
ROLLUP: Standing with Ukraine & All Those Affected | Macro Analyses & More
Bankless
Market Reactions and Geopolitical Tensions
This chapter examines the historical impacts of major market shocks caused by wars and violent events, highlighting reactions to crises like the September 11 attacks and the Pearl Harbor incident. It delves into the current geopolitical landscape, particularly the ongoing conflict in Ukraine, and discusses the market's mixed responses amid rising tensions and disinformation tactics. The conversation also addresses the complexities of imposing sanctions on Russia, weighing their effects on global markets and the challenges faced by decision-makers.
4th Week of February 2022
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------ Topics Covered:
0:00 Intro
3:42 Ledger Waiting List https://cl-cards.com/waiting-list/?utm_source=Bankless&utm_medium=Content&utm_campaign=22-02-Card_Waitlist-ALL-Marketing-Partnership&utm_content=msg_Join_The_Waitlist__others_Media_Blitz_1
4:16 MARKETS 4:29 BTC Price 5:03 BTC Down Due to War https://decrypt.co/93690/bitcoin-price-nosedives-after-putin-declares-war-ukraine 5:12 $242M Liquidations 6:00 ETH Price 6:38 $500M of Liquidations Below $2100 7:46 SPY 9:04 Markets & War Events 10:10 More War Data https://media.discordapp.net/attachments/930417020548288553/945715197425901578/20220220_130230.jpg
11:52 RUSSIA INVADES UKRAINE 11:55 40 People Reported Dead 14:42 The Donbas Region 15:25 Putin Attacking All of Ukraine https://twitter.com/maxseddon/status/1496777729274003457?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA 16:17 Kiev’s Smoke https://twitter.com/TreyYingst/status/1496793744590389249?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA https://imgur.com/SibvZDN 16:45 Thread Showing Warfare https://twitter.com/RALee85/status/1496752076335947778?s=20&t=VBkT8sFiKw4vP8LzB0AaDA 17:09 Is Ukraine Just the Start? https://twitter.com/navalny/status/1496099209975681025?s=20&t=uDfJH89CSPmtjMr780NHpw 18:50 Propaganda & Disinformation Campaigns https://twitter.com/OAlexanderDK/status/1496513006657839108 21:35 Anti-War Russian Citizens https://twitter.com/MehrajMir_/status/1496900291676938254?s=20&t=iiqLK-Gar6LoA6zpz1KbHQ 23:08 What Happens Next 28:05 David & Ryan’s Takes 32:40 China Eyeing Taiwan https://www.reuters.com/world/asia-pacific/taiwan-reports-nine-chinese-aircraft-its-air-defence-zone-2022-02-24/ 34:43 End of Pax Americana https://twitter.com/LosMapMaker/status/1496702639417040897?s=20&t=IiTgk6uHXeJQfXEmi-I8yg
38:45 MARKETS CONT. 39:56 1.4% of all BTC on Ethereum (wBTC) https://coinmetrics.substack.com/p/state-of-the-network-issue-143 40:37 UNI 80% of Dex Market Share (+30%) https://members.delphidigital.io/reports/uni-market-share-shines-stablecoins-wars-fresh-farms/ 41:12 Rocketpool at 1% https://twitter.com/Rocket_Pool/status/1495571529819901954 41:59 Yield Bad https://coinstack.substack.com/p/a-solution-for-yield-investors-crypto 43:18 Notional Finance https://bankless.cc/Notional
44:30 RELEASES 44:33 1st EVM-Compatiable ZK Rollup https://twitter.com/zksync/status/1496128244038660102 46:46 Opera Integrates Ethereum L2 https://finance.yahoo.com/news/opera-integrates-ethereum-layer-2-130000011.html 48:20 Yearn on Arbitrum https://twitter.com/iearnfinance/status/1496577884802060288 48:30 Apps on Arbitrum https://twitter.com/litocoen/status/1496472127012286464 48:52 Hop on Lyra https://twitter.com/lyrafinance/status/1496216877084905476 50:00 Etherscan Product Updates https://twitter.com/richerd/status/1494033167136690178 51:09 DuelDAO https://twitter.com/itstimconnors/status/1495834620092465156
53:50 RAISES 53:51 Sequoia Crypto Fund https://www.theblockcrypto.com/post/134578/sequoia-capital-new-crypto-fund-tokens 54:20 Multis $7M https://www.sequoiacap.com/article/partnering-with-multis-the-financial-backbone-for-web3%EF%BF%BC/
55:00 JOBS https://pallet.xyz/list/bankless/jobs
56:02 NEWS 56:14 DAO Hacker 56:20 Hacker Identity Reveal - $11B Stolen https://twitter.com/laurashin/status/1496087239037698048?s=20&t=IjEiV0Y8aEe706Kor6zMBw 58:05 How the Hacker Did It https://twitter.com/avsa/status/1496109516445954055 59:55 The Mystery May Be Unsolved? https://decrypt.co/93547/crypto-ceo-denies-11-billion-ethereum-dao-hack
1:01:27 OpenSea Hack/Phishing 1:02:11 Email https://twitter.com/pluggedinn/status/1495246939838840840?s=20&t=Yln_7KwqoY2nF3kvqgPJRw https://www.coindesk.com/business/2022/02/21/opensea-says-phishing-attack-impacted-17-users/ https://twitter.com/opensea/status/1495625768713469954?s=20&t=Pja4mfxLfgsrN9yFKiPPkg
1:04:03 Canada Update https://newsletter.banklesshq.com/p/canada-ngmi?utm_source=url 1:05:30 Authorities Don’t Understand Wallets https://twitter.com/apompliano/status/1495038292773019655?s=21 1:07:37 Ontario Warning https://www.coindesk.com/business/2022/02/22/canadas-osc-warns-crypto-exchanges-not-to-promote-self-custodial-wallets-report/ 1:09:27 Be Ready https://twitter.com/RyanSAdams/status/1496478003622301699?s=20&t=YNKAU0JecgGPVUHGTWL8Bw 1:10:50 Vitalik on Canada https://twitter.com/CoinDesk/status/1494831247205580805?s=20&t=bVhe5WdwpMcX4yAbaiSX4g 1:12:40 This Isn’t Okay https://twitter.com/RyanSAdams/status/1495780516175433739?s=20&t=OVkrUM-R02NPSMFIl6_QNQ 1:13:38 Freedom to Transact https://twitter.com/punk6529/status/1494444624630403083?s=20&t=aCVjL6qeHXeSa_1P13s1Lg
1:16:20 NFTs 1:16:25 Sotheby’s 104 Punk Rug https://www.theblockcrypto.com/linked/135257/sothebys-withdrew-a-lot-of-104-cryptopunks-before-its-auction-was-set-to-begin 1:17:14 “Nvm, decided to hodl” https://twitter.com/0x650d/status/1496646517003800578 1:17:34 Invisible Friends NFT https://thedefiant.io/invisible-friends-nfts/ https://opensea.io/collection/invisiblefriends
1:19:40 REGULATION 1:19:50 China Tareting Secret Miners https://www.coindesk.com/policy/2022/02/23/chinas-zhejiang-province-implements-punitive-electricity-prices-for-crypto-mining/ 1:20:10 China Jailing People For Raising Crypto Funds https://www.theblockcrypto.com/post/135286/china-crypto-jail-people-if-funds-raised-public
1:23:35 TAKES 1:24:15 Neutrality https://twitter.com/VitalikButerin/status/1496695587495981056 1:24:55 Old vs. New World Model https://twitter.com/markbeylin/status/1369461574986039303?s=21 1:25:30 FunkoPop https://twitter.com/icebergy_/status/1496338749789200384?s=20&t=2JLMa26SedDop45eIATbzw https://www.funko.com/ 1:27:13 Crypto Puck is Moving Fast https://twitter.com/TrustlessState/status/1496257364407767045?s=20&t=P-oyh7NAZy5rok9oz3sa7A 1:29:18 Crypto is here to Set Us Free https://newsletter.banklesshq.com/p/crypto-is-here-to-set-us-free?utm_source=url
1:31:26 What David’s Excited About Elden Ring 1:32:11 What Ryan’s Excited About https://world.hey.com/dhh/i-was-wrong-we-need-crypto-587ccb03
1:35:20 MEME of the Week https://twitter.com/DnlKlr/status/1496637172199264258?s=20&t=2JLMa26SedDop45eIATbzw https://twitter.com/arjunbhuptani/status/1496265036775530496?s=20&t=2JLMa26SedDop45eIATbzw
1:37:00 Disclaimers ​ ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures


