
ROLLUP: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF
Bankless
NVIDIA's Dominance and the Emerging AI Bubble
This chapter examines NVIDIA's influential role in the stock markets and its comparison to other major companies. It also explores the implications of the AI bubble on technology and crypto assets, along with teasing discussions on upcoming topics like StarkwoodNet and Pudgy Penguins.
Last Week of February 2024
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------ TIMESTAMPS & RESOURCES
0:00 Intro
3:01 Markets 3:23 ETH Price https://x.com/RyanSAdams/status/1760078604178792728
6:30 Bitcoin observations by Nic Carter https://twitter.com/nic__carter/status/1758159340886774270 https://youtu.be/acWTaENmYFw?si=da7JbWp_6SrSdtGK
10:18 L2 Update https://x.com/pseudotheos/status/1760612134189199462
11:30 Movers of the Week https://x.com/OpenAI/status/1758192960116785459 https://twitter.com/WillSmith2real/status/1759703359727300880 https://coinmarketcap.com/cs/currencies/worldcoin-org/
15:22 BTC ETF FIRST https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ https://dune.com/hildobby/btc-etfs
BTC ETFs gained $8.5B on gold ETFs in organic growth since Jan 11 launch! https://twitter.com/EricBalchunas/status/1760281449373065558
19:54 Coinbase earnings beat the expectations! https://x.com/coinbase/status/1758239866234839254 https://nft.coinbase.com/mint/coinearnings
21:38 NVDA Earnings https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html https://x.com/TrendSpider/status/1760310911213207849 https://companiesmarketcap.com/assets-by-market-cap/#google_vignette
27:10 Starknet token is now live! Was this the Largest airdrop in history? https://twitter.com/StarknetFndn/status/1759910415335600584 https://www.coingecko.com/en/coins/starknetc https://token.unlocks.app/starknet 32:23 You can now check your eligibility in Claimables! https://twitter.com/BanklessApp/status/1760059308077654142
33:33 Pudgy Penguins & Luca Netz https://x.com/pudgypenguins/status/1760040978281271715 https://twitter.com/LucaNetz/status/1760042076379451693 https://twitter.com/Walmart/status/1760088434549395492 https://www.theblock.co/post/277947/pudgy-penguins-briefly-flips-bored-ape-yacht-club-in-floor-price
40:30 Big investment - A16z Invests 100m into Eigenlayer https://x.com/eigenlayer/status/1760666731859833048?s=20 https://x.com/TrustlessState/status/1760672144697229352?s=20
43:30 KelpDAO issues synthetic Eigen Points token https://x.com/KelpDAO/status/1760020436195389561?s=20
44:50 Ethena Mainnet https://twitter.com/ethena_labs/status/1759546702187696437 https://twitter.com/ConorRyder/status/1759706195709849806 https://x.com/0xngmi/status/1759734299861852372?s=20 https://twitter.com/sassal0x/status/1759772880014069989
48:00 Yuga Labs acquired Proof! https://twitter.com/yugalabs/status/1758583237964947796?s=20 https://x.com/kevinrose/status/1758586303095177229?s=20 https://twitter.com/HollanderAdam/status/175859548883878343 0?s=20
50:23 The announcement of a large $OP airdrop to builders on February 21. https://x.com/Optimism/status/1760002821120983200?s=20
51:40 THE PEOPLE VS THE SEC https://twitter.com/amandatums/status/1760346084323344480?s=46 https://twitter.com/jchervinsky/status/1760349436713050249?s=20 https://x.com/RyanSAdams/status/1760428150863913195?s=20 https://x.com/jchervinsky/status/1760480771444294046?s=20
55:28 Do Kwon is heading to the US! https://twitter.com/WatcherGuru/status/1760348316288667763 https://twitter.com/RyanSAdams/status/1760354192458232039
59:29 Stablecoin wars are heating up! https://twitter.com/Pledditor/status/1758243599446089799 https://x.com/circle/status/1760108597218889998
1:04:35 Raises and BVC Investments INIT Capital raised $3.1M seed investment! https://twitter.com/InitCapital_/status/1760273773667004620
1:05:40 Reddit “Airdrop” https://warpcast.com/rsa.eth/0xb4d6eb5c
1:09:10 MEME of the Week https://warpcast.com/banklesshq/0x8180df86
1:09:44 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures