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Bankless

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Aug 10, 2023 • 1h 2min

Austin Federa: Is SOL Money?

Bankless hasn’t had the most coverage of Solana, the network, and SOL, the asset, but in this episode that changes. Our guest, Austin Federa is Head of Strategy at the Solana Foundation and is the host of the Validated podcast.  David was recently a guest on Austin’s podcast where they went back and forth on some of the cultural and philosophical differences between the Solana and Ethereum projects. Today is a continuation of that episode.  Despite some differences in community perspectives, Austin brings a fresh perspective on the design philosophy that relates Solana the network to SOL the asset and so much more.   ----- 🏹 Airdrop Hunter is coming soon! Become a Citizen for full access:  https://bankless.cc/HuntersGonnaHunt  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ----- TIMESTAMPS 0:00 Intro 6:50 Programmable SOL Values 8:10 SOL’s Story Arc 12:25 SOL’s Architecture & Utility  17:30 SOL’s Economic Sustainability Model   19:20 SOL’s Triple Point Asset Thesis 25:15 Solana’s LSDs  28:48 Solana’s MEV Philosophy  33:56 End Game of Solana MEV 40:00 Ethereum vs. Solana 50:00 Market Cap, Values, & Layers Debate 1:00:15 Closing & Disclaimers   ----- RESOURCES Austin Federa https://twitter.com/Austin_Federa  157 - Will Solana Make It with Anatoly Yakovenko https://youtu.be/zlx64JjXlgQ   Solana is Launching a Phone? | Co-Founders Anatoly & Raj https://youtube.com/live/9wfNeVTtBz0   The Philosophy of Ethereum According to Bankless' David Hoffman https://solana.com/validated/episodes/the-philosophy-of-ethereum-according-to-bankless-david-hoffman   ----- 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. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 
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Aug 9, 2023 • 1h 7min

Arbitrum's BOLD New Bet with Ed Felten & Raul Jordan

What did the Arbitrum L2 just unlock with its BOLD release? What stage of L2 is Arbitrum in? What is next for decentralizing the Arbitrum stack? We brought on Ed Felten and Raul Jordan to help answer these questions and much more.  Ed Felten is a Co-Founder of OffChain Labs, the organization that created Arbiturm.  Raul Jordan is one of the Co-Founders of Prysmatic Labs, the Ethereum consensus client which not too long ago got acquired by Offchain Labs.  ----- 🏹 Airdrop Hunter is coming soon! Become a Citizen for full access:  https://bankless.cc/HuntersGonnaHunt  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ----- TIMESTAMPS 0:00 Intro 7:30 What is BOLD? 9:20 Are L2s Decentralized? 19:30 BOLD Timeline 23:40 What Does BOLD Solve? 27:15 How Does BOLD Work?  31:35 Why Use BOLD? 38:00 Shared Sequencing  42:30 Why Was BOLD Hard to Build? 48:50 Will BOLD Be Open-Source? 50:00 Are L2s Secure? 52:30 Staking $ARB 1:00:20 Arbitrum's New Tech  1:03:50 Ethereum's Overarching Roadmap 1:06:30 Closing & Disclaimers ----- RESOURCES BOLD, Permissionless Validation for Arbitrum Chains https://offchain.medium.com/bold-permissionless-validation-for-arbitrum-chains-9934eb5328cc  Ed Felten https://twitter.com/EdFelten  Raul Jordan https://twitter.com/rauljordaneth  ----- 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 
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Aug 7, 2023 • 1h 28min

182 - In Defense of Lido, w/ Hasu

Lido has over 30% ETH staked. Should we be alarmed? Joining us is Hasu to shed some light on this question. In this wide ranging interview we discuss the State of Staking, the state of Lido, Idealist vs Pragmatics and asking the question - is Lido's reputation unfair? ------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-hasu ----- 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask   ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum   ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ----- TIMESTAMPS 0:00 Intro 4:34 Is Lido's Perception Unfair? 9:08 Is Lido Too Big To Fail? 15:57 What Can An Entity Do With 33%? 21:27 TLDR Recap and Overview 24:11 When Does Lido Risk Become Systemic 32:54 Lido Is Not One Entity 36:40 Node Operators vs DAO 41:19 LDO Governance 49:39 Is Lido Forkable? 52:37 The Path To 5,000 Operators 58:46 Distributed Validator Technololgy 1:08:16 Addressing The Critics 1:17:31 The Staking Social Layer 1:24:40 Is Lido Treated Unfairly? 1:26:47 Can We Keep Ethereum Decentralized? 1:30:07 Risks and Disclaimers ----- Resources Hasu on Twitter: https://twitter.com/hasufl  Uncommon Core v2: https://www.ucc2.xyz/  Hasu last on Bankless: https://youtu.be/1qqkoGatPdE  ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 
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Aug 4, 2023 • 1h 30min

ROLLUP: Curve Exploit | BASE Memecoins | Richard Heart vs SEC

Bankless Weekly Rollup First Week of August, 2023 ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ------ TIMESTAMPS 0:00 Intro 3:40 MARKETS 5:45 25m ETH Staked https://twitter.com/ultrasoundmoney/status/1686670146427813888  6:40 US Debt Crisis https://twitter.com/stackhodler/status/1686276924773982208  https://www.cnbc.com/2023/08/01/fitch-downgrades-us-long-term-ratings-to-aa-from-aaa.html  https://twitter.com/LukeGromen/status/1686516760680214528  https://www.linkedin.com/pulse/whats-happening-economy-great-wealth-transfer-ray-dalio/  16:10 Tether T-Bills https://twitter.com/paoloardoino/status/1685993811774738432  https://twitter.com/collins_belton/status/1686084175697211392?s=20  20:00 Curve Exploit https://twitter.com/CurveFinance/status/1685693202722848768  https://twitter.com/BanklessHQ/status/1685829565158162432  https://twitter.com/BanklessHQ/status/1685829579334938624?s=20  https://twitter.com/autismcapital/status/1686251750632853504  https://twitter.com/DefiIgnas/status/1686323974563909632?s=20  https://twitter.com/MilkRoadDaily/status/1686422244594012179?s=20  Learn More: https://twitter.com/BanklessHQ/status/1686190496019017730?s=20  https://www.youtube.com/live/I1bVLQdUkMw  24:20 BASE Mainnet Launch https://twitter.com/coinbase/status/1687087044579966976  https://twitter.com/MacnBTC/status/1685589663963078656?s=20  https://pbs.twimg.com/media/F2XvGTsXwAAm9SW  https://twitter.com/notEezzy/status/1685994199819190272?s=20  29:00 SBF Conspiracy Theory https://twitter.com/hype_eth/status/1686126115947941890  https://twitter.com/ryansadams/status/1686148330139639808  https://twitter.com/FrankResearcher/status/1686184372485976065?s=20  32:00 Passing Arbitrum  https://twitter.com/TheDeFinvestor/status/1685962819051675648  https://twitter.com/westiecapital/status/1686417439372812288  https://twitter.com/sassal0x/status/1686194472689000448  34:55 SEC Sues Richard Heart https://twitter.com/SECGov/status/1686042971190272000?s=20  https://www.sec.gov/news/press-release/2023-143  https://imgur.com/saLUKNd https://twitter.com/TrustlessState/status/1686687165575520256?s=20  https://twitter.com/ercwl/status/1686491323908452353?s=20  37:20 Uniswap Delisting HEX? https://coinmarketcap.com/headlines/news/uniswap-delists-hex-token/  45:00 3AC No Longer US Citizens https://www.theblock.co/post/242675/3ac-co-founder-says-us-court-can-no-longer-tell-him-what-to-do  46:30 Justice…? https://twitter.com/TrustlessState/status/1687086457075236864?s=20  48:20 Richard Heart Documentary https://twitter.com/ercwl/status/1686491323908452353?s=20  51:15 Binance vs DOJ https://www.semafor.com/article/08/02/2023/us-prosecutors-worry-binance-charges-could-cause-run-on-exchange  https://twitter.com/cz_binance/status/1686757050464813056?s=20  https://twitter.com/NoelleInMadrid/status/1686808699904344082  54:24 Ethereum’s Birthday and Futures https://twitter.com/LefterisJP/status/1685577856502382592?s=20  https://twitter.com/RyanSAdams/status/1685672504616968192?s=20  https://twitter.com/EricBalchunas/status/1686510111123030016  https://twitter.com/DegenSpartan/status/1686563092061462528  57:30 EIP1559 https://twitter.com/ultrasoundmoney/status/1686419775868620820  https://dune.com/arixon/mev-burn  59:10 MetaMask Staking MATIC https://twitter.com/metamask/status/1684263257450610697  1:00:55 EIP 6968 https://twitter.com/owocki/status/1683916090831937538  1:03:22 Celo Temp Check https://twitter.com/marek_/status/1685982906655662081?s=20  1:03:50 Worldcoin Contd https://twitter.com/ercwl/status/1684939802083282944?s=46  https://twitter.com/koeppelmann/status/1686318014034026496?s=46  1:06:50 Microstrategy BTC https://twitter.com/stackhodler/status/1686633880051200000  1:07:50 DCG Bankruptcy Agreement https://www.theblock.co/post/242350/dcg-says-its-close-to-reaching-agreement-on-genesis-chapter-11-appoints-new-cfo  1:10:00 Questions from the Nation 1:16:45 Important to Internalize https://twitter.com/pythianism/status/1684981202275667968  1:19:45 Bull Market Starting https://twitter.com/TrustlessState/status/1686671529768079360?s=20  1:20:00 What David’s Bullish On 1:25:00 What Ryan’s Bullish On https://twitter.com/ryansadams/status/1686428210991419402  1:27:15 Vitalik’s Take 1:28:45 MEME of the Week https://twitter.com/pseudotheos/status/1685743250127433728  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 
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Aug 3, 2023 • 1h 11min

The New DeFi Meta with Paradigm’s Head of Research, Dan Robinson

Dan Robinson is GP and Head of Research at Paradigm. He, over the years, has done a lot of deep thinking about markets, auctions, and liquidity in DeFi, with a particular focus on Uniswap and Uniswap V3. Recently, Uniswap Labs released UniswapX, a new dutch auction mechanism, that Dan thinks changes the meta for swapping assets in DeFi, MEV, chain interoperability, and much more.  The last time Dan was on Bankless was September 2020…almost 3 years ago! If you have ever heard Ryan or I say the phrase “Ethereum is a dark forest”...it came from that episode. ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ------ TIMESTAMPS 0:00 Intro 6:00 Why UniswapX is Needed 11:09 What’s New About UniswapX? 14:00 Intents  16:25 The Magic Behind MEV Reduction  20:00 Order Flow Auctions  26:25 It’s Still Early  33:05 Who Are the Nanobots?  37:42 How Rollups Will Change  42:22 How Bridges Will Change  49:55 UniswapX Complements Uniswap v4 53:30 What Uniswap v4 Do for LPs?  59:15 LPing with Uniswap v4 vs. v3 1:04:11 Uniswap’s App Layer & Yields  1:06:05 Why Be Excited About Suave  1:09:55 Closing & Disclaimers   ------ RESOURCES Dan Robinson https://twitter.com/danrobinson  https://twitter.com/danrobinson/status/1681061703818305536   ------ 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 ⁠
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Aug 2, 2023 • 1h 3min

Will DeFi Survive This?

A special mid-week episode is in order as we discus the string of events that led to one of the largest risks DeFi has faced in a long time. What happened to Curve, what's at risk, and what can we learn from all of this?   *CORRECTION: The address that exploited the CRV/ETH pool controls .082% of the circulating supply, not the 8% accidentally mentioned in this segment. ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2   ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask   ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum   ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ------ TIMESTAMPS 0:00 Intro 7:23 EVM Exploit Explained 13:21 MEV Bot Sidequest 18:21 CRV Contagion 23:43 CORRECTION: SEE SHOWNOTES* 31:43 The OTC Bailout 35:43 Buying Mansions On Leverage 41:43 Second Order Risks 47:43 Who is to Blame? 53:43 Are we in the Clear? 56:43 Lessons Learned 1:01:43 Risks and Disclaimers ------ RESOURCES DeFi's Contagion Curveball https://www.bankless.com/defi-contagion-curveball  ------ 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 ⁠ 
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Aug 1, 2023 • 1h 35min

Africa's Crypto Revolution: Leapfrogging into the Future | Zuzalu #4

In this episode, we explore the frontier of crypto in Africa and the immense potential for both the continent and the crypto industry. Africa has a unique ability to leapfrog technologies, just as it skipped landlines and embraced cell phones. The dialogue revolves around crypto adoption in Africa and a network state project called Afropolitan, which aims to build an Afro-centric digital nation. Yoseph Ayele discusses the opportunities that Web3 can provide in terms of financial stability, access, identity services, and credit facilities for Africa. He believes that Africa will be the first to reach a billion Web3 users. Eche Emole shares insights on Afropolitan, highlighting the project's focus on crypto, network states, and the creation of Afro-centric hubs worldwide. Both guests express unwavering optimism and articulate the transformative power of these developments. This engaging and enjoyable discussion sheds light on Africa's trajectory in the crypto landscape and the potential for uplifting individuals and communities. ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠  👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ---- Timestamps 0:00 Intro 1:20 Goosebumps 5:15 YOSEPH AYELE 7:55 Why Africa Needs Crypto 15:15 Bringing Infrastructure 18:40 Stablecoins and Trust 22:20 Global Crypto Culture 28:00 Providing Essential Services 32:30 Adoption in Africa 37:00 Leapfrogging Technology 42:00 Becoming Borderless 47:45 Raising a Fund 53:00 ECHE EMOLE 55:00 Afropolitan 1:00:00 Africa is Primed 1:09:15 The Afropolitan Roadmap 1:15:45 Redrawing the Maps 1:19:30 Diaspora 1:28:45 The Team 1:33:05 Hope for Crypto ------ Resources Yoseph Ayele https://twitter.com/yosephayele?s=20  Afropolitan https://twitter.com/afropolitan?s=20  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 
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Jul 31, 2023 • 1h 23min

181 - Afropolitan's Grand Plan To Start A Country

What would it look like to create a new country using crypto as a coordination technology? Join us today as Chika and Eche from Afropolitan detail their plan to begin with an NFT PFP project and end up with a country. ------ 🚀Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off https://bankless.cc/GoToPermissionless  ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠ 👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku ------ TIMESTAMPS 0:00 Intro 9:05 Starting a New Country 12:35 Public Perception Of The Idea 14:23 The Nation State Has Failed In Africa 16:49 What Was The Berlin Conference? 19:56 Defining Diaspora 25:43 Explaining Network States 29:52 The Solutions a Network State Provides 32:40 Giving Africans A Voice 38:44 How To Reach Afropolitan Endgame 43:45 How an NFT PFP Project Fits In 53:39 Phase 2 And Beyond 1:00:32 A Competitor To The Nation State 1:05:51 Acquiring Legitimacy 1:12:00 How Does Crypto Fit Into This Picture? 1:15:46 The Afropolitan Currency 1:18:22 Are Eche and Chica About That Life? 1:21:29 Long Term Bull Case 1:26:58 Outro + Risks and Disclaimers ------ RESOURCES Eche: https://twitter.com/Echecrates  Chika: https://twitter.com/ChikaUwazie  Balaji's Episode on Network States: https://youtu.be/NEoxETtJ67Q  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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Jul 30, 2023 • 27min

EthCC 2023: Everything You Missed

FULL ARTICLE HERE: https://www.bankless.com/david-ethcc-2023  Every single year, EthCC gets a bit bigger, a bit more organized, and way more productive. The signal from EthCC this year was particularly strong! EthCC is a unique conference. It’s one of the oldest and most well-run Ethereum conferences that we have. So here we are, post-EthCC 2023. The noise of the bull market is behind us. The tourists are gone and only the settlers remain. So… where are we now, halfway through 2023? With EthCC offering such a strong checkpoint in the arc of Ethereum and crypto broadly, I’ve taken a moment to take stock of my main reflections and takeaways from the endless supply of conversations at EthCC 2023. ------ 🔃 STADER LABS | UNLOCK LIQUIDITY AND AMPLIFY REWARDS https://bankless.cc/StaderLabs  ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠  👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  ------ TIMESTAMPS 0:00 EthCC 2023 https://www.bankless.com/david-ethcc-2023  5:50 Protocols are Commodities https://twitter.com/CelestiaOrg/status/1682691554626994176?s=20  10:00 Protocols are Verticals https://twitter.com/danrobinson/status/1681061703818305536?s=20  17:00 Focus on Consumers https://twitter.com/BanklessHQ/status/1683265848612618240  22:15 Modular Summit https://twitter.com/modular_summit/status/1682790128199008261?s=20  24:00 Bankless IRL https://bankless.cc/GoToPermissionless  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 
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Jul 28, 2023 • 1h 34min

ROLLUP: Worldcoin Launch | New Crypto Bills | Twitter X | Layer 2 Wars

Bankless Weekly Rollup 4th Week of July 2023 ------ 🔃 STADER LABS | UNLOCK LIQUIDITY AND AMPLIFY REWARDS https://bankless.cc/StaderLabs  ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⁠  👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku    ------ TIMESTAMPS 0:00 Intro 3:45 MARKETS 4:40 NASDAQ https://imgur.com/fN35vka  5:00 Recession Interest Rates https://www.reuters.com/markets/rates-bonds/fed-poised-hike-rates-markets-anticipate-inflation-endgame-2023-07-26/  https://www.bloomberg.com/news/live-blog/2023-07-26/fomc-rate-decision-and-fed-chair-news-conference  7:35  Stock Market Takes https://twitter.com/biancoresearch/status/1684279348709281792?s=20  https://twitter.com/RyanSAdams/status/1684571357613543424?s=20  https://twitter.com/salmoncreek7/status/1684574718232518661?s=20  12:00 BTC Hodlers https://twitter.com/glassnode/status/1683401299956465665  14:45 Layer 2 Wars https://twitter.com/artemis__xyz/status/1684549320979419137  https://l2beat.com/scaling/summary  20:10 Worldcoin Launch https://twitter.com/sama/status/1684297687708098565  https://twitter.com/worldcoin/status/1683372181428793344/photo/1  24:35 WLD Token https://www.coingecko.com/en/coins/worldcoin  26:25 Vitalik’s Worldcoin Thoughts https://vitalik.eth.limo/general/2023/07/24/biometric.html  30:40 Worldcoin Controversy https://imgur.com/IoWpAVh  https://twitter.com/LefterisJP/status/1683457277477437442  https://twitter.com/zachxbt/status/1683512389105229825?s=20  https://twitter.com/resistancemoney/status/1677259644321005568  36:25 Proof-of-Personhood https://twitter.com/RyanSAdams/status/1683824355178946562?s=20  37:25 In Summary https://twitter.com/ryansadams/status/1683951898653495296?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  38:30 Sybil Resistance is Impossible https://twitter.com/nicksdjohnson/status/1683940920146763776?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  39:10 Bankless Worldcoin.  https://twitter.com/TrustlessState/status/1683444128581812224?s=20  https://twitter.com/DeFi_Cheetah/status/1683678622887059456?s=20  43:10 Alternative to Worldcoin https://twitter.com/DeFi_Cheetah/status/1683678622887059456?s=20  46:05 WLD Value Proposition 48:20 Podcast and Debrief https://youtu.be/4HFyXYvMwFchttps://youtu.be/Pni-7EqUslY  48:35 Blockchain Bills https://cointelegraph.com/news/crypto-regulatory-framework-bill-pass-house-congressional-committee  https://twitter.com/jchervinsky/status/1684368595323584512  50:25 Richie Torres https://twitter.com/RepRitchie/status/1684282890245271555  52:10 The Bad Bill https://twitter.com/RyanSAdams/status/1682098917087887361?s=20  57:30 The Law of Chains https://twitter.com/TrustlessState/status/1683969105529806849?s=20  1:01:05 Optimism Takes https://twitter.com/gluk64/status/1683964193291087872?s=20  https://twitter.com/gluk64/status/1684168523164319745?s=20  1:03:50 Starknet Appchains https://twitter.com/Starknet/status/1681603967787122688  1:05:10 Twitter X https://twitter.com/danmurrayserter/status/1683446198663888900  1:07:00 Elon Musk’s Goal https://twitter.com/danmurrayserter/status/1683446630245187584?s=20  https://www.reddit.com/r/BrandNewSentence/comments/1580t8h/membership_only_human_trafficking_gentlemens_club/  https://www.reddit.com/r/memes/comments/159957z/it_worked_so_well/  https://twitter.com/adamamcbride/status/1684040162500657152  1:10:15 RFK Jr Bitcoin Purchases https://www.coindesk.com/business/2023/07/26/rfk-jr-confirms-bitcoin-purchases/  1:10:50 Selling Coindesk https://www.wsj.com/articles/investor-group-nears-125-million-deal-for-coindesk-146a6faa  1:12:25 Synthetix Infinex https://mirror.xyz/kain.eth/NHmuyvkRPXB4ck7R38v_ityer-VMZAaIwLGHu1hIDtE  1:14:10 Kwenta Volume https://twitter.com/superfluid_hq/status/1681330344794923014  1:15:00 Superfluid Subscription https://twitter.com/superfluid_hq/status/1681330344794923014  1:16:00 Chainlink Cross-Chain Interoperability https://twitter.com/chainlink/status/1680970793331613697   1:17:30 Flashbots Raise https://www.theblock.co/post/241327/flashbots-becomes-unicorn-after-completing-60-million-raise  1:20:00 Questions from the Nation 1:24:00 Market Makers https://twitter.com/MikeIppolito_/status/1682756221646823425?s=20  1:26:20 David in EthCC https://www.bankless.com/david-ethcc-2023  1:29:00 What David’s Bullish On https://twitter.com/TrustlessState/status/1684596913742434305?s=20  1:30:00 What Ryan’s Bullish On 1:33:10 MEME of the Week https://twitter.com/TiffanyFong_/status/1684352877488119808?s=20  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

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