Bankless

This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss. ------📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ 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 & RESOURCES0:00 Intro0:47 Are we still in a bull market?3:01 Ryan’s unplugging 5:35 Ryan’s last 90-days https://x.com/ryansadams/status/1915115437505049055 24:50 Bankless’s choices moving forward https://x.com/TrustlessState/status/1914312548897219006 32:58 Markets since Ryan’s break40:35 Trump’s memecoin 48:31 Bitcoin Strategic Reserve52:34 $LIBRA memecoin 1:03:29 Contentcoins, Zora, & Jesse1:16:39 Ethereum pivot & Bitcoin decoupling 1:18:18 Closing & Disclaimers------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcribed - Published: 25 April 2025

In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter. We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto. ------ 📣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 7:10 What Constitutes a TradFi Firm 10:13 TradFi Firms with Defi 12:16 What's Exciting about this Report? 13:53 Stablecoins, Tokenization & More 18:54 Public Blockchains & TradFi? 21:05 “Tokenize The World” Moment? 27:47 TradFi’s Long-Term Outlook 33:19 The Formal Rejection of Private Blockchains 38:31 What’s Left for Regulation &Compliance 45:04 DeFi vs TradFi 48:07 User Value 50:55 Closing & Disclaimers ------ RESOURCES Paradigm Report https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance Dan Robinson https://x.com/danrobinson Justin Slaughter https://x.com/JBSDC Paradigm https://x.com/paradigm ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcribed - Published: 24 April 2025

Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy ------📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ 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 & RESOURCES0:00 Intro5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito https://x.com/TrustlessState/status/1914402754891559253 https://x.com/TrustlessState/status/1914330497905299790 27:56 Unichain or Ethereum L1 is DeFi? https://x.com/TrustlessState/status/1913633500206428201 35:07 Making the L1 competitive while keeping L2s happy 44:38 L2s Parasitic? 48:49 Bitcoin Roadmap Bread vs. Jon57:09 Decline of the ETH price & all asset prices overpriced? 1:05:02 ETH/BTC growth slowdown reason 1:13:35 The politics side of the conversation 1:19:05 What Bread & Jon are excited about 1:26:49 Closing & Disclaimers------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcribed - Published: 23 April 2025

Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around.They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape.------ 📣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------ TIMESTAMPS00:00:00 Intro 00:05:42 Top Problems with Ethereum 00:12:33 Lack of Growth in Ethereum Layer 1 00:27:49 Ethereum’s Roadmap Dilemma 00:38:08 Layer 1 Scaling Progress 00:39:08 Ethereum L1’s Value Proposition to L2s 00:48:44 Base and Native Rollups Explained 00:57:25 Canonical EVM in a Rollup World 01:01:26 Vitalik’s Vision for L1 Scaling 01:05:59 ZK Scaling Becomes Real 01:08:12 Fast Block Times and DeFi 01:16:59 The Evolving Ethereum Core Culture 01:22:38 Other Interesting Changes 01:26:41 Ethereum’s Direction Feels Different Now 01:30:09 Closing and Disclosure------ RESOURCESDankrad Feist https://x.com/dankradAnsgar Dietrichs https://x.com/adietrichsMike Ippolito https://x.com/MikeIppolito_------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcribed - Published: 21 April 2025

This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss. Bread: https://x.com/0xBreadguy MegaETH: https://x.com/megaeth_labs Modern Market: https://x.com/modernmarket_ ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ 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 1:20 Bread’s Arc 3:17 MegaETH & Testnet 8:46 Noise 13:31 Wen MegaETH Mainnet? 16:59 Ethereum Strategic Pivot? 39:25 Base Tokenized Content Drama 49:59 $OM Mantra Token Dump 59:28 Raydium’s LaunchLab 1:03:38 Bread’s Upcoming Excitement 1:04:31 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcribed - Published: 18 April 2025

OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence. David: https://x.com/TrustlessState Ejaaz: https://x.com/cryptopunk7213 Josh: https://x.com/Josh_Kale ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ 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 00:00:00 OpenAI’s HUGE Announcement https://x.com/openai/status/1910378774727623024?s=46 https://x.com/cryptopunk7213/status/1910728919113736380 00:10:23 The Final Data Set https://x.com/theannagat/status/1912209931073433907?s=46 https://x.com/nearcyan/status/1910796767626686951?s=46 https://x.com/dbarabander/status/1910402182589145411 00:16:10 Falling In Love With AI https://www.instagram.com/p/DHwWc6RiH2P/ 00:23:05 Open AI To Replace Apple 00:31:10 The All Knowing Intelligence 00:37:12 Agents Overtake Minecraft https://x.com/kimmonismus/status/1912415676331168147?s=46 00:44:50 Pets As Humans? https://x.com/venturetwins/status/1911113662607315035 00:46:18 We Can Talk To Dolphins https://blog.google/technology/ai/dolphingemma/ 00:48:33 Google Agent To Agent https://x.com/omarsar0/status/1909977142311690320?s=46 https://x.com/i/status/1912123283954389172 01:00:01 GPT 4.1 https://x.com/_mohansolo/status/1911843179898540311 https://x.com/openrouterai/status/1911803671878173114?s=46 https://x.com/kimmonismus/status/1912434791779017083?s=46 01:09:17 A New Model Architecture ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcribed - Published: 17 April 2025

Donald Trump is attempting something no leader has done before—unwind the global economic order. In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market. From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era. ------ 📣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 YOURSELF 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 4:20 Trump Unwinding Global Order? 13:39 Emerging Market Paradigm 21:51 All-In Debate 26:22 Manufacturing Jobs 31:55 Trump Vibe Based President? 35:41 90-Day Tariff Pause Signal 38:41 Centralizing U.S. Supply Chain 40:54 Where Rana Finds Signal & Crypto 45:16 Closing & Disclaimers ------ RESOURCES Rana Foroohar https://x.com/RanaForoohar America the Unstable https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23 Stephen Miran’s A User's Guide to Restructuring the Global Trading System https://x.com/SteveMiran/status/1856745675943207362 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcribed - Published: 15 April 2025

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 DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS0:00 Intro5:08 Why Stablecoins?6:50 The Stablecoin Train20:26 Stablecoin Network Effects22:55 Stablecoin Payments: Who Actually Wins?26:51 Orchestration Layers41:53 Stablecoin Blockchains52:53 Stablecoin Singularity56:03 Traditional Banks59:38 Non-USD Stablecoins1:02:05 How Many Stablecoins?1:05:03 Circle IPO1:09:32 Closing & Disclaimers------RESOURCESRob Hadickhttps://x.com/hadickmStablecoin 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

Transcribed - Published: 14 April 2025

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

Transcribed - Published: 11 April 2025

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 DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------TIMESTAMPS & RESOURCES00:00:00 AI Generated Tarriff’s00:03:58 Meta’s Huge New LLAMA 4 Announcementhttps://x.com/ahmad_al_dahle/status/1908595680828154198?s=46https://x.com/alexocheema/status/1908651942777397737?s=4600:11:54 Did Meta Cheat?https://x.com/Yuchenj_UW/status/1909061004207816960https://x.com/andrewallenxo/status/1909143884321481157https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit00:20:45 AGI Is Coming in 2027https://ai-2027.com/https://situational-awareness.ai/00:28:02 What Happens After AGIhttps://ai-2027.com/https://situational-awareness.ai/00:39:58 Shopify And The Employment Crisishttps://x.com/tobi/status/190925194623543751400:48:34 The Future Of Educationhttps://www.anthropic.com/news/introducing-claude-for-educationhttps://x.com/jowettbrendan/status/1907695965726978184https://x.com/cryptopunk7213/status/1907969387958513727https://x.com/itsPaulAi/status/1907122207136137368https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country00:59:55 How Much Does AI Know About You01:04:58 A16Z’s $30B Fundhttps://x.com/tkexpress11/status/1909626333711548526https://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

Transcribed - Published: 10 April 2025

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 DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS00:00:00 Intro00:07:12 Etherealize & Its Mission00:15:29 Clients & Finances00:20:17 Relation Between Ethereum Foundation & Etherealize00:21:31 Etherealize's Funding00:22:43 Etherealize's Competitions00:26:02 Challenges & Roadblocks00:28:15 What Success Looks Like for Etherealize00:29:56 Etherealize's Co-Founders00:31:10 Ethereum’s Upcoming Era00:40:20 What Makes Ethereum Special00:46:00 Political Effect on Ethereum00:51:33 Community Support00:54:51 Layer 1 & Etherealize00:58:36 Hypothetical Scenarios with Ethereum01:01:50 What’s Next for Etherealize01:04:47 Some Unturned Stones01:07:32 Closing & Disclosures------RESOURCESEtherealizehttps://www.etherealize.comVivek Ramanhttps://x.com/VivekVenturesDanny Ryanhttps://x.com/dannyryan------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Transcribed - Published: 7 April 2025

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 & RESOURCES0:00 Intro0:29 Trump’s Reciprocal Tariffshttps://x.com/kobeissiletter/status/1907556839686054240https://x.com/WhiteHouse/status/1907533090559324204 https://x.com/CalltoActivism/status/1907549193650188469 https://x.com/notlouisck/status/1907657906117554278https://x.com/JamesSurowiecki/status/1907559189234196942https://x.com/KushDesai47/status/1907618136444067901https://x.com/TrustlessState/status/1907769359621067017 36:53 Circle Files for IPO https://x.com/Cointelegraph/status/1907172102353924269https://x.com/g_djuric/status/1907200843289370910https://x.com/Nick_van_Eck/status/1907181670504993026https://x.com/TheOneandOmsy/status/1907229821043626100https://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 IPOhttps://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

Transcribed - Published: 3 April 2025

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

Transcribed - Published: 3 April 2025

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 DeFihttps://bankless.cc/Frax  🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain  🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle  🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self  🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS 0:00 Intro5:29 Internet Financial Systems12:03 Frictions in Financial Systems20:33 Innovations in Internet Financial Systems28:42 Server with Laws40:02 Incompatibilities within Systems50:17 Absence of Financial Laws57:34 Potential of Finance in Crypto1:09:59 Server Compatibility with Governments1:16:18 Different Laws for Investing in Crypto1:26:26 Building Protocols 1:29:52 Closing & Disclaimers ------ RESOURCES Felipe Montealegre https://x.com/TheiaResearch Internet Financehttps://x.com/TheiaResearch/status/1876618725547233417 ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠ 

Transcribed - Published: 2 April 2025

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 DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex -----✨ Mint the episode on Zora ✨https://zora.co/coin/base:0xa77995768d39c157180262d352f86f39ac1b3fbd?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------TIMESTAMPS 0:00 Intro5:54 New Administration12:19 Tokenization16:18 Tokenized SpaceX18:12 An IPO Alternative23:39 Prediction Markets25:40 Kalshi29:58 Future of Prediction Markets35:58 Robinhood Banking38:27 Robinhood Cortex44:08 Robinhood Strategies49:04 Cash Delivery52:10 Crypto Listings54:37 Why Distinct Apps?56:32 How Bankless is Robinhood?1:00:42 Closing Thoughts ------ RESOURCES Vlad Tenevhttps://x.com/vladtenev  Robinhood https://robinhood.com/ Washington Post Op-edhttps://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

Transcribed - Published: 31 March 2025

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 EASYhttps://bankless.cc/Cryptotaxcalculator------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://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 Bitcoinhttps://x.com/WatcherGuru/status/1904155021781901741https://x.com/SaylorBuysBTC/status/1904631210887836142 12:33 Stablecoin Gold Rush https://x.com/TrustlessState/status/1905219932612178237https://x.com/JasonYanowitz/status/1904886554708898112https://x.com/KobeissiLetter/status/1904521913528975550 25:32 Blackrock’s BUIDL fund is expanding to Solanahttps://x.com/solana/status/1904520943667716531https://x.com/carlosdomingo/status/1904516023623028894 44:59 Hyperliquid https://x.com/MacroCRG/status/1904895153384357990https://x.com/HyperliquidX/status/1904923137684496784https://x.com/toghrulmaharram/status/1904935313081856406https://x.com/Dogetoshi/status/1904919007930577175 1:03:10 US lifted sanctions on Tornado Cashhttps://x.com/matthuang/status/1904192079691170137https://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

Transcribed - Published: 28 March 2025

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

Transcribed - Published: 25 March 2025

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: SPOTIFY24https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex-----✨ Mint the episode on Zora ✨https://zora.co/coin/base:0x0d142a1a30adcbc06c3c2a537d2cd1a9b7901c35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------TIMESTAMPS0:00 Intro5:43 Current State of EIPs & ETH Hard Forks8:01 Why Security Is So Important12:43 Naming Conventions of ETH Hard Forks13:55 Pectra Upgrade & Its Effects16:15 Maxeb Upgrade & Its Effects24:29 Hard Forks, Bandwidth & Scaling28:51 Other Updates Regarding Pectra31:40 EOAs & Smart Contract Wallets36:17 Smart Contract Wallets' Effect on Layer 243:15 Timeline of Fusaka & Glamsterdam48:09 Vitalik's Tweet on Fusaka51:15 Alcore Devs' Plans54:25 What's EOF59:18 Other Updates Regarding Fusaka1:00:41 Uncertainty Regarding Glamsterdam1:02:18 ETH's Slowness & Developers1:05:19 Misconceptions Around ETH1:07:32 Scaling the Layer 11:14:52 Summer of Protocols1:18:13 Closing & Disclaimers------RESOURCESTim Beikohttps://x.com/TimBeikoEthereum Roadmap & Hard Forkshttps://ethereum.org/en/roadmap/EIP-7702 (Account Abstraction)https://eips.ethereum.org/EIPS/eip-7702Ethereum 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

Transcribed - Published: 24 March 2025

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 DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://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 Marketshttps://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html 12:27 Ethena and Securitize launched a new chainhttps://x.com/ethena_labs/status/1901672646015856749https://x.com/coinbase/status/1902031828912844992 28:13 Robinhood launched their prediction market with Kalshihttps://x.com/Kalshi/status/1901634303768883377https://x.com/vladtenev/status/1901703746033426919 34:52 Solana proposal to cut inflation failed to passhttps://simd-votes.stakingfacilities.com/https://www.helius.dev/blog/simd-228 47:07 SOL Futures on CME https://x.com/Cointelegraph/status/1901566174598398261https://x.com/solana/status/1901279678620749997 51:25 Eth/acc & Ethereum Leadership Change https://x.com/matthuang/status/1902562363532046674https://x.com/KyleSamani/status/1901769358273040806https://x.com/ethismoneyHQ/status/1901734022646317213https://x.com/adietrichs/status/1899607524581740576https://x.com/megapot_io/status/1902419979196338386  1:06:07 Kraken Acquires NinjaTrader $1.5Bhttps://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

Transcribed - Published: 21 March 2025

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 ECOSYSTEMhttps://bankless.cc/Ronin_Wallet------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------ ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------TIMESTAMPS & RESOURCES00:00 Sentiment Check and Recap05:25 AI Podcast Hosts?https://x.com/hedra_labs/status/189769901063246646908:50 Google Gemini 2.0https://x.com/robertriachi/status/1899854394751070573https://x.com/goodside/status/1900349595718148455?s=46https://x.com/ilumine_ai/status/1900017235898622025https://x.com/halimalrasihi/status/1900667639086673962?s=46https://x.com/thatarrowsmith/status/1901203776746201556?s=4617:55 China's New Frontier Modelhttps://x.com/scobleizer/status/1901089727568281975?s=4627:21 AI Market Priceshttps://www.cookie.fun/https://www.coingecko.com/en/coins/ethereum32:55 Market Manipulation?https://x.com/solgojo/status/1901002388007514381https://x.com/0thTachi/status/190209067511120738038:11 Pockets Of Outperformershttps://x.com/S4mmyEth/status/190234804647978631543:09 Virtuals Updatehttps://x.com/smyyguy/status/1899181446126076283?s=46https://x.com/ethermage/status/1899494870152282511https://x.com/virtuals_io/status/190018591814706401549:48 AIXBT Hackedhttps://x.com/S4mmyEth/status/190202191451775827752:44 New AI Trading Subnethttps://x.com/thebittensorhub/status/1899810734374047799?s=4658:54 Pluralis Announcementhttps://x.com/PluralisHQ/status/1902367132597252177------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Transcribed - Published: 20 March 2025

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: SPOTIFY24https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x9ad876e913102d5097df82db0617816a17b07414?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------TIMESTAMPS0:00 Intro6:41 Why Native Rollups?16:32 Security & Composability Benefits38:13 ZKProofs42:52 Making L2s Native50:48 Network Effects52:35 Customizability Trade-Offs58:59 Timelines1:02:39 ETH Economic Impacts1:05:46 Other Advantages1:08:17 Succinct1:08:59 ETHProofs.org1:11:32 Real-Time Proving1:12:33 Ethereum’s Bottleneck1:15:43 Closing & Disclaimers------RESOURCESUma Royhttps://x.com/pumatheumaJustin Drakehttps://x.com/drakefjustinNative Rollupshttps://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517Succincthttps://www.succinct.xyz/L2Beathttps://l2beat.com/scaling/summaryETHProofshttps://ethproofs.org/------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Transcribed - Published: 17 March 2025

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

Transcribed - Published: 14 March 2025

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 NOWhttps://bankless.cc/Ronin_Wallet ------BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo -----✨ Mint the episode on Zora ✨https://zora.co/coin/base:0x8c25fca60a7f589a4552ae5edf3978c7885354f5 ------TIMESTAMPS & RESOURCES 0:00 Intro 1:33 China drops Manus AIhttps://x.com/thinking_panda/status/1897951585990590469https://x.com/rowancheung/status/1898093008601395380https://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/1898048925157728601https://x.com/kimmonismus/status/1899444649317527927 22:57 Build a game from scratch with AIhttps://x.com/minchoi/status/1898469519565492490https://x.com/Ror_Fly/status/1899473065328656485https://x.com/ror_fly/status/1899803648781119765 25:55 Alibaba drops QWEN 32Bhttps://x.com/hosseeb/status/1897377619240468513https://x.com/sundarpichai/status/1899779090472644881https://x.com/hyperbolic_labs/status/1897437370552570047 30:44 Chinese company HunYuan released a new image to videohttps://x.com/EHuanglu/status/1897628929768505611 32:31 The model competition is really heating up & Microsoft x OpenAIhttps://x.com/cneuralnetwork/status/1898450452540465538https://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/1898465691096727866https://x.com/bankrbothttps://x.com/bankrbot/status/1897950192613441617https://x.com/grok/status/1898884871742758966https://x.com/grok/status/1898957064006774855https://x.com/TrustlessState/status/1899565420966801647https://dexscreener.com/base/0x5116773e18a9c7bb03ebb961b38678e45e238923https://x.com/MLeeJr/status/1899647338978889743https://x.com/grok/status/1899582316747391127https://x.com/TrustlessState/status/1899585667899822520https://x.com/bankrbot/status/1899589807350972768https://x.com/grok/status/1898884871742758966https://x.com/TrustlessState/status/1899566730059653431https://x.com/rhynotic/status/1899190256727122331 56:26 Agents over the last 30 days https://x.com/defi0xjeff/status/1898025840514101654https://x.com/gkisokay/status/1899422660339393007https://x.com/696_eth/status/1897446933406605599 56:58 Model Context Protocolhttps://x.com/mattpocockuk/status/1897742389592440970https://x.com/sendaifun/status/1892310991737598229https://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

Transcribed - Published: 13 March 2025

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  

Transcribed - Published: 10 March 2025

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 

Transcribed - Published: 7 March 2025

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 ⁠ 

Transcribed - Published: 6 March 2025

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  

Transcribed - Published: 5 March 2025

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 ⁠   

Transcribed - Published: 3 March 2025

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  

Transcribed - Published: 28 February 2025

📣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 

Transcribed - Published: 27 February 2025

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 ⁠  

Transcribed - Published: 24 February 2025

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 ⁠ 

Transcribed - Published: 21 February 2025

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

Transcribed - Published: 20 February 2025

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 ⁠ 

Transcribed - Published: 17 February 2025

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 

Transcribed - Published: 14 February 2025

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 ⁠ 

Transcribed - Published: 13 February 2025

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

Transcribed - Published: 12 February 2025

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 

Transcribed - Published: 11 February 2025

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 

Transcribed - Published: 10 February 2025

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 

Transcribed - Published: 7 February 2025

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 ⁠ 

Transcribed - Published: 6 February 2025

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 ⁠ 

Transcribed - Published: 5 February 2025

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  

Transcribed - Published: 3 February 2025

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 

Transcribed - Published: 31 January 2025

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 ⁠ 

Transcribed - Published: 30 January 2025

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 Jeffery 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 

Transcribed - Published: 28 January 2025

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  

Transcribed - Published: 27 January 2025

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 

Transcribed - Published: 24 January 2025

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 

Transcribed - Published: 23 January 2025

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 

Transcribed - Published: 22 January 2025