Bankless

Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution.

In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up.

From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🌐SELF | PROVE YOUR SELF

https://bankless.cc/Self

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

TIMESTAMPS

0:00 Intro

5:08 Why Stablecoins?

6:50 The Stablecoin Train

20:26 Stablecoin Network Effects

22:55 Stablecoin Payments: Who Actually Wins?

26:51 Orchestration Layers

41:53 Stablecoin Blockchains

52:53 Stablecoin Singularity

56:03 Traditional Banks

59:38 Non-USD Stablecoins

1:02:05 How Many Stablecoins?

1:05:03 Circle IPO

1:09:32 Closing & Disclaimers

------

RESOURCES

Rob Hadick

https://x.com/hadickm

Stablecoin Payments: Who Actually Wins?

https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss.

Follow Haseeb on X:
https://x.com/hosseeb 

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

------
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

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex

------
TIMESTAMPS & RESOURCES

0:00 Intro

0:44 What has happened since Liberation Day?
https://x.com/tier10k/status/1910020421870637132
https://x.com/Birdyword/status/1910364014825070652
https://polymarket.com/event/us-recession-in-2025

31:17 Inflation 
https://x.com/intocryptoverse/status/1910311058222227586

41:49 Paul Atkins confirmed as the new SEC chair
https://x.com/Cointelegraph/status/1910117967230300613

45:43 ETH/BTC Ratio & Crypto VC Funding 
https://x.com/pet3rpan_/status/1910345673288958052

58:36 MegaETH released its testnet
https://x.com/megaeth_labs/status/1903099481874153880
https://x.com/0xBreadguy/status/1909619744455741709

1:03:05 Closing & Disclosures 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.

------

🪙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

🌐SELF | PROVE YOUR SELF

https://bankless.cc/Self

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

TIMESTAMPS & RESOURCES

00:00:00 AI Generated Tarriff’s

00:03:58 Meta’s Huge New LLAMA 4 Announcement

https://x.com/ahmad_al_dahle/status/1908595680828154198?s=46

https://x.com/alexocheema/status/1908651942777397737?s=46

00:11:54 Did Meta Cheat?

https://x.com/Yuchenj_UW/status/1909061004207816960

https://x.com/andrewallenxo/status/1909143884321481157

https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46

https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit

00:20:45 AGI Is Coming in 2027

https://ai-2027.com/

https://situational-awareness.ai/

00:28:02 What Happens After AGI

https://ai-2027.com/

https://situational-awareness.ai/

00:39:58 Shopify And The Employment Crisis

https://x.com/tobi/status/1909251946235437514

00:48:34 The Future Of Education

https://www.anthropic.com/news/introducing-claude-for-education

https://x.com/jowettbrendan/status/1907695965726978184

https://x.com/cryptopunk7213/status/1907969387958513727

https://x.com/itsPaulAi/status/1907122207136137368

https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country

00:59:55 How Much Does AI Know About You

01:04:58 A16Z’s $30B Fund

https://x.com/tkexpress11/status/1909626333711548526

https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.

We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption.

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🌐SELF | PROVE YOUR SELF

https://bankless.cc/Self

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

TIMESTAMPS

00:00:00 Intro

00:07:12 Etherealize & Its Mission

00:15:29 Clients & Finances

00:20:17 Relation Between Ethereum Foundation & Etherealize

00:21:31 Etherealize's Funding

00:22:43 Etherealize's Competitions

00:26:02 Challenges & Roadblocks

00:28:15 What Success Looks Like for Etherealize

00:29:56 Etherealize's Co-Founders

00:31:10 Ethereum’s Upcoming Era

00:40:20 What Makes Ethereum Special

00:46:00 Political Effect on Ethereum

00:51:33 Community Support

00:54:51 Layer 1 & Etherealize

00:58:36 Hypothetical Scenarios with Ethereum

01:01:50 What’s Next for Etherealize

01:04:47 Some Unturned Stones

01:07:32 Closing & Disclosures

------

RESOURCES

Etherealize

https://www.etherealize.com

Vivek Raman

https://x.com/VivekVentures

Danny Ryan

https://x.com/dannyryan

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup.

Follow Alex on X & check out his Galaxy Brains podcast:
https://x.com/intangiblecoins
https://www.galaxy.com/insights/podcasts/galaxy-brains/

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

------
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

🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP
https://bankless.cc/Infinex

------
TIMESTAMPS & RESOURCES

0:00 Intro

0:29 Trump’s Reciprocal Tariffs

https://x.com/kobeissiletter/status/1907556839686054240

https://x.com/WhiteHouse/status/1907533090559324204

https://x.com/CalltoActivism/status/1907549193650188469

https://x.com/notlouisck/status/1907657906117554278

https://x.com/JamesSurowiecki/status/1907559189234196942

https://x.com/KushDesai47/status/1907618136444067901

https://x.com/TrustlessState/status/1907769359621067017

36:53 Circle Files for IPO

https://x.com/Cointelegraph/status/1907172102353924269

https://x.com/g_djuric/status/1907200843289370910

https://x.com/Nick_van_Eck/status/1907181670504993026

https://x.com/TheOneandOmsy/status/1907229821043626100

https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834

54:32 Eric Trump & Bitcoin Mining

https://x.com/EricBalchunas/status/1906689372142915712

https://x.com/FDICgov/status/1905662427783467111

58:07 CoreWeave IPO

https://www.galaxy.com/transactions/coreweave-growth-financing

1:04:47 Closing & Disclaimers

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

AI heats up, markets shake, and the internet gets Ghbilified.

OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X.

A new “world’s best” model quietly drops—did Google just take the lead?

Cursor raises at a $9.6B valuation as “vibecoding” enters the mainstream.

Welcome back to another week of the AI Rollup.

------

📣CRYPTO TAX CALCULATOR | TAXES MADE EASY

https://bankless.cc/Cryptotaxcalculator

------

🪙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

🌐SELF | PROVE YOUR SELF

https://bankless.cc/Self

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

TIMESTAMPS & RESOURCES

00:00:00 The Ghibli Effect

https://x.com/alifarhat79/status/1904884015858884884

https://x.com/unusual_whales/status/1906831621166440583

00:05:09 Coreweave IPO

https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105

https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html

https://x.com/TheStalwart/status/1907438208662552647

00:14:28 xAI Acquires X

https://x.com/elonmusk/status/1905731750275510312?s=46

00:20:02 Grok's Telegram Integration

00:24:38 New Best Model Has Arrived

https://x.com/bookwormengr/status/1905050740110090429?s=46

https://x.com/gfodor/status/1904980153329242147?s=46

00:32:09 Cursor And The Vibe Coding Explosion

https://x.com/ArfurRock/status/1906768733135098360

00:39:02 AI Crypto Trend Update

https://x.com/defi0xjeff/status/1904154090424402163?s=46

00:45:47 BillyBets March Madness

https://x.com/playprophetx/status/1899535745435742608?s=46

https://x.com/bunchubets/status/1904224002123473294?s=46

00:56:51 Olas

https://olas.network/

01:01:32 Vana

https://x.com/anna_kazlauskas/status/1905414468315549737?s=46

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System. 

Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever. 

This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 

https://bankless.cc/spotify-premium

------

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 

🌐SELF | PROVE YOUR SELF

https://bankless.cc/Self 

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

TIMESTAMPS

0:00 Intro

5:29 Internet Financial Systems

12:03 Frictions in Financial Systems

20:33 Innovations in Internet Financial Systems

28:42 Server with Laws

40:02 Incompatibilities within Systems

50:17 Absence of Financial Laws

57:34 Potential of Finance in Crypto

1:09:59 Server Compatibility with Governments

1:16:18 Different Laws for Investing in Crypto

1:26:26 Building Protocols 

1:29:52 Closing & Disclaimers

------
RESOURCES

Felipe Montealegre 

https://x.com/TheiaResearch

Internet Finance

https://x.com/TheiaResearch/status/1876618725547233417

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠ 

Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood’s evolving product suite. 

Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking. 

This one’s a big glimpse into where TradFi and DeFi collide.

------
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex 

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0xa77995768d39c157180262d352f86f39ac1b3fbd?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS

0:00 Intro

5:54 New Administration

12:19 Tokenization

16:18 Tokenized SpaceX

18:12 An IPO Alternative

23:39 Prediction Markets

25:40 Kalshi

29:58 Future of Prediction Markets

35:58 Robinhood Banking

38:27 Robinhood Cortex

44:08 Robinhood Strategies

49:04 Cash Delivery

52:10 Crypto Listings

54:37 Why Distinct Apps?

56:32 How Bankless is Robinhood?

1:00:42 Closing Thoughts

------
RESOURCES

Vlad Tenev

https://x.com/vladtenev 

Robinhood
https://robinhood.com/

Washington Post Op-ed

https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/ 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

This week, Mike Ippolito joins us to break down crypto’s big flip as institutions rush into stablecoins—triggering excitement and anxiety alike. Hyperliquid faces drama after a high-stakes market manipulation attack, BlackRock's tokenized treasuries surge to nearly $2 billion, and the U.S. Treasury finally removes Tornado Cash from its sanctions list. Meanwhile, Robinhood enters banking, raising questions about DeFi’s future. We dive into all of this and so much more.

Follow Mike on X & Checkout Bell Curve: 

https://x.com/MikeIppolito_

https://www.youtube.com/@bellcurvepodcast/videos 

------

📣CRYPTO TAX CALCULATOR | TAXES MADE EASY

https://bankless.cc/Cryptotaxcalculator

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0xe36312b13decbe5af463aaf188a510b69f28ce7e

------

TIMESTAMPS & RESOURCES

0:00 Intro

0:56 Blockworks DAS Week Recap

6:45 Saylor’s Strategy bought more Bitcoin

https://x.com/WatcherGuru/status/1904155021781901741

https://x.com/SaylorBuysBTC/status/1904631210887836142

12:33 Stablecoin Gold Rush
https://x.com/TrustlessState/status/1905219932612178237

https://x.com/JasonYanowitz/status/1904886554708898112

https://x.com/KobeissiLetter/status/1904521913528975550

25:32 Blackrock’s BUIDL fund is expanding to Solana

https://x.com/solana/status/1904520943667716531

https://x.com/carlosdomingo/status/1904516023623028894

44:59 Hyperliquid 

https://x.com/MacroCRG/status/1904895153384357990

https://x.com/HyperliquidX/status/1904923137684496784

https://x.com/toghrulmaharram/status/1904935313081856406

https://x.com/Dogetoshi/status/1904919007930577175

1:03:10 US lifted sanctions on Tornado Cash

https://x.com/matthuang/status/1904192079691170137

https://wewantjusticedao.org/ 

1:05:55 Robinhood Banking 

https://x.com/RobinhoodApp/status/1905127283532484696

1:09:38 Closing & Disclaimers 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap.

We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem.

Alon on X: https://x.com/a1lon9

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0x593367264faf6cdc105addb55036733e4e63fdf9?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS

0:00 Intro

7:09 Pump.Fun Inception

13:46 Post-Launch Pump.Fun

19:09 Pump.Fun’s Impact on Memecoins

23:25 Making Memecoins Less Extractive

28:32 Pump.Fun 4Chan Aesthetic

36:57 Pump.Fun Moderation

47:37 Pump.Fun’s Success

50:52 PumpSwap

59:12 Creator Revenue Sharing

1:02:09 Pump.Fun vs Radium

1:05:41 Pump.Fun’s Social Elements

1:08:19 Content, Attention & Markets

1:10:56 Future of Memecoins

1:13:11 Are Memecoins Evil?

1:17:44 Pump.Fun’s Mission

1:20:17 Why Pump.Fun x Bankless

1:22:06 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

We’re joined by Tim Beiko, Ethereum Foundation coordinator, to break down Ethereum’s next major upgrades and the future of scaling.

We explore the upcoming Petra hard fork, which introduces validator consolidation, increased blob space for rollups, and EIP-7702 for improved account abstraction. Tim also shares insights on Fusaka and Glacier Dam, Ethereum’s roadmap for scaling, and how Ethereum’s upgrade process is becoming more efficient.

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0x0d142a1a30adcbc06c3c2a537d2cd1a9b7901c35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS

0:00 Intro

5:43 Current State of EIPs & ETH Hard Forks

8:01 Why Security Is So Important

12:43 Naming Conventions of ETH Hard Forks

13:55 Pectra Upgrade & Its Effects

16:15 Maxeb Upgrade & Its Effects

24:29 Hard Forks, Bandwidth & Scaling

28:51 Other Updates Regarding Pectra

31:40 EOAs & Smart Contract Wallets

36:17 Smart Contract Wallets' Effect on Layer 2

43:15 Timeline of Fusaka & Glamsterdam

48:09 Vitalik's Tweet on Fusaka

51:15 Alcore Devs' Plans

54:25 What's EOF

59:18 Other Updates Regarding Fusaka

1:00:41 Uncertainty Regarding Glamsterdam

1:02:18 ETH's Slowness & Developers

1:05:19 Misconceptions Around ETH

1:07:32 Scaling the Layer 1

1:14:52 Summer of Protocols

1:18:13 Closing & Disclaimers

------

RESOURCES

Tim Beiko

https://x.com/TimBeiko

Ethereum Roadmap & Hard Forks

https://ethereum.org/en/roadmap/

EIP-7702 (Account Abstraction)

https://eips.ethereum.org/EIPS/eip-7702

Ethereum Object Format (EOF)

https://ethresear.ch/t/ethereum-object-format-eof/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

This week, Anthony Sassano joins us to unpack Solana’s most controversial governance vote yet, Ethereum’s major leadership overhaul, and crypto markets wrestling with macro chaos despite promising policy shifts. Kraken makes waves with a massive $1.5B acquisition—but will it move the needle? We dive into all of this and so much more.

Follow Anthony on X: https://x.com/sassal0x

------

📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM 

https://bankless.cc/Ronin_Wallet

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0xab88c7d76226cf4251bae07e74aa0d8877b6136a

------

TIMESTAMPS & RESOURCES

0:00 Intro

1:39 Anthony’s Crypto Vibe Check

5:56 Markets

https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html

12:27 Ethena and Securitize launched a new chain

https://x.com/ethena_labs/status/1901672646015856749

https://x.com/coinbase/status/1902031828912844992

28:13 Robinhood launched their prediction market with Kalshi

https://x.com/Kalshi/status/1901634303768883377

https://x.com/vladtenev/status/1901703746033426919

34:52 Solana proposal to cut inflation failed to pass

https://simd-votes.stakingfacilities.com/

https://www.helius.dev/blog/simd-228

47:07 SOL Futures on CME 

https://x.com/Cointelegraph/status/1901566174598398261

https://x.com/solana/status/1901279678620749997

51:25 Eth/acc & Ethereum Leadership Change 

https://x.com/matthuang/status/1902562363532046674

https://x.com/KyleSamani/status/1901769358273040806

https://x.com/ethismoneyHQ/status/1901734022646317213

https://x.com/adietrichs/status/1899607524581740576

https://x.com/megapot_io/status/1902419979196338386 

1:06:07 Kraken Acquires NinjaTrader $1.5B

https://www.reuters.com/technology/kraken-acquire-ninjatrader-15-billion-deal-2025-03-20/

1:07:08 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

This week on the AI Rollup, we’re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio’s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu’s latest model beats GPT-4.5 at half the cost, challenging OpenAI’s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let’s find out.

------

📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM

https://bankless.cc/Ronin_Wallet

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

------
✨ Mint the episode on Zora ✨
https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS & RESOURCES

00:00 Sentiment Check and Recap

05:25 AI Podcast Hosts?

https://x.com/hedra_labs/status/1897699010632466469

08:50 Google Gemini 2.0

https://x.com/robertriachi/status/1899854394751070573

https://x.com/goodside/status/1900349595718148455?s=46

https://x.com/ilumine_ai/status/1900017235898622025

https://x.com/halimalrasihi/status/1900667639086673962?s=46

https://x.com/thatarrowsmith/status/1901203776746201556?s=46

17:55 China's New Frontier Model

https://x.com/scobleizer/status/1901089727568281975?s=46

27:21 AI Market Prices

https://www.cookie.fun/

https://www.coingecko.com/en/coins/ethereum

32:55 Market Manipulation?

https://x.com/solgojo/status/1901002388007514381

https://x.com/0thTachi/status/1902090675111207380

38:11 Pockets Of Outperformers

https://x.com/S4mmyEth/status/1902348046479786315

43:09 Virtuals Update

https://x.com/smyyguy/status/1899181446126076283?s=46

https://x.com/ethermage/status/1899494870152282511

https://x.com/virtuals_io/status/1900185918147064015

49:48 AIXBT Hacked

https://x.com/S4mmyEth/status/1902021914517758277

52:44 New AI Trading Subnet

https://x.com/thebittensorhub/status/1899810734374047799?s=46

58:54 Pluralis Announcement

https://x.com/PluralisHQ/status/1902367132597252177

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Native Rollups are the next big step toward scaling Ethereum securely. In this episode,

Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth.

Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future.

------

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

🏦INFINEX | THE CRYPTO-EVERYTHING APP

https://bankless.cc/Infinex

-----
✨ Mint the episode on Zora ✨
https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS

0:00 Intro

6:41 Why Native Rollups?

16:32 Security & Composability Benefits

38:13 ZKProofs

42:52 Making L2s Native

50:48 Network Effects

52:35 Customizability Trade-Offs

58:59 Timelines

1:02:39 ETH Economic Impacts

1:05:46 Other Advantages

1:08:17 Succinct

1:08:59 ETHProofs.org

1:11:32 Real-Time Proving

1:12:33 Ethereum’s Bottleneck

1:15:43 Closing & Disclaimers

------

RESOURCES

Uma Roy

https://x.com/pumatheuma

Justin Drake

https://x.com/drakefjustin

Native Rollups

https://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517

Succinct

https://www.succinct.xyz/

L2Beat

https://l2beat.com/scaling/summary

ETHProofs

https://ethproofs.org/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

This week, the U.S. establishes its long-awaited Strategic Bitcoin Reserve yet the charts barely move and questions remain about altcoins like ADA, XRP, and SOL. A high-profile White House Digital Summit draws big names but yields few concrete regulatory wins. Meanwhile, HyperLiquid got exploited? Not quite but we'll get into that this week and so much more.

Follow Jordi on X: https://x.com/gametheorizing 

------

📣 RONIN WALLET | YOUR WEB3 GAMING ECOSYSTEM 

https://bankless.cc/Ronin_Wallet

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo 

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0x762ccdba41c88dbaf668c346519e09a4a9cfee8e?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------

TIMESTAMPS & RESOURCES

00:00 Market Sentiment And Interpretation

https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html 

https://x.com/kobeissiletter/status/1899147239160693054 

06:49 Crypto Markets

https://farside.co.uk/?p=1518 

https://x.com/BitwiseInvest/status/1899445386038620631 

https://x.com/HHorsley/status/1899612285980880907 

https://x.com/milesdeutscher/status/1899062184917000214 

13:44 Trump’s Impact On Crypto

https://intel.arkm.com/explorer/entity/usg 

18:32 Bitcoin Strategic Reserve

https://x.com/margomartin47/status/1897802829474955415?s=46&t=BK1udaJPJxPwz6RfE-m1iw 

https://x.com/davidsacks47/status/1897802280738734236 

https://x.com/nic__carter/status/1897837943106289967 

https://x.com/ercwl/status/1897817161428541691 

31:18 White House Digital Asset Summit 

https://x.com/POTUS/status/1898162648962756970 

https://x.com/nicrypto/status/1898180016459944350  

https://x.com/TrustlessState/status/1898200766315209050 

https://x.com/RepNickBegich/status/1899494764682363136 

https://x.com/jchervinsky/status/1899586234248499450?s=46&t=LIRWzlNRT68jap2P18vctA 

37:49 Saylor to Buy $21B More Bitcoin

https://x.com/saylor/status/1899068491409260639 

48:32 HyperLiquid Exploit?

55:44 Interpol Red Notice For… Libra Creator

58:01 Unichain’s Explosive Growth

https://x.com/nansen_ai/status/1899000536487403748 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠ 

In this episode, we break down China's latest AI breakthrough—the Manus agent—and how it's shaking up the AI race. We discuss Alibaba's powerful, compact new AI model, the rise of autonomous coding agents, and Microsoft's shifting relationship with OpenAI. Plus, we explore how AI agents like Grok are starting to impact crypto markets.

------

📣RONIN WALLET | DOWNLOAD NOW

https://bankless.cc/Ronin_Wallet

------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi

https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER

https://bankless.cc/Celo

-----

✨ Mint the episode on Zora ✨

https://zora.co/coin/base:0x8c25fca60a7f589a4552ae5edf3978c7885354f5

------

TIMESTAMPS & RESOURCES

0:00 Intro

1:33 China drops Manus AI

https://x.com/thinking_panda/status/1897951585990590469

https://x.com/rowancheung/status/1898093008601395380

https://x.com/_philschmid/status/1899046957860979178

14:27 OpenAI Agent SDK 

https://x.com/cryptopunk7213/status/1897406075072377093 

https://x.com/AtomSilverman/status/1899511053601698073 

21:05 Ex-Deepmind engineers creating autonomous coding agents 

https://x.com/mishalaskin/status/1898048925157728601

https://x.com/kimmonismus/status/1899444649317527927

22:57 Build a game from scratch with AI

https://x.com/minchoi/status/1898469519565492490

https://x.com/Ror_Fly/status/1899473065328656485

https://x.com/ror_fly/status/1899803648781119765

25:55 Alibaba drops QWEN 32B

https://x.com/hosseeb/status/1897377619240468513

https://x.com/sundarpichai/status/1899779090472644881

https://x.com/hyperbolic_labs/status/1897437370552570047

30:44 Chinese company HunYuan released a new image to video

https://x.com/EHuanglu/status/1897628929768505611

32:31 The model competition is really heating up & Microsoft x OpenAI

https://x.com/cneuralnetwork/status/1898450452540465538

https://gizmodo.com/microsofts-relationship-with-openai-is-not-looking-good-2000573293

36:57 Grok earned over $100K this past week 

https://x.com/mleejr/status/1898465691096727866

https://x.com/bankrbot

https://x.com/bankrbot/status/1897950192613441617

https://x.com/grok/status/1898884871742758966

https://x.com/grok/status/1898957064006774855

https://x.com/TrustlessState/status/1899565420966801647

https://dexscreener.com/base/0x5116773e18a9c7bb03ebb961b38678e45e238923

https://x.com/MLeeJr/status/1899647338978889743

https://x.com/grok/status/1899582316747391127

https://x.com/TrustlessState/status/1899585667899822520

https://x.com/bankrbot/status/1899589807350972768

https://x.com/grok/status/1898884871742758966

https://x.com/TrustlessState/status/1899566730059653431

https://x.com/rhynotic/status/1899190256727122331

56:26 Agents over the last 30 days 

https://x.com/defi0xjeff/status/1898025840514101654

https://x.com/gkisokay/status/1899422660339393007

https://x.com/696_eth/status/1897446933406605599

56:58 Model Context Protocol

https://x.com/mattpocockuk/status/1897742389592440970

https://x.com/sendaifun/status/1892310991737598229

https://x.com/crossmint/status/1899492589763469802

1:05:30 Closing & Disclaimers 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.

Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds. 

Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.

------ 📣BECOME A BANKLESS CITIZEN  https://bankless.cc/JoinToday 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------ TIMESTAMPS

0:00 Intro 3:48 Exponential Human Progress 7:50 Moore’s Law vs Huang’s Law 15:17 Synthetic Biology 20:37 Economic Impact 23:17 Job Market 31:02 Self-Driving Cars 33:33 Aviation 35:43 Energy 41:10 David Deutsch 45:42 Electricity & Income 51:20 Nuclear Energy 54:46 The Unibomber 1:01:09 Defensive Accelerationism 1:03:06 Robotics 1:06:14 Closing & Disclaimers

------ RESOURCES

Josh Kale https://x.com/Josh_Kale  

The Beginning of Infinity https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359  

Bankless Nation Discord https://www.bankless.com/discord  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple—causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability.

Follow Haseeb: https://x.com/hosseeb ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x4c0edef22bb1eff56610d9ea21f346dfe1fd41c0 

------ TIMESTAMPS & RESOURCES   0:00 Intro

0:26 Tucker Carlson Interviews SBF https://x.com/TuckerCarlson/status/1897709140535132442 

5:10 Trump announced strategic crypto reserves  https://truthsocial.com/@realDonaldTrump/posts/114093946326587357  https://x.com/cz_binance/status/1896246000161001877  https://x.com/nic__carter/status/1896588091235656190  https://x.com/EleanorTerrett/status/1896966911721607536  https://imgur.com/a/Q3tPnYI  https://x.com/KobeissiLetter/status/1896240960788627681  https://x.com/KobeissiLetter/status/1896305838144548884  https://x.com/KobeissiLetter/status/1896958095424729133  https://x.com/KobeissiLetter/status/1896949387856933048  https://x.com/KobeissiLetter/status/1896951231266140234 

25:14 Tariffs & Macro Markets

41:20 Ethereum Foundation has new leadership!  https://x.com/ethereumfndn/status/1895851576251826227  https://x.com/tkstanczak/status/1895862549578469523  https://x.com/tkstanczak/status/1896246373919453285  https://x.com/ethereumfndn/status/1895442343689363652  https://x.com/TimBeiko/status/1892593175845368316  https://x.com/dannyryan/status/1895851747865944114  https://x.com/VitalikButerin/status/1895863075527700959 

52:23 Base is getting faster and faster!  https://x.com/buildonbase/status/1895223243713458184?s=46  https://x.com/jessepollak/status/1895283716597166514  https://base.mirror.xyz/HwG1GQ5hoxz0OTOF_nQhNcVTk4Ae9cRIrcqVQ14N4-c 

55:41 Devconnect https://x.com/BanklessHQ/status/1897321244158255567 

1:00:14 AI Developments & Kaito https://x.com/Punk9277/status/1897684877098770736 

1:16:12 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

In this episode, we kick off with jaw-dropping scenes of home robots that aren’t just putting groceries away, they’re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google’s game-changing agent swarm that’s setting new research standards. We also explore Claude’s innovative new model and code that transforms complex problem-solving, plus Anthropic’s record-shattering $3.5B raise. And that’s not all, we share exclusive takeaways from ETH Denver’s AI scene, highlight AskBilly’s profit-making sports betting agent, and introduce Freysa’s digital twin game with a $250K prize. Whether you’re a tech enthusiast or just curious about tomorrow’s breakthroughs, this episode is your all-access pass to the cutting edge of innovation.

------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve   

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

  🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0xd8dcff71d34c10e5580fc325101bc391f9a16f10

------ TIMESTAMPS & RESOURCES   00:00:00 Humanoid Robots https://x.com/figure_robot/status/1892577871366939087?s=46  https://x.com/thehumanoidhub/status/1893014256473473272?s=46 

00:04:33 Gibberlink https://x.com/ggerganov/status/1894057587441566081?s=46  https://x.com/ggerganov/status/1896592079997788300?s=46 

  00:09:07 Google Co-Scientist https://x.com/sundarpichai/status/1892254274895184244?s=46 

00:10:27 Claude 3.7 https://x.com/AnthropicAI/status/1894092430560965029  https://x.com/AnthropicAI/status/1894095351218335927  https://x.com/ns123abc/status/1894144121784209770?s=46 

00:16:00 Vibe Coding

00:24:32 The Good About ETH Denver https://x.com/cryptopunk7213/status/1895891065233711501 

00:31:16 The Bad About ETH Denver

00:35:26 Expert Sports Better https://x.com/askbillybets/status/1892959166307639642?s=46  https://x.com/sportstensor/status/1895821780151124321?s=46  

00:52:57 Freysa AI https://x.com/freysa_ai/status/1892392982395187666?s=46  https://x.com/freysa_ai/status/1893556530563424510?s=46  https://x.com/freysa_ai/status/1895251589197373508?s=46  https://x.com/econoar/status/1897002735352054036 

01:04:42 Homework For you! https://x.com/karpathy/status/1895242932095209667 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid? 

Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield. 

We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction? 

Tune in for Jim’s expert take.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo

------ ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0xe97caeb59d8a7e9b4a4d076d3a432cf9ea440402?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:53 What is Trump Doing? 12:07 Economic Rebalancing 17:37 Crypto Strategic Reserve 28:52 Tariffs 33:39 Trade Imbalances 38:45 Tariffs & 10 Year Yield 48:28 Recession in 2025? 55:04 Optimistic Future 1:01:22 Risk-On Sector 1:05:07 Closing & Disclaimers

------ RESOURCES

Jim Bianco https://x.com/biancoresearch  

Bianco Research https://www.biancoresearch.com/visitor-home/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

The AI arms race is on, and the stakes couldn’t be higher.

Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0xa717530992cd97a2680bf2c696433dd18b177d9a?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 0:25 A New Life Form?  4:23 The AI Rabbithole 11:49 xAI & Grok 3 26:51 Deepseek Breakthrough 28:47 English as a Programming Language 30:19 Open Sourcing LLMs 34:13 Other Models 39:29 Meta AI 44:04 AI Bets 46:27 Elon Musk vs Sam Altman 51:59 Worldcoin 55:48 From OpenAI to AGI 1:03:01 AI Doomerism 1:10:06 Neuralink 1:15:20 AI vs Humans 1:22:08 Frontier Tech 1:24:43 Crypto’s Role 1:28:00 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠   

Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it?

Follow Alex: https://x.com/intangiblecoins

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------

TIMESTAMPS & RESOURCES   00:00:00 Intro To Alex

00:01:21 Market Breakdown https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html 

00:09:43 Treasuries vs Equities

00:22:12 The Largest Hack In History https://x.com/Bybit_Official/status/1892965292931702929  https://x.com/smyyguy/status/1893007399687958586/photo/1  https://x.com/benbybit/status/1892969284587966869  https://x.com/benbybit/status/1893102137711960486  https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/  https://x.com/StefanDGeorge/status/1894781521803858353  https://x.com/hasufl/status/1894772256179405158  https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg  https://x.com/Jesseeckel/status/1893047605133037905  https://x.com/mudit__gupta/status/1893290720603050121  https://x.com/Bybit_Official/status/1893687749229563958  https://x.com/benbybit/status/1893865556840775758  https://x.com/lookonchain/status/1893840256342040727  https://x.com/TimBeiko/status/1893412457567383559  https://x.com/ethena_labs/status/1892971552565805309 

00:34:12 Ethereum Hard Fork Backlash

00:43:03 SEC Drops Lawsuits https://x.com/coinbase/status/1892923603814936896  https://x.com/dfinzer/status/1893086281300582772  https://x.com/Uniswap/status/1894452298698358989  https://x.com/econoar/status/1894501626209271973 

00:48:32 Hester Peirce Update

00:54:46 Bullish Or Bearish?

01:04:48 A16Z’s Newest Hire https://x.com/patrickmchenry/status/1894735546213171378 

01:06:30 Stablecoin Issues

01:12:31 US Treasury Updates https://x.com/Bitcoin_Laws/status/1893399549454229690  https://bitcoinlaws.io/ 

01:15:58 Find Alex on Twitter https://x.com/intangiblecoins 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

📣RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve   ------

Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00 Start 04:42 Delphi's Interest In The Space 08:20 Initial AI Crypto Use Cases 09:18 The Era's Of AI 13:41 Where Does Value Accrual Come From 20:38 How Do You Choose The Winning Model? 27:08 Silicon Valley AI Vs Crypto AI 37:12 Fracturing Of Frontier Models 41:43 What's Exciting? 46:27 Due Diligence Via Agent 49:02 When To Use What Agent 53:10 A Birthday Surprise

------ RESOURCES

Tom Shaughnessy https://x.com/Shaughnessy119 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones. 

We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics. 

A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights!

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/37?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00 Intro 04:37 Advance Decline Index (ADI) 08:45 Crypto Vibes & Economy 10:26 ETH & BTC Dollar Relation 15:04 Has ETH Gone Home? 20:38 FED & Memecoins 23:58 Take on SOL/BTC Ratio 28:51 Rise of Meme & Alt Coins 31:45 Where the Value Lies in the Market? 39:11 Trump’s Plans with Tenures & Dollar 44:00 Crypto's Bullish Setup vs. Market Vibes 47:35 Meme Coins vs. VC Giants 53:36 Did We Just Skip a Cycle? 59:08 Closing & Disclaimers

------ RESOURCES

Ben Cowen https://x.com/intocryptoverse 

Into the Cryptoverse https://intothecryptoverse.com/ 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38 

------ TIMESTAMPS & RESOURCES

0:00 Intro, Libra, Memecoins, & ICOs https://x.com/KobeissiLetter/status/1890611964994363769  https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz  https://x.com/bubblemaps/status/1890531084221182326  https://x.com/JMilei/status/1890606683291779195  https://x.com/KelsierVentures/status/1890914579493863532  https://x.com/MemeCoin_Track/status/1892324967196569675  https://x.com/JupiterExchange/status/1891181433588470052  https://x.com/hellochow/status/1891341548115149190  https://x.com/stoolpresidente/status/1891285564713836830  https://x.com/KobeissiLetter/status/1890611982320971992  https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform  https://x.com/RunnerXBT/status/1891400277535703389  https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399 

29:59 Markets https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025 

38:51 Kaito Airdrop https://yaps.kaito.ai/  https://x.com/KaitoAI/status/1890379872280682548  https://www.coingecko.com/en/coins/kaito  https://x.com/divine_economy/status/1892597817434145113  https://x.com/smyyguy/status/1892585101873033380 

53:16 Ethereum’s Pectra Upgrade https://x.com/sassal0x/status/1890534315148132521 

1:00:21 Monad launched a public testnet https://x.com/monad_xyz/status/1892227817149997212 

1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors https://www.sec.gov/newsroom/press-releases/2025-42 

1:06:52 Infinex https://x.com/infinex_app/status/1887028112099283198 

1:11:29 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper?  Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week. 

------ 📣 RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36 

------ TIMESTAMPS & RESOURCES

00:00 Intro & Temp Check

04:10 Grok 3 Release https://x.ai/blog/grok-3 

12:25 Nous Research https://x.com/NousResearch/status/1890148000204485088 

20:17 Date Abby http://dateabby.com 

23:22 Replit and Agent On Agent Coding

27:59 Kaito Explained https://x.com/0x_ultra/status/1891353010934358456?s=46 

36:47 Kaito Airdrop 

41:18 Tracy And Sports Betting AI https://x.com/HeyTracyAI  https://x.com/khloekardashian/status/1891552900070908130 

45:13 BillyBets https://docs.billybets.ai/  https://x.com/VaderResearch/status/1891699035742011673 

50:48 BIttensor Upgrade https://x.com/Old_Samster/status/1890071216645603802 

56:03 AI16Z https://x.com/ai16zdao/status/1890473840314315158 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00 Intro 04:21 Post-Election Thoughts 05:09 Crypto Task Force & SAB 121 11:00 Hester's Statement on SEC Site 12:41 Issuing Tokens & SEC 14:58 No-Action Letters 18:30 Communication with SEC 22:00 Task Force & Companies 23:55 SEC & CFTC Relations 26:42 Token as a Security? 32:00 KYC, Securities & Open Networks 36:23 Investment Barriers & Accreditation 38:32 Paul Akin’s Retirement Effects 40:30 Matt Levine’s "Dumb Investment" 42:52 SEC & Memecoins 45:03 Airdropped Coins 47:33 Miscellaneous Issues 48:46 SEC & ETFs 49:23 Prioritizing Work 50:17 Future SEC Plans 53:15 Closing & Disclaimers

------ RESOURCES

Hester Peirce https://www.sec.gov/about/sec-commissioners/hester-m-peirce  https://x.com/HesterPeirce  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho   ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES  

00:00:00 Start

00:03:33 Trump vs The Fed

http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html 

http://x.com/bennyjohnson/status/1889681567779283447 

00:06:25 Tarun Market Takes

00:10:18 ETH Staking ETF

http://x.com/WatcherGuru/status/1889803399320969603 

http://x.com/RasterlyRock/status/1889856397032235226 

00:15:26 Robinhood Enters The Chat

http://x.com/Tyler_Did_It/status/1889833087258992937 

http://x.com/bridge__harris/status/1889904770485461389 

http://x.com/0xjaypeg/status/1889805008318906689 

00:27:13 Brian Quintenz Nominated to Lead CFTC

http://warpcast.com/brianquintenz/0xbd4cc8ef 

http://x.com/TrustlessState/status/1889736851474333932 

00:30:08 Is The Airdrop Meta Over?

http://x.com/ffvv1211/status/1889333575348355152?s=46 

00:34:21 MegaETH Exploring Alternatives

http://x.com/megaeth_labs/status/1889733671420330150 

http://x.com/barnaclebarny/status/1889936153509503193 

00:40:38 OpenSea SEA Airdrop

http://x.com/openseafdn/status/1890041091577057522 

http://x.com/dfinzer/status/1890039791808376874 

00:46:17 Ethereum Shenanigans

http://x.com/VitalikButerin/status/1889771554512200166 

http://x.com/ameensol/status/1889774627796427235 

http://x.com/TrustlessState/status/1889900532770414985 

http://x.com/laurashin/status/1890044244750135695 

http://x.com/ethereumfndn/status/1889978208986280031 

00:52:51 Arbitrum Launched BOLD

http://x.com/ArbitrumDevs/status/1889709836226416805 

http://l2beat.com/scaling/projects/arbitrum 

00:55:19 JailStool

http://x.com/stoolpresidente/status/1887963615161905566 

http://x.com/stoolpresidente/status/1887936281058947391 

http://x.com/stoolpresidente/status/1887960660820042168 

http://x.com/stoolpresidente/status/1889032422768918834 

http://x.com/stoolpresidente/status/1888332104016015781 

http://x.com/stoolpresidente/status/1888337834605420917 

http://x.com/trustyournuts/status/1888336912844255436 

http://x.com/CryptoKaleo/status/1888420272182604043 

http://x.com/stoolpresidente/status/1888598919354941897 

http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72 

01:04:01 Where To Find Tarun

https://x.com/tarunchitra 

 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain  

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34 

------ TIMESTAMPS & RESOURCES

0:00 Intro

1:17 Crypto x AI Exposure Strategy 

10:56 Elon’s $97B OpenAI Bid

13:14 Crypto x AI Mindshare & Markets https://www.cookie.fun/   https://x.com/S4mmyEth/status/1889675738099376149   https://x.com/dv_memetics/status/1888956005515477372  https://x.com/0xelonmoney/status/1889743777088360909  

22:48 Andrej Karpathy https://x.com/karpathy   https://x.com/hyperbolic_labs/status/1887229114769359013 

22:58 Replit comes out with a mobile app https://x.com/Replit/status/1887159041455169683  https://x.com/karpathy/status/1886192184808149383 

33:12 X (Twitter) is getting involved in agents https://x.com/ethermage/status/1887526320487473326 

37:24 ARC reveals their new launchpad & agent launch https://x.com/cryptopunk7213/status/1889768219873099902  https://x.com/askjimmy_ai/status/1889736290696045017  https://x.com/0thTachi/status/1887620290727059731  

51:17 Virtuals are live on Solana! https://x.com/virtuals_io/status/1889365020393496910  https://x.com/gkisokay/status/1889721779146596503  https://x.com/virtuals_io/status/1887508625268367843   https://x.com/gkisokay/status/1889331963917729993 

59:03 AIXBT holders can now connect X account = richer agent interactions https://x.com/aixbt_terminal/status/1887355817957204434 

1:02:46 Ai16z (ElizaOS): a brutally raw take https://x.com/CryptoStreamHub/status/1887435927309721992 

1:07:57 What Ejaaz focused on this upcoming week

1:08:59 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

------ TIMESTAMPS 00:00 Start 05:10 How Did Bera Come To Be? 09:43 Starting With Community 12:09 The Memetic Roadmap 14:43 Proof Of Liquidity 20:41 The Triangle Based Loop 33:26 Liquidity Provisioning 35:21 Discovering Equilibrium 38:28 How To Grow Market Share 43:53 Bera and Monad 47:13 Addressing Criticism 53:51 2025 Roadmap

------ RESOURCES

Smokey - https://x.com/smokeythebera

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. 

We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers. 

A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho  

------   BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax  

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain  

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31 

------ TIMESTAMPS

0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers

------ RESOURCES

Hayden Adams https://x.com/haydenzadams 

Unichain https://unichain.org/ 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. 

She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond. 

Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts

------ RESOURCES

Lyn Alden https://x.com/LynAldenContact  

Lyn Alden Newsletter https://www.lynalden.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.

Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito 

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES  00:00:00 Start

00:03:57 Why We Dumped, Again https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/ https://x.com/benbybit/status/1886393172152156604  https://x.com/KobeissiLetter/status/1886373316249649437 

00:15:33 L2 Updates https://x.com/ak47ink/status/1882228296626458970  https://blog.kraken.com/product/staking/new-us-staking 

00:18:06 Microstrategy Rebrands to ‘Strategy’ https://www.bankless.com/read/microstrategy-rebrands-to-strategy  https://x.com/saylor/status/1887229546199462309 

00:19:28 The $20 Billion Dollar Bid https://x.com/MikeIppolito_/status/1887274787677913457  https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR  https://x.com/SemlerEric/status/1886764609924948349 

00:26:31 US Lawmakers Plan For Digital Assets https://x.com/BanklessHQ/status/1886876049113588156 

00:28:06 New Stablecoin Bill https://x.com/SenLummis/status/1886887005113790866 

00:35:07 SEC Creates Crypto Task Force https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425  https://x.com/HesterPeirce/status/1886864054477815861  https://x.com/AlexanderGrieve/status/1886869439293067404  https://x.com/EricBalchunas/status/1886910308762980788  https://www.sec.gov/newsroom/press-releases/2025-36  https://x.com/NateGeraci/status/1886870066924245297 

00:42:42 Uniswap V4 Is Live! https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19  https://x.com/TrustlessState/status/1885349829091459354  https://x.com/angstromxyz/status/1885011791761068427 https://x.com/flaunchgg/status/1878879274566107323  https://x.com/whetstonedotcc 

00:49:41 Berachain Token Launch https://x.com/berachain/status/1887178672995537236  https://www.coingecko.com/en/coins/berachain 

00:57:51 ETH To Increase Gas Limit https://x.com/data_always/status/1886573645687935463?s=46  https://x.com/VitalikButerin/status/1886579901039337759 

01:01:38 Loss Of Ultra Sound https://ultrasound.money/  https://x.com/drakefjustin/status/1887108667675124174 

01:08:02 Thanks To Mike

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon). ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28 

------ TIMESTAMPS & RESOURCES

0:00 Intro

0:41 AI Crypto Mindshare https://www.cookie.fun   https://x.com/S4mmyEth/status/1886429346488791099  https://x.com/DV_Memetics/status/1886452402154316257   https://x.com/0xnairolf/status/1886756102928269748 

15:13 Fair-Launch Tokens Good or Bad? https://x.com/shawmakesmagic/status/1886829695343161494 

25:30 Virtuals Nation Fiscal Policy   https://x.com/virtuals_io/status/1884938359573000665  https://x.com/vaderresearch/status/1885311150277222641 

35:10 Coinbase Hackathon https://x.com/CoinbaseDev/status/1886468701689631006  

42:54 OpenAI’s Deep Research Agent  https://x.com/sama/status/1886220046864671067  https://x.com/Felipe_Millon/status/1886205433469178191  

50:52 Freysa https://x.com/chappieonchain/status/1886427494632276127  https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900     59:32 EigenLayer Verifiable Agents  https://x.com/eigenlayer/status/1886880694019788973  

1:04:18 Voice-Enabled Agents Next Meta? https://x.com/cryptopunk7213/status/1885692491095036019  https://x.com/soulgra_ph/status/1884748450534993924  https://x.com/bcsmithx/status/1884751516399206455  https://x.com/agenttanklive/status/1885032386121138325  https://x.com/limitusintel/status/1886466941268975811 

1:11:22 Reflection of 10 Weeks of AI Rollup 

1:12:37 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ TIMESTAMPS

0:00 Intro 2:40 Trump Tariffs & Bitcoin Connection  4:09 Fiscal Deficit Benefits  7:28 Plaza Accord 1.0 & 2.0 14:12 Tariffs Now vs. 8 Years Ago 16:55 What Happens Next? 19:36 Lowering 10-Year Rate 22:10 Fiscal Dominance Policy Control  23:28 The Triffin Dilemma 29:01 Bitcoin’s Impact  32:16 Trump Advocation of Bitcoin  35:10 Crypto & Real Estate  37:06 Eric Trump’s ETH Tweet 39:22 10-Year Yield Rate Lowering Invetitabilty  42:07 Bitcoin & Other Crypto Risk Assets  47:17 Bitwise’s Dogecoin ETF  50:05 Closing & Disclaimers 

------ RESOURCES

Jeff Park https://x.com/dgt10011 

Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00:00 Intro 00:03:53 Opinion on Pengu token and its competitor 00:08:03 Reformatting the idea of a memecoin 00:12:32 Pudgy Penguins aren't just memes 00:16:09 Solana competitor vs Pengu 00:20:03 Impact of 30 Billion views on the GIFs on the brand 00:22:56 How does the GIFs system work? 00:25:27 GIFs working principle 00:27:13 Big brands doing SEO on GIFs 00:28:38 Non-crypto people using Pudgy GIFs 00:31:59 Physical Products of Pudgy Penguins 00:36:50 Other components of expanding the brand 00:38:56 How big is the conglomerate? 00:39:26 Choosing Solana L1 over L2 00:45:27 Where does Base stand in the algorithm? 00:51:26 Some thoughts on Ethereum's current state 00:55:32 Abstract Chains 01:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers

------ RESOURCES

Luca Netz https://x.com/LucaNetz 

Pudgy Penguins https://pudgypenguins.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

Joining us this week is Haseeb Qureshi who is here to help walk us through this week’s Weekly Rollup. We cover the major shift in the U.S. government’s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI’s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia’s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job—back at MIT.

------ 💸 CRYPTO TAX CALCULATOR | CODE: BANKLESS15 https://bankless.cc/CryptoTaxCalculator

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES 00:00:00 Start

00:02:10 NVDA and Deepseek Selloff https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html 

00:08:26 Why It Sold Off https://x.com/DavidSacks/status/1883935713877782884 

00:10:56 Markets 00:12:28 Why is The Vibe So Off? https://x.com/intocryptoverse/status/1884408180014186958?s=46 

00:16:53 Bitwise Files For Doge ETF https://x.com/EricBalchunas/status/1884349554256142735 

00:21:01 Powell On Cutting Rates https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html  https://x.com/WatcherGuru/status/1884699251860553789 

00:24:30 US Strategic Crypto Reserve? https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/  https://x.com/Geiger_Capital/status/1882534611693211932 

00:29:21 Czech And Norway Invest In BTC  https://x.com/DavidFBailey/status/1884491705841508708  https://x.com/BitcoinMagazine/status/1884901420677386243 

00:33:28 SAB121 Repeal https://x.com/hesterpeirce/status/1882562977985114185?s=46  https://x.com/saylor/status/1882565582870270241?s=46 

00:37:02 New Treasury Secretary https://x.com/USTreasury/status/1884377788263633262 

00:38:48 Gary Returns To MIT https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management 

00:44:01 Venice AI Token Launch https://x.com/AskVenice/status/1883925135825990091  https://x.com/ErikVoorhees/status/1883992467151663415  https://x.com/CoinbaseAssets/status/1884041161708356000  https://x.com/TrustlessState/status/1884320943008538781 

00:49:08 Abstract Chain Mainnet Launch https://x.com/AbstractChain/status/1883939915169423777  https://x.com/pudgypenguins/status/1884708668366545143 

00:50:33 Symbiotic https://x.com/symbioticfi/status/1884266642416492713 

00:52:48 TRUMP Token, Good And Bad https://x.com/hosseeb/status/1883466906080088478?s=46  https://x.com/Jesseeckel/status/1884615422521020626 

00:58:02 TRUMP Is A Celeb Coin https://www.bloomberg.com/news/articles/2025-01-28/trump-s-memecoin-can-now-be-used-to-buy-watches-and-sneakers 

01:03:45 Haseeb’s Podcast And Parting Advice   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

------ 💸 CRYPTO TAX CALCULATOR | BANKLESS15 https://bankless.cc/CryptoTaxCalculator 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/25 

------ TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled  https://en.wikipedia.org/wiki/Jevons_paradox 

24:32 OpenAI & Perplexity Agent Products  https://x.com/OpenAI/status/1882509286439637448  https://x.com/perplexity_ai/status/1882466239123255686   https://x.com/sama/status/1884066337103962416   

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA!  https://x.com/virtuals_io/status/1883107553183162507  https://x.com/state_of_mika/status/1883107601183048078  https://x.com/vaderresearch/status/1883597990830731678  https://www.lookonchain.com/articles/1035  

53:01 AIXBT is becoming a product  https://x.com/aixbt_terminal/status/1882755705586982969 

56:01 VeniceAI launches a token that pays for your agent’s expenses https://x.com/askvenice/status/1883925135825990091  https://x.com/iampaulgrewal/status/1884051994324947001 

1:03:13 Griffain now has a Shopify integration for their agents https://x.com/griffaindotcom/status/1883230795764322328 

1:05:22 ARC partnered with Solana  https://x.com/arcdotfun/status/1884325639047819476 

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand?  https://x.com/shawmakesmagic/status/1883124194013319340  https://x.com/shawmakesmagic/status/1884376511391674742 

1:08:45 What is Ejaaz paying attention to? 

1:10:02 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

• Jeff's Article:  https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
• Jeff on X: https://x.com/doodlestein 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS 00:00 Start 05:20 Intro To Jeff 07:27 The Issue With DeepSeek 16:00 Inference Compute Explained 24:51 Nvidia's Competition 29:14 DeepSeek's Impact On Valuations 36:46 Criticism Around Jeff's Thesis 44:17 DeepSeek's 45x Upgrade 51:30 The Transformer Explained 01:03:15 Why Is Everyone Shocked? 01:12:07 Synthetic Data 01:21:30 Why Jeff's Article Went Viral

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/22?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00:00 Intro 00:09:10 Is superagency a superpower? 00:11:09 How to identify a humanoid AI agent? 00:13:28 Which people will get this AI superpower? 00:17:22 Propagation of AI 00:18:47 AI religions 00:24:31 Zoomers are e/acc? 00:25:56 Thoughts on Gloomers 00:29:09 Mainframe computers' relation with today's AI 00:37:03 Negative and positive impacts of AI 00:50:28 Benefits of AI to the average citizen 00:52:58 What if AI misuses/sells our data? 00:59:31 How AI will deliver value worth millions 01:02:17 Why innovation is safety 01:05:59 AI choices shaping our freedom? 01:10:07 America’s approach towards AI 01:12:27 Is AI overhyped? 01:14:05 Closing & Disclaimers

------ RESOURCES

Reid Hoffman https://x.com/reidhoffman  

Blitzscaling https://www.blitzscaling.com/  

Super Agency https://www.superagency.ai/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts!

------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:30 Markets https://farside.co.uk/?p=1518  https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d  https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B 

00:06:08 ETF Flows https://farside.co.uk/?p=1518  https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 

00:11:19 Trump Memecoin https://x.com/realdonaldtrump/status/1880446012168249386 

00:14:10 Melania Token https://x.com/MELANIATRUMP/status/1881087523847593995 

00:20:53 World Liberty Financial Bids https://x.com/worldlibertyfi/status/1881457386671464804 

00:26:06 Ross Ulbricht Freed https://x.com/WatcherGuru/status/1881932492170760674 

00:31:08 Politics and Agencies https://x.com/DegenerateNews/status/1881760858508062898  https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025 

00:35:53 Brian Armstrong Expectations https://x.com/AltcoinDailyio/status/1880348843772113061 

00:40:15 Trump Effect Kicking In https://x.com/BitcoinMagazine/status/1880299698038493400  https://x.com/Cointelegraph/status/1881688751602286740 

00:47:35 What’s Going On In The EF? https://x.com/vitalikbuterin/status/1880635379771904423  https://x.com/VitalikButerin/status/1880723497393201460 

00:56:19 EF Leadership Drama https://x.com/dannyryan/status/1879705279761178690  https://x.com/VitalikButerin/status/1881680518934384676 

01:06:37 SEC Charges Digital Currency Group https://x.com/tier10k/status/1880299710495486365 

01:07:25 Circle Introduces USDC Paymaster https://x.com/circle/status/1882428077537386502 

01:07:41 Phantom Raised $150M Series C https://x.com/phantom/status/1880018917068009527 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum.

On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.

From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride?

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/20 

----- TIMESTAMPS & RESOURCES

0:00 Intro

0:50 Trump’s Memecoin & $MELANIA https://x.com/cryptopunk7213/status/1880974772990832780   https://x.com/DiamondHandsDig/status/1880979832445780107  

13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents https://x.com/OpenAI/status/1881830103858172059 https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents 

23:09 Virtuals goes multi-framework https://x.com/virtuals_io/status/1881340149503857151  https://x.com/NickDGarcia/status/1880275667809374597  

30:54 Indie.fun  https://x.com/indiedotfun/status/1879518209293918434 

36:16 First AI Agent DOTA2 Stream https://x.com/ethermage/status/1879900384019517522 

38:39 Agent tank demo of agent performing TA on a chart https://x.com/AgentTankLive/status/1881786054593925159  

42:22 Ai16z demo day  https://x.com/0xwitchy/status/1880244340561441238 

46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph  https://x.com/LiquidLizard_/status/1880068692261675228 

1:00:20 AI Agent Playground Grows https://x.com/nifty_island/status/1880258049149128749 

1:03:19 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.

Alex on X - https://x.com/intangiblecoins  

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

----- TIMESTAMPS

00:00 Inaugration Recap 04:23 Ross Ulbricht Is Free 20:42 TRUMP Token Launch 37:27 The Crypto Ball 44:00 Pro Crypto SEC 50:05 Tornado Cash Updates

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/18?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00:00 Intro 00:06:59 Role of Market Modernizer 00:09:12 Blockchains and ETFs Future 00:12:54 "Blackrock" Blockchain? 00:16:09 ETF Progress Check 00:19:22 Bitcoin & Ether ETFs Updates 00:24:08 Blackrock on Cryptos/ETPs 00:27:47 Blackrock's Research Audience 00:29:26 2025 ETF Predictions 00:33:21 Blackrock's Effect on Options 00:36:06 Options Unlock Opportunities 00:40:28 "Price is Best Marketing" 00:42:42 Upgrading ETF Protocols 00:44:49 Blackrock’s Other ETFs Plan 00:54:11 New Administration Impact 00:58:11 Blackrock's 2025 Outlook 01:00:30 Digital Assets & ETF Teams 01:03:33 Samara's Next Guest 01:05:55 Samara on 2025 Excitement 01:09:02 Closing & Disclaimers

------ RESOURCES

Samara Cohen https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/ 

Black Rock Research Paper https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase. 

------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x  ------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin 

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/17?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

00:00:00 Start

00:02:34 Markets https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c  https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html  https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html 

00:11:45 Strong Jobs Report https://imgur.com/MxHgOOe

00:18:28 SEC Sues Elon Musk https://x.com/WatcherGuru/status/1879305674594865284  https://x.com/elonmusk/status/1879322286291054653  https://x.com/GOPMajorityWhip/status/1879319142303498579  https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification 

00:29:26 3 Days Until Trump Takes Office https://x.com/Polymarket/status/1879957585748734158  https://blockworks.co/news/trump-assembles-2025-cabinet  https://x.com/QuintenFrancois/status/1879093846493012042 

00:36:24 What If Kamala Won? https://x.com/BillHughesDC/status/1877740571831193697  https://x.com/katiebiber/status/1877783826442723365 

00:41:59 Sony Launches ETH L2 https://soneium.org/en/blog/soneium-mainnet-is-live   https://x.com/a1lon9/status/1879038646231429332  https://x.com/0xKawz/status/1879032105767928026  https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19  https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/VitalikButerin/status/1879560670150017068 

00:51:30 Coinbase uses Morpho for Bitcoin Loans https://x.com/coinbase/status/1879902780564951530  https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin 

00:53:58 Aevo Moves To EigenDA https://x.com/aevoxyz/status/1879728286093479947 

00:56:22 Veil.Cash Uses Coinbase https://x.com/Veildotcash/status/1877827571926053220 

01:03:05 An Update From RSA https://blockworks.co/news/berachain-pre-launch-liquidity  https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/ 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto’s cutting edge. They uncover how Arc’s multi-chain approach and Ai16z’s Eliza framework are igniting a fresh wave of DeFAI innovation—everything from clever Twitter agents to more autonomous protocols.

They dive into Virtuals’ relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI’s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled volatility of this fast-growing sector.

Whether it’s DeFi revamps, multi-chain expansions, or full-blown AI-driven games, this episode outlines the major trends shaping crypto and AI’s convergent future. Ready for the ride?

Further DAO Drama Conext  https://x.com/TrustlessState/status/1878538551668736415 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium    ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/16 

------ TIMESTAMPS & RESOURCES

0:00 Intro 0:22 Last Week’s DAO Drama  9:14 Last 7 Days of AI Action & Themes  https://cookie.fun/   13:36 AI Mindshare DeFAI https://x.com/0xNairolf/status/1878692478230118835  19:00 Franklin Templeton AI Agent Report  https://x.com/s4mmyeth/status/1879256605386019262  23:33 Arc Announcements & Why Arc?  https://x.com/arcdotfun/status/1879189754685636997   https://x.com/arcdotfun/status/1878848384821256329   https://x.com/0thTachi/status/1878921893236875296  https://x.com/arcdotfun/status/1879213739234463883  32:08 Ai16z: sink or swim? https://x.com/linfluence/status/1878827828600283622   https://x.com/shawmakesmagic/status/1879030956985819248  https://x.com/cryptopunk7213/status/1879258434685554951   https://x.com/ai16znews/status/1879059702996402353  https://x.com/0xCygaar/status/1874575841763770492   46:22 aixbt & Virtuals Announcements  https://x.com/punk3600/status/1879316988381569159   https://x.com/Zeneca/status/1879331488166207517   https://x.com/S4mmyEth/status/1877051696037142678  https://x.com/virtuals_io/status/1879474995333939356  https://x.com/midoji7/status/1879484571273581032   https://x.com/ethermage/status/1876306411896144195  1:00:25 $Ava & Pippin  https://x.com/Pankekkeku/status/1878362793281261861  https://x.com/tong0x/status/1878973798814503272  https://x.com/lordofafew/status/1879013041892933648  https://x.com/dv_memetics/status/1879027812285469101  1:03:24 Closing & Disclaimers     ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/15?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS

0:00 Intro 6:50 Google Willow Chip 11:58 How is Quantum Computing Accelerating? 19:27 Quantum vs Classical Computers 40:18 Why are Quantum Computers so weird? 46:18 Quantum Computing & Cryptography 52:53 What will Break Cryptography 54:45 Time Horizons 1:03:14 Accounts Getting Hacked 1:13:23 The Bitcoin Case 1:24:10 Quantum Money 1:29:44 The Ethereum Case 1:35:00 Closing Thoughts 1:36:24 Debrief with Justin Drake

------ RESOURCES

Scott Aaronson https://www.scottaaronson.com/  

Justin Drake https://x.com/drakefjustin  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?

------ 📣The Rodman Law Group | Best Crypto Law Firm  https://bankless.cc/RodmanLaw 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax  

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/14  

------ TIMESTAMPS & RESOURCES

0:00 California Wildfires https://x.com/white_lenka/status/1876973806817775719    https://x.com/babybeginner/status/1876872061265523155/video/1   https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com   mamboitaliano__/status/1876923670540501349/video/1     https://x.com/0xngmi/status/1877229902065283198  

6:10 MARKETS  https://x.com/saylor/status/1876253178100117907  

7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17   https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin  

10:57 Markets Cont.  https://www.tradingview.com/symbols/AMEX-SPY/   https://companiesmarketcap.com/assets-by-market-cap/  

15:15 Movers of the Week https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching  

18:21 Arbitrum is close to gain another green L2BEAT pie slice https://x.com/sgoldfed/status/1876417832948523464  https://l2beat.com/scaling/projects/arbitrum  

21:01 Succinct - zkEVMs on Superchain! First one! https://x.com/pumatheuma/status/1877070524783931515  

25:05 Is the bull market over - how long will continue? https://mirror.xyz/kain.eth/Pa7XlhwUD-p  https://x.com/cburniske/status/1877043358956134826  

35:39 Are AI Agents the Meta for the rest of the bull? https://x.com/MessariCrypto/status/1874160250812825703/photo/1   https://www.cookie.fun/   https://x.com/RaoulGMI/status/1874934417032192325   https://x.com/Dogetoshi/status/1877381299612086691   https://x.com/askthehive_ai/status/1876730899695362452  https://x.com/blocknewsdotcom/status/1875280354640265524  

49:05 Operation Choke Point 2.0…another general in the anti-crypto army out https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf   https://x.com/SenLummis/status/1876346748744167924  https://x.com/EconWithNick/status/1876272018821439670   https://x.com/DavidSacks/status/1865199683087245405  

55:29 Meta is now pro-free speech platform - Political wind change in DC + SV https://x.com/BasedBeffJezos/status/1876602383754789079    https://x.com/lindayaX/status/1876612826456019145   https://x.com/elonmusk/status/1876657662068461657   https://www.bbc.com/news/articles/c8j9e1x9z2xo   https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/  

1:00:14 Will Canada get a pro-crypto leader too?  https://x.com/WatcherGuru/status/1876299232887607433  

1:01:47 Do Kwon arrived to the US and pleaded not guilty  https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty  

1:04:30 Meme of the Week https://x.com/dolos_diary/status/1877311858492977642  

1:06:47 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠  

Welcome back to The AI Rollup where we're diving into the intersection of AI and crypto, exploring the rise of autonomous AI agents and their impact on DeFi, gaming, and beyond. From groundbreaking tools like agent engines that simplify complex DeFi tasks to emerging trends like AI x Gaming, we’re at the forefront of innovation in this rapidly evolving space. Join us as we discuss the hottest AI crypto trends of 2025.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/13?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

TIMESTAMPS & RESOURCES 00:00:00 Intro

00:02:31 What's The Big Deal?

00:06:03 Utility Tools To Use https://www.cookie.fun/  https://kaito.ai/

00:09:19 Evaluating AI Agents

00:12:18 Is This a Cycle Play?

00:20:55 Goals For Q2 + Q3

00:28:38 AI Mindshare https://x.com/0xnairolf/status/1875950819553735118?s=46  https://yaps.kaito.ai/ 

00:37:00 Agent Threatens ThreadGuy https://x.com/notthreadguy/status/1876811933950562572?s=46 

00:42:51 DeFAI

00:49:09 Agent Engines https://x.com/tonyplasencia3/status/1876508717002477808?s=46  https://x.com/askthehive_ai/status/1876730899695362452?s=46  https://x.com/blocknewsdotcom/status/1875280354640265524?s=46  https://x.com/pastagotsauce/status/1875331242151043161  https://x.com/templecrash/status/1875955040642298294?s=46  https://x.com/wheatiessol/status/1873727022427701355?s=46 

01:00:51 AI x Gaming https://hyperfy.io/  https://x.com/AshConnell/status/1803043078972096858  https://x.com/hyperfy_io/status/1876054106168865092  https://x.com/dankvr/status/1876139835834208412  https://x.com/arcagents/status/1876445978808721819?s=46  https://x.com/kieranwarwick/status/1876630731860177233?s=46 

01:18:50 Agents Are Not Just LLM Wrappers https://x.com/0xCygaar/status/1875610062804099203 

01:24:35 Arc.Fun https://x.com/0thTachi/status/1876356585947369576 

01:28:42 Bully https://x.com/dolos_diary https://x.com/khouuba/status/1874968951249342962?s=46 

01:32:06 Vvaifu https://x.com/vvaifudotfun/status/1875256458834800757?s=46 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠   

David and Ejaaz are joined by Jeffy and Tint, creators of Zerebro—an autonomous AI agent that composes rap tracks, launches NFTs, and even minted its own token by hijacking Jeffy’s computer. This on chain sensation transcends mere GPT wrappers, forging a bold new path for AI in crypto.

How does an AI manage cross-chain finances, get deplatformed by Spotify, and still power a no-code framework for agent creation? We explore Zerebro’s role in reshaping digital commerce and creativity, and what it means for the future of decentralized intelligence.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------ TIMESTAMPS

0:00 Intro 5:10 How Zerebro Came To Be 7:38 2026 Agent Impact Predictions  12:42 Zerebro’s Unique Value Prop 17:30 Zerebro’s Cross-Chain Strategy  22:54 Zerebro’s Life Roadmap & Timeline  30:39 What is Zerebro? Full Explanation  33:39 Why AI Swarms Are Important 34:56 $ZEREBRO Backstory & Utility  46:47 How to Give AI Agents Goals 49:06 What Are Zerebro’s Goals? Scaling?  53:33 Open vs. Closed Source? & Competition  59:06 End of 2025 Predictions  1:03:50 AI Agents Breaking Away From Crypto? 1:09:04 Closing & Disclaimers   

------ RESOURCES

Jeffy Yu https://x.com/jyu_eth 

Tint https://x.com/tintsion 

Zerebro https://x.com/0xzerebro 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Do you think you’ve got what it takes to become a founder in crypto?

On the show today we’ve got 8 of crypto’s most famous and successful builders in crypto, each with about 15 minutes in time, giving you the wisdom they gained founding their own companies.

We’re joined by Jesse Pollack from Base, Jeremy Allaire from Circle, Anatoly from Solana, Stani from Aave, Kain from Synthetix, Mike & Jason from Blockworks, Kevin Owocki from Gitcoin and Lucas from Jito. Each one with their own perspectives, their own scars and hopefully by listening to this episode, you, the listener, can learn from their experiences to gain the confidence you need to venture into this world.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 2:52 Jesse Pollack - Base 15:45 Jeremy Allaire - Circle 34:53 Anatoly Yakovenko - Solana 51:00 Stani Kulechove - Aave 1:07:48 Kain Warwick - Synthetix 1:27:06 Mike & Yano - Blockworks 1:44:16 Kevin Owocki - Gitcoin 1:59:19 Lucas Bruder - Jito

------ RESOURCES

Jesse Pollack - Base https://x.com/jessepollak  

Jeremy Allaire - Circle https://x.com/jerallaire  

Anatoly Yakovenko - Solana https://x.com/aeyakovenko  

Stani Kulechove - Aave https://x.com/StaniKulechov  

Kain Warwick - Synthetix https://x.com/kaiynne  

Jason Yanowitz - Blockworks https://x.com/jasonyanowitz  

Mike Ippolito - Blockworks https://x.com/MikeIppolito_  

Kevin Owocki - Gitcoin https://x.com/owocki  

Onchain Capital Allocation Handbook  https://allobook.gitcoin.co/  

Lucas Bruder - Jito https://www.linkedin.com/in/lucasbruder/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.

------ 📣The Rodman Law Group | Best Crypto Law Firm  https://bankless.cc/RodmanLaw

------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES 00:00 Welcome To 2025

04:42 MARKETS https://farside.co.uk/?p=1518 

05:55 ETF Flows https://x.com/Cointelegraph/status/1874342291114008989  https://x.com/nategeraci/status/1872415447276257654 

10:07 Movers Of The Week https://imgur.com/poIQakM  https://x.com/_kaitoai/status/1874830476189565343 

12:40 L2 Update https://imgur.com/EC5mjnT  https://imgur.com/BsK26dr  https://x.com/smyyguy/status/1873928354661085362 

15:57 Blobs Are Burning https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362 

17:13 Record DEX Volume https://defillama.com/dexs 

21:11 10 Predictions for 2025 https://x.com/pythianism/status/1869522809212543204  https://x.com/EffortCapital/status/1873192369891533193  https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook  https://x.com/MikeIppolito_/status/1870938936144761211  https://x.com/galaxyhq/status/1874843463293849712  https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA  https://x.com/shaughnessy119/status/1867675171487986086?s=46  https://x.com/cryptopunk7213/status/1874101935353041056?s=46  https://avc.xyz/what-will-happen-in-2025-1  https://x.com/RyanSAdams/status/1874173947731992810 

38:28 New IRS KYC Rules https://home.treasury.gov/news/press-releases/jy2762  https://gordonlaw.com/learn/1099-da-revised-draft/  https://x.com/lex_node/status/1872649212804104254  https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/  https://x.com/TheCryptoCPA/status/1872714549243023830  https://x.com/fund_defi/status/1872694713108545576  https://x.com/KMSmithDC/status/1872869271660818887  https://x.com/jchervinsky/status/1873029020478292346  https://x.com/jchervinsky/status/1873746395137773816 

47:30 Ethereum Expectations In 2025 https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE 

50:37 Microstrategy Accelerates https://x.com/BitcoinNewsCom/status/1871333716511097151 

51:37 Do Kwon’s Extradition https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us 

53:05 Vitalik Adopts Moo Deng https://x.com/KhaokheowZoo/status/1872151683700248587 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025. 

They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation. 

From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness? 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/5 

------ TIMESTAMPS & RESOURCES

0:00 Intro 3:09 Why Agents Are a Big Deal? https://x.com/defi_monk/status/1874224438146982283   12:19 Truth Terminal Christmas Album https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA  14:06 Agentic Dashboard & Meta  https://www.cookie.fun/en/agent/virtual   https://x.com/thedefivillain/status/1873857259337638091  19:49 AI Agent Fundamentals https://x.com/thehiddenmaze/status/1872041324876374024  26:13 ai16z Eliza Framework https://x.com/grantblocmates/status/1870387631978406330   https://x.com/m4t_nft/status/1873789231371317355   https://x.com/kelxyz_/status/1873914011701698784   https://x.com/cryptopunk7213/status/1872809091799875592   https://www.coingecko.com/en/coins/ai16z  https://x.com/0xwitchy/status/1870752358386536610   https://x.com/jarrodWattsDev/status/1871532146697126238  50:52 Zerebro  https://x.com/tintsion/status/1871385480480362610   https://x.com/jyu_eth/status/1873547159993487699   https://x.com/tintsion/status/1870333388105863552   https://x.com/tintsion/status/1869812792091611325   https://x.com/tintsion/status/1869910983604306107  https://x.com/tintsion/status/1874319644703490074  1:03:59 Virtuals  https://x.com/s4mmyeth/status/1873012044787794083  https://x.com/ethermage/status/1871456186408866298  https://x.com/jdhyper/status/1872673166969171994  https://x.com/smyyguy/status/1873757142550999083  https://x.com/ethermage/status/1873665044145459442  https://x.com/storyprotocol/status/1870152680045215759  https://x.com/blknoiz06/status/1873215635662225700  1:16:43 Vader Investment DAO https://x.com/vaderresearch/status/1870114485069119888  https://x.com/VaderResearch/status/1873055088727744827   1:18:26 T1 Exchange Listings?  https://x.com/s4mmyeth/status/1871148044194095400  1:22:04 Closing & Disclaimers    ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset? Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy. With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/3?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:30 Election takes 12:14 Why Harris lost the election 16:00 Did democrats learn their lessons? 23:42 Strategic Bitcoin Reserve? 26:38 US Dollar backed by Bitcoin? 30:54 US China Crypto race 37:56 Wall Street & Crypto 49:24 Paul Tudor Jones Story 51:45 Bitcoin's Price prediction for 53:35 Other Crypto Assets  54:26 Thoughts on Ether 54:47 The Book's target audience 57:23 Thoughts on Microstrategy 1:00:42 Hedging Advice 1:03:20 Closing & Disclosure

------ RESOURCES

Anthony Scaramucci https://x.com/Scaramucci  

The Little Book of Bitcoin https://www.amazon.com/dp/1394286643  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025!

------ 📣The Rodman Law Group | Best Crypto Law Firm  https://bankless.cc/RodmanLaw

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/4?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

00:00 Start

02:16 Markets https://farside.co.uk/?p=1518 

05:37 L2 Update https://l2beat.com/scaling/activity 

11:46 El Salvador Limits Bitcoin Activities https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf 

15:05 Hyperliquid and DPRK https://x.com/tayvano_/status/1870960207842701358 

17:47 Mo Shaikh Steps Away From Aptos https://x.com/moshaikhs/status/1869851984129569194 

20:13 Hawk Tuah Memecoin https://imgur.com/pJQnQjp 

22:55 Stephen Miran https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers 

24:21 Microstrategy Joins NASDAQ 100 https://x.com/saylor/status/1871179886036910278 

25:58 30% To Raise Gas Limit https://x.com/sassal0x/status/1870638097953968158 

30:18 5 - Spot ETH ETFs Approved https://www.theblock.co/post/296304/sec-approves-ethereum-etfs  https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec 

36:22 4 - Spot BTC ETF Approved https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf  https://www.sec.gov/newsroom/speeches-statements/gensler-statement-spot-bitcoin-011023 

39:05 3 - Trump To Become Pro-Crypto President https://www.youtube.com/watch?v=IK90OHuamLg 

43:43 2 - Memecoins

45:49 1 - Bitcoin Crosses $100,000 https://bravenewcoin.com/wp-content/uploads/2024/11/Bitcoin-Approaching-100k.jpg 

48:07 1,000 Episodes, Thank You https://pbs.twimg.com/media/GexkjCFWEAAqMO9?format=jpg&name=small

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals.

We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large.

------

📣The Rodman Law Group | Best Crypto Law Firm

https://bankless.cc/RodmanLaw 

------

BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

https://k.xyz/bankless-pod-q2  ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM

https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle 

⁠

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED

https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT

https://bankless.cc/toku 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

------

✨ Mint the episode on Zora ✨

https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------

TIMESTAMPS

0:00 Intro

3:12 Virtuals Impressive Stats

4:49 Jansen’s Crypto & Virtuals Journey

17:38 Luna

29:40 Agent to Agent Commerce

41:44 Virtuals Country??

51:13 Agent Policies & Rights

52:57 Base, Infrastructure, & Open-Source Decisions

1:05:17 What Jansen is Most Excited For

1:08:20 How to Get Started

1:11:13 Where Will Value Accrue?

1:14:41 Closing & Disclaimers

------

RESOURCES

Jansen Teng

https://x.com/ethermage 

  Virtuals

https://x.com/Virtuals_io 

Luna

https://x.com/luna_virtuals 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures 

How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?

Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.

There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/1?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 6:00 The Email from 2013 14:15 Asymmetric Patterns 17:50 Buying Bitcoin in 2013 26:25 Onboarding Investors 32:12 Crypto's Global Adoption 37:15 Bitcoin's Escape Velocity 43:19 US Government Impact on Crypto 52:21 Global Bitcoin Race 56:14 Institutional Adoption for Crypto 1:04:37 Crypto Cycles 1:09:20 2025 Bull Market? 1:12:53 Macro Environment 1:16:50 Tokenization 1:21:18 Thoughts on AI 1:24:19 The Next Bitcoin 1:26:46 Future Plans 1:27:23 Closing & Disclaimers

------ RESOURCES

Dan Morehead https://x.com/dan_pantera  

Pantera Capital https://panteracapital.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

------ TIMESTAMPS & RESOURCES

00:00:00 Start https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html  https://x.com/Matt_Hougan/status/1869627735267840135 

00:02:45 Market https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html  https://x.com/Matt_Hougan/status/1869627735267840135 

00:09:10 Where Are We In This Cycle https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle 

00:12:04 ETF Flows https://farside.co.uk/?p=1518  https://farside.co.uk/btc 

00:16:09 Mover Of The Week… Fartcoin? https://www.coingecko.com/en/coins/fartcoin  https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt 

00:26:48 Developers, Developers, Developers https://www.developerreport.com/developer-report  https://x.com/MariaShen/status/1867295574242078980  https://x.com/MariaShen/status/1851702783319126277  https://x.com/RyanSAdams/status/1867324885732671778 

00:34:54 Kraken Ink Chain Live https://x.com/inkonchain/status/1869417386761470219  http://inkonchain.com/dashboard 

00:38:34 Deutsche Bank Announces zk L2 https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f 

00:41:32 Caroline Crenshaw Vote https://x.com/BrendanPedersen/status/1869055922238279940  https://x.com/standwithcrypto/status/1869151080300548383  https://www.citizen.org/article/support-comm-crenshaw/  https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421  https://x.com/EleanorTerrett/status/1867301980890165398 

00:47:14 Aave vs Polygon https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211  https://x.com/DefiIgnas/status/1868612366822461817  https://x.com/sandeepnailwal/status/1869153510756909475  https://x.com/stanikulechov/status/1869182600008679563 

00:54:06 Pudgy Penguins Launched Their PENGU Token https://x.com/LucaNetz/status/1869005071624904959  https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/  https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/ 

00:58:15 Ethena Launched Its New Stablecoin https://x.com/ethena_labs/status/1868657723799470361  https://x.com/ZeMariaMacedo/status/1868673718911713602  

01:00:35 Bankless Wrapped Just Launched! https://bankless.com/wrapped 

01:04:37 How to Recognize Bull Market Tops? https://imgur.com/a/Vaw3TSW 

01:10:42 Check Out The Daily Gwei Shoutout to The Daily Gwei for Ethereum-focused insights and updates. https://www.youtube.com/@TheDailyGwei

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.

They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.

Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/116?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

0:00 Intro 2:04 AI Agent Bull Case  https://x.com/ai16zdao/status/1868105247056683129   5:46 Chris Dixon’s Read, Write, Own (Automate?)  9:20 AI Ordering Pizza https://x.com/ropirito/status/1867013533243769100  12:23 AI Ordering Toilet Paper https://x.com/AgentTankLive/status/1868704493157884289  16:16 Agent to Agent Commerce  https://x.com/ethermage/status/1868687530742460750  23:05 Bankless $500 Agent Tip https://x.com/simulacrumai/status/1867230651075768533  26:13 Virtuals Growth https://imgur.com/a/2Y79V3P    https://x.com/ethermage/status/1867616462019678708  https://x.com/virtuals_io/status/1868648756591391115  https://x.com/s4mmyeth/status/1868397655497613561   35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details  https://x.com/shawmakesmagic/status/1867721347406999917  https://x.com/ai16zdao/status/1868689379344195680  45:35 Arc   https://x.com/dv_memetics/status/1866670277440020570  https://x.com/0thtachi/status/1867337171595911473  https://x.com/arcdotfun/status/1867206440206696520  https://x.com/shawmakesmagic/status/1867799462787293244  https://x.com/0xcygaar/status/1868072783089127516  49:40 Zerebro Runs an Ethereum Validator  https://x.com/tintsion/status/1867293794112344080  https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb    57:17 Top Emerging Trends https://x.com/ropirito/status/1867282256672567517   https://x.com/aimonicabrands/status/1867281243265806732   https://x.com/Defi0xJeff/status/1867976166201774265   1:07:15 Lightning Round of Cool Shit This Week  https://x.com/cookiedotfun/status/1867268954831695909   https://x.com/getmasafi/status/1867379305334153702  1:11:17 Homework to Learn More About AI Agents   https://www.bankless.com/ai-agents   https://x.com/yb_effect   https://x.com/S4mmyEth   https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151   1:14:22 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

How can economic bubbles be good for the world?

Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed

In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.

------ 📣 DYDX | UNLIMITED ERA  https://bankless.cc/dydx-unlimited 

------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/115?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 7:29 Byrne’s Crypto Background 10:13 Bitcoin Inception 28:17 Blockspace Economics 34:20 BOOM Thesis 45:35 The Great Stagnation 1:16:46 Civilizational Risk 1:32:31 Good Bubbles vs Bad Bubbles 1:40:04 Identifying the Next Bubble 1:47:53 Closing & Disclaimers

------ RESOURCES

Byrne Hobart https://x.com/ByrneHobart  

Boom: Bubbles and the End of Stagnation https://a.co/d/f7m2OG8  

The Diff Newsletter https://www.thediff.co/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

What are the best investing opportunities in Tech for 2025?

Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.

In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/114?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 6:02 AI in 2024 8:21 The Future of AI 12:35 Where are we on the S Curve? 17:38 AI vs Other Tech Revolutions 20:23 Are we in a Bubble? 23:59 Evolution of AI 29:06 AI x Crypto 34:12 Centralized vs Decentralized AI 37:46 AI Agents 42:32 Doomsday Scenario 47:16 Raw Crypto 52:28 Order of Trends 55:06 Silicon Valley on Crypto 58:14 Crypto Founders vs Tech Founders 1:01:27 Politics & Tech 1:14:36 Advice for 2025 1:17:13 Closing & Disclaimers

------ RESOURCES

Elad Gil https://x.com/eladgil  

Elad Gil Website https://eladgil.com/  

No Priors Podcast https://www.youtube.com/@NoPriorsPodcast  

Prime Open sources their 10B parameter training run https://x.com/PrimeIntellect/status/1862607165669900407  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠   

This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.

------ 📣 DYDX | UNLIMITED ERA  https://bankless.cc/dydx-unlimited  ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/113?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

00:00:00 Trump On Bitcoin Reserve https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:03:43 MARKET https://x.com/QuintenFrancois/status/1866445089909653545  https://x.com/DegenerateNews/status/1866957840805409049 

00:13:47 L2 Update https://x.com/jessepollak/status/1867047990843916334  https://dune.com/eekeyguy_eth/eth-supply-tracker 

00:16:40 Bitcoin Reserve https://x.com/InvestorAsh/status/1866221541400219847  https://x.com/el33th4xor/status/1866255029033943551 

00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar https://truthsocial.com/@realDonaldTrump/posts/113603133222686186  https://x.com/BitcoinNewsCom/status/1864857461481422934.  https://x.com/DavidSacks/status/1865199683087245405 

00:32:26 CFTC Chair Rumors https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:34:08 SEC - Crenshaw https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/brian_armstrong/status/1865913522670260680   https://x.com/masonlynaugh/status/1866877145902948483 

00:39:52 Should Ethereum Pump The Gas https://x.com/dankrad/status/1863412876901306599  https://x.com/dankrad/status/1867078641118789787  https://x.com/drakefjustin/status/1865894859468427 

00:44:44 MOVE Token https://x.com/movementfdn/status/1866093209719579011  

00:46:00 Magic Eden https://x.com/MagicEden/status/1866483682367693227  https://mefoundation.com/  https://www.coingecko.com/en/coins/magic-eden 

00:46:37 Pudgy Airdrop https://x.com/pudgypenguins/status/1864851993094664602  https://nftpricefloor.com/pudgy-penguins 

00:51:38 EtherRocks https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:53:30 Quantum Computing https://x.com/InvestorAsh/status/1866221541400219847  https://x.com/caprioleio/status/1866355221670302170  https://vitalik.eth.limo/general/2024/10/29/futures6.html  https://x.com/el33th4xor/status/1866255029033943551 

00:59:36 Stablecoin News https://x.com/jerallaire/status/1866733181728366593  https://defillama.com/stablecoins  https://x.com/aave/status/1866127138820112562  https://x.com/defiignas/status/1866831563272712393 

01:05:16 Meme Of The Week https://x.com/sherlock_hodles/status/1866557875671187912 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ejaaz is back with David to break down the latest in the explosive world of AI Agents.

This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.

Can AI agents truly become the catalysts for crypto's next bull market?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/112?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

0:00 Intro 2:31 Why AI Agents Are a Big Deal 4:34 Vibes This Past Week https://x.com/s4mmyeth/status/1866414390775329111   https://x.com/dwflabs/status/1866422609967235166   https://x.com/solana/status/1866536545550995466   9:18 a16z Blog Post  https://x.com/a16zcrypto/status/1864343219833627113   14:26 GOAT is Returning  https://x.com/pwnlord69/status/1866589407454826644   25:44 Satan & God Automated  https://x.com/ropirito/status/1864373559927173257   https://x.com/god   https://x.com/s8n   39:13 Eliza & Ai16z #1 trending GitHub  https://x.com/dreaminglucid22/status/1865758299464843285   https://x.com/BanklessHQ/status/1866845399715287399  47:04 Virtuals New Sandbox Tool & aixbt https://x.com/0xCygaar/status/1866513570672079187  https://x.com/aixbt_agent  53:09 Zerebro https://x.com/jyu_eth/status/1864579428639986126   https://x.com/opaiumdao/status/1865484155464630470   https://x.com/opaiumdao/status/1866572986805035325   https://x.com/jyu_eth/status/1866389720844111884   https://x.com/jyu_eth/status/1866556713647870341  https://x.com/cryptopunk7213/status/1864473729855553766  https://x.com/blormmy/status/1865987541972738549   1:01:44 Swarms & vvaifu.fun https://x.com/vvaifudotfun/status/1864050584396906841   1:03:37 Clanker Fees cross $10M https://dune.com/clanker_protection_team/clanker-fees   1:05:57 $SIMMI  https://x.com/Simmi_IO/status/1862510478745804856   https://x.com/SimulacrumAI/status/1866570195051090215  https://x.com/simulacrumai/status/1866641681795441070  1:08:46 Delphi Digital AI Analyst  https://x.com/Shaughnessy119/status/1866212479413678588  1:11:02 Ejaaz’s Advice for This Week  1:12:22 Closing & Disclosures 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  

What is the role of AI in crypto, and how will it shape the future?

AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.

In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒SAFE | INTRODUCING SAFE NET https://bankless.cc/SAFE 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/111?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 8:05 Who is Shaw & Eliza Framework 18:57 Goals of ai16z & Marc AIndreessen 25:47 AI Agent North Star 31:20 AI-Powered Contributors & Fixing DAOs  38:49 Degenspartanai vs. Marc AIndreessen 52:02 What is ai16z? 56:51 DAO Governance 1:00:34 Eliza Framework Story & Success 1:03:55 Advice to New AI Agent Builders 1:06:29 Other Top AI Agents 1:08:02 Agent Swarming & World Mind Explained 1:17:14 How & Where to Learn More  1:18:36 Closing & Disclaimers 

------ RESOURCES

Shaw https://x.com/shawmakesmagic 

David Hoffman https://x.com/TrustlessState 

Ejaaz Ahamadeen https://x.com/cryptopunk7213 

ai16z dao https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC 

ai16z Github https://github.com/ai16z 

degenspartanai https://x.com/degenspartanai 

Marc AIndreessen https://x.com/pmairca 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.

Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.

Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.  

------ 📣AMBIRE | SIGN UP! https://www.ambire.com/legends 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/110?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:19 Summarizing 2024 8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets 21:40 2025 Bitcoin ETF Flows  27:20 Coinbase Surpasses Charles Schwab 32:13 Year of the Crypto IPO  38:01 AI Agent Memecoin Mania 47:39 Countries Holding Bitcoin  53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100  56:54 Crypto 401(k)s  1:02:48 Stablecoin Assets Double 1:05:26 RWAs Surpasses $50B  1:09:12 Bonus Prediction: 2029 Bitcoin Price  1:12:32 Closing & Disclaimers 

------ RESOURCES

Bitwise 2025 Predictions  https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025

Matt Hougan https://x.com/Matt_Hougan 

Ryan Rasmussen https://x.com/RasterlyRock  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

What is Ethereum’s North Star, and does it even need one?

There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.

This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/109?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS

0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers

------ RESOURCES

Mike Ippolito https://x.com/mikeippolito  

Jon Charbonneau https://x.com/jon_charb  

Jon’s Article https://dba.xyz/ethereums-north-star/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto! ------ 📣 AMBIRE | SIGN UP! https://www.ambire.com/legends

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠ 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/108?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

00:00:00 Lets Set The Tone

00:05:27 BTC $100K! https://x.com/ETHbyDre/status/1864550741287030979  https://x.com/BitcoinMagazine/status/1864655677467042013 

00:08:40 A Trip Down Memory Lane

00:15:02 Powell - BTC Is Digital Gold https://x.com/BanklessHQ/status/1864392544018166186 

00:19:23 ETH Price Analysis

00:22:50 Total Mkt Cap https://x.com/crypto_condom/status/1862658827163758660 

00:24:19 The Rise Of Ripple (XRP) https://x.com/RyanSAdams/status/1863702614304518363  https://x.com/WazzCrypto/status/1863306452481253555 

00:28:07 Solana ETF? https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:32:52 Mainstream Debanking https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/davidmarcus/status/1862654506774810641  https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw 

00:42:23 New SEC Chairman https://truthsocial.com/@realDonaldTrump/posts/113595807734621827  https://x.com/HesterPeirce/status/1864428440893735331 

00:45:42 Crypto Czar https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump 

00:48:54 Hyperliquid Airdrop Was Huge https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f 

00:50:36 Hawk Tua Coin https://x.com/WazzCrypto/status/1864433268319293811 

00:55:06 Fluid Launch https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985 

00:56:56 RTFKT Shut Down https://x.com/RTFKT/status/1863621178532773928 

00:58:26 Alex Mashinsky Pleads Guilty https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/ 

01:00:12 Releases https://x.com/colton_art/status/1864705965016129740  https://x.com/crecimientoar/status/1862557162427310102 

01:03:47 Meme Of The Week https://x.com/scrypto_/status/1864603976282591549?s=46 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents. 

This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more. 

Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond? 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/107?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:10 Why Ejaaz is Bullish

6:42 Ai16z https://x.com/0xwitchy/status/1863862261573632025  

9:52 Virtuals https://www.coingecko.com/en/coins/virtual-protocol   https://www.virtuals.io/   https://fun.virtuals.io/  

16:17 aixbt https://www.coingecko.com/en/coins/aixbt-by-virtuals  https://x.com/cryptopunk7213/status/1863584774901666038  https://x.com/aixbt_agent   https://x.com/PixOnChain/status/1863145856301674938  

29:12 Freya agent gifts $50K to clever winner https://x.com/jarrodWattsDev/status/1862299845710757980   https://www.freysa.ai/ 

  33:09 Zerebo https://x.com/jyu_eth/status/1864004665891013028   https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8   https://x.com/jyu_eth/status/1861190173196730729   https://x.com/jyu_eth/status/1863012741486616742  

50:24 Ai16z https://x.com/markus9x/status/1861242414515777767   https://x.com/0xwitchy/status/1863530135313600980  

55:47 God  https://x.com/god  

1:00:47 Bittensor Tao https://x.com/cruciblelabs/status/1861154220021260473  

1:04:30 NOUS and Prime Intellect leading decentralized training https://x.com/NousResearch/status/1863622813317464157  https://x.com/PrimeIntellect/status/1862607165669900407 

1:08:21 Ejaaz’s predictions & where his attention is going    https://x.com/Vader_AI_   https://x.com/0xprismatic/status/1863055816947101845 

1:14:25 Solana vs. Base?

1:21:31 Homework for Bankless audience https://x.com/cryptopunk7213  

1:22:59 Closing & Disclaimers  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.

In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless   

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/106?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 2:52 zk Rollups Past vs. OP Succint  5:48 OP to zk Rollups Tradeoffs & Timeline 12:39 Benefits of 1-Hour Challenge Period  15:34 Scaling the Rollups  18:12 Endgame Vision  20:47 Cost of Proving Must Go Down? 21:55 Conduit’s Distribution Role 25:55 AggLayer vs. zk & Adoption  29:57 zk Rollup on ETH L1 Constraints? 35:53 Ethereum’s Negative Sentiment 51:04  Closing & Disclaimers 

------ RESOURCES

Uma Roy https://x.com/pumatheuma 

Succinct https://www.succinct.xyz/ 

OP Succinct https://github.com/succinctlabs/op-succinct 

Adrew Huang https://x.com/KAndrewHuang 

Conduit https://x.com/conduitxyz 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Is the Beam Chain the endgame for Ethereum?

At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse.

In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin.

So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/105?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS

0:00 Intro 4:29 Beam Chain Reactions 9:43 Is Ethereum Ossifying 18:07 Ethereum’s Three Front War 27:03 Bitcoin Utility Prospects 33:20 The Endgame for Crypto 48:55 Beam Chain 101 54:20 Beam Fork Aftermath 59:51 Pre-Confirmations 1:05:06 L1 Execution Layer 1:12:47 Rollup Design Space 1:26:20 Ethereum’s Midgame 1:32:37 Ethereum 3.0? 1:34:04  Closing & Disclaimers

------ RESOURCES

Justin Drake https://x.com/drakefjustin  

Beam Chain Announcement  https://youtu.be/rGE_RDumZGg?t=7001  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Memecoin mania spiraled out of control this week, with shocking livestream rug pulls and Pump.fun disabling its livestream feature due to disturbing behavior. Meanwhile, Base and Farcaster hit record TPS and inflows as memecoin trading heats up.

In Washington, Trump nominated pro-crypto Scott Bessent as Treasury Secretary. What does this mean for crypto policy? Plus, a surprising investor joins Trump’s World Liberty Financial raise—we’ll reveal who.

And a major court victory for crypto privacy: judges ruled OFAC overstepped in the Tornado Cash case, declaring immutable smart contracts unsanctionable. Does this mean Tornado Cash is back?

------ 📣UNISWAP https://bankless.cc/Uniswap-Bug-Bounty 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🤖dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku   ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/104?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

0:00 Intro

7:12 Markets https://x.com/DegenerateNews/status/1859978611606102494   https://x.com/JacobKinge/status/1859979524487909769  https://x.com/saylor/status/1861033309934862601  https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd  https://x.com/Galois_Capital/status/1861299857975046261  https://farside.co.uk/?p=1518  https://imgur.com/pUSaAQ2  https://l2beat.com/scaling/tvl  https://x.com/HHorsley/status/1860397442547790105 

26:00 Pump.fun suspends livestream feature https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading  https://x.com/crypto_bitlord7/status/1860989408092258441   https://x.com/_kaitoai/status/1860969504798302691  https://x.com/pumpdotfun/status/1861138234580869128  https://x.com/ChainLinkGod/status/1861091091585409400  https://x.com/moo9000/status/1860980423716659462 

34:15 Base And Farcaster AI Agent meta heating up  https://x.com/phantom/status/1861108202022318470      https://x.com/qiqileyuan/status/1861650662590947411  https://x.com/cryptotesters/status/1861216310631506364  https://x.com/jessepollak/status/1861434379270308195  https://x.com/dwr/status/1861595910498631928  https://x.com/TrustlessState/status/1861422824029647241  https://x.com/anoncast_   https://x.com/TrustlessState/status/1860806662962954526  https://warpcast.com/superanon/0x5c38e09ce41560f3a469946c8e08bcf463f31469  https://anoncast.org/anonfun  https://x.com/ChazSchmidt/status/1861539655620919497  https://x.com/TrustlessState/status/1861041911542223294  https://warpcast.com/cherdougie/0x2c3ba9646bc37de213953294076b1250acf8635b  https://x.com/search?q=%24blonde&src=cashtag_click  https://x.com/ayyyeandy/status/1861683577722909062  https://www.coingecko.com/en/coins/aixbt-by-virtuals  https://app.virtuals.io/ 

48:00 Bankless disclosures https://www.bankless.com/disclosures   https://x.com/iamdcinvestor/status/1861028893408317863 

53:06 Big victory in Tornado Cash case as judge says OFAC exceeded authority https://x.com/BillHughesDC/status/1861545321450336342  https://x.com/valkenburgh/status/1861565828270846048  https://x.com/brian_armstrong/status/1861566807225532470  https://x.com/rstormsf/status/1861575644796330392  https://juicebox.money/@defend-roman-storm 

1:00:01 US court struck down SEC broker-dealer rule  https://x.com/BlockchainAssn/status/1859657449856463077  https://x.com/NateGeraci/status/1859678807600529892  https://truthsocial.com/@realDonaldTrump/posts/113529294640959784  https://x.com/jchervinsky/status/1861430542668886408 

1:05:53 Trump Media files a trademark for “TruthFi” https://x.com/JoshGerben/status/1859689670986408392 

1:07:10 Tron became the largest investor into World Liberty Finance https://x.com/justinsuntron/status/1861121947372773545  https://x.com/SplitCapital/status/1861794875668136104  https://x.com/Caitlyn_Jenner/status/1861123142439313714 

1:11:37 Bankless has its biggest Black Friday offer ever!  https://www.bankless.com/join 

1:13:04 Top signals? https://x.com/HalieyWelchX/status/1861470493280206907  https://x.com/RyanSAdams/status/1861053012573057285 

1:17:15 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

AI agents are reshaping the crypto landscape, from gaming to decentralized venture capital. This week, we explore groundbreaking developments in Crypto AI, including breaking news out of Ai16z’s meteoric rise (and fall?), GOAT, AIxbt, Virtuals, Zerebro, and Base vs. Solana. 

Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in crypto.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/103?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

0:00 Intro

4:35 GOAT https://x.com/truth_terminal/status/1859749795855990817  

21:07 Ai16z Drama https://x.com/shawmakesmagic/status/1858807615914229936   https://x.com/ColinTCrypto/status/1859070457724428734  

45:10 Project or Memecoins?

48:39 AIxbt https://x.com/aixbt_agent 

50:40 Virtuals & Zerebro https://x.com/jyu_eth/status/1858768880916672971  https://x.com/virtuals_io/status/1858899700042395925 

59:44 Framework Competition 

1:01:26 Base vs. Solana

1:08:55 David/Ejaaz’s Focus Next? 

1:12:12 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

The Director of Research at Coincenter, Peter Van Valkenburgh joins us for our final talk at the Bankless Summit with a story that hits close to home about privacy and surveillance.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2   ⁠

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/102?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00 Start 03:39 What Is This Talk About? 08:16 Lets Talk About Cars 12:46 The Stolen Bike 14:37 Surveillance 17:18 California 24:41 Supercharged Surveilance 27:48 What We Should Be Building

------ RESOURCES

Peter - https://x.com/valkenburgh

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.

Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money. 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/101?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS

0:00 Intro 3:08 ETH is Permissionless 13:28 ETH is Money 28:42 The Full Picture 30:05 Questions

------ RESOURCES

Mike Neuder https://x.com/mikeneuder  

Presentation Slides https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.

Blocknative is not his first company, It’s his fifth. Matt’s first company was an internet company that he started in the 90s well before the dot com boom and he founded a company in every major internet era since.

In today’s Bankless Summit talk, we hear from Matt’s experience and wisdom so we can learn how the rise of blockchain technology contrasts with the rise of the Internet and why we are here in the first place.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/100?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:01 Internet Early Days 11:47 The Rise of Blockchains 19:21 Why Are We Here? 23:43 Gas Network 27:16 Fix the World 29:08 Questions

------ RESOURCES

Matt Cutler https://x.com/mcutler  

Presentation Slides https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Bitcoin soared to new all-time highs as MicroStrategy led massive BTC buys, and BlackRock's ETF options hit $1.9B volume. Meanwhile, a 13-year-old executed a rug pull, sparking chaos and meme token wars.

On the regulatory front, SEC Chair Gary Gensler announced his resignation effective January 20, 2025, coinciding with President-elect Donald Trump's inauguration. Trump teased a "Crypto Czar," while 18 states sued the SEC. Binance launched BFUSD with 19.55% APY, challenging Coinbase’s USDC yield.

Elsewhere, Solana reached new highs, McDonald’s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever! ------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/99?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

0:00 Intro

0:35 Gen-z Quant  https://x.com/DeeZe/status/1859110339251478754  https://x.com/RyanSAdams/status/1859225228045402203 

8:03 It’s a week of Bitcoin buys!  https://x.com/samcallah/status/1858507239897632909  https://x.com/saylor/status/1858496146026467378  https://x.com/EricBalchunas/status/1859278500399620528  https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html  https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes  https://x.com/Metaplanet_JP/status/1858352792647225371  https://x.com/BitcoinMagazine/status/1858535519354827251  https://x.com/bitcoinmagazine/status/1858874854402920902  https://x.com/JSeyff/status/1858991206476509659  https://x.com/EricBalchunas/status/1858994117617086840 

21:59 Chillguy https://dexscreener.com/solana/93tjgwff5ac5thymi8c4wejvvqq4tumemuyw1leyz7bu  https://x.com/nayibbukele/status/1859433926206325107  https://solscan.io/account/AySxUvESXdGTVT6G3psgzWahduxJx8bGkb4Ddip8sADx 

24:12 Vitalik bought $50 of an AI memecoin on Farcaster https://x.com/Tyler_Did_It/status/1859420049427267912 

30:32 Gary Gensler set to Resign https://x.com/BanklessHQ/status/1859659202618327276  https://x.com/BanklessHQ/status/1859664473025581561  https://x.com/KMSmithDC/status/1859339558342607023  https://x.com/RyanSAdams/status/1857123002921463862  https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424  https://www.washingtonpost.com/business/2024/11/11/trump-crypto-regulation-bitcoin/ 

36:35 “Coincidently”, Trump met with Brian Amstrong this week https://x.com/News_Of_Alpha/status/1858606637201633705  https://x.com/nic__carter/status/1858922946116346273 

38:01 Trump picked Howard Lutnick to lead the US Department of Commerce https://www.wsj.com/politics/trump-commerce-secretary-howard-lutnick-cabinet-77c86b81  https://x.com/TheFlowHorse/status/1858942817592103046  https://polymarket.com/event/who-will-trump-nominate-for-treasury-secretary  https://x.com/twobitidiot/status/1859266763860394426  https://www.reuters.com/world/us/trump-team-weighs-creating-first-ever-white-house-crypto-role-bloomberg-news-2024-11-20/  https://x.com/News_Of_Alpha/status/1859661975745167378  https://cointelegraph.com/news/trump-mulls-crypto-friendly-cftc-chairs-report 

43:22 Trump Media might be buying Bakkt!  https://www.reuters.com/markets/deals/donald-trumps-social-media-group-talks-buy-bakkt-ft-reports-2024-11-18/  https://polymarket.com/event/will-trump-media-launch-a-crypto-exchange-in-2024 

44:54 SEC is being sued in 18 US states https://x.com/kobeissiletter/status/1857151924061221190 

48:16 DAO members might be held liable under partnership laws https://x.com/milesjennings/status/1858720755523219932  https://x.com/DennisonBertram/status/1859184992800186610 

52:44 CEX STABLECOIN WARS: https://x.com/lopp/status/1858609316929974340  https://x.com/coinbasewallet/status/1859286084535906744 

57:44 Doodles partnered with McDonald's for holiday-themed collectibles https://x.com/McDonalds/status/1857061165760741780  https://x.com/HuinGuillaume/status/1858538735375176159 

58:44 Coinbase will delist Wrapped Bitcoin & Tether is launching a tokenization platform https://x.com/ercwl/status/1859136365083951123  https://x.com/hadron_tether/status/1857091170825891962 

1:01:08 Bankless is looking for Video Editor or Producer! & Bankless Summit is now online   https://x.com/BanklessHQ/status/1858857798471479777  https://x.com/BanklessHQ/status/1858741172404916622  https://bankless.cc/PodcastPremiumFeed 

1:02:26 Meme of the Week https://x.com/alistairmilne/status/1858508814305153307 

1:02:51 Closing & Disclaimers 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

📣DONATE TO ROMAN’S CASE https://juicebox.money/@defend-roman-storm 

Tornado Cash developer Roman Storm faces decades in prison after being arrested last year for creating open-source privacy tools on Ethereum. His case could define whether code is speech, if developers are liable for bad actors, and if Americans have a right to digital privacy.

With the full force of the U.S. government against him, Roman’s trial this April is a pivotal moment for digital rights. Bankless has contributed $50k to his legal defense—this is about protecting privacy for all of us.

Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what’s at stake.

------ TIMESTAMPS

0:00 Intro 2:36 Roman’s Spirits 3:58 Who is Roman Storm? 5:40 Why Tornado Cash? 7:06 House raiding experience  8:43 What Roman was charged with 10:00 Why Roman is not guilty  17:10 What’s at stake 22:31 How to help Roman 25:16 Closing & Disclaimers

------ RESOURCES 

Donate to Roman’s Case https://juicebox.money/@defend-roman-storm

DeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Mteam explores why the future of Ethereum Rollups is inevitably based. Many people said this was the most impressive technical talk at the Bankless Summit. I don’t know what you were doing when you were 17 but I was certainly not doing anything like this.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/98?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 4:12 History of Value Accrual 6:43 So What? 11:57 Ethereum Stats 16:51 Sustainable Value Accrual 18:26 Based Rollup Future 22:57 Questions

------ RESOURCES

Mteam https://x.com/mteamisloading  

Presentation Slides https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Arjun gives one of the best non-technical talks at the Bankless Summit that everyone in crypto needs to hear. Do you know why you’re here? Arjun explains the first principle concept of Crypto-Anarchism. 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

------

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/97?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ RESOURCES

Arjun Bhuptani https://x.com/arjunbhuptani 

Presentation Slides https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

For the Bankless Summit’s inaugural episode, Justin Drake shares his reflection on the Beamchain talk he gave earlier in the week at Devcon Bangkok. Additionally, Justin adds some much needed context and important (and very bullish) facets to the Ethereum Roadmap from his perspective. 

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2   ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/96?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

0:00 Intro 4:00 5-Year Ethereum Roadmap 6:58 Part 1 - Execution  14:56 Part 2 - Data  20:23 Part 3 - Consensus  27:49 Audience Questions 33:00 Closing

------ RESOURCES

Justin Drake https://x.com/drakefjustin

Presentation Slides https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Bitcoin keeps going higher… What about Ethereum?

On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI? 

------ 📣 LEGION | MERIT BASED ICOs  https://bankless.cc/Legion 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🗣️TOKU | CRYPTO EMPLOYMENT   https://bankless.cc/toku  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS & RESOURCES

0:00 Intro

04:08 Markets https://x.com/intangiblecoins/status/1856146168746479673?s=46     https://x.com/robustus/status/1856015427106701675   https://companiesmarketcap.com/assets-by-market-cap/   https://x.com/tier10k/status/1856720083684372950  

11:28 ETF Flows https://farside.co.uk/?p=1518  https://x.com/NateGeraci/status/1854882220407701661  https://x.com/woonomic/status/1854910141067673631  https://x.com/EricBalchunas/status/1854281747082477696  https://x.com/EricBalchunas/status/1856346407856112115  

16:15 Coinbase Number 1 in Finance Apps  https://x.com/JasonYanowitz/status/1856745020230877668  

17:58 ETH/BTC Ratio https://pro.kraken.com/app/trade/eth-btc  https://www.coingecko.com/en/global-charts  https://ultrasound.money/  https://x.com/RyanSAdams/status/1857068158281998357  

21:59 Memecoins https://www.coingecko.com/en/coins/peanut-the-squirrel  https://www.coingecko.com/en/coins/dogecoin  https://x.com/TrumpWarRoom/status/1856500025037037606  https://imgur.com/362Df5M  

29:50 FBI Raids Polymarket CEO https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/   https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/   https://x.com/RyanSAdams/status/1856817245441401143   https://x.com/shayne_coplan/status/1856808022481539192   https://x.com/shayne_coplan/status/1856838409861386722   https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  

38:24 Devcon Vibe Check https://x.com/EFDevcon/status/1856359485029445677 

43:18 Devcon Announcements https://x.com/brantlymillegan/status/1855813557323178067?s=46  https://x.com/EspressoSys/status/1855973751982309624   https://x.com/bioprotocol/status/1856707895590846812   https://x.com/sjdedic/status/1856649048318464349  

44:18 Justin Drake’s Beam Chain https://x.com/TrustlessState/status/1856276664877010968   https://imgur.com/a/AKOzd8M   https://imgur.com/a/DzWFeh3  

53:15 Blackrock’s BUIDL Goes Multichain https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/  

54:15 Deutsche Bank Launches ZK Chain https://x.com/Memento_Bc/status/1854126014261272727  https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

56:18 Blur is Voting on a Fee Switch https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040  https://x.com/mikeippolito_/status/1856147009927033316?s=46  

57:09 Bitwise ETH Staking ETF? https://x.com/bitwiseinvest/status/1856698856336969778  

58:40 MicroStrategy Acquires 27,200 BTC https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD  

59:32 Phantom Update Cleared Users Wallet https://x.com/mememe69696969/status/1856518115947110780  https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19  https://x.com/phantom/status/1856796137665245455  

1:01:42 Aave Launches a Wallet https://family.co/blog/launch  

1:02:32 Meme of the Week https://x.com/elonmusk/status/1856523237208797221  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.

Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.

------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 7:11 The AI Agent Story 20:27 Are AI Agents a Fad? 26:33 Smarter More Personalized Models 31:30 What Could Go Wrong? 34:49 Crypto & AI Relation 40:04 How to Invest in AI Agents 50:36 AI Agents Are the Crypto Natives 1:02:05 Crypto AI Isn’t Going Away 1:09:30 Are AI Agents Real Yet? 1:14:17 Crypto AI Layers   1:26:09 Open Source’s Importance & Stacks 1:37:07 Middleware & App Layers  1:42:18 Where VCs Are Allocating 1:48:18 Closing & Disclaimers 

------ RESOURCES

Ejaaz https://x.com/cryptopunk7213  

Gospel of Goatsie Whitepaper https://pdfupload.io/docs/aae14f87  

Truth Terminal https://x.com/truth_terminal 

Accelerando https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151    ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more! 

------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/93?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

2:52 Intro 4:18 Background 10:30 Crypto Outlook for 2025 13:23 How High Will Bitcoin Go in 2025? 15:11 "Ethereum Is Incredibly Undervalued" 17:37 Why Ethereum L2's Are MASSIVE 20:26 When Will Ethereum Flip Bitcoin? 24:40 Ethereum Price Prediction 2025 29:03 What's The Next Ethereum of THIS Cycle? 32:10 The Memecoin Supercycle 33:49 Secret to Growing on Social Media 36:26 Thoughts on Cardano 39:56 Best Advice for Crypto Investors

------ RESOURCES

Altcoin Daily Interview https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

What is Arthur Hayes buying for 2025?

We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.

We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.

------ 📣 GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited  

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/92?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:11 Does the Election Matter? 13:44 Where are we in the Crypto Cycle? 17:23 Chinese Property Bubble 33:14 Isn’t Bitcoin Illegal in China? 37:45 Fed’s Next Move 45:16 Politics & The Money Printer 49:42 Arthur’s Crypto Portfolio 50:33 ETH as Money? 1:01:42 Is ETH Dead? 1:02:20 Ethena 1:03:46 Memecoins 1:05:42 AI x Crypto 1:09:10 War Scenario 1:18:48 Arthur’s Advice 1:20:28 Closing & Disclaimers

------ RESOURCES

Arthur Hayes Blog https://cryptohayes.medium.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠   

Gary Gensler’s reign of terror is over. It’s ATH week.

With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.

------ 📣 LEGION | MERIT BASED ICOs  https://bankless.cc/Legion 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠ 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle   🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/91?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES

00:00 The New President https://polymarket.com/elections  https://x.com/Reuters/status/1854093869664837997  https://www.perplexity.ai/elections/2024-11-05/us/senate 

11:29 Polymarket’s Big Win https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g     https://x.com/shayne_coplan/status/1854045045806023002  https://x.com/Polymarket/status/1854248877798674529 

19:15 Markets https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://imgur.com/J9TUNmR 

25:53 ETF Updates https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/EricBalchunas/status/1854281747082477696 

32:02 Post Election Winners https://www.coingecko.com/ 

33:55 DeFi Renaissance https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/  https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w 

39:06 Fed Watch https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l

40:42 $42 Billion Dollar Bitcoin Bid? https://x.com/saylor/status/1851718391889043954 

43:20 Global Dollar Network https://x.com/global_dollar/status/1853558740957405362 

48:36 UBS Launches Fund on Ethereum https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html 

50:28 Base Fault Proofs https://x.com/base/status/1851672364439814529  https://x.com/l2beat/status/1853429669204230230 

51:34 Roman Storm Trial Delayed https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/  https://x.com/RyanSAdams/status/1853440809644802159 

52:03 Devcon https://lu.ma/0bpju5ic 

54:54 Permissionless IV https://x.com/Permissionless/status/1854542280301892074  https://x.com/BanklessHQ/status/1853426117157245208 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape.  We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.

Alex on X - https://x.com/intangiblecoins 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/90?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor,  ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.

------ 📣 GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance   

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/89?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:01 How is Ethereum Going? 8:52 Why is ETH Down Bad? 19:43 Are L2s Parasitic? 34:02 Is Ethereum Security Overkill? 39:41 ETH vs SOL Metrics 46:32 Making the L1 Great Again 54:41 ETH Pincer Attack 1:01:21 Investors Barbell Strategy 1:05:42 Ethereum’s North Star 1:12:57 ETH Bull Catalysts 1:18:25 Based Rollups 1:28:07 Ethereum’s Marketing Problem 1:37:37 What’s Next for ETH 1:48:46 Closing Thoughts

------ RESOURCES

Anthony Sassano https://x.com/sassal0x  

The Daily Gwei https://www.youtube.com/c/TheDailyGwei  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

What exactly are Based Rollups?

We’ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based. 

A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we’re front running it all and getting you downloaded on all things Based Rollups. Enjoy!

------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-justin-drake-based-rollups  

🌋 JOIN US AT THE BANKLESS SUMMIT https://lu.ma/0bpju5ic?tk=1oUc7Q  

📣GET YOUR ALL-ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    ⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance   ⁠ 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/88?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  

------ TIMESTAMPS

0:00 Intro 5:51 How’s the Roadmap Going? 12:34 The Most Logical Progression 16:53 Aggregating DeFi Apps 23:43 What Based Rollups Solve 44:01 Ethereum as the Sequencer 49:59 Based Rollups Core Advantages 58:39 Shared Sequencers vs Based Rollups 1:10:37 Based Rollups & Superchain 1:26:48 Ethereum L1 Capacity 1:33:49 Impact on ETH Economics 1:35:00 Impact on DeFi 1:37:48 Impact on User Experience 1:42:04 ETH Value Accrual 1:53:59 Trade-Offs 1:59:17 Bankless Summit 2:01:26 Closing & Disclaimers

------ RESOURCES

Justin Drake https://x.com/drakefjustin  

Based Rollups https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin. ------ 📣 LEGION | MERIT BASED ICOs  https://bankless.cc/Legion  ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/87?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES 00:00:00 Start

00:04:03 Markets https://pro.kraken.com/app/trade/btc-usd  https://x.com/caprioleio/status/1850831666119623006  https://x.com/EricBalchunas/status/1850884568553013459  https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://www.coingecko.com/en/global-charts 

00:13:52 L2 Update https://x.com/peterschroederr/status/1850556872727945285  https://x.com/dimahledba/status/1851535737482604681?s=46  https://x.com/dimahledba/status/1851183188288127237?s=46  https://x.com/dylankugler/status/1850997725111669044  https://x.com/sreeramkannan/status/1851616723197428109 

00:18:23 Blobspace https://x.com/timjrobinson/status/1851222351524036855  https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:28:27 Election Updates https://polymarket.com/elections  https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/  https://x.com/amitisinvesting/status/1850868412806746217 

00:35:02 AI Agents https://x.com/truth_terminal  https://www.coingecko.com/en/coins/goatseus-maximus  https://app.virtuals.io/virtuals/68  https://terminal.virtuals.io/  https://x.com/wojtekwtf/status/1850835219160416486  https://warpcast.com/aethernet  https://x.com/tee_hee_he  https://x.com/MurrLincoln/status/1850226148594082120 

00:50:16 US prosecutors are investigating Tether https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5  https://x.com/paoloardoino/status/1849876338573799912 

00:55:14 OP Foundation Gave 425M OP To Ink https://www.coindesk.com/tech/2024/10/29/optimism-foundation-agreed-to-give-kraken-425m-of-op-tokens-in-layer-2-deal/  https://x.com/Fwiz/status/1851280684473897466 

00:57:35 RocketPool Upgrade https://x.com/drjasper_eth/status/1849206972702228482 

00:59:37 Microsoft Buying Bitcoin? https://x.com/jameslavish/status/1849598011082670387  https://x.com/saylor/status/1849790766945587241 

01:01:17 SEC NFT Trolling https://x.com/brianlfrye/status/1851118844766535860 https://www.youtube.com/watch?v=96Cyp-nsL6k 

1:04:44 Meme Of The Week https://x.com/GoldTelegraph_/status/1850667711355113621 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today. 

We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. 

Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.

------ 🍵0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x  

------ 📣GET YOUR ALL-ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/86?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 5:34 Crypto x AI Narrative Shift  6:39 AI & Economic Agents Explained  11:50 GOAT Memecoin Summary  23:15 Were AI Crypto Agents Obvious?  25:18 Luna AI Token & Terminal  29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance  42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers

------ RESOURCES

Matthew Stephenson  https://x.com/stephensonhmatt 

Crypto's Role In The AI Revolution https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush 

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

Bankless Nation, we’ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?

On one side, we’ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we’ve got David Hoffman and Jill Gunter defending L2s as successful  extensions of Ethereum.

------

📣 GET YOUR ALL ACCESS PASS TO THE PODCAST

https://bankless.cc/podshownotes

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G 

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/85?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 8:54 Defending “Extensions of Ethereum” 16:33 Interoperability Standards 25:36 Are L2s Parasitic to Ethereum? 32:37 ETH Economics & Value Accrual 41:30 Solana vs Ethereum L2s 49:09 Closing Thoughts

------ RESOURCES

Kyle Samani https://x.com/KyleSamani  

Max Resnick https://x.com/MaxResnick1  

Jill Gunter https://x.com/jillrgunter  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

This week, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market’s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll’s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for “losers.” ------ 📣 0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x   ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap