Explorez tous les épisodes du podcast Bankless
| Titre | Date | Durée | |
|---|---|---|---|
| How the Stablecoin Milkshake will Redollarize the World | Brent Johnson | 05 Jan 2026 | 00:55:58 | |
Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into political instability, why stablecoins and the GENIUS Act could accelerate re-dollarization, and what this means for monetary sovereignty. We close with China’s counter-strategy and how Brent thinks about positioning from here.
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
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---
TIMESTAMPS
0:00 Intro
1:20 De-Dollarizing vs Re-Dollarizing: Milkshake Recap
4:18 What a Sovereign Debt Crisis Actually Means
5:45 Central Banks as “Professional Can-Kickers”
8:56 Can They Slowly Let the Air Out?
11:03 Can AI Productivity Save the System?
13:06 2025 Setup: The Narrative for Dedollarization
18:06 BRICS: Conference Talk vs Structural Reality
23:37 Store of Value vs Medium of Exchange
34:24 “Crisis = Dollar Up” (and the April Exception)
39:06 Stablecoin Redollarization and the GENIUS Act
47:20 Monetary Sovereignty, Faster Bank Runs, Faster Dollarization
52:34 China’s Response: Two Currency Stacks
54:21 Positioning as an Investor
---
RESOURCES
Brent Johnson
https://x.com/SantiagoAuFund
The Dollar Milkshake Theory
https://research.santiagocapital.com/p/the-dollar-milkshake
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum | 02 Jan 2026 | 01:04:11 | |
Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk.
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
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---
TIMESTAMPS & RESOURCES
0:00 Intro
1:25 2025 & 2026
6:47 Markets
https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html
https://x.com/KobeissiLetter/status/2003514479649390697
https://x.com/WatcherGuru/status/2003611075116433413
https://x.com/WatcherGuru/status/2003573927407440012
https://x.com/PeterSchiff/status/2004364997401760040
https://x.com/matthew_sigel/status/2006002866507690243
https://x.com/Cointelegraph/status/2006078375924793591
https://x.com/Mrcryptoxwhale/status/2005388225482031317
16:50 Is Aave in a civil war?
https://x.com/obsrvgmi/status/2003089533995471074
https://x.com/aave/status/1996591393817473247
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616
https://x.com/StaniKulechov/status/2002933974969315561
https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba
https://x.com/Marczeller/status/2004494332359741859
https://x.com/StaniKulechov/status/2004503414705643866
https://www.coingecko.com/en/coins/aave
29:55 Uniswap UNIfication
https://x.com/haydenzadams/status/2005306028506923234
https://vote.uniswapfoundation.org/proposals/93
41:36 Michael Selig is the new CFTC Chairman
https://x.com/cointelegraph/status/2001834127696249077
https://x.com/MichaelSelig/status/2003090594508214534
https://youtube.com/live/fPdqwebmJzE
https://youtube.com/live/yIKRSDhAf4A
48:39 Nic Carter says, Quantum is the biggest risk to Bitcoin
https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part
https://x.com/adam3us/status/2002049157662753197
https://x.com/Pledditor/status/2001896737775194208
https://x.com/Fiskantes/status/2002005763343184156
https://x.com/caprioleio/status/2001990974940274921
https://larryswedroe.substack.com/p/the-quantum-computing-threat-to-financial
1:02:11 Anthony’s 2026 Excitement
1:03:31 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| 10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise | 16 Dec 2025 | 01:14:52 | |
Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026.
From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply.
We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past its 2024 election-era highs.
Plus: stablecoins as an “escape valve” that emerging economies may blame for currency stress, on-chain also known as “ETFs 2.0,” and how the Clarity Act could be the starter’s gun for ETH and SOL to run.
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TIMESTAMPS
0:00 Last Year Predictions
13:12 1. Bitcoin Breaks 4-Year Cycle
16:19 2. BTC Less Volatile Than NVDA
22:09 3. ETFs Purchasing New Supply of Crypto
30:02 4. Crypto Equities Outperforming Equities
37:23 5. Prediction Markets All-Time Highs
42:50 6. Stablecons Destabilizing Currencies
48:16 7. Onchain Vaults Doubling in AUM
52:56 8. Clarity Act Triggering ETH & Sol All-Time Highs
56:40 9. Ivy League Endowments Investing in Crypto
58:49 10. 100+ Crypto ETPs Launching
1:01:14 Bitwise Announcement
1:04:08 Bonus. Bitcoin Equity Correlation Falling
1:07:29 Progress in 2025
1:10:48 Cross-Generational Wealth Transfer?
1:13:02 Closing Thoughts & Disclaimers
------
RESOURCES
Matt Hougan
https://x.com/Matt_Hougan
Ryan Rasmussen
https://x.com/RasterlyRock
Bitwise
https://bitwiseinvestments.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| Ethereum's Strategy to Win Over Wall Street | Joe Lubin & Danny Ryan | 08 Jul 2025 | 00:38:13 | |
Recorded live at the Permissionless IV conference, this conversation dives into Ethereum’s strategy to win over Wall Street.
Danny Ryan discusses how Etherealize is advising financial institutions to leverage Ethereum’s decentralization, resilience, and credible neutrality, while Joe Lubin explains why ConsenSys is taking a direct approach by accumulating ETH on Sharplink Gaming’s balance sheet, similar to MicroStrategy with Bitcoin.
Together, they unpack Ethereum’s strengths, institutional adoption strategies, and what it will take for Ethereum to become the foundation of the next-generation financial system.
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TIMESTAMPS
0:00 Intro
3:11 Ethereum's Evolution & Challenges
7:54 Regulatory Tensions & SEC Scrutiny
11:02 Ethereum's Resilience Against Regulation
14:47 Bridging TradFi & Decentralization
16:06 Institutional Adoption of Ethereum
17:19 Ethereum's Path Forward
21:51 Building for the Future
23:40 The Call for Problem Solving
24:41 Ethereum's Leadership Dynamics
33:25 Taking Ethereum to Wall Street
35:17 The Future of SBET & Ether
------
RESOURCES
Joe Lubin
https://x.com/ethereumjoseph
Danny Ryan
https://x.com/dannyryan
Permissionless IV
https://blockworks.co/event/permissionless
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| EIP1559 Expert Panel | Tim Beiko, Hasu, Micah Zoltu, Barnabe Monnot, Matt (LightClients) | 04 Aug 2021 | 01:49:40 | |
The time has come. With the London Fork just around the corner, the much anticipated EIP-1559 will be implemented. This fundamentally changes the relationship among miners, users, and gas. This panel, moderated by Ethereum core developer Tim Beiko, is set to discuss the macro and micro shifts to the ecosystem. We've talked about this a lot on Bankless, so it's time to hear from experts around the community about this massive turning point. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro ------ Tim Beiko on Twitter: Barnabe Monnot on Twitter: Hasu on Twitter: Lightclients on Twitter: Micah Zoltu on Twitter: ----- 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: | |||
| 76 - Inflation in 2021 | Lyn Alden | 02 Aug 2021 | 01:50:32 | |
Lyn Alden returns to the podcast, this time to discuss Inflation. Founder of Lyn Alden Investments, we keep coming back to Lyn because of her sharp analysis and compelling macro takes. We explore the three types of inflation, how they intersect and affect one another, and what this means for the global outlook of crypto and society. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING Topics Covered: 0:00 Intro ------ Lyn on Twitter: Lyn's Website & Newsletter: ----- 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: | |||
| ROLLUP: Uniswap Front-End | Elizabeth Warren Shadowy Super Coders | COVID-19 Crypto | FTX & Binance | 30 Jul 2021 | 01:54:14 | |
4th Week of July 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered 0:00 Intro 10:55 MARKETS 29:00 RELEASES 52:10 NEWS 1:40:00 TAKES 1:47:49 What David’s Excited About 1:50:38 MEME of the Week ----- 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: | |||
| Fractional | AMA with Andy8052 | 29 Jul 2021 | 01:05:40 | |
NFTs have exploded in 2021, but many coveted pieces are far out of the price range of average DeFi citizens. Enter Fractional, the new protocol for buying, selling, and minting fractions of NFTs. This breaks apart NFTs and allows anyone to unlock NFT liquidity and open the door for community involvement. To detail this step forward in crypto culture, we bring on Fractional lead dev @Andy8052 for a Live AMA. ------ ⚖️ ARBITRUM | SCALING ETHEREUM
------ Resources: Andy on Twitter
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:
| |||
| Building A Decentralized Blackrock | Index Coop (SotN 7/27) | 28 Jul 2021 | 01:25:09 | |
Index Coop is a DAO focused on making fully decentralized crypto index products, like the DPI (DeFi Pulse Index). Recently, the Index Coop teamed up with Bankless DAO to launch the BED Index: 1/3 Bitcoin, 1/3 Ether, and 1/3 DPI. Products like these make it easier than ever to get some skin in the game, so Do Your Own Research, and learn why the future of finance is decentralized. For this week's State of the Nation, we bring on four core contributors of Index Coop to walk us through it. Live on Tuesday at 11am PST / 2pm EST! ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Index Coop: ----- 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: | |||
| 75 - The ETHCC Experience | Interviews with Ethereum Community Leaders | 26 Jul 2021 | 02:19:19 | |
Did you miss out on ETHCC? Here's the antidote to your FOMO. David interviews 9 thought leaders and builders about the conference, Paris, and the broader Ethereum Community. ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 0:00 Intro 29:00 Vitalik Buterin 45:07 Stani Kulechov 1:00:50 Kain Warwick 1:10:13 Jerome de Techey 1:24:05 Aya Miyaguchi 1:36:00 Cooper Turley 1:42:20 Simona Pop 1:57:22 Joseph Delong 2:04:22 Jordi Baylina ------ Vitalik on Twitter: ----- 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: | |||
| ROLLUP: ETH CC Paris | BED Index | Elon Musk, Jack Dorsey, Cathie Wood & Bitcoin (3rd Week of July) | 23 Jul 2021 | 01:40:19 | |
3rd Week of July ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro 2:20 MARKETS 21:00 RELEASES 47:00 NEWS 1:11:00 TAKES 1:29:00 What David’s Excited About 1:34:30 Meme of the Week ----- 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: | |||
| Introducing ShapeShift DAO | Erik Voorhees (SotN 7/21) | 21 Jul 2021 | 01:11:56 | |
ShapeShift recently announced its plans to evolve into a community-owned, decentralized platform. In addition, they held the largest airdrop in crypto history with over 1 million eligible addresses. We bring on (former?) CEO Erik Voorhees to discuss the transition, and how it could be paving the way for all legacy corporations. The Future is DAO. ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro ------ Erik on Twitter: ----- 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: | |||
| 74 - The History of Electronic Markets | Tarun Chitra | 19 Jul 2021 | 02:13:19 | |
Tarun Chitra is co-founder of Gauntlet, a financial modeling platform for crypto. Tarun is a thought leader in the space and is an expert in a variety of topics surrounding DeFi. This week, we discuss the history of electronic markets, and how we’re in the third wave of this phenomenon. Get this episode's exclusive debrief! 👀 ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Bankless Podcast #74: The History of Electronic Markets We’re all familiar the image of traders in the pits of the New York Stock Exchange, holding up tickets and shouting out orders to one another. This is the backdrop for Electronic Markets 1.0, when ‘open outcry’ was the norm for the exchange of equities. When internet technology first emerged, it was brought to these markets, such that geographically distinct markets were fused by the instant communication of prices, bids, and offers. New technologies come quickly to the markets, giving an advantage to those who adopt the fastest. Alongside traders and brokers are the technologists, the quants and computer scientists who leveraged their understanding of networks to revolutionize trading. This first wave of electronic markets lasted until the dawn of personal computers, home internet, and E-trade. This second wave further revolutionized modern exchanges, distributing public access while consolidating liquidity. Synergistic with the dot-com boom, this explosion of retail investing once again turned exchanges on their heads. Look around now, and observe that we are in a third wave of new technologies applied to markets: Electronic Markets 3.0. Catalyzed first by mobile phones and now DeFi, the markets have once again been uprooted and fundamentally changed. What does this all mean? Where do we go from here? How do we adjust for scaling complex markets? Well, listening to what Tarun Chitra has to say about it isn’t a bad place to start. ------ 0:00 Intro ------ Tarun on Twitter ----- 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: | |||
| ROLLUP: Optimism, Layer 2 Summer, Axie Infinity, ETH Documentary, Space Jam NFT (2nd Week of July) | 16 Jul 2021 | 01:29:53 | |
2nd Week of July 2021 ------ ⚖️ ARBITRUM | SCALING ETHEREUM 🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR 🔐 LEDGER | SECURE YOUR ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 0:00 Intro 2:50 MARKETS 17:00 RELEASES 40:15 NEWS 1:04:00 TAKES 1:20:35 What David’s Excited About 1:25:03 Meme of the Week ----- 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: | |||
| Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto | 07 Jul 2025 | 01:37:32 | |
Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.
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TIMESTAMPS
0:00 Intro
5:05 Elon Musk and the Data Flywheel
11:57 The Power of Wright’s Law
19:27 Forecasting AI’s Trillion-Dollar Impact
23:35 Why ARK Owns xAI, OpenAI, and Anthropic
29:04 Google and Apple’s AI Blindspots
35:52 Why X Merged with xAI
44:15 Robotaxis: The Biggest AI Project on Earth
52:02 Robo GDP: AI’s Real-World Economic Boost
55:31 Tesla’s Scaling Advantage
1:01:27 The Humanoid Opportunity
1:10:42 Neuralink: AI, Enhanced
1:15:34 Starlink & SpaceX: The $2.5T Bet
1:22:01 Crypto’s Stablecoin Supercycle
1:33:18 Macro & Trump’s Strategy
---
RESOURCES
Cathie Wood
https://x.com/CathieDWood
Brett Winton
https://x.com/wintonARK
Ark’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| ETH Staking Panel | Coinbase, Lido, Rocket Pool | 15 Jul 2021 | 01:28:15 | |
ETH Staking Panelists: With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING 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: | |||
| ETH Staking Panel | Coinbase, Lido, Rocket Pool | 15 Jul 2021 | 01:28:15 | |
ETH Staking Panelists:
----- 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ ------ With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism. ------ 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: | |||
| The Rise of Axie Infinity | Jeff 'Jiho' Zirlin (SotN 7/13) | 14 Jul 2021 | 01:21:40 | |
Axie Infinity has exploded into the mainstream in 2021. Is it just a game? Is it an economy? What does Play-to-Earn mean? Join David and Ryan as they explore the world of Axie Infinity! ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING 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: | |||
| 73 - Building a $500M DeFi Fund | Arthur0x | 12 Jul 2021 | 01:36:27 | |
Arthur_0x is a massively successful investor in DeFi, and leads DeFiance Capital. His story is fascinating, as are his takes on the ecosystem and the crypto space from a global perspective. GET THIS EPISODE'S EXCLUSIVE DEBRIEF: ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 0:00 Intro ------ Arthur on Twitter ----- 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: | |||
| TOP SIGNAL: DAO Dudes | Cooper Turley, Lucas Campbell, Callum Gladstone, James Waugh | 10 Jul 2021 | 01:15:06 | |
Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto! Subscribe to the Top Signal RSS feed! https://podcasts.apple.com/us/podcast/top-signal/id1574944825 GUESTS: ------ 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: | |||
| ROLLUP: Axie Infinity, Binance Squeeze, JPMorgan ETH Staking, EIP 1559 (1st Week of July) | 09 Jul 2021 | 01:31:49 | |
1st Week of July, 2021. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered
2:10 MARKETS 16:30 RELEASES 36:20 NEWS 54:30 TAKES 1:24:05 What David’s Excited About 1:29:00 Meme of the Week ----- 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: | |||
| SotN 7/6 - Compound & the DeFi Mullet | Robert Leshner | 07 Jul 2021 | 00:46:25 | |
Robert Leshner is the founder of the Compound Protocol, which is pioneering decentralized borrowing and lending. He is returning to Bankless to discuss Compound Treasury, which is set to offer Compound's services to institutions. Is it Fintech? Is it Banking? Is it Crypto? Slick back your DeFi mullet and let's find out. Robert on Twitter: Compound Treasury: ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING 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: | |||
| 72 - The Power of Mimetic Desire | Luke Burgis | 05 Jul 2021 | 01:57:36 | |
Luke Burgis is an author, entrepreneur, and professor. In his new book Wanting, Luke discusses the mimetic (mimicking) roots of our desires and behaviors. Viewing our species from this lens yields a vast wealth of insights about the nature of society, and we discuss how the internet (and crypto) pose to dramatically shift our understanding of these things. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ BANKLESS PODCAST #72: The Power of Mimetic Desire When we explore what crypto is all about, it often brings us back to the fundamental questions. What is money? What is value? What are the characteristics of a good society? In our conversation with Luke Burgis, we dive even deeper: what drives our basic desires and behaviors? Luke makes an incredibly compelling argument that the root of our wants and perceived needs derive from Mimetic Desire -- the idea that we look to others and mimic what they do. Mimetic desire appears to emerge among all successful social species. As humans, we learn how to exist in a society by observing and processing those around us. Our parents, friends, and communities at large all collectively inform how we perceive the world around us. In this model, the individual melts away, and instead, we become interdependent nodes in a network of ideas, ideologies, actions, and behaviors. We often want things because others want them. Although rationality certainly plays a role, it takes a back seat to the more immediate and salient driving forces of mimesis. How does this relate to crypto in particular? Well, mimesis certainly drives the patterns we find in markets: speculation and adoption are both functions of mimetic desires. This model also applies more broadly when we consider the coordinative power of the internet and blockchains. If we accept mimesis on the aggregate and individual scale, we can more fully grasp the scale and scope of these new social and economic technologies. Hot off the release of his book 'Wanting: The Power of Mimetic Desire in Everyday Life,' Luke is fascinated by the potential of blockchains to revolutionize how we interact and function as a species and society. However, Mimetic Desire won't be going anywhere anytime soon. ------ 0:00 Intro ------ Luke on Twitter ------ 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: | |||
| ROLLUP: Jay-Z NFTs, Axie Infinity, China's Bitcoin Miners, Coinbase USDC, (5th Week of June) | 02 Jul 2021 | 01:18:36 | |
5th Week of June 2021. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro 2:25 MARKETS 11:00 RELEASES 24:00 NEWS 59:00 TAKES 1:08:50 What David’s Excited About 1:15:53 The Future is DAO ----- 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: | |||
| The Creator Economy | Jesse Walden, Li Jin, Cooper Turley | 01 Jul 2021 | 01:03:55 | |
Come learn and hear about what the Creator Economy is, and what it has in store for our industry! Li Jin: Jesse Walden Cooper Turley: ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ The Creator Economy naturally erupts with the internet. Specialization allows creatives – artists, content creators, and everything in between – to carve out increasingly specific niches and build curated cultural communities. Art in all forms has an opportunity to blossom with the coordinative capacity of modern technology, and every active participant is inherently a creator. Smartphones and social media make everyone journalists, photographers, actors, and commentators simultaneously. With this budding paradigm, ownership of creations is paramount. The crypto industry lends itself elegantly to this need, blending creation and ownership. Web 2 has witnessed an explosion of distributed content, but centralized platforms determine the nature of how it plays out. Crypto offers a natural evolution to the creator economy, enriching the relationship between creator and community. This conversation takes a wide lens to the intersection of culture and the crypto industry. From MySpace to Instagram to Patreon, the ebbs & flows of internet culture and economy moves at a blistering pace. Our experienced panelists break these things down and discuss where we're going. ------ Li on Twitter: Jesse on Twitter: Cooper on Twitter: ------ 0:00 Intro ----- 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: | |||
| ROLLUP: Robinhood's Announcement Sets off Stock Tokens Frenzy | 04 Jul 2025 | 01:03:14 | |
Welcome to the Weekly Rollup, where we cover the latest news in crypto.
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BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS & RESOURCES
0:00 Intro and EthCC
5:30 MARKETS
https://www.coingecko.com/en/coins/bitcoin
7:30 Solana ETF
https://x.com/EricBalchunas/status/1940436515798348195
https://www.tradingview.com/chart/V7YvdegA/?symbol=CBOE%3ASSK
12:20 MACRO
https://x.com/TheStalwart/status/1940749966542360844
https://x.com/HadickM/status/1940754843838341559
https://imgur.com/uBt5LkP
https://x.com/KobeissiLetter/status/1939684213672038840
https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair
19:00 The Big Beautiful Bill
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751541176019
https://www.foxnews.com/politics/trumps-big-beautiful-bill-clears-final-hurdle-before-house-wide-vote
https://x.com/SenLummis/status/1939730903045218395
23:00 Robinhood Chain and Tokenized Stocks
https://x.com/smyyguy/status/1939725345772470671
https://x.com/RobinhoodApp/status/1939701274217460047
https://x.com/BanklessHQ/status/1940054189914145198
https://x.com/RobinhoodApp/status/1939706469966135442
https://x.com/RobinhoodApp_EU/status/1939709899690098770
https://x.com/vladtenev/status/1939713633392480417
https://x.com/OpenAINewsroom/status/1940502391037874606
https://x.com/vladtenev/status/1940547859532612028
https://x.com/0xren_cf/status/1940077604939129253
https://x.com/vladtenev/status/1940308314144883074
https://x.com/BanklessHQ/status/1940468665235001656
https://x.com/RobinhoodApp/status/1939703096168362170
https://x.com/hosseeb/status/1940050920483823819
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AHOOD
https://x.com/iamDCinvestor/status/1939711492397703307
https://open.spotify.com/episode/6XTj2K0YAtXIgYPpGrK0xg?si=ef33fb6a0e394acd
https://backed.fi/news-updates/xstocks-are-going-live-tokenized-stocks-for-the-defi-era
https://x.com/0xMert_/status/1939761568029225224
https://x.com/gemini/status/1938688845597577591?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://thedefiant.io/news/tradfi-and-fintech/dinari-wins-first-u-s-broker-dealer-license-tokenized-stocks-667afe25
https://sbt.dinari.com/tokens?tokenSymbol=AAPL.d
https://x.com/HadickM/status/1940018046833201168
https://www.theblock.co/post/360853/financial-industry-group-pushes-back-on-tokenized-equities-urges-sec-to-reject-crypto-firms-exemptions
https://www.cnbc.com/video/2025/07/02/sec-chairman-paul-atkins-on-regulating-private-markets-rise-of-stock-tokenization.html
47:20 Tom Lee Bullish ETH
https://www.tradingview.com/chart/V7YvdegA/?symbol=AMEX%3ABMNR
https://x.com/CNBC/status/1939658101193322537
https://x.com/RyanSAdams/status/1939686608254460283
https://x.com/sharplinkgaming/status/1940078442579644420
53:50 NEWS
https://x.com/tier10k/status/1940133141546770454
https://x.com/coinbase/status/1940385699653652500
https://x.com/zachxbt/status/1940388827392344261
https://x.com/RyanSAdams/status/1940480126925656343
https://www.youtube.com/live/zo72TWXrc3Y
———
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| SotN 6/29: PleasrDAO and the NFT Bear Market | Jamis Johnson | 30 Jun 2021 | 01:15:35 | |
Jamis Johnson is a founding member and Chief Pleasing Officer of PleasrDAO✨. We bring him on to hear about the state of PleasrDAO, and the NFT bear market! ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ State of the Nation #49: The State of the Charts PleasrDAO is a fascinating experiment in internet culture. At the intersection of DAOs, NFTs, and internet culture, Jamis Johnson works as Chief Pleasing Officer. In this NFT bear market, we look forward to what happens next in this emerging space. Now is the time to be paying attention to this space. The start of PleasrDAO was with pplpleasr's "x * y = k' NFT following the release of Uniswap V3. It was an organic eruption of collaboration for a shared social cause. The emergence of PleasrDAO is a salient demonstration of the nature of DAOs. In many ways, they resemble an open-world sandbox game, where individuals can come together in a flexible domain and organize collectively. What began as a fever dream auction has coagulated into a flexible, powerful organization for the curation and management of big-ticket NFT items. The future of PleasrDAO remains open, but there will be more to learn as this Culture DAO continues trailblazing. ------ Jamis on Twitter: PleasrDAO on Twitter: PleasrDAO: ----- 0:00 Intro ----- 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: | |||
| 71 - The Bull Case For Ethereum II | DC Investor, Anthony Sassano, Cyrus Younessi | 28 Jun 2021 | 02:18:08 | |
A lot has changed since the original "Bull Case for Ethereum" episode. This sequel comes at a time when massive events loom on the horizon. EIP-1559, the Proof-of-Stake Merge, and Layer 2 Scaling. Many of these uncertainties are felt in the market action, but we bring you some of the Ethereum Community's strongest bulls to remind you why you're here. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro ------ The Bull Case for Ethereum: Ultra Sound Money: DC Investor on Twitter: Anthony Sassano on Twitter: Cyrus Younessi on Twitter: ----- 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: | |||
| ROLLUP: China Bitcoin Miners, John McAfee, EIP-1559 Testnet, Layer 2 Ethereum (4th Week of June) | 25 Jun 2021 | 01:35:12 | |
4th Week of June 2021. Anthony on Twitter: Daily Gwei: ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro 2:20 MARKETS 35:00 RELEASES 53:00 NEWS 1:15:45 TAKES 1:26:45 What Anthony’s Excited About 1:30:30 MEME OF THE WEEK 1:31:37 The Daily Gwei 1:32:50 Closing & Disclaimers ------ | |||
| SotN #51: Pioneering Crypto Culture, with Michael Wong | 23 Jun 2021 | 00:58:35 | |
Bankless has TWO big announcements... GET YOUR MERCH: https://cryptoculture.substack.com/p/paying-homage-to-cypherpunk-history
------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 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: | |||
| 70 - Facing the Frontier | Jim Bianco | 21 Jun 2021 | 01:53:59 | |
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, Jim comes on the podcast to discuss crypto from a variety of angles. Inflation, Wall Street, Defi, Regulation, and How to Invest. This is a good one. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING 0:00 Intro ----- 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: | |||
| ROLLUP: (Mark Cuban Titan, Metamask Institutional, Alchemix alETH, BTC Lightning) | 18 Jun 2021 | 01:29:14 | |
3rd Week of June 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro 2:10 MARKETS 28:00 RELEASES 46:44 NEWS 1:13:30 TAKES 1:21:50 What David’s Excited About 1:23:45 What Ryan’s Excited About 1:25:45 MEME(s) of the Week 1:28:09 Closing & Disclaimers ----- | |||
| SotN #50 - El Salvador Adopting Bitcoin | Nic Carter | 16 Jun 2021 | 01:25:45 | |
Last week, El Salvador announced that Bitcoin would be accepted as Legal Tender. We bring on our favorite Bitcoiner Nic Carter to the State of the Nation to discuss this monumental historical event -- a nation-state officially recognizing Bitcoin as a currency. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ State of the Nation #50: El Salvador Adopting Bitcoin Nic Carter, recently verified on Twitter, is a partner at Castle Island and 4-time guest on Bankless. In 2021, Nic has spent much of his time dispelling the common myths frequently pointed at Bitcoin by the mainstream media, and he has been a general in the Green Energy war taking place around Bitcoin. Last week, Nic started a Twitter Space to discuss El Salvador adopting Bitcoin as legal tender, a historic moment for crypto. Nayib Bukele, the President of El Salvador, joined the Space as the El Salvadorian congress ratified the bill. This twitter space ultimately garnered over 20,000 listeners, including some of the biggest names in crypto. Bukele showed himself to be savvy with both tech and social media, earning his label as a populist. This is a pivotal time for cryptocurrency. The news from El Salvador bring up increasingly important questions like the relationship between nation-states and digital value. There are a variety of motives for El Salvador to adopt Bitcoin including lessening dependence on US monetary policy, as the Dollar was previously the sole currency of the country. What does it mean for a country to adopt a cryptocurrency? Is Bitcoin being used for its 'intended purpose?' Is this a populist reprisal? Do these events represent a rejection of the Cantillon effect, and a move against the monetary hierarchy of capital gains taxes? In this State of the Nation, we cover these questions and more as we digest this monumental news and figure out what to make of it. ------ Nic on Twitter: ----- 0:00 Intro ----- 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: | |||
| 69 - Asking the Questions: BTC & ETH | Preston Pysh | 14 Jun 2021 | 02:06:55 | |
Bitcoiner Preston Pysh joins the Bankless Podcast to discuss Bitcoin and Ethereum and prove that there are high level conversations to be had between the two communities. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🦊 METAMASK | DEFI PASSPORT 🦄 UNISWAP | DECENTRALIZED FUNDING 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS ------ 0:00 Intro ------ Preston on Twitter: The Investor’s Podcast Network: Bitcoin Fundamentals: Bitcoin & Bonds with Greg Foss: ----- 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: | |||
| ROLLUP: 2nd Week of June (El Salvador, Elizabeth Warren, Bitcoin FBI Ransom, Polygon & Arbitrum) | 11 Jun 2021 | 01:43:13 | |
Download the crypto meta to your brain in this weekly show. 4th Week of May, 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING Topics Covered: 0:00 Intro 2:15 MARKETS 22:00 RELEASES 42:45 NEWS 1:24:30 TAKES 1:36:25 What David’s Excited About 1:40:50 MEME OF THE WEEK ----- 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: | |||
| The Current State of DeFi | Vance Spencer, Santiago Santos, Spencer Noon | 10 Jun 2021 | 01:10:15 | |
In this special episode of Bankless, we bring on some of the best minds in the space to discuss where DeFi is and where we're headed. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🦊 METAMASK | DEFI PASSPORT 🦄 UNISWAP | DECENTRALIZED FUNDING 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS It feels like we're living out a crucial moment in the story of Decentralized Finance. A variety of perspectives will collectively yield that we are at a tipping point, from a macro and micro standpoint. As we witness the emergence of a new technological ecosystem, the stakes and implications are ever increasing. Thus it only makes sense to bring on a panel of some of DeFi's smartest minds to hold a summit on where we are and where we're heading. This panel comprised of Santiago Santos of Parafi Capital, Vance Spencer of Framework Ventures, and Spencer Noon of the Variant Fund. In broad terms, DeFi refers to open, blockchain-based finance. The root of this stack consists of primitive financial services – the money verbs like borrowing, lending, trading, escrow, etc. It involves programming smart contracts to execute logic that transfers value on the blockchain. Within these parameters, there is infinite expressivity and room to explore. The internet of value has set itself up to be a game of optimizing capital efficiency through logic. The winners of this game will be the protocols, apps, individuals, and institutions that minimize counterparty risk while maximizing anti-fragility and resilience. The key here is finding ways to balance the values of consumer agency and protection with the power of capital efficiency. Maximalism and absolutes will be pushed to the margin as the realities of tradeoffs become increasingly apparent. DeFi, despite its youth, has shown itself to be resilient and deeply anti-fragile. Good logic doesn't break. As it matures, the growth and depth of DeFi infrastructure will demonstrably contribute to its Lindy effect. The total addressable market (TAM) of this ecosystem difficult to quantify, as it is a non-zero game that currently encapsulates the entire global economy at present. Conversations like these should leave an informed viewer feeling optimistic, inspired, and determined to face the obstacles ahead with resolve and conviction. ------ Vance on Twitter: Santiago on Twitter: Spencer on Twitter: ------ 0:00 Intro ----- 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: | |||
| Robinhood vs. Coinbase: Who Wins the Future of Finance? | David Rodriguez & Omar Kanji | 03 Jul 2025 | 01:16:08 | |
David from Blockworks and Omar from Dragonfly join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app. We break down their business models, growth strategies, tokenized asset plays, and how each is approaching crypto, equities, and infrastructure. Will Robinhood’s slick UX and expanding product suite win the next generation? Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable?
Omar & Dragonfly
https://x.com/TheOneandOmsy
https://x.com/Dragonfly_xyz
David & Blockworks
https://x.com/EffortCapital
https://x.com/BlockworksAdv
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BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
---
TIMESTAMPS
0:00 Intro
2:37 Understanding Coinbase
8:31 Coinbase B2B
13:39 Comparing Revenue, Valuation, & Infrastructure
23:12 Future Growth of Coinbase
28:14 Understanding Robinhood
38:22 Robinhood Competition
45:42 Robinhood 2021 Crisis Explained
48:14 Robinhood Bank
52:02 Tokenized Stocks & L2
55:32 Defending the Coinbase Moat
1:06:19 Forecasting Robinhood’s Future
1:11:08 Forecasting Coinbase’s Future
1:15:31 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| SotN #49- The State of the Charts, with Ledger Status | 09 Jun 2021 | 01:36:45 | |
In this week's State of the Nation, we bring on UpOnly co-host Brian Krogsgard (AKA LedgerStatus) to teach us about the charts. This is the official Bankless TA episode 📈 State of the Nation is live-streamed on the Youtube Channel – Tuesdays at 11am PT. 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🦊 METAMASK | DEFI PASSPORT 🦄 UNISWAP | DECENTRALIZED FUNDING 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS Bankless is not a trading or market-specific podcast by any means, but the chaos we have observed in the markets over the past several months warrants discussion. So we brought on Brian Krogsgard (AKA Ledger Status) to help us understand the price action in the markets from a variety of perspectives. Brian is a host on the Ledger Status and UpOnly podcasts, and co-founder of the FlipMetrics data platform. Brian introduces the concept of investing and trading as a pyramid -- at the bottom of the pyramid lies fundamentals and an overall investing thesis. As one moves up the pyramid, the time frames become increasingly shorter, and at the top are the pure psychological and analytical-based trades. Having sound plans throughout this pyramid is what makes for strong investing. Fundamentals, narratives, and tactics form a holistic approach which dictates how you should execute rotations and denominate wealth. Ledger screens by fundamentals, and enters by technicals, while keeping the tactical side of things as simple as possible to avoid "analysis paralysis." The technical top of the pyramid is influenced by market psychology, and is inherently chaotic and more difficult to grasp. With a broad approach to playing this money game, Brian went down the DeFi rabbit hole throughout the course of 'DeFi Summer' in 2020. The object of this game is a quest to get more ETH. Although there are countless ways to view a chart, these 'horoscopes' can easily become self-fulfilling prophecies when it comes to aggregate market psychology. ------ Ledger on Twitter: Flip Metrics: UpOnly: Ledger Status Podcast: ----- 0:00 Intro ----- 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: | |||
| 68 - Bull Case for DeFi II | Vance Spencer | 07 Jun 2021 | 01:53:35 | |
Vance Spencer returns to Bankless to refresh his takes from his last appearance, 'The Bull Case For DeFi.' His predictions have held up exceptionally well, and listen in as he takes us through what Layer 2 means for the DeFi space. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🦊 METAMASK | DEFI PASSPORT 🦄 UNISWAP | DECENTRALIZED FUNDING 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS ------ Bankless Podcast #68 - DeFi Verticals Framework's Vance Spencer returns to Bankless nine months after his first appearance, 'The Bull Case for DeFi.' A lot has happened in the space since then, but his perspective holds up as salient and sharp. He and investing partner Michael Anderson have built a venture fund that invests in people. With a healthy mix of on-chain and venture investments, Framework has consistently led as a thesis-driven firm with a clear focus on DeFi. Primitives, aggregators, and apps comprise a diverse and thoughtful portfolio representing a successful past and bullish future. It is increasingly apparent that capital efficiency is the game that DeFi projects are playing to gobble up market share. Vance brings a uniquely holistic approach to investing in the space, discussing the verticalization of DeFi and seeking projects that leverage the smart contract money legoes to optimize front ends. The space's growth depends on building out payment rails, optimizing MEV, and exploring the world of rollups as a massive upgrade to the DeFi Sandbox. Stay tuned for hot predictions towards the end – this is somebody to listen to. ------ 0:00 Intro ------ Vance on Twitter: The Bull Case for DeFi: ----- 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: | |||
| ROLLUP: 1st Week of June (Miami Bitcoin Conference, Arbitrum Layer 2 DeFi Summer, Coinbase Apple) | 04 Jun 2021 | 01:24:10 | |
Download the crypto meta to your brain in this weekly show. 4th Week of May, 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Topics Covered: 0:00 Intro 1:39 MARKETS 28:15 RELEASES 41:10 NEWS 1:00:00 TAKES 1:14:30 What David’s Excited About 1:21:48 MEME OF THE WEEK 1:22:45 Closing & Disclaimers ----- 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: | |||
| SotN #48 - Arbitrum LAUNCH, w/ Arbitrum Team | 02 Jun 2021 | 01:38:26 | |
Arbitrum is one of Ethereum's hottest L2 scaling solutions, and it has LAUNCHED 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🦊 METAMASK | DEFI PASSPORT 🦄 UNISWAP | DECENTRALIZED FUNDING 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS ------ Steven Goldfeder is Co-founder and Chief Executive Officer at Offchain Labs. He holds a PhD from Princeton University, where he worked at the intersection of cryptography and cryptocurrencies. Harry Kalodner is Co-Founder and Chief Technology Officer at Offchain Labs, where he leads the engineering team. Before Offchain, he attended Princeton as a PhD candidate, where his research explored economics, anonymity, and incentive compatibility of cryptocurrencies. Arbitrum released its Mainnet for Developers last Friday. This is an EVM-Compatible Layer 2 Optimistic Rollup, which allows for scaling Ethereum's app layer without sacrificing layer 1 Ethereum security & consensus. This is a massive step forward for the blockchain space and a culmination of years of technical research and testing. This is a milestone in effectively scaling blockchains, while maintaining core cypherpunk values. There are tremendous opportunities and possibilities in this new digital real estate. This hub of optimized blockspace keeps the economic security guarantees of Ethereum and poses to greatly improve the DeFi user experience. To scale to a billion users, projects like Arbitrum need to earn legitimacy and demonstrate efficacy as the Ethereum ecosystem continues to mature. In the immediate term, the next few months will be exciting to watch - will we see a DeFi Layer 2 Summer? ------ Arbitrum: ----- Topics Covered: 0:00 Buffer ----- 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: | |||
| 67 - The Altcoin Slayer | Eric Wall | 31 May 2021 | 02:03:19 | |
Eric Wall is a prominent thinker and contrarian in the crypto space. He has an independent mind and is unafraid to bust through groupthink and act as an ideological razor for the crypto community. In this episode, Eric dives deeply into a variety of profound takes on Bitcoin, Ethereum, and his approach to the community. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Eric Wall is CIO of Arcane Assets, and a well-known (and often infamous) writer and thinker in the crypto space. He has engaged in arguments with camps and tribes throughout the space, remaining unapologetically independent and committed to his values. Though a Bitcoiner at heart, Eric has come around on Ethereum as the ecosystem has matured. In this episode, we dive into values and the ethos of crypto that Eric fights for. As a principled believer in trustless systems and decentralization, Eric walks through many of the big-picture obstacles and accomplishments of the crypto space. Viewing this landscape with a digital biologist's lens, we address these projects as digital organisms, following many of the same laws we see in nature. Wherever organisms exist, Darwin is nearby. Eric brings a refreshing and unfiltered set of takes to the Bankless Podcast, reminiscent of other independent thinkers we've had on like Hasu. Regardless of your opinions on Eric, he represents an important part of the blockchain conversation. He serves as an ideological razor, giving no one the benefit of the doubt and prioritizing accountability and earned legitimacy. ------ Topics Covered: 0:00 Intro ------ Eric on Twitter ----- 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: | |||
| Friday 5/29 Livestream w/ David & Anthony Sassano | 29 May 2021 | 01:07:12 | |
Every week(ish), David and Anthony do a Friday Weekly Livestream to chat about the week in Ethereum, the markets, and whats coming in the short term future. Enjoy this unscripted conversation! ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ----- 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: | |||
| ROLLUP: 4th Week of May (Uniswap WSJ | Arbitrum Launch | Gamestop NFT) | 28 May 2021 | 01:45:19 | |
Download the crypto meta to your brain in this weekly show. 3rd Week of May, 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 0:00 Intro 0:45 MARKETS 26:00 RELEASES 47:20 NEWS 1:16:00 TAKES 1:35:40 What David’s Excited About 1:38:00 What Ryan’s Excited About 1:41:45 MEME OF THE WEEK ----- 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: | |||
| AMA - Liquity & LUSD | Founder Robert Lauko | 27 May 2021 | 01:01:04 | |
Liquity is a new governance-minimized stablecoin on Ethereum! Liquidity offers some competitive advantages over other decentralized stablecoins 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ----- Resources: Liquity Robert Lauko on Twitter ----- 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: | |||
| SotN #47 - Gitcoin DAO & $GTC token, with Kevin Owocki | 26 May 2021 | 01:04:35 | |
Gitcoin is turning itself into Gitcoin DAO, governed by the community and GTC holders! Come learn all about Gitcoin DAO, GTC distribution, and the responsibilities of the governors! ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING In this week's State of the Nation, we bring on Kevin Owocki to discuss the decentralization and DAO-ization of public goods funding platform Gitcoin, and the launch of their $GTC token. Kevin is the former benevolent dictator (CEO) of Gitcoin and a General in the war against Moloch (human coordination failure). The purpose of Gitcoin is to provide a platform for open-source software developers to acquire funding for their projects. Kevin mentions that open-source creates $500B in economic value yearly. In the crypto space, and on the internet at large, open-source development means that something is free to use, fork, or build on. This accessibility has been a driving force behind web development, and Gitcoin's mission is to create a business model for open-source software developers. Gitcoin has raised around $20M since its initial launch in November 2017. Gitcoin DAO is seeking to meme itself into the Quadratic Lands, where public goods are well-funded and digital democracy reigns. As Gitcoin has grown, it has come to the point in which a DAO is more well-served for Gitcoin's goals of activism and open-source development. Anti-fragility and distributing points-of-failure are key benefits of transitioning into a DAO. The alignment of incentives between the individual and society is crucial for optimizing capital efficiency and organically generating a better society. GTC = Grow The Community ------ Coordination Failures Claim GTC Gitcoin Quadratic Lands Kevin on Twitter ----- 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: | |||
| 66 - Crypto’s Existential Threat | MEV Panel: Phil Daian, Georgios Konstanopolus, Charlie Noyes | 24 May 2021 | 01:51:48 | |
Phil Daian is a researcher and software engineer and is leading the charge into mapping MEV with the Flashbots Project. Georgios Konstantopoulos and Charlie Noyes are both partners at Paradigm. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Bankless Podcast #66: MEV Panel In this State of the Nation, we bring on big-brain experts behind projects like Paradigm and Flashbots to explain the complex but critical topic of MEV - commonly known as Miner Extractable Value, but as discussed in this episode, Maximum Extractable Value is a more appropriate descriptor. MEV is arguably the single most important unsolved problem in the crypto space. In the context of incentives and network security, MEV generally refers to the ability of miners & validators to take advantage of their position as securers of the network. Blocks are verified by single entities, and these block producers have tremendous power when they are the ones adding a particular block to the blockchain. We refer to this instance as ‘God-Mode,’ in which a node has the power to assemble & order transactions at will. The threat here is the potential gaps between what is best for the network and what is best for the node. As an internal and unbounded threat to blockchains, solving the problems that MEV presents is critical to maintaining proper consensus and ensuring decentralization and permissionless access. We take a deep dive into potential solutions, and the impact of EIP-1559 and Proof-of-Stake on MEV. Dive in to learn why despite the challenges ahead, Charlie says: “In the absence of certainty, I’m willing to take the optimistic perspective.” ------ Phil on Twitter ----- 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: | |||
| Crypto Markets Forever Stuck? Onchain Data Explained | Michael Nadeau’s Defi Report #2 | 02 Jul 2025 | 01:05:22 | |
Crypto prices seem stuck. Is that about to change?
Michael Nadeau of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
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TIMESTAMPS
0:00 Intro
2:19 The HODLer's Fallacy: Rethinking Conviction in a Naturally Extractive Market
https://mirror.xyz/sreevanth.eth/6unQ_oX9sQFkvjPi3yehVi6M7Ak2t1V5hzyWYs9yUi4
7:03 BTC Onchain Data & Price Explanation
15:23 Altcoin Season Index
23:24 ETH & Solana Onchain Data
32:30 Beta Assets Bull Case
38:46 Ethena Memo
https://thedefireport.io/research/ethena-memo
51:14 Crypto Equities
55:45 Liquity & The Macro Setup
1:00:53 Michael’s Portfolio Today
1:02:31 How to Value an L1
https://thedefireport.io/research/how-do-you-value-an-l1
1:02:53 Quarterly Reports
1:04:40 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures | |||
| 📺 ROLLUP: 3rd Week of May (Dip Week, The Rise of Polygon, Elon Crypto, Coinbase Outage, China) | 21 May 2021 | 01:25:29 | |
Download the crypto meta to your brain in this weekly show. Rug Week. 3rd Week of May, 2021 ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ 0:00 Intro 4:08 MARKETS 29:07 RELEASES 41:40 NEWS 1:09:40 TAKES 1:20:05 What David’s Excited About 1:21:17 What Ryan’s Excited About 1:23:10 MEME of the Week 1:24:15 Closing & Disclaimers ----- 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: | |||
| 65 - Crypto, Legacy, and Value | Mark Yusko | 17 May 2021 | 01:48:12 | |
Mark Yusko has been at the forefront of institutional investing throughout his career, in both the legacy and crypto. He is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. ------ 💰 GEMINI | FIAT & CRYPTO EXCHANGE 🔀 BALANCER | EXCHANGE & POOL ASSETS 👻 AAVE | LEND & BORROW ASSETS 🦄 UNISWAP | DECENTRALIZED FUNDING ------ Bankless Podcast #65 - Crypto, Legacy, and Value Mark W. Yusko is a seasoned investor in both traditional and crypto finance, and is the managing partner of Morgan Creek Capital. Notably, he is also an avid fan of Pokemon Go. In this episode, Mark provides a deep and logical basis for a sound decision matrix in the world of investing. He emphasizes broad narrative context, addressing themes reminiscent of our episode with historian Joshua Rosenthal on 'The Crypto Renaissance.' Mark explores the speculative frenzy in the markets and how it is indicative of a fiat-based financial system that has run its course. Continuous printing has gameified the economy, and crony capitalism has created an environment where you are either in or you're out. If you're in, then you're an incumbent who is incentivized to maintain the status quo. The centralization of power makes progress hard and proper equity even harder. As a long-term investor who prioritizes values & principles, Mark discusses money as a shared illusion, and notes that value is relative. He presents salient takes on crypto's role in the broad shifts driven by the inevitable failing of incumbent institutions. His worldview feels compatible with the Bankless narrative, and towards the end of the episode, we discuss how Ethereum fits into all of this. ------ Mark on Twitter: Morgan Creek Capital: ----- 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: | |||