ROLLUP: BTC $1T Market Cap | More ETH ETF Filings | $STRK Airdrop Pushback?
Bankless
The Chip Market's Rise and TradFi Mishaps
This chapter explores NVIDIA's leading position in the chip market and draws parallels between semiconductor investments and traditional commodities like oil. It also addresses the implications of Lyft's earnings correction on stock prices and contrasts this with the transparency seen in decentralized finance earnings.
3rd Week of February 2024
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------ TIMESTAMPS & RESOURCES
0:00 Intro
3:45 Markets 4:10 Quiet Bull Market https://twitter.com/trustlessstate/status/1756699544195080551 7:55 ETFs sucking up 10x more BTC than miners can produce https://farside.co.uk/?p=997 11:20 All BTC spot ETF together now hold more than 1% of all BTC that will ever exist https://x.com/HODL15Capital/status/1757528626252136608 https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ 16:02 Anthony Pompliano shilling BTC on wall street again! https://x.com/APompliano/status/1757030179489157575 17:44 Gary G https://twitter.com/BanklessHQ/status/1757818869127737586 https://x.com/robustus/status/1757830024739135994 19:28 The last time BTC was at $50,000: https://twitter.com/MitchellHODL/status/1757093864173609023 21:40 Franklin Templeton spot ETH ETF https://twitter.com/JSeyff/status/1757142599016616334 22:40 Franklin and Templeton’s Sandy Kaul https://youtu.be/HuOH7ZBJ2P4?si=4lFtWcoaoHLrnQIW 23:10 L2 Growth https://l2beat.com/scaling/summary 23:58 LRT growth https://warpcast.com/sassal.eth/0x2cca1544 https://defillama.com/protocols/Liquid%20restaking/Ethereum 24:10 Vance FanCam https://x.com/pythianism/status/1757792341837168927 https://x.com/pythianism/status/1757417847301738676
30:18 Starknet Token $STRK https://twitter.com/Starknet/status/1757685565669925215 https://tokeninsight.com/en/coins/starknet/tokenomics https://provisions.starknet.io. 33:55 Positive: https://x.com/TimBeiko/status/1757788002863255899 https://x.com/DCbuild3r/status/1757757332853756073 https://x.com/TrustlessState/status/1757762433781752205 Bankless Nation: d0wnlore 36:00 Negative: https://x.com/LefterisJP/status/1757900583632032160 Bankless Nation: Dartanian.eth https://imgur.com/19poxsT Bankless Nation: Traunstein https://imgur.com/Z3XA9Wg 39:24 Backlash regarding tokens unlock for investors and team https://x.com/Loopifyyy/status/1757755030055112883 https://docs.starknet.io/documentation/architecture_and_concepts/Economics-of-Starknet/ 41:50 Starknet is listening: https://x.com/Dogetoshi/status/1757829203091681667 Check out our episode with Eli and Diego: Starknet Token Launch Is Here! ($STRK) https://youtu.be/-IYxwKFsTE4
47:30 ETH Since this week, anyone can deploy mainnet rollups on Conduit! https://twitter.com/conduitxyz/status/1757812032756224399 48:25 GoFundMe refused processing fundraising for Roman Storm’s legal defense! https://twitter.com/FreeAlexeyRoman/status/1757873646440186039 51:44 Donate: https://wewantjusticedao.org/donate
51:55 Regulation / TradFi / Misc 3 Observation about being a crypto native in the U.S. https://x.com/BanklessHQ/status/1757200445762830388 54:20 Here are 5 things you are asked when you file taxes in the US https://twitter.com/RyanSAdams/status/1757816696381809020 56:30 Did you know that the US can yoink funds directly from your bank account without court order? https://twitter.com/RyanSAdams/status/1757843329725690296 1:00:36 Sam Altman seeks $7T for a new AI chip project https://www.cnbc.com/2024/02/09/openai-ceo-sam-altman-reportedly-seeking-trillions-of-dollars-for-ai-chip-project.html https://x.com/sama/status/1755294743565930726 Nvidia also surpassed Amazon’s market cap ( $1.75T) this week https://www.reuters.com/technology/nvidia-market-cap-threatens-alphabet-after-overtaking-amazon-2024-02-13/ 1:01:58 Lyn Alden https://twitter.com/LynAldenContact/status/1757431098655621474 1:02:55 Lyft Woopsies https://vxtwitter. com/dee_bosa/status/1757526078166306915
1:04:14 Closing & Disclaimers
1:04:46 Moment of Zen New Coinbase Ad - How’s it feel to be a penny https://www.youtube.com/watch?v=MP7IhO5cJ14
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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