Afleveringen
-
We’re on the edge of our seats with the potential Ethereum ETF launch just days away. Are ETH ETF products finally going to be tradeable next week?
Solana is also in the spotlight, hinting at its own ETF while rolling out impressive innovations like ZK Compression and Blinks.
The Blast token has also finally dropped! Are you eligible? We unpack everything you need to know.
Plus, Ethereum’s new execution client might unlock a hidden beast. And we cover everything happening price with prices. Are we in a crypto bull or bear? Tune in to find out.
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TIMESTAMPS & RESOURCES0:00 Intro
3:19 Markets
3:53 Mt.Gox is ready to distribute the bitcoin
https://x.com/WatcherGuru/status/1805168222645244311
https://x.com/Ian_Unsworth/status/18052517463541313799:07 Germany is about to start selling the seized bitcoin
https://x.com/ArkhamIntel/status/18055428814546332829:30 Meanwhile, the U.S. government sent $240M of BTC to Coinbase
https://x.com/DegenerateNews/status/1806012142094614695
https://x.com/RyanSAdams/status/180634778412929036411:09 ETH Tailwinds
https://x.com/Matt_Hougan/status/1804137327964438729
https://x.com/econoar/status/180512390660214412515:31 L2 Update
https://l2beat.com/scaling/summary
https://rollup.wtf/17:33 Bitcoin flows
https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-onchain-flows
https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-on-chain-total-net-flows18:21 All spot ETH ETF S-1 amendments are now in!
https://x.com/NateGeraci/status/1804264951315403233
https://x.com/matthew_sigel/status/1805624888821989576
https://x.com/Matt_Hougan/status/180594196883853353421:20 Cooked Airdrops
https://x.com/k1z4_/status/1804498112154620370
https://imgur.com/a/q7riQXD27:41 Is Solana getting an ETF?
https://x.com/matthew_sigel/status/1806313241431138434
https://x.com/JSeyff/status/1806322096924217412
https://x.com/JSeyff/status/1806324109045031034
https://x.com/EricBalchunas/status/1806319656694628659
https://x.com/JSeyff/status/1806330548887093414
https://x.com/jchervinsky/status/1806331553594675563
https://www.coingecko.com/en/coins/solana32:10 Solana’s Blinks + ZK Compression
https://x.com/solana/status/1805587979723063440
https://x.com/phantom/status/1805588661213220968
https://x.com/dabit3/status/1805955810800947472
https://x.com/0xCygaar/status/1804536674338357368
https://x.com/ufukaltinok/status/180436215390368182339:20 Blast launched their airdrop
https://x.com/Blast_L2/status/1805630569830924310
https://www.coingecko.com/en/coins/blast
https://x.com/blur_io/status/1805631184028024909
https://x.com/OlimpioCrypto/status/180563449835836669745:44 Ethereum execution client Reth was launched!
https://x.com/gakonst/status/180592038339015484548:52 MiCA is about to enforce strict rules for stablecoins
https://www.theblock.co/post/301989/eu-crypto-mica-stablecoin-disruption
https://x.com/SethHertlein/status/179910253545987720152:15 Gary Continues Taking Ls
https://x.com/MinarikLaw/status/1805715857030439306
https://x.com/EleanorTerrett/status/1806334142432293142
https://x.com/milesjennings/status/1806354239092080665
https://x.com/WatcherGuru/status/1806303516694122663
https://www.coindesk.com/policy/2024/06/27/coinbase-accuses-us-sec-fdic-of-improperly-blocking-document-requests/56:39 Winklevoss twins donated $2M in BTC to Trump’s campaign
https://x.com/tyler/status/180387285993854992059:10 Raises and BVC Investments
https://x.com/hotpot_dao/status/1806357081231909168
https://x.com/KAndrewHuang/status/18056323137595147831:01:47 Voting on Bankless Nation podcast suggestions starts today!
https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a71:03:34 July schedule…
https://lu.ma/k0amrrnz
https://x.com/TrustlessState/status/18053813465102257761:04:58 Meme of the Week
https://x.com/BitwiseInvest/status/18063269304776541471:05:43 Closing & Disclosures
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
David is joined by Leighton Cusack and Matt Metkov, two members of PleasrDAO, the organization that owns and is releasing the Wu-Tang Album.
The Wu-Tang Clan created a unique album, “Once Upon a Time in Shaolin,” to combat music’s devaluation in the digital age. It was bought by Martin Shkreli in 2015, who later lost it due to a fraud conviction. In 2021, PleasrDAO, a crypto collective, purchased the album to restore its value and make it accessible to the public, promoting fairer digital ownership in the Web3 era.
Hear how you can own the most exclusive music album and help support the movement.
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TIMESTAMPS0:00 Intro
9:09 What’s Special About This Album?
11:13 One-Off Event Or New Path For Artists?
14:24 Music Scenario: 2014 vs. Now?
17:41 Music Renting VS Collecting/Ownership
22:25 How To Own The Album?
26:47 Rights & Collaboration
28:07 Rethinking Music Distribution
31:02 Magnitude Of Album Release
32:47 Why Crypto People Should Care?
34:56 David On The Album Songs
38:05 Where To Own The Album?
40:16 Sales & Record-Breaking Week
43:48 Closing & Disclosures------
RESOURCESMint Here
https://thealbum.comLeighton
https://x.com/lay2000lbs------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Zijn er afleveringen die ontbreken?
-
Is the crypto bull market over? The crypto sentiment has suddenly flipped bearish. The skeptics are saying that the ETH ETF will amount to nothing. Gox will dump on you. There are no new crypto use cases. There’s too much token supply. The bearish list goes on.
So what gives? Is this just summertime slowness or is the bull market over?
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⚖️ARBITRUM | SCALING ETHEREUM
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TIMESTAMPS & RESOURCES
0:00 Intro
1:15 Current Market Sentiment
https://x.com/splitcapital/status/1805346083981201775
https://x.com/biancoresearch/status/1805341535967527200
https://x.com/SplitCapital/status/1805349168229367936
https://x.com/cryptobran_/status/1805331025905729983
https://x.com/mrjasonchoi/status/1804107651854594071
https://x.com/tmnxeq/status/1804913082571071679
12:49 ETH ETF is Bearish
https://x.com/Rewkang/status/1804735595111211104
16:26 Gox will Dump on You
https://x.com/WatcherGuru/status/1805168222645244311
https://x.com/RyanSAdams/status/1804138577204289900
19:20 No New Crypto Use Cases
https://x.com/0xCygaar/status/1801667353207521364
https://x.com/divine_economy/status/1802510497633198565
https://x.com/milesdeutscher/status/1800190273517211699
26:09 Any Bulls Left?
https://x.com/econoar/status/1805447135141544280
https://x.com/milesdeutscher/status/1805249025643581761
https://x.com/fejau_inc/status/1805242741494005780
https://x.com/intangiblecoins/status/1805244957252284916
https://x.com/intangiblecoins/status/1805244973261914582
https://x.com/pythianism/status/1805608579422208061
https://x.com/pythianism/status/1804987849059787113
https://x.com/iamDCinvestor/status/1804998114090389795
https://x.com/cburniske/status/1805308535611502763
https://imgur.com/DXcyjMS
43:27 Closing & Disclosures
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What if the information anarchy of the internet spells the downfall of liberalism?
Economist Noah Smith and Ethereum Founder Vitalik Buterin join us for a fascinating discussion on why Authoritarianism might be the answer to the current information warfare. Yes, you heard that right.
We start the episode by defining liberalism, how it has brought excessive polarization and why totalitarianism might be the only solution left. We then steelman the case against this same argument and how blockchains and crypto could play a role in all this.
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TIMESTAMPS0:00 Intro
8:53 Defining Liberalism
21:50 Information Warfare
42:17 Summarizing the Argument
55:09 Could the Thesis be Wrong?
1:11:12 Information Leviathans
1:34:13 The Role of Blockchains
1:38:22 Closing & Disclaimers------
RESOURCESVitalik Buterin
https://x.com/VitalikButerinNoah Smith
https://x.com/NoahpinionNoahpinion Blog
https://www.noahpinion.blog/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why should we fight for Freedom of Speech?
That’s the question that Free Speech Lawyer and Writer Greg Lukianoff helps us answer today.
Using first principles, Greg goes deep into the importance of Freedom of Speech, “Free Speech Culture”, what happens to Free Speech when new technologies like the printing press and the internet are introduced, and how all this intersects with blockchains and crypto.
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/debrief-the-greg-lukianoff-interview------
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TIMESTAMPS0:00 Intro
6:19 Defining Free Speech
15:59 Free Speech Origins
19:43 The Printing Press
37:11 The Constitution
39:50 Free Speech Culture
47:48 What Protects Free Speech
55:57 Generational Differences
1:09:17 Censorship Societies
1:16:29 The Internet
1:21:04 AI & Free Speech
1:23:04 Web2 Censorship
1:27:17 Freedom to Transact
1:36:38 Privacy
1:38:30 How to Get Involved
1:40:49 Closing & Disclaimers------
RESOURCESGreg Lukianoff
https://x.com/glukianoffThe Eternally Radical Idea Newsletter
https://greglukianoff.substack.com/FIRE
https://www.thefire.org/Support FIRE Today!
https://www.thefire.org/donateThe Canceling of the American Mind
https://www.amazon.com/Canceling-American-Mind-Undermines-Threatens-ebook/dp/B0BTZT9PLM/ref=tmm_kin_swatch_0?_encoding=UTF8&sr=8-1Free Speech: A History from Socrates to Social Media
https://www.amazon.com/Free-Speech-History-Socrates-Social/dp/1541600495/ref=sr_1_1?sr=8-1Revolution in the Age of Social Media
https://www.amazon.com/Revolution-Age-Social-Media-Insurrection-ebook/dp/B00GVZJWAMFree Speech, The People's Darling Privilege
https://www.amazon.com/Free-Speech-Peoples-Darling-Privilege/dp/0822325292------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Friday Weekly Rollup
3rd Week of June 2024
The SEC drops all charges against Ethereum 2.0—could it now be recognized as a commodity? Plus, hints surface about the launch date of the ETH ETF!
Airdrop season is still alive and well! LayerZero and zkSync tokens launched recently. Find out if you’re eligible and the market’s reaction.
And, did Baron Trump really launch a DJT memecoin on Solana? We unpack the latest buzz and drama. Tune in for all the details and so much more!
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⚡️ CARTESI | LINUX-POWERED ROLLUPS
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
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🔗CELO | CEL2 COMING SOON
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------
TIMESTAMPS & RESOURCES
0:00 Intro
2:55 MARKET
https://x.com/WhalePanda/status/1802958996392870368
https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-flows
https://x.com/CryptoDonAlt/status/1802743515941609572
https://www.tradingview.com/chart/?symbol=AMEX%3ASPY
https://x.com/saylor/status/1803763490928119950
9:35 ETH Price & ETH ETF Going Live
https://x.com/EricBalchunas/status/1801725292404261308
13:03 Total Crypto Market Cap
13:46 L2Beat
https://dune.com/hildobby/blobs
https://dune.com/sealaunch/dex-metrics-on-base?Select+Date+Granularity_ed0f38=week&Select+Timeframe_ed47bb=365
https://imgur.com/YuXZfAv
https://x.com/WazzCrypto/status/1803858912166449480
https://twitter.com/wbnns/status/1803217959479025857
18:40 Combo ETH + BTC ETF
https://x.com/NateGeraci/status/1803080047303036971
https://x.com/Matt_Hougan/status/1803767324605886515
https://x.com/matthew_sigel/status/1801342560977190937
https://youtu.be/T2Ur8Dhc3uQ?si=Obqn5eY89sEUEdwi
https://youtu.be/KUMGYEKIiGw?si=fS4pae1N_rr1f0C0
21:35 AIRDROP Season in full swing
Bankless Claimables and AIrdrop Hunter
https://www.bankless.com/claimables/reveal
https://x.com/LayerZero_Fndn/status/1803744985029788042
https://www.coingecko.com/en/coins/layerzero
https://x.com/LayerZero_Fndn/status/1803742303204323494
https://layerzero.foundation/claim
https://www.theblock.co/post/300389/zksync-live-mcap-airdrop
https://www.coingecko.com/en/coins/zksync
https://x.com/TheZKNation/status/1802626483770265991
https://x.com/TheZKNation/status/1801378349442269345
https://docs.zknation.io/zk-token/zk-token-faq
https://x.com/nansen_ai/status/1803003153820082270
https://x.com/cobie/status/1803071393484939602
31:58 MOTHER + DADDY Update
https://www.coingecko.com/en/coins/mother-iggy
https://x.com/IGGYAZALEA
https://x.com/jimcramer/status/1800893795346637193
https://www.coingecko.com/en/coins/daddy-tate
37:21 What’s going on with $DJT?
https://www.coingecko.com/en/coins/trumpcoin-2
https://x.com/PirateWires/status/1802825492405669930
https://www.newsweek.com/crypto-djt-barron-trump-martin-shkreli-1915147
https://x.com/ArkhamIntel/status/1803161788164288875
https://x.com/ArkhamIntel/status/1803471430727901455
https://x.com/zachxbt/status/1803240784436797871
https://x.com/zachxbt/status/1803371615524364503
https://x.com/jmgramke/status/1803792368388264399
https://x.com/WatcherGuru/status/1803759609808564306
https://x.com/MartinShkreli/status/1803821631279612367
50:38 U.S. SEC closes investigation in Ethereum!
https://x.com/Consensys/status/1803230653120659641
https://x.com/laurabrooksie1/status/1803237492130234633
https://x.com/RyanSAdams/status/1803412140289560849
https://x.com/RyanSAdams/status/1803783619997052977
54:30 BitWise launches a new Ethereum ad for their incoming ETH ETF
https://x.com/BitwiseInvest/status/1803789737620078875
https://zora.co/collect/base:0x9ada0269656e7855c95f54a34d4ef94f78892038/1
1:00:12 Kraken exploit for 3m and some drama - vs Certik
https://x.com/c7five/status/1803403565865771370
https://x.com/P3b7_/status/1803479749005549647
https://x.com/tayvano_/status/1803478049280893040
https://x.com/sethforprivacy/status/1803520795735683528
1:06:34 Donald Trump wants all remaining Bitcoin to be 'Made in USA'
https://x.com/intangiblecoins/status/1801771689249787936
1:08:06 Optimism & Tether Releases
https://x.com/Optimism/status/1800974991313469445
https://chain.box
https://x.com/Alloy_tether/status/1802676443781923289
1:10:45 Bankless ETHCC Meetup
https://lu.ma/k0amrrnz
1:12:10 Who won the ETH ETF Pitch competition?
https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706
1:13:45 Another voting for Bankless Nation!
https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7
1:15:38 MEME of the Week
https://x.com/PleasrDAO/status/1803572250278514999
1:16:17 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Sam Jernigan, the “Unofficial ETH Maxi of Wall Street”, has been evangelizing Ethereum to institutional funds and billionaires from inside the house for the past five years.
Having the perfect blend of deep Ethereum knowledge and the full Wall Street experience, Sam guides us through how he became an ETH Maxi, why the lack of understanding of ETH in TradFi is the most bullish case for the asset and what the future holds for ETH institutional adoption.
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum------
TIMESTAMPS0:00 Intro
7:47 Defining TradFi
20:05 Ethereum’s P/E Ratio
23:49 Sam’s Background
40:44 Becoming an ETH Maxi
52:57 The State of ETH in TradFi
57:38 ETH Bull Case
1:06:11 The Flippening
1:12:11 ETH ETF
1:19:26 Security vs Commodity Debate
1:24:00 TradFi: Friend or Foe?
1:34:39 Regulation
1:46:07 Closing & Disclaimers------
RESOURCESSam Jernigan on X
https://x.com/sjerniganivSam Jernigan on LikedIn
https://www.linkedin.com/in/samjernigan07302015/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
In this episode, David Hoffman is joined by Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack VanEck's groundbreaking ETH 2030 report. They discuss the $154,000 bull case, $22,000 base case, and $340 bear case for Ethereum, and the factors behind these predictions.
Matthew dives deep into the role of ETH ETFs and shares insights into ETH's evolving narrative in institutional portfolios. He also provides interesting analogies and comparisons between ETH and Web 2.0, explaining how VanEck will help traditional investors understand and invest in ETH using these narratives and real market data.
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https://bankless.cc/CartesiGovernance
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:16 VanEck Vibe Check ?
8:11 VanEck ETH 2030 Price Prediction Report
12:31 Last Year’s Report vs. Present Report
15:10 Ethereum Narrative For Retail
19:14 Pitching ETH To Customers
25:15 Parameters For Bear, Base & Bull?
28:49 What If ETH Reaches $154,000
32:31 ETH’s Most Bearish & Bullish Scenarios
33:40 Solana’s MEV vs. ETH’s MEV
41:28 BTC & ETH Allocation In Portfolio
45:59 Can Data Help Matthew Convince Customers?
49:30 $15B In ETF Assets
50:30 Closing & Disclosures------
RESOURCES:Matthew Sigel
https://x.com/matthew_sigelVanEck
https://www.vaneck.com/us/en/
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-eth-2030-price-target/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Now that CZ is gone, who’s going to fill his shoes?
His name is Richard Teng, the new Binance CEO. He’s joining the podcast today to not only share the story of how he got here, but also to define his vision for the future of Binance.
We ask him:
Who is Richard Teng?
What was it like to work with CZ?
Why Crypto?
What is going on in Nigeria?
Bull Market Predictions?If you want to know who’s taking charge in the next era of Binance, this episode is for you.
------
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-richard-teng-interview------
✨ Mint the episode on Zora ✨
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📣STAKEWISE | LIQUID SOLO STAKING
https://bankless.cc/Pod_StakeWise------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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⚖️ARBITRUM | SCALING ETHEREUM
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https://bankless.cc/Mantle🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
7:16 Who’s Richard Teng
15:54 The Last 2 Years
24:30 Filling CZ Shoes
34:58 The Future of Binance
48:33 What is Going on in Nigeria?
54:31 Why Crypto?
1:03:33 BNB Chain
1:05:48 Richard Teng’s Routine
1:08:25 Bull Market Predictions
1:14:21 Advice for Investors
1:16:17 User Fund Security
1:19:31 Closing & Disclaimers------
RESOURCESRichard Teng
https://x.com/_RichardTengTigran Gambaryan Article
https://www.binance.com/en/blog/leadership/from-richard-teng-binance-ceo-tigran-gambaryan-is-innocent-and-must-be-released-3634612934164622056Binance Proof of Reserves
https://www.binance.com/en/proof-of-reserves------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Friday Weekly Rollup
2nd Week of June 2024------
✨ Mint the episode on Zora ✨https://zora.co/collect/zora:0x9171d31d50857506ebf5c2f20e5690a126ea6687/2
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📣STAKEWISE | LIQUID SOLO STAKING
https://bankless.cc/Pod_StakeWise------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/CartesiGovernance
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS & RESOURCES
0:00 Intro
3:31 Markets
8:20 Gary G Says ETH ETF Approval “Sometime in Summer”
https://x.com/tier10k/status/18012619406158480049:19 L2 Update
11:04 The Fed expects to cut rates just once this year
https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html15:41 Will BTC ETF follow the gold ETF success path?
https://x.com/hongkim__/status/179944236589298525720:48 ZKSync introduced ZK token
https://x.com/TheZKNation/status/1800424206129357194
https://app.aevo.xyz/perpetual/zk
https://x.com/eekeyguy_eth/status/1800461976969035910
https://blog.zknation.io/zk-token/
https://zknation.ghost.io/content/images/2024/06/points.png
https://x.com/LibraryDefi/status/1800589632909832509
https://x.com/Gautamguptagg/status/1800539906923733397
https://x.com/Gautamguptagg/status/1800539906923733397
https://x.com/TheZKNation/status/1801020410563060031
https://x.com/TrustlessState/status/1801024526001815616
https://x.com/TrustlessState/status/180075835351120710336:46 Speaking of Airdrops: Taiko launched their TAIKO token
https://x.com/taikoxyz/status/1798336750668136851
Find out whether you are eligible via Claimables!
https://bankless.cc/3Jte55n38:33 Optimism’s fault proofs are live!
https://x.com/l2beat/status/1800530188171674070
https://x.com/VitalikButerin/status/180054732993162062549:23 Pectra is about to became the biggest upgrade of Ethereum history:
https://x.com/sassal0x/status/179886985020041238355:34 Symbiotic introduced their restaking platform
https://x.com/symbioticfi/status/180053000477602249359:29 Eigen Labs acquired Rio Network
https://x.com/eigen_labs/status/18008886266428993211:01:41 Crypto:The Game was acquired by Uniswap!
https://x.com/cryptothegame_/status/18001999467398225941:06:28 PleasrDAO releases the WuTang Album
https://pitchfork.com/news/wu-tang-clan-once-upon-a-time-in-shaolin-turned-into-nft/
https://www.thealbum.com/1:09:12 Terraform Labs agreed to pay SEC $4.5B!
https://www.coindesk.com/policy/2024/06/12/terraform-labs-do-kwon-agree-to-pay-sec-a-combined-45b-in-civil-fraud-case/
https://x.com/TrustlessState/status/18009557219552830531:11:44 Alchemy introduced platform for building rollups
https://x.com/alchemyplatform/status/17987479112260406791:13:03 New Paradigm Fund
https://x.com/matthuang/status/18012837176645268351:14:41 The Daily Gwei
https://www.youtube.com/@TheDailyGwei/videos
https://x.com/thedailygwei
https://x.com/sassal0x
https://podcasts.apple.com/us/podcast/into-the-ether/id14439205651:15:49 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Today on the show, we’re exploring the frontier of ZK Rollups on Bitcoin!
The Bitcoin L2 landscape is standing on the shoulders of this technical implementation called BitVM. We brought Robin Linus, one of the author’s of the BitVM White Paper, to not only dive into how BitVM got started, but more importantly, what it means for the future of Bitcoin.
------
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-robin-linus-interview------
✨ Mint the episode on Zora ✨
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2 ⚡️ CARTESI | LINUX-POWERED ROLLUPS
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🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
5:03 Who is Robin Linus?
10:20 Why Bitcoin?
16:19 Bitcoin Needs to Scale
22:15 BitVM Eureka Moment
24:31 The State of BitVM
27:19 BitVM vs Ethereum Rollups
33:45 How Does BitVM Work?
46:07 BitVM Critiques
55:07 The Bitcoin L2 Space
59:33 The BitVM Endgame
1:03:07 The Future of Bitcoin
1:07:09 Closing & Disclaimers------
RESOURCESRobin Linus
https://x.com/robin_linusRobin Linus Website
https://robinlinus.com/BitVM
https://bitvm.org/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Ethereum ETF is coming. What’s the best narrative for ETH to sell to TradFi/Wall Street? Ryan and David discuss the 7 leading ETH Narratives and then have a pitch-off amongst themselves. Each of them prepared a 1-2 minute pitch and then they each spend some time unpacking each other’s pitch and analyzing each point. Bankless Citizens get to vote - whose was better? Ryan or David’s? The winner gets a bragging rights POAP.
------
📣BANKLESS CITIZENS VOTE HERE
https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706------
✨ Mint the episode on Zora ✨
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/CartesiGovernance
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
2:26 Eric Balchunas
https://x.com/EricBalchunas/status/17940234273275334564:44 ETH Narratives
https://x.com/TrustlessState/status/17955952869723834945:58 Ethereum is a Tokenization Platform
https://twitter.com/ChainLinkGod/status/1798133271139901668
https://twitter.com/ChainLinkGod/status/1798133271139901668/photo/19:26 Ethereum is an app store
https://twitter.com/jdorman81/status/179292779635381464013:56 Operating system and app store
https://x.com/RasterlyRock/status/179121718101270168217:15 ETH is Digital Oil
https://twitter.com/0xkydo/status/174075077209329693820:37 ETH is an Internet Bond
https://www.bankless.com/eth-the-internet-bond23:38 Programmable Money
https://x.com/econoar/status/112431147542879027325:59 "ETH is Ultra Sound Money"
https://twitter.com/drakefjustin/status/135273492370312396831:44 Pitches + Debrief/Analysis + Vote https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706
44:05 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
“Energy is the base layer of money” - that’s how our guest Luke Gromen puts it in today’s episode.
Luke is an Author and Investor who gives us a completely new way to look at money, through the lens of energy costs.
The essential learning of today’s show is that you can’t understand money until you understand energy markets. Apart from that Luke explains why the price of oil is about to force a monetary system change, why the 60/40 portfolio is dead and much more.
------
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🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-luke-gromen-interview------
📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS0:00 Intro
5:57 Luke’s Thesis
12:23 Energy lens
23:23 Arc of the Dollar
28:31 Why Oil?
31:31 Energy as a Denominator
38:12 Energy Price Changes
45:31 Energy Miracles
59:22 Monetary System Change
1:10:41 Capital Controls
1:18:12 Future of the US
1:24:56 How to Prepare
1:30:37 Closing & Disclaimers------
RESOURCESLuke Gromen
https://x.com/LukeGromenFTT, LLC
https://fftt-llc.com/Luke Gromen Weekly Newsletter
https://fftt-treerings.com/Visualizing the History of Energy Transitions
https://www.visualcapitalist.com/visualizing-the-history-of-energy-transitions/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Bankless Friday Weekly Rollup
1st Week of June 2024------
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/12?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------
📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT
https://www.transporter.io/------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/Mantle⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS & RESOURCES
0:00 Intro
3:26 Prices
4:30 L2 Update
https://x.com/jessepollak/status/1798731497173905439
https://x.com/0xKofi/status/1797645289307951127
https://x.com/Uniswap/status/1797624523711561828
https://x.com/RyanSAdams/status/179846046806908523410:00 3 more milestone numbers on the wk
https://x.com/TrustlessState/status/1798497346512412898
https://x.com/0xDeFiDevin/status/1797462120713613511
https://twitter.com/sorellalabs
https://www.coingecko.com/en/coins/bnb17:52 FROTHY STONKS
https://x.com/greg16676935420/status/1798404597897363936
https://companiesmarketcap.com/assets-by-market-cap/
https://www.reddit.com/user/DeepFuckingValue/
https://www.tradingview.com/chart/?symbol=NYSE%3AGME
https://x.com/JasonHitchcock/status/179743716832489919226:04 ETFs are back baby! Wen ETH ETF, wen banana zone for ETH?
https://x.com/CarpeNoctom/status/1798170536146825630
https://x.com/ericbalchunas/status/1798156058487382232
https://x.com/bitcoinmagazine/status/1796120216780333409
https://x.com/EricBalchunas/status/1797644643712262482
https://finance.yahoo.com/news/blackrock-says-10m-seed-money-174942096.html
https://x.com/ericbalchunas/status/1796606348324634798
https://x.com/EricBalchunas/status/1797589909768949827
https://x.com/EleanorTerrett/status/1798351844248576311
https://x.com/AlexanderGrieve/status/1798352191713157308
https://x.com/RyanSAdams/status/1796543517671424065
https://x.com/tradetheflow_/status/1797520578087465295/photo/2
https://x.com/vaneck_us/status/1798428976068657411
https://x.com/vaneck_us/status/179843265372665861943:55 President Biden missed the layup - vetoed SAB-121
https://www.whitehouse.gov/briefing-room/presidential-actions/2024/05/31/a-message-to-the-house-of-representatives-on-the-presidents-veto-of-h-j-res-109/
https://www.aba.com/advocacy/policy-analysis/letter-to-president-biden-sab-121
https://x.com/faryarshirzad/status/1796837972978872764
https://x.com/nic__carter/status/1796687373314445766
https://x.com/standwithcrypto/status/1798433256339079417
https://x.com/fejau_inc/status/1796310685330051121
https://www.coindesk.com/markets/2024/05/30/trump-token-sinks-after-former-us-president-is-found-guilty-in-new-york/52:50 Robinhood Acquires Bitstamp
https://x.com/RobinhoodApp/status/1798672303519342898
https://twitter.com/vladtenev/status/179868059034412696355:05 Celebcoin Culture Wars
https://www.coingecko.com/en/coins/mother-iggy
https://x.com/VitalikButerin/status/1798290424622113230
https://x.com/IGGYAZALEA/status/1798471807647068297
https://x.com/haydenzadams/status/179855117683463811459:32 ETH
Coinbase’s smart wallets is now officially launched! Is this how we get to billions?
https://www.coinbase.com/blog/a-new-era-in-crypto-wallets-smart-wallet-is-here
https://x.com/jessepollak/status/1797772737207062752
1:02:31 StarkWare plans to bring ZK scaling to Bitcoin alongside Ethereum
https://x.com/StarkWareLtd/status/1797985467666940265
https://bankless.cc/PermissionlessDiscount1:05:31 Punks below 30 ETH
https://x.com/punksOTC/status/17980938807111559181:06:26 Blackrock and Citadel wants to launch new rival Stock Exchange in Texas
https://www.reuters.com/markets/us/blackrock-citadel-backed-group-start-new-national-stock-exchange-texas-wsj-2024-06-05/
https://x.com/delzennejc/status/17983994336519743011:10:21 Raises and BVC Investments
Mountain raised $8M in Series A
https://x.com/MountainUSDM/status/17987404956798157311:11:35 MEME of the Week
https://x.com/TrustlessState/status/17981243398434490651:12:19 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
After 3 months of flat crypto prices, people are asking “where are we in the cycle”? What if the real bull hasn't even started yet?
How big of the impact can the ETH ETF's really have and can they really take us to the coveted.... Banana Zone? All of that and more on this weeks episode of Bankless Takes.
------
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🔐 GridPlus Lattice1 Hardware Wallet
(use discount code BANKLESS2024 at checkout for 15% off)
https://gridplus.io/products/grid-lattice1------
BANKLESS SPONSOR TOOLS:🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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https://bankless.cc/CartesiGovernance
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo------
TIMESTAMPS
00:00 Intro
03:18 The Bull Run is Boring
06:35 What Inning Are We In?
16:28 Demand For Gold Reserves
23:19 The Banana Zone
28:22 ETH ETF Impact
35:30 Celeb Memecoins
43:12 Key Takeaways------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ Mint the episode on Zora ✨
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------
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-justin-drake-vs-anatoly-yakovenko-interview
------
Ethereum vs. Solana. That’s the debate we’re having today.
On Ethereum’s side we have Ethereum Researcher Justin Drake, and on the Solana’s we have Solana’s Co-Founder Anatoly Yakovenko.
They give us the good, the bad and the ugly of each other’s blockchain, settling their endgame towards the end of the episode.
This was one, if not the spiciest debate we had on the show. We tried our best to give both guests time with minimal intervention. At times went well, at others it caused deep semantic rabbit holes. But overall both guests were able to communicate their messages.
------
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🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa.🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE
https://transporter.io/⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance------
TIMESTAMPS0:00 Intro
7:16 The Good
22:30 The Bad
52:03 Global Shared State
1:06:07 Economic Security
1:30:08 The Ugly
1:47:23 The Endgame
1:55:22 Closing & Disclaimers
------
RESOURCES
Anatoly Yakovenko
https://twitter.com/aeyakovenko
Justin Drake
https://twitter.com/drakefjustin
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ Mint the episode on Zora ✨
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------
Bankless Friday Weekly Rollup
Last Week of May
------
📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT
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------
BANKLESS SPONSOR TOOLS:
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🔗CELO | CEL2 COMING SOON
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🌐 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance
------
TIMESTAMPS & RESOURCES
00:00:00 Injury Updates
00:05:16 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
00:07:22 ETF Update
https://x.com/tier10k/status/1793758369804886200?s=46&t=LKBC7Qtm18FnZ380xCF2pA
00:09:08 When Will ETFs Launch?
https://x.com/EricBalchunas/status/1795934675380109479
https://x.com/NateGeraci/status/1795255561753424157
https://x.com/JSeyff/status/1795933440090452413
00:11:09 ETH Price Impact
https://imgur.com/a/rkIfckX
https://www.theblock.co/post/296237/qcp-capital-predicts-spot-ethereum-etf-approvals-could-drive-prices-higher
https://www.grayscale.com/research/reports/the-state-of-ethereum
https://thedefireport.io/research/the-turning-point#a-simple-framework-to-think-about-p
https://x.com/ZachLight16/status/1794778924381082003
00:19:31 The ETH Narrative
https://x.com/TrustlessState/status/1795595286972383494
https://youtu.be/vo2PjvZHIR4?si=ICEq25ulL4iaguOg&t=140
https://youtu.be/rlZo7x2ABHw?si=K6WKpHGP-4_L1k5w&t=50
https://x.com/jdorman81/status/1792927796353814640
00:30:26 David's Challenge
00:34:47 The Saylor Pivot
https://x.com/JasonYanowitz/status/1793627497398948193
https://x.com/BeagleBitcoin/status/1794443617399885986
https://x.com/nic__carter/status/1792706827748294947
https://x.com/sassal0x/status/1794603287431528522
00:41:05 Presidential Pivot
https://x.com/yugacohler/status/1794540212254589369
https://twitter.com/BitcoinMagazine/status/1794535395176366260?t=zcNFn9egY0fRCpxYNRu7sQ&s=19
https://www.theblock.co/post/297504/biden-campaign-shifts-crypto-stance-engages-crypto-industry-presidential-elections-2024?utm_source=twitter&utm_medium=social
00:47:21 Celeb Coins
https://x.com/Caitlyn_Jenner/status/1794886435985846680
https://www.coingecko.com/en/coins/caitlyn-jenner
https://x.com/Caitlyn_Jenner/status/1795269306693075404
https://x.com/Caitlyn_Jenner/status/1795277298490605934
https://x.com/Caitlyn_Jenner/status/1795973191325585733
https://x.com/coffeebreak_YT/status/1795948137397338120
https://x.com/waleswoosh/status/1795046157674045567
00:57:09 L2 Update
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1795572376555712551
https://x.com/0xDesigner/status/1794040845642957102
00:59:57 ENS L2
https://x.com/ensdomains/status/1795440186513576318
01:01:33 Taiko Mainnet
https://x.com/taikoxyz/status/1795078728768483464
01:03:14 Solana Updates
https://forum.solana.com/t/proposal-for-enabling-the-reward-full-priority-fee-to-validator-on-solana-mainnet-beta/1456/97
01:05:52 ETH vs SOL Debate
01:06:32 Gary Takes Another L
https://x.com/iampaulgrewal/status/1795511035870285827
01:08:20 Gemini Earn Updates
https://x.com/Gemini/status/1795819898049884468
https://x.com/JSeyff/status/1795928574878245126
01:10:18 Railgun Volume Record
https://thedefiant.io/news/regulation/railgun-privacy-protocol-surpasses-usd1b-in-volume-amid-crackdown-on-crypto-mixers
01:13:29 Warpcast Bankless Frame
https://warpcast.com/bankless/0xca3e17df?utm_source=Socials&utm_medium=Farcaster&utm_campaign=warpcastclaimables
01:14:47 Meme of The Week
https://x.com/eawosikaa/status/1795659750702719348
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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Is it all vibes? Always has been.
Kyla Scanlon is a writer, podcaster, analyst, founder of financial education company Bread, and an all around brilliant explainer of things hard to explain.
Expect to learn why economies are vibe reflectors, Kyla’s “economic kingdom” model and an overview on the current state of economic affairs.
Financial literacy is a superpower and Kyla managed to compress this topic that people have been trying to figure out for ages in an easy to understand economics toolbox.
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------
TIMESTAMPS
0:00 Intro
6:55 The Vibes Economy
12:10 Understanding Money & Finance
17:04 The Economic Kingdom
20:37 The Monetary Castle
28:35 The Fiscal Castle
37:47 Vibes are the Economy
56:23 The Deciders
1:00:55 Housing Market
1:06:58 The Labor Market
1:13:35 Wealth Inequality
1:19:12 Energy
1:23:01 The Economics Toolbox
1:28:03 What’s Next for Kyla
1:33:03 Closing & Disclaimers
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RESOURCES
Kyla Scanlon on X
https://x.com/kylascan
Kyla Scanlon Website
https://kylascanlon.com/
Order “In this Economy?” Now
https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/
Kyla’s “AI Can't Plant Corn (Yet)”
https://kyla.substack.com/p/ai-cant-plant-corn-yet
WSJ “How Gen Z Is Becoming the Toolbelt Generation”
https://www.wsj.com/lifestyle/careers/gen-z-trades-jobs-plumbing-welding-a76b5e43
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/6
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🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-timothy-massad-interview
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Are stablecoins a threat to national security? How should the US government step in?
We brought Timothy Massad, the perfect guest to help us answer these hard questions. He was the Obama appointed chair for the CFTC, the guy who helped designate Bitcoin as a commodity over 10 years ago.
We touch on:
- The importance of stablecoins.
- How stablecoins compare to eurodollars.
- Weather crypto and sanctions can co-exist.
- A sensible policy for stablecoins.
- And finally, his thoughts on what happens next.
Timothy brings a whole different perspective from what we’re used to in our crypto bubble. That’s exactly why you should tune into this episode.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT
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------
TIMESTAMPS
0:00 Intro
6:34 Timothy’s Background
9:30 Security vs Commodity
12:46 Stablecoin First Impressions
21:42 The Importance of Stablecoins
28:26 History of the Eurodollar
38:46 Economic Sanctions
47:47 Stablecoins and Sanctions
1:08:59 A Stablecoin Future
1:13:37 A CBDC Future
1:18:49 What about Privacy?
1:20:58 The Role of the Dollar
1:23:18 Stablecoins Abroad
1:25:43 Predictions
1:28:10 Closing & Disclaimers
------
RESOURCES
Timothy Massad
https://x.com/timmassad
Stablecoins and National Security by Timothy Massad
https://www.brookings.edu/articles/stablecoins-and-national-security-learning-the-lessons-of-eurodollars/
Five Perspectives on Stablecoins by Nic Carter
https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/5
------
Matt Hougan is the CIO at Bitwise, and has been one of the best people to talk to when it comes to understanding the ETF process, and the impact of ETFs on the crypto markets.Today we dive into the specifics on what exactly the ETF approval means for ETH.
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https://k.xyz/bankless-pod-q2 🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum🌐 CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance------
TIMESTAMPS
00:00 Intro
05:46 What Exactly Happened?
08:45 Was This Really Political?
12:11 Who's Responsible For This
16:46 Next Steps For ETF
20:36 Matt's ETF Story
22:44 ETF Price Impact
27:38 ETF Inflow Predictions
34:50 Explaining The ETH Narrative
38:23 Matt's 2 Minute Pitch
45:12 How Bitwise's Job Changes
49:01 ETH Charts
54:31 Legislation------
RESOURCES
Matt on X: https://x.com/Matt_Hougan------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures - Laat meer zien