ROLLUP: Wormhole Hack | Wonderland Follow Up | Justin Bieber Bored Ape | Gamestop X Immutable
Bankless
Ethereum's Evolving Landscape
This chapter analyzes the performance and future potential of Ethereum, emphasizing the impact of recent developments like EIP-1559 and the upcoming merge. It compares Ethereum with Bitcoin and traditional financial metrics while discussing the increasing migration to Layer 2 solutions and the significance of stablecoins in the crypto ecosystem. Through advanced discussions on discounted cash flow models, the chapter highlights the bullish outlook for Ether and its broader implications in the digital finance landscape.
1st Week of February 2022
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🦁 BRAVE | THE BROWSER NATIVE WALLET
🦄 UNISWAP | DECENTRALIZED FUNDING
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Topics Covered:
0:00 Intro
4:20 MARKETS
4:22 BTC Price
4:51 ETH Price
5:14 ETH BTC Ratio
6:21 New ETH Burning Categories
9:21 The Fee Flippening
https://twitter.com/cburniske/status/1488346430271934467?s=20&t=8jnMFEGTcxKL4BUOgak8tA
11:56 DCF Price Forecasts
https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0
16:18 Visa $2B Transaction Volume
https://beincrypto.com/visa-records-over-2b-in-transactions-for-crypto-linked-cards-in-2022-q1
16:55 Stablecoin Big But Still Smol
https://coinmetrics.substack.com/p/state-of-the-network-issue-140
24:00 RELEASES
24:03 Aave v3
https://twitter.com/AaveAave/status/1486793032544493577?s=20&t=gVjc4WzEBdvCemwcOddr0g
25:02 Predicting Hacks on Polymarket
https://twitter.com/PolymarketHQ/status/1486792651567472642?s=20&t=0TAKgnyChvZR8E8fg9JEeQ
26:21 Kuiper Index Protocol
https://thedefiant.io/kuiper-index-protocol-launches/
27:10 RAISES
27:12 Dune $69,420,000 - Nice
https://dune.xyz/blog/series-b
27:53 Solana Wallet Phantom
https://decrypt.co/91574/solana-wallet-phantom-raises-109-million-bringing-valuation-1-2-billion
28:49 MyCrypto MetaMask Merger
https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740
30:14 FTX > Coinbase
https://twitter.com/RyanSAdams/status/1488235646800080904?s=20&t=LthLbxyfyM7Gx_TRS7FGhw
32:23 Castle Island
https://blockworks.co/castle-island-ventures-raises-hundreds-of-millions-for-new-fund
33:40 Jobs
https://pallet.xyz/list/bankless/jobs
35:02 NEWS
35:37 The Bridge Hack
https://twitter.com/RyanSAdams/status/1488979604362649602?s=20&t=ZsCXhj2PyjdtXJv-KUMjvQ
36:26 Wormhole Failure
https://twitter.com/wormholecrypto/status/1489001949881978883?s=20&t=jmTVlJmMtkIo1wYfLXj1jg
38:41 Getting Messy
https://twitter.com/tony_intern/status/1488979589602840581?s=20&t=Yxwn9ebgfQD0H9Z4Es6paA
39:28 Cascading Effects
https://twitter.com/gakonst/status/1488980822568886279?s=20&t=8swuB2G9HV7HnMk6V-Nlzg
40:42 TLDR
https://twitter.com/samczsun/status/1489044999211823107?s=20&t=u8aDeLzUhX9FZ8_kVn5k3g
41:30 Wormhole is Back Up
https://twitter.com/wormholecrypto/status/1489232008521859079?s=20&t=YzMwd8rxxeHYJmAZtxmwsw
42:31 Takeaways
50:34 Follow Up Trouble in Wonderland
https://twitter.com/danielesesta/status/1487826195978899457?s=20&t=4qIFl89g1cjmbeOjOD-IIg
52:53 Sifu Exiting?
https://twitter.com/PeckShieldAlert/status/1488504262443540480?t=Y9hIG9vU2zdIQp3BtWra4Q&s=19
53:18 Directly Managing a DAO
https://twitter.com/genie_trades/status/1488312967716216836?s=20&t=oAxIi76vMcePZPJMYRGUZg
53:48 Governance Sucks
https://twitter.com/fozzydiablo/status/1486724691024756751?t=StLVrY3RJF_3FyYQrGY79Q&s=19
54:31 Take https://twitter.com/0xMoral/status/1488112276343345154?t=1WkzDvDqVfCDARQjDJJdkw&s=19
L222
54:38 Gamestop X Immutable
https://twitter.com/Immutable/status/1489209166010847232?s=20&t=4r04eo5ozPx_LKHn6UHkHw
55:40 Bankless Livestream: https://youtu.be/fne4XMhtVf4
56:13 Arbitrum Drains Binance’s ETH
https://twitter.com/dmihal/status/1486823203632820225?s=20&t=eQcWA4eWW7vcTpLvi8vBqw
57:23 Polygon NFTs on Rainbow
https://twitter.com/rainbowdotme/status/1488966386059776005
58:17 NFTs
58:18 Crypto Down, NFTs Up
https://newsletter.banklesshq.com/p/crypto-down-nfts-up-lite
1:00:30 The Only Trade That Matters
1:01:38 Kat Dennings Crypto Coven
https://twitter.com/OfficialKat?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
1:02:10 Bored Ape New Huge Valuation
https://www.ft.com/content/acc635d6-bb05-4af6-b4da-b8462c06466d
1:03:50 Coachella NFTs
https://www.theblockcrypto.com/linked/132706/coachella-partners-with-ftx-us-to-launch-nfts
1:05:19 Contrarian NFT Take
https://twitter.com/cburniske/status/1487852519610929152?s=21
1:06:58 Regulation
1:06:59 Facebook’s Diem Selling
https://www.coindesk.com/business/2022/01/31/silvergate-bank-confirms-diem-tech-acquisition/
1:08:51 The GMI PAC
1:09:25 SEC vs DeFi
https://twitter.com/RyanSAdams/status/1486818724887805959?s=20&t=zvPKSxtRhj2TahA9Ztwrig
1:10:27 Biden’s Crypto Agenda
https://decrypt.co/91301/federal-reserve-crypto-regulation-plan-stablecoins-big-banks
1:14:39 IRS vs. Staking
https://twitter.com/nohardforks/status/1489222500848484354
https://twitter.com/JTheAccountant/status/1489034212778950656?s=20&t=h07eSeIIkQRkz2_MxrIdSA
India
17:07 Governments Capturing Crypt
https://decrypt.co/91662/india-proposes-30-tax-crypto-income-announces-digital-rupee-launch
1:18:49 Taxing at 30%
https://twitter.com/CryptooIndia/status/1488482797064888322
TAKES
1:21:20 Right-Click-Save
https://twitter.com/cdixon/status/1487258007155232768?s=20&t=Tee_y2QEKF2AMfrR8EjoyQ
https://twitter.com/scott_lew_is/status/1487857870494486529
1:25:21 Blue Chips are L1
https://twitter.com/gabusch/status/1488724132007067648?s=20&t=eauFsFqWMIzpFQ8_YGQtZg
1:26:29 NFTs are a Scam
https://twitter.com/katxlev/status/1488869476707807233?s=20&t=05s3Q_5yxTQGjWKhH-dFvA
1:27:29 DC Investor - Conviction
https://twitter.com/iamDCinvestor/status/1489249513478885376?s=20&t=yekYSfdsYZtnK4-ktEvGlg
1:28:57 Can’t Cancel RSS
https://twitter.com/ryansadams/status/1487965015772733443?s=21
1:31:56 What David’s Excited About
1:32:00 ETH Denver https://twitter.com/TrustlessState/status/1489265843133243393?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:32:41 Brooklyn https://twitter.com/TrustlessState/status/1488373341295501312?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:33:37 What Ryan’s Excited About
1:33:40 DCF Model
1:38:15 MEME of the Week
https://twitter.com/smilinglllama/status/1488256713493032970?s=20&t=-jGsNQ65JnNiKI_EM9OEJw
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Not financial or tax advice. Do your own research. See our investment disclosures here:
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