The Bond Market

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ETH is more of the same as well, kind of down a little bit, but pretty much flat. The good news here is crypto market cap is over a trillion dollars. We are at 1.3 trillion on the week. Well, if there's nothing going on in the short run, or at least not much, we're waiting for the next price action. And I think there's an analogy that fits, that spans across both of them, that I want to implant in listeners head and get your thoughts on here.

2nd Week of July 2023

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----- Timestamps

0:00 RIPPLE VS SEC Breaking News - https://twitter.com/tier10k/status/1679512873498816519?s=20 Explained - https://twitter.com/BillHughesDC/status/1679525517068759040?s=20 A Huge Win - https://twitter.com/adamscochran/status/1679515814272155648 Tom Emmer - https://twitter.com/GOPMajorityWhip/status/1679525171479150592?s=20 Richie Torres - https://twitter.com/RepRitchie/status/1679534903661301761?s=20 Coinbase Relisting - https://twitter.com/coinbaseassets/status/1679575239657758721 RSA Take - https://twitter.com/RyanSAdams/status/1679534121100476417?s=20

5:20 Waking Up Bullish 7:15 Permissionless https://bankless.cc/GoToPermissionless

7:55 MARKETS 9:10 Bond Markets Trad - https://www.visualcapitalist.com/ranked-the-largest-bond-markets-in-the-world/ New - https://coinmarketcap.com/view/staking/ Fed Funds Rate - https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/ 16:30 The Internet Bond https://ultrasound.money/ 23:22 Liquid Staking https://www.bankless.com/whats-next-for-liquid-staking-2 31:25 Tokenized Treasuries https://www.coindesk.com/markets/2023/07/11/tokenized-us-treasurys-surpass-600m-as-crypto-investors-capture-tradfi-yield 34:30 Bank of America Bullish https://rsch.baml.com/access?q=s-i517792VNkDKydHLEioQ 35:20 Correlation with Stocks https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/

NEWS 41:00 Arkham Intelligence https://twitter.com/ArkhamIntel/status/1678339355314900992 46:55 Technofascism https://twitter.com/scott_lew_is/status/1678772359648641028?s=20

51:15 Are the Devs Leaving? https://www.developerreport.com/blog/newsletter-20230706

53:12 Google Play NFT Policy https://android-developers.googleblog.com/2023/07/new-blockchain-based-content-opportunities-google-play.html 55:45 Solana Phone https://twitter.com/aeyakovenko/status/1679278533800235009?s=20

58:30 Linnea L2 to Mainnet https://twitter.com/LineaBuild/status/1678738006646177793?s=20 1:00:13 Mantle Network https://www.mantle.xyz/ 1:01:20 Gitcoin Public Goods L2 https://twitter.com/pgn_eth/status/1676972199423668228

1:06:30 GHO Stablecoin Mainnet https://app.aave.com/governance/proposal/?proposalId=268 1:10:25 EigenLayer Reopening https://app.eigenlayer.xyz/ 1:12:30 Vitalik Bitcoin Takes https://cointelegraph.com/news/vitalik-buterin-ordinals-revived-developers-on-bitcoin 1:16:45 Gemini Suing DCG https://twitter.com/cameron/status/1677327395869581316?s=20 1:17:22 Jay Clayton BTC ETF https://twitter.com/DefiantNews/status/1678434627768446977 1:19:15 Rishi Likes Crypto https://www.wired.co.uk/article/london-wants-american-crypto-refugees 1:21:1 Brazil Ethereum CBDC https://twitter.com/vinibarbosabr/status/1678511772775374850?s=20

1:27:00 Questions from the Nation

1:30:00 TAKES 1:34:30 The Fink Effect https://twitter.com/mskvsk/status/1677937403733106688 1:36:00 Still Using Venmo https://twitter.com/ryansadams/status/1679236595105382402 1:42:00 Crypto is a Scam https://twitter.com/RyanSAdams/status/1679077948463144961?s=20

1:45:50 MEME of the Week https://twitter.com/spreekaway/status/1677316680588967937

1:46:45 The Daily Gwei https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

1:47:30 Where’s David? https://twitter.com/TrustlessState/status/1678473614818156544?s=20

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: ⁠https://www.bankless.com/disclosures⁠