Mkt Cap
https://x.com/crypto_condom/status/186265882716375866000:24:19 The Rise Of Ripple (XRP)
https://x.com/RyanSAdams/status/1863702614304518363
https://x.com/WazzCrypto/status/186330645248125355500:28:07 Solana ETF?
https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:32:52 Mainstream Debanking
https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/davidmarcus/status/1862654506774810641
https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw00:42:23 New SEC Chairman
https://truthsocial.com/@realDonaldTrump/posts/113595807734621827
https://x.com/HesterPeirce/status/186442844089373533100:45:42 Crypto Czar
https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump00:48:54 Hyperliquid Airdrop Was Huge
https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f00:50:36 Hawk Tua Coin
https://x.com/WazzCrypto/status/186443326831929381100:55:06 Fluid Launch
https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/98500:56:56 RTFKT Shut Down
https://x.com/RTFKT/status/186362117853277392800:58:26 Alex Mashinsky Pleads Guilty
https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/01:00:12 Releases
https://x.com/colton_art/status/1864705965016129740
https://x.com/crecimientoar/status/186255716242731010201:03:47 Meme Of The Week
https://x.com/scrypto_/status/1864603976282591549?s=46------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents.
This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more.
Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond?
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TIMESTAMPS & RESOURCES
0:00 Intro
3:10 Why Ejaaz is Bullish
6:42 Ai16z
https://x.com/0xwitchy/status/1863862261573632025
9:52 Virtuals
https://www.coingecko.com/en/coins/virtual-protocol
https://www.virtuals.io/
https://fun.virtuals.io/
16:17 aixbt
https://www.coingecko.com/en/coins/aixbt-by-virtuals
https://x.com/cryptopunk7213/status/1863584774901666038
https://x.com/aixbt_agent
https://x.com/PixOnChain/status/1863145856301674938
29:12 Freya agent gifts $50K to clever winner
https://x.com/jarrodWattsDev/status/1862299845710757980
https://www.freysa.ai/
33:09 Zerebo
https://x.com/jyu_eth/status/1864004665891013028
https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8
https://x.com/jyu_eth/status/1861190173196730729
https://x.com/jyu_eth/status/1863012741486616742
50:24 Ai16z
https://x.com/markus9x/status/1861242414515777767
https://x.com/0xwitchy/status/1863530135313600980
55:47 God
https://x.com/god
1:00:47 Bittensor Tao
https://x.com/cruciblelabs/status/1861154220021260473
1:04:30 NOUS and Prime Intellect leading decentralized training
https://x.com/NousResearch/status/1863622813317464157
https://x.com/PrimeIntellect/status/1862607165669900407
1:08:21 Ejaaz’s predictions & where his attention is going
https://x.com/Vader_AI_
https://x.com/0xprismatic/status/1863055816947101845
1:14:25 Solana vs. Base?
1:21:31 Homework for Bankless audience
https://x.com/cryptopunk7213
1:22:59 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.
In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?
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TIMESTAMPS0:00 Intro
2:52 zk Rollups Past vs. OP Succint
5:48 OP to zk Rollups Tradeoffs & Timeline
12:39 Benefits of 1-Hour Challenge Period
15:34 Scaling the Rollups
18:12 Endgame Vision
20:47 Cost of Proving Must Go Down?
21:55 Conduit’s Distribution Role
25:55 AggLayer vs. zk & Adoption
29:57 zk Rollup on ETH L1 Constraints?
35:53 Ethereum’s Negative Sentiment
51:04 Closing & Disclaimers------
RESOURCESUma Roy
https://x.com/pumatheumaSuccinct
https://www.succinct.xyz/OP Succinct
https://github.com/succinctlabs/op-succinctAdrew Huang
https://x.com/KAndrewHuangConduit
https://x.com/conduitxyz------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is the Beam Chain the endgame for Ethereum?
At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse.
In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin.
So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!
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TIMESTAMPS0:00 Intro
4:29 Beam Chain Reactions
9:43 Is Ethereum Ossifying
18:07 Ethereum’s Three Front War
27:03 Bitcoin Utility Prospects
33:20 The Endgame for Crypto
48:55 Beam Chain 101
54:20 Beam Fork Aftermath
59:51 Pre-Confirmations
1:05:06 L1 Execution Layer
1:12:47 Rollup Design Space
1:26:20 Ethereum’s Midgame
1:32:37 Ethereum 3.0?
1:34:04 Closing & Disclaimers------
RESOURCESJustin Drake
https://x.com/drakefjustinBeam Chain Announcement
https://youtu.be/rGE_RDumZGg?t=7001------
Not financial or tax advice. See our investment disclosures here:
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Memecoin mania spiraled out of control this week, with shocking livestream rug pulls and Pump.fun disabling its livestream feature due to disturbing behavior. Meanwhile, Base and Farcaster hit record TPS and inflows as memecoin trading heats up.
In Washington, Trump nominated pro-crypto Scott Bessent as Treasury Secretary. What does this mean for crypto policy? Plus, a surprising investor joins Trump’s World Liberty Financial raise—we’ll reveal who.
And a major court victory for crypto privacy: judges ruled OFAC overstepped in the Tornado Cash case, declaring immutable smart contracts unsanctionable. Does this mean Tornado Cash is back?
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TIMESTAMPS & RESOURCES0:00 Intro
7:12 Markets
https://x.com/DegenerateNews/status/1859978611606102494
https://x.com/JacobKinge/status/1859979524487909769
https://x.com/saylor/status/1861033309934862601
https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd
https://x.com/Galois_Capital/status/1861299857975046261
https://farside.co.uk/?p=1518
https://imgur.com/pUSaAQ2
https://l2beat.com/scaling/tvl
https://x.com/HHorsley/status/186039744254779010526:00 Pump.fun suspends livestream feature
https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading
https://x.com/crypto_bitlord7/status/1860989408092258441
https://x.com/_kaitoai/status/1860969504798302691
https://x.com/pumpdotfun/status/1861138234580869128
https://x.com/ChainLinkGod/status/1861091091585409400
https://x.com/moo9000/status/186098042371665946234:15 Base And Farcaster AI Agent meta heating up
https://x.com/phantom/status/1861108202022318470
https://x.com/qiqileyuan/status/1861650662590947411
https://x.com/cryptotesters/status/1861216310631506364
https://x.com/jessepollak/status/1861434379270308195
https://x.com/dwr/status/1861595910498631928
https://x.com/TrustlessState/status/1861422824029647241
https://x.com/anoncast_
https://x.com/TrustlessState/status/1860806662962954526
https://warpcast.com/superanon/0x5c38e09ce41560f3a469946c8e08bcf463f31469
https://anoncast.org/anonfun
https://x.com/ChazSchmidt/status/1861539655620919497
https://x.com/TrustlessState/status/1861041911542223294
https://warpcast.com/cherdougie/0x2c3ba9646bc37de213953294076b1250acf8635b
https://x.com/search?q=%24blonde&src=cashtag_click
https://x.com/ayyyeandy/status/1861683577722909062
https://www.coingecko.com/en/coins/aixbt-by-virtuals
https://app.virtuals.io/48:00 Bankless disclosures
https://www.bankless.com/disclosures
https://x.com/iamdcinvestor/status/186102889340831786353:06 Big victory in Tornado Cash case as judge says OFAC exceeded authority
https://x.com/BillHughesDC/status/1861545321450336342
https://x.com/valkenburgh/status/1861565828270846048
https://x.com/brian_armstrong/status/1861566807225532470
https://x.com/rstormsf/status/1861575644796330392
https://juicebox.money/@defend-roman-storm1:00:01 US court struck down SEC broker-dealer rule
https://x.com/BlockchainAssn/status/1859657449856463077
https://x.com/NateGeraci/status/1859678807600529892
https://truthsocial.com/@realDonaldTrump/posts/113529294640959784
https://x.com/jchervinsky/status/18614305426688864081:05:53 Trump Media files a trademark for “TruthFi”
https://x.com/JoshGerben/status/18596896709864083921:07:10 Tron became the largest investor into World Liberty Finance
https://x.com/justinsuntron/status/1861121947372773545
https://x.com/SplitCapital/status/1861794875668136104
https://x.com/Caitlyn_Jenner/status/18611231424393137141:11:37 Bankless has its biggest Black Friday offer ever!
https://www.bankless.com/join1:13:04 Top signals?
https://x.com/HalieyWelchX/status/1861470493280206907
https://x.com/RyanSAdams/status/18610530125730572851:17:15 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI agents are reshaping the crypto landscape, from gaming to decentralized venture capital. This week, we explore groundbreaking developments in Crypto AI, including breaking news out of Ai16z’s meteoric rise (and fall?), GOAT, AIxbt, Virtuals, Zerebro, and Base vs. Solana.
Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in crypto.
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https://bankless.cc/Mantle
🦄UNISWAP | BROWSER EXTENSION
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TIMESTAMPS & RESOURCES0:00 Intro
4:35 GOAT
https://x.com/truth_terminal/status/185974979585599081721:07 Ai16z Drama
https://x.com/shawmakesmagic/status/1858807615914229936
https://x.com/ColinTCrypto/status/185907045772442873445:10 Project or Memecoins?
48:39 AIxbt
https://x.com/aixbt_agent50:40 Virtuals & Zerebro
https://x.com/jyu_eth/status/1858768880916672971
https://x.com/virtuals_io/status/185889970004239592559:44 Framework Competition
1:01:26 Base vs. Solana
1:08:55 David/Ejaaz’s Focus Next?
1:12:12 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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The Director of Research at Coincenter, Peter Van Valkenburgh joins us for our final talk at the Bankless Summit with a story that hits close to home about privacy and surveillance.
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TIMESTAMPS00:00 Start
03:39 What Is This Talk About?
08:16 Lets Talk About Cars
12:46 The Stolen Bike
14:37 Surveillance
17:18 California
24:41 Supercharged Surveilance
27:48 What We Should Be Building------
RESOURCESPeter - https://x.com/valkenburgh
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.
Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money.
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TIMESTAMPS0:00 Intro
3:08 ETH is Permissionless
13:28 ETH is Money
28:42 The Full Picture
30:05 Questions------
RESOURCESMike Neuder
https://x.com/mikeneuderPresentation Slides
https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e------
Not financial or tax advice. See our investment disclosures here:
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Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.
Blocknative is not his first company, It’s his fifth. Matt’s first company was an internet company that he started in the 90s well before the dot com boom and he founded a company in every major internet era since.
In today’s Bankless Summit talk, we hear from Matt’s experience and wisdom so we can learn how the rise of blockchain technology contrasts with the rise of the Internet and why we are here in the first place.
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TIMESTAMPS0:00 Intro
5:01 Internet Early Days
11:47 The Rise of Blockchains
19:21 Why Are We Here?
23:43 Gas Network
27:16 Fix the World
29:08 Questions------
RESOURCESMatt Cutler
https://x.com/mcutlerPresentation Slides
https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1------
Not financial or tax advice. See our investment disclosures here:
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Bitcoin soared to new all-time highs as MicroStrategy led massive BTC buys, and BlackRock's ETF options hit $1.9B volume. Meanwhile, a 13-year-old executed a rug pull, sparking chaos and meme token wars.
On the regulatory front, SEC Chair Gary Gensler announced his resignation effective January 20, 2025, coinciding with President-elect Donald Trump's inauguration. Trump teased a "Crypto Czar," while 18 states sued the SEC. Binance launched BFUSD with 19.55% APY, challenging Coinbase’s USDC yield.
Elsewhere, Solana reached new highs, McDonald’s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever!
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TIMESTAMPS & RESOURCES0:00 Intro
0:35 Gen-z Quant
https://x.com/DeeZe/status/1859110339251478754
https://x.com/RyanSAdams/status/18592252280454022038:03 It’s a week of Bitcoin buys!
https://x.com/samcallah/status/1858507239897632909
https://x.com/saylor/status/1858496146026467378
https://x.com/EricBalchunas/status/1859278500399620528
https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html
https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes
https://x.com/Metaplanet_JP/status/1858352792647225371
https://x.com/BitcoinMagazine/status/1858535519354827251
https://x.com/bitcoinmagazine/status/1858874854402920902
https://x.com/JSeyff/status/1858991206476509659
https://x.com/EricBalchunas/status/185899411761708684021:59 Chillguy
https://dexscreener.com/solana/93tjgwff5ac5thymi8c4wejvvqq4tumemuyw1leyz7bu
https://x.com/nayibbukele/status/1859433926206325107
https://solscan.io/account/AySxUvESXdGTVT6G3psgzWahduxJx8bGkb4Ddip8sADx24:12 Vitalik bought $50 of an AI memecoin on Farcaster
https://x.com/Tyler_Did_It/status/185942004942726791230:32 Gary Gensler set to Resign
https://x.com/BanklessHQ/status/1859659202618327276
https://x.com/BanklessHQ/status/1859664473025581561
https://x.com/KMSmithDC/status/1859339558342607023
https://x.com/RyanSAdams/status/1857123002921463862
https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424
https://www.washingtonpost.com/business/2024/11/11/trump-crypto-regulation-bitcoin/36:35 “Coincidently”, Trump met with Brian Amstrong this week
https://x.com/News_Of_Alpha/status/1858606637201633705
https://x.com/nic__carter/status/185892294611634627338:01 Trump picked Howard Lutnick to lead the US Department of Commerce
https://www.wsj.com/politics/trump-commerce-secretary-howard-lutnick-cabinet-77c86b81
https://x.com/TheFlowHorse/status/1858942817592103046
https://polymarket.com/event/who-will-trump-nominate-for-treasury-secretary
https://x.com/twobitidiot/status/1859266763860394426
https://www.reuters.com/world/us/trump-team-weighs-creating-first-ever-white-house-crypto-role-bloomberg-news-2024-11-20/
https://x.com/News_Of_Alpha/status/1859661975745167378
https://cointelegraph.com/news/trump-mulls-crypto-friendly-cftc-chairs-report43:22 Trump Media might be buying Bakkt!
https://www.reuters.com/markets/deals/donald-trumps-social-media-group-talks-buy-bakkt-ft-reports-2024-11-18/
https://polymarket.com/event/will-trump-media-launch-a-crypto-exchange-in-202444:54 SEC is being sued in 18 US states
https://x.com/kobeissiletter/status/185715192406122119048:16 DAO members might be held liable under partnership laws
https://x.com/milesjennings/status/1858720755523219932
https://x.com/DennisonBertram/status/185918499280018661052:44 CEX STABLECOIN WARS:
https://x.com/lopp/status/1858609316929974340
https://x.com/coinbasewallet/status/185928608453590674457:44 Doodles partnered with McDonald's for holiday-themed collectibles
https://x.com/McDonalds/status/1857061165760741780
https://x.com/HuinGuillaume/status/185853873537517615958:44 Coinbase will delist Wrapped Bitcoin & Tether is launching a tokenization platform
https://x.com/ercwl/status/1859136365083951123
https://x.com/hadron_tether/status/18570911708258919621:01:08 Bankless is looking for Video Editor or Producer! & Bankless Summit is now online
https://x.com/BanklessHQ/status/1858857798471479777
https://x.com/BanklessHQ/status/1858741172404916622
https://bankless.cc/PodcastPremiumFeed1:02:26 Meme of the Week
https://x.com/alistairmilne/status/18585088143051533071:02:51 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
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