Afleveringen
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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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📣 LEGION | MERIT BASED ICOs
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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:
https://www.bankless.com/disclosures -
📣DONATE TO ROMAN’S CASE
https://juicebox.money/@defend-roman-stormTornado Cash developer Roman Storm faces decades in prison after being arrested last year for creating open-source privacy tools on Ethereum. His case could define whether code is speech, if developers are liable for bad actors, and if Americans have a right to digital privacy.
With the full force of the U.S. government against him, Roman’s trial this April is a pivotal moment for digital rights. Bankless has contributed $50k to his legal defense—this is about protecting privacy for all of us.
Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what’s at stake.
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TIMESTAMPS0:00 Intro
2:36 Roman’s Spirits
3:58 Who is Roman Storm?
5:40 Why Tornado Cash?
7:06 House raiding experience
8:43 What Roman was charged with
10:00 Why Roman is not guilty
17:10 What’s at stake
22:31 How to help Roman
25:16 Closing & Disclaimers------
RESOURCESDonate to Roman’s Case
https://juicebox.money/@defend-roman-stormDeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Zijn er afleveringen die ontbreken?
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Mteam explores why the future of Ethereum Rollups is inevitably based. Many people said this was the most impressive technical talk at the Bankless Summit. I don’t know what you were doing when you were 17 but I was certainly not doing anything like this.
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TIMESTAMPS0:00 Intro
4:12 History of Value Accrual
6:43 So What?
11:57 Ethereum Stats
16:51 Sustainable Value Accrual
18:26 Based Rollup Future
22:57 Questions------
RESOURCESMteam
https://x.com/mteamisloadingPresentation Slides
https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Arjun gives one of the best non-technical talks at the Bankless Summit that everyone in crypto needs to hear. Do you know why you’re here? Arjun explains the first principle concept of Crypto-Anarchism.
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https://bankless.cc/MagicEden🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited🗣️TOKU | CRYPTO EMPLOYMENT
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RESOURCESArjun Bhuptani
https://x.com/arjunbhuptaniPresentation Slides
https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
For the Bankless Summit’s inaugural episode, Justin Drake shares his reflection on the Beamchain talk he gave earlier in the week at Devcon Bangkok. Additionally, Justin adds some much needed context and important (and very bullish) facets to the Ethereum Roadmap from his perspective.
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https://bankless.cc/MagicEden🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS & RESOURCES0:00 Intro
4:00 5-Year Ethereum Roadmap
6:58 Part 1 - Execution
14:56 Part 2 - Data
20:23 Part 3 - Consensus
27:49 Audience Questions
33:00 Closing------
RESOURCESJustin Drake
https://x.com/drakefjustinPresentation Slides
https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5------
Not financial or tax advice. See our investment disclosures here:
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Bitcoin keeps going higher… What about Ethereum?
On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI?
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📣 LEGION | MERIT BASED ICOs
https://bankless.cc/Legion------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap🪄 MAGIC EDEN | HOME OF WEB3
https://bankless.cc/MagicEden🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku------
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TIMESTAMPS & RESOURCES0:00 Intro
04:08 Markets
https://x.com/intangiblecoins/status/1856146168746479673?s=46
https://x.com/robustus/status/1856015427106701675
https://companiesmarketcap.com/assets-by-market-cap/
https://x.com/tier10k/status/185672008368437295011:28 ETF Flows
https://farside.co.uk/?p=1518
https://x.com/NateGeraci/status/1854882220407701661
https://x.com/woonomic/status/1854910141067673631
https://x.com/EricBalchunas/status/1854281747082477696
https://x.com/EricBalchunas/status/185634640785611211516:15 Coinbase Number 1 in Finance Apps
https://x.com/JasonYanowitz/status/185674502023087766817:58 ETH/BTC Ratio
https://pro.kraken.com/app/trade/eth-btc
https://www.coingecko.com/en/global-charts
https://ultrasound.money/
https://x.com/RyanSAdams/status/185706815828199835721:59 Memecoins
https://www.coingecko.com/en/coins/peanut-the-squirrel
https://www.coingecko.com/en/coins/dogecoin
https://x.com/TrumpWarRoom/status/1856500025037037606
https://imgur.com/362Df5M29:50 FBI Raids Polymarket CEO
https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/
https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/
https://x.com/RyanSAdams/status/1856817245441401143
https://x.com/shayne_coplan/status/1856808022481539192
https://x.com/shayne_coplan/status/1856838409861386722
https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g38:24 Devcon Vibe Check
https://x.com/EFDevcon/status/185635948502944567743:18 Devcon Announcements
https://x.com/brantlymillegan/status/1855813557323178067?s=46
https://x.com/EspressoSys/status/1855973751982309624
https://x.com/bioprotocol/status/1856707895590846812
https://x.com/sjdedic/status/185664904831846434944:18 Justin Drake’s Beam Chain
https://x.com/TrustlessState/status/1856276664877010968
https://imgur.com/a/AKOzd8M
https://imgur.com/a/DzWFeh353:15 Blackrock’s BUIDL Goes Multichain
https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html
https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/54:15 Deutsche Bank Launches ZK Chain
https://x.com/Memento_Bc/status/1854126014261272727
https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g56:18 Blur is Voting on a Fee Switch
https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040
https://x.com/mikeippolito_/status/1856147009927033316?s=4657:09 Bitwise ETH Staking ETF?
https://x.com/bitwiseinvest/status/185669885633696977858:40 MicroStrategy Acquires 27,200 BTC
https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD59:32 Phantom Update Cleared Users Wallet
https://x.com/mememe69696969/status/1856518115947110780
https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19
https://x.com/phantom/status/18567961376652454551:01:42 Aave Launches a Wallet
https://family.co/blog/launch1:02:32 Meme of the Week
https://x.com/elonmusk/status/1856523237208797221------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.
Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.
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🤖 dYdX | UNLIMITED LAUNCHING SOON
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TIMESTAMPS0:00 Intro
7:11 The AI Agent Story
20:27 Are AI Agents a Fad?
26:33 Smarter More Personalized Models
31:30 What Could Go Wrong?
34:49 Crypto & AI Relation
40:04 How to Invest in AI Agents
50:36 AI Agents Are the Crypto Natives
1:02:05 Crypto AI Isn’t Going Away
1:09:30 Are AI Agents Real Yet?
1:14:17 Crypto AI Layers
1:26:09 Open Source’s Importance & Stacks
1:37:07 Middleware & App Layers
1:42:18 Where VCs Are Allocating
1:48:18 Closing & Disclaimers------
RESOURCESEjaaz
https://x.com/cryptopunk7213Gospel of Goatsie Whitepaper
https://pdfupload.io/docs/aae14f87Truth Terminal
https://x.com/truth_terminalAccelerando
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more!
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https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION
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https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited🐧 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple------
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TIMESTAMPS2:52 Intro
4:18 Background
10:30 Crypto Outlook for 2025
13:23 How High Will Bitcoin Go in 2025?
15:11 "Ethereum Is Incredibly Undervalued"
17:37 Why Ethereum L2's Are MASSIVE
20:26 When Will Ethereum Flip Bitcoin?
24:40 Ethereum Price Prediction 2025
29:03 What's The Next Ethereum of THIS Cycle?
32:10 The Memecoin Supercycle
33:49 Secret to Growing on Social Media
36:26 Thoughts on Cardano
39:56 Best Advice for Crypto Investors------
RESOURCESAltcoin Daily Interview
https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What is Arthur Hayes buying for 2025?
We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.
We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🤖 dYdX | UNLIMITED LAUNCHING SOON
https://bankless.cc/dYdXUnlimited🐧 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiSimple------
✨ Mint the episode on Zora ✨
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TIMESTAMPS0:00 Intro
5:11 Does the Election Matter?
13:44 Where are we in the Crypto Cycle?
17:23 Chinese Property Bubble
33:14 Isn’t Bitcoin Illegal in China?
37:45 Fed’s Next Move
45:16 Politics & The Money Printer
49:42 Arthur’s Crypto Portfolio
50:33 ETH as Money?
1:01:42 Is ETH Dead?
1:02:20 Ethena
1:03:46 Memecoins
1:05:42 AI x Crypto
1:09:10 War Scenario
1:18:48 Arthur’s Advice
1:20:28 Closing & Disclaimers------
RESOURCESArthur Hayes Blog
https://cryptohayes.medium.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Gary Gensler’s reign of terror is over. It’s ATH week.
With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.
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📣 LEGION | MERIT BASED ICOs
https://bankless.cc/Legion------
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TIMESTAMPS & RESOURCES00:00 The New President
https://polymarket.com/elections
https://x.com/Reuters/status/1854093869664837997
https://www.perplexity.ai/elections/2024-11-05/us/senate11:29 Polymarket’s Big Win
https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/shayne_coplan/status/1854045045806023002
https://x.com/Polymarket/status/185424887779867452919:15 Markets
https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://imgur.com/J9TUNmR25:53 ETF Updates
https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/EricBalchunas/status/185428174708247769632:02 Post Election Winners
https://www.coingecko.com/33:55 DeFi Renaissance
https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/
https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w39:06 Fed Watch
https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l40:42 $42 Billion Dollar Bitcoin Bid?
https://x.com/saylor/status/185171839188904395443:20 Global Dollar Network
https://x.com/global_dollar/status/185355874095740536248:36 UBS Launches Fund on Ethereum
https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html50:28 Base Fault Proofs
https://x.com/base/status/1851672364439814529
https://x.com/l2beat/status/185342966920423023051:34 Roman Storm Trial Delayed
https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/
https://x.com/RyanSAdams/status/185344080964480215952:03 Devcon
https://lu.ma/0bpju5ic54:54 Permissionless IV
https://x.com/Permissionless/status/1854542280301892074
https://x.com/BanklessHQ/status/1853426117157245208------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape.
We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.Alex on X - https://x.com/intangiblecoins
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ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?
We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.
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TIMESTAMPS0:00 Intro
5:01 How is Ethereum Going?
8:52 Why is ETH Down Bad?
19:43 Are L2s Parasitic?
34:02 Is Ethereum Security Overkill?
39:41 ETH vs SOL Metrics
46:32 Making the L1 Great Again
54:41 ETH Pincer Attack
1:01:21 Investors Barbell Strategy
1:05:42 Ethereum’s North Star
1:12:57 ETH Bull Catalysts
1:18:25 Based Rollups
1:28:07 Ethereum’s Marketing Problem
1:37:37 What’s Next for ETH
1:48:46 Closing Thoughts------
RESOURCESAnthony Sassano
https://x.com/sassal0xThe Daily Gwei
https://www.youtube.com/c/TheDailyGwei------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What exactly are Based Rollups?
We’ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based.
A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we’re front running it all and getting you downloaded on all things Based Rollups. Enjoy!
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TIMESTAMPS0:00 Intro
5:51 How’s the Roadmap Going?
12:34 The Most Logical Progression
16:53 Aggregating DeFi Apps
23:43 What Based Rollups Solve
44:01 Ethereum as the Sequencer
49:59 Based Rollups Core Advantages
58:39 Shared Sequencers vs Based Rollups
1:10:37 Based Rollups & Superchain
1:26:48 Ethereum L1 Capacity
1:33:49 Impact on ETH Economics
1:35:00 Impact on DeFi
1:37:48 Impact on User Experience
1:42:04 ETH Value Accrual
1:53:59 Trade-Offs
1:59:17 Bankless Summit
2:01:26 Closing & Disclaimers------
RESOURCESJustin Drake
https://x.com/drakefjustinBased Rollups
https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016------
Not financial or tax advice. See our investment disclosures here:
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It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin.
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TIMESTAMPS & RESOURCES
00:00:00 Start00:04:03 Markets
https://pro.kraken.com/app/trade/btc-usd
https://x.com/caprioleio/status/1850831666119623006
https://x.com/EricBalchunas/status/1850884568553013459
https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://www.coingecko.com/en/global-charts00:13:52 L2 Update
https://x.com/peterschroederr/status/1850556872727945285
https://x.com/dimahledba/status/1851535737482604681?s=46
https://x.com/dimahledba/status/1851183188288127237?s=46
https://x.com/dylankugler/status/1850997725111669044
https://x.com/sreeramkannan/status/185161672319742810900:18:23 Blobspace
https://x.com/timjrobinson/status/1851222351524036855
https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g00:28:27 Election Updates
https://polymarket.com/elections
https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/
https://x.com/amitisinvesting/status/185086841280674621700:35:02 AI Agents
https://x.com/truth_terminal
https://www.coingecko.com/en/coins/goatseus-maximus
https://app.virtuals.io/virtuals/68
https://terminal.virtuals.io/
https://x.com/wojtekwtf/status/1850835219160416486
https://warpcast.com/aethernet
https://x.com/tee_hee_he
https://x.com/MurrLincoln/status/185022614859408212000:50:16 US prosecutors are investigating Tether
https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5
https://x.com/paoloardoino/status/184987633857379991200:55:14 OP Foundation Gave 425M OP To Ink
https://www.coindesk.com/tech/2024/10/29/optimism-foundation-agreed-to-give-kraken-425m-of-op-tokens-in-layer-2-deal/
https://x.com/Fwiz/status/185128068447389746600:57:35 RocketPool Upgrade
https://x.com/drjasper_eth/status/184920697270222848200:59:37 Microsoft Buying Bitcoin?
https://x.com/jameslavish/status/1849598011082670387
https://x.com/saylor/status/184979076694558724101:01:17 SEC NFT Trolling
https://x.com/brianlfrye/status/1851118844766535860
https://www.youtube.com/watch?v=96Cyp-nsL6k1:04:44 Meme Of The Week
https://x.com/GoldTelegraph_/status/1850667711355113621------
Not financial or tax advice. See our investment disclosures here:
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The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today.
We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech.
Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.
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TIMESTAMPS0:00 Intro
5:34 Crypto x AI Narrative Shift
6:39 AI & Economic Agents Explained
11:50 GOAT Memecoin Summary
23:15 Were AI Crypto Agents Obvious?
25:18 Luna AI Token & Terminal
29:41 Consequences? Is This Life?
33:27 Exciting Use Cases
40:27 Sam Altman Quote Importance
42:33 Wealth Generation Process & Blockspace
48:15 Programmable Money & Agent MEV
56:14 The AI Agent & Memecoin Thesis
1:03:03 Government & Society Reaction Predictions
1:11:09 No Off Buttons?...
1:13:40 DePin & AI
1:16:45 AI Agent Blockspace Demand
1:19:15 Closing & Disclaimers------
RESOURCESMatthew Stephenson
https://x.com/stephensonhmattCrypto's Role In The AI Revolution
https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Nation, we’ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?
On one side, we’ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we’ve got David Hoffman and Jill Gunter defending L2s as successful extensions of Ethereum.
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TIMESTAMPS0:00 Intro
8:54 Defending “Extensions of Ethereum”
16:33 Interoperability Standards
25:36 Are L2s Parasitic to Ethereum?
32:37 ETH Economics & Value Accrual
41:30 Solana vs Ethereum L2s
49:09 Closing Thoughts------
RESOURCESKyle Samani
https://x.com/KyleSamaniMax Resnick
https://x.com/MaxResnick1Jill Gunter
https://x.com/jillrgunter------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market’s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll’s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for “losers.”
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TIMESTAMPS & RESOURCES
00:00 Start
02:23 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://x.com/DegenerateNews/status/1849120571222536262
https://www.coingecko.com/en/global-charts06:22 L2 Updates
https://l2beat.com/scaling/summary
https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/lukeyoungblood/status/1849217477668171831? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g08:09 Paul Tudor Jones Bullish Bitcoin
https://x.com/WatcherGuru/status/184873506361515213610:46 Election Check In
https://polymarket.com/elections
https://x.com/Polymarket/status/184945165878838479715:26 Kraken's New L2
https://x.com/inkonchain/status/1849443457883885801
https://inkonchain.com/en-US19:23 Stripe's $1 Billion Dollar Bet
https://x.com/Stablecoin/status/1848390849215730100
https://x.com/zcabrams/status/1848391342524641533
https://x.com/benhoneill/status/1848390493425504388
https://x.com/cburniske/status/184810861363139015522:24 Michael Saylor Against Self Custody?
https://x.com/AdamSimecka/status/1848131598044074289
https://x.com/Sina_21st/status/1848450657205789161
https://x.com/ErikVoorhees/status/1848754319019151873
https://x.com/VitalikButerin/status/1848876323026178429
https://x.com/ercwl/status/184873799746369582728:59 Balance on CEX's
https://x.com/leonwaidmann/status/1848780740969795917? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g32:38 Uniswap Integrated Across
https://x.com/AcrossProtocol/status/1849106135443202069
https://x.com/danrobinson/status/1849142590131904650
https://x.com/TrustlessState/status/184918216774802260035:47 Scroll Airdrop
https://scroll.io/blog/introducing-scrolls-first-airdrop-a-celebration-of-the-global-community
https://claim.scroll.io/
https://x.com/Andrey_10gwei/status/1848441546645135672
https://x.com/redhairshanks86/status/184865306855416633939:12 Ethereum Blobs
https://x.com/Data_Always/status/184878916088833234042:46 WorldCoin launches 'World Chain' L2
https://world.org/blog/announcements/world-chain-now-open-every-human48:46 Central Bankers
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4985877
https://www.minneapolisfed.org/research/working-papers/unique-implementation-of-permanent-primary-deficits52:11 Buenos Aires Issues Decentralized ID's
https://zksync.mirror.xyz/kWRhD81C7il4YWGrkDplfhIZcmViisRe3lnsmbvOEmg56:19 Nigeria Drops Charges
https://www.bloomberg.com/news/articles/2024-10-23/nigerian-court-releases-binance-executive-jailed-since-february57:44 Meme Of The Week
https://x.com/TrustlessState/status/1849206541255389459
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Optimism’s Ben Jones and Kraken’s Andrew Koller join us today to talk about Kraken’s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.
Kraken will share revenue with the Optimism Collective and participate in OP Governance, alongside major players like Coinbase and Uniswap. Ink’s mainnet is set to launch in early 2025, focusing on onchain wealth management and developer engagement.
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TIMESTAMPS0:00 Intro
5:43 Ink Explained
10:23 What Happens on Ink?
12:52 Technicalities of Ink
14:00 Kraken x Ink Synergy & Goals
16:15 Why Superchain?
17:36 Ink Roadmap
19:08 Scaling Ink
24:41 Wen Superchain Promise
33:19 Superchain 2025 Forcast
37:36 Kraken BTC x Ink
38:38 $INK
39:35 Superchain Economics
48:28 What’s Next?
51:30 Closing & Disclaimers------
RESOURCESInk
http://inkonchain.com
Kraken
https://x.com/krakenfx------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In this episode of Bankless Takes we dive into the growing sentiment that Ethereum is losing its edge, with its roadmap straying and competitors catching up.
We’ve spent a long time evaluating these arguments, and today, we give our take on the Ethereum Roadmap Wars. This is our best take on how the debate unfolds and why, in the end, we’re still bullish on Ethereum’s future.------
🎮B3 | THE FUTURE OF ONCHAIN GAMING
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TIMESTAMPS
00:00 Start
03:24 The Roadmap Wars
12:22 What Are The Wars Really About?
25:40 Roadmap Proposed Solutions
35:03 Why Are We Fighting Over DeFi
39:15 What Do We Do About It?
44:59 Where Will DeFi End Up?
50:23 What About $ETH The Asset?
53:43 The Bull Case For ETH------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.
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🎬 DEBRIEF | Ryan & David unpacking the episode:
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TIMESTAMPS0:00 Intro
5:52 Omid Malekan’s Crypto Background
9:31 Transitioning from TradFi to Crypto
14:51 Explaining Blockchain to Crypto Newcomers
21:10 The Fear in Crypto Transactions
24:53 Blockchain as a New Financial Architecture
28:07 What New Crypto Users Get Wrong
32:06 Not All Blockchains Are Equal
39:25 Qualitative & Quantitative Block Space
41:49 Lessons from Traditional Finance
46:36 Modular Design in Blockchain Systems
1:01:30 Envisioning Crypto's Endgame
1:09:25 Ether's Value Proposition and Role
1:20:28 Opportunities for High-Quality Liquid Assets
1:23:38 Ether as the Money of the Internet
1:36:55 Settlement Assurances and the Future of Ether
1:44:07 Crypto Cycles and Future Gains
1:45:29 Own Podcast?
1:46:22 Closing & Disclaimers------
RESOURCESOmid Malekan
https://x.com/malekanomsOmid's Books
https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331
https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures - Laat meer zien
