As we watch Ethereum make its historic transition to Proof-of-Stake, we explore claims against the merge, the Ethereum Roadmap, ETH supply, and many others.

------
 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

------
 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

 ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Timestamps:

0:00 Intro
7:30 The Merge
10:30 Media Hype
13:30 The Merge Will Never Happen
15:30 Ethereum Roadmap
20:15 Jack of All Trades
26:32 Ether Supply
36:54 Unpredictable Supply
45:10 Staker Tyranny
51:10 The Value of a Fork
54:00 Rich Get Richer
58:36 Deflation is Bad
1:07:05 Higher Fees
1:11:05 ETH is a Security
1:15:03 Reduced Burn
1:22:12 ETH is a Tech Stock
1:25:55 Changing Narratives
1:29:56 Ultrasound Money is Cringe

------
Resources:

Justin Drake
https://twitter.com/drakefjustin 

Justin Drake Episodes
https://youtu.be/1m12zgJ42dI 
https://youtu.be/dHpAC0m8Rkk  
https://youtu.be/FQTZSb3Rc9I 
https://youtu.be/bWqhn1hXvVc 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
Demetri Kofinas is a digital entrepreneur and host of the Hidden Forces Podcast, one of our favorites. 

Demetri has a broad perspective on geopolitics, which we explore as we discuss the probability of a World War 3, diplomacy among superpowers, and surviving the rise of the machines.

Have we lost the ability to solve hard problems as a species? 

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge  

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro - Demetri Kofinas
6:30 Hidden Forces
10:26 Towards Chaos
18:00 Cyclical Powers
23:15 Taiwan Case Study
28:30 Trusting Institutions
31:23 State Sovereignty
37:50 Military Power & US Politics
45:00 Liminal Warfare
51:00 Why the Future Doesn’t Need Us
1:00:35 Chinese Algorithms
1:06:15 Unity, Diversity, Identity
1:12:05 Layer Zero Social Values
1:20:05 Losing Our Humanity
1:25:00 Cycling through Chaos
1:28:40 Improving Systems
1:37:30 Closing

------
Resources:

Demetri on Twitter
https://twitter.com/kofinas?s=20&t=cNy4k855qT6O3xHtEC6xZw 

Hidden Forces
https://hiddenforces.io/ 

Theories of War with David Kilcullen
https://hiddenforces.io/podcasts/david-kilcullen-national-emergency/ 

Episode 28 - Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 

Why the Future Doesn’t Need Us
https://www.wired.com/2000/04/joy-2/ 

Brave New World
https://www.amazon.com/Brave-New-World-Aldous-Huxley/dp/0060850523 

The Fourth Turning
https://www.amazon.com/Fourth-Turning-American-Prophecy-Rendezvous/dp/0767900464 

------
Hidden Forces Episodes:

Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 
Encryption and the Will to Power
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 
Surveillance Capitalism with Sohshana Zuboff
https://hiddenforces.io/podcasts/surveillance-capitalism-shoshana-zuboff/ 
Complex Systems with David Weinberger
https://hiddenforces.io/podcasts/david-weinberger-ai-prediction/ 
The Age of AI with Eric Schmidt & Dan Huttenlocher
https://hiddenforces.io/podcasts/eric-schmidt-ai-human-future-national-security/ 
Predicting the Future with Tim O'Reilly
https://hiddenforces.io/podcasts/tim-oreilly-predict-the-future/ 
Kill Chain with Chris Brose
https://hiddenforces.io/podcasts/kill-chain-chris-brose-anduril-2/ 
American Defense with Elbridge Colby
https://hiddenforces.io/podcasts/elbridge-colby-american-defense-age-of-great-power-conflict/ 
Preparing for Cyber Attacks with Chris Painter
https://hiddenforces.io/podcasts/russian-cyber-attacks-chris-painter/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:03 David & Jordi's Luna Debate
10:07 Why the Merge is Overhyped?
16:50 Merge Bulls
21:05 Long ETH?
23:10 The ETH Narrative Play
32:05 Overestimating the ETH Yield
42:38 Blockspace Demand
1:02:05 Multichains
1:06:17 Ethereum's Gravitational Pull
1:09:57 Value Accrual
1:17:23 ETH Not Monetary Premium?
1:28:50 Price Range Predictions

------
Resources:

Jordi Alexander
https://twitter.com/gametheorizing 

Jordi's Article
https://newsletter.banklesshq.com/p/is-the-merge-overhyped 

David's Rebuttal to Jordi's Article
https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

-----
Timestamps:

0:00 Intro
3:05 Merge NFTs
https://bankless.cc/themerge 
3:47 Converge 2022
https://bankless.cc/Circle 

4:55 MARKETS
6:30 Crypto Market Cap
https://www.coingecko.com/en/global_charts 
7:20 Ethereum Gas Fees
https://dune.xyz/hildobby/Gas 
9:16 Merge Estimator
https://bordel.wtf/ 
10:00 Staking Unlocks
https://twitter.com/TrustlessState/status/1565699759754592259 
14:10 Ethereum Revenue
https://www.theblock.co/post/167488/ethereum-miners-made-756-million-in-revenue-in-august-ahead-of-the-merge 
15:10 EU Energy Crisis
https://twitter.com/biancoresearch/thread/1566180431984205824 
18:50 Energy Fallout
https://www.euronews.com/next/2022/09/05/energy-bills-are-soaring-in-europe-what-are-countries-doing-to-help-you-pay-them 
20:50 WAR!
https://entrepreneurshandbook.co/for-the-war-fd5509d525d 

29:00 MERGE UPDATES
30:17 Bellatrix Upgrade
https://twitter.com/terencechain/status/1567115533233049606 
32:35 Node Updates
https://twitter.com/ajsutton/status/1567117139810873344 
33:20 Economist Article
https://www.economist.com/finance-and-economics/2022/09/06/the-future-of-crypto-is-at-stake-in-ethereums-switch 
34:05 ETH PoW Fork
https://www.coingecko.com/en/coins/ethereum-pow-iou 
37:35 Stake From Home
https://twitter.com/songadaymann/status/1562930578571272192 

43:45 STABLECOIN WARS
https://www.coindesk.com/business/2022/09/05/binance-to-convert-users-usdc-usdp-tusd-into-its-own-stablecoin-busd/ 
47:00 Good for USDC
https://www.coindesk.com/layer2/2022/09/06/who-benefits-from-binance-converting-usdc-to-its-own-stablecoin/ 

50:05 Coinbase MakerDAO Proposal
https://forum.makerdao.com/t/mipxx-coinbase-usdc-institutional-rewards/17703 

55:00 1inch Optimism Airdrop
https://cointelegraph.com/news/1inch-users-on-optimism-to-receive-airdrop-of-300-000-op-tokens 
56:45 Reddit NFTs on OpenSea
https://thecouchcommute.com/reddit-nfts-selling-for-thousands-on-opensea/ 
57:15 ENS August Numbers
https://twitter.com/ensdomains/status/1565374366791057409 
59:37 ProtocolGuild NFTs 
https://twitter.com/trent_vanepps/status/1567177788561424384 
1:01:15 Coinbase Suing the Treasury
https://twitter.com/ViktorBunin/status/1567875895381168132 
1:03:44 Brian Armstrong Statement
https://blog.coinbase.com/defending-privacy-in-crypto-e09db33dece8 

1:05:30 crvUSD Curve Stablecoin
https://twitter.com/chago0x/status/1566874129843757056 
1:06:00 Binance 6% ETH Staking
https://blog.binance.us/eth-staking/ 
1:06:45 Notional Leverage Vaults
https://blog.notional.finance/introducing-leveraged-vaults/ 
1:07:43 Sui Blockchain
https://www.theblock.co/post/168532/mysten-labs-sui-blockchain-fundraise-ftx-ventures 

1:10:15 GET A JOB
https://pallet.xyz/list/bankless/jobs 

1:12:00 QUESTIONS FROM THE NATION
https://twitter.com/BanklessHQ/status/1567544177180672000 
1:13:41 ETH PoW Eligibility
https://twitter.com/johnny_kast/status/1567566362171654144 
1:15:50 Value of ETH PoW
https://twitter.com/mmaatt78/status/1567615122868166657 
1:18:38 What Happens to Merged ETH?
https://twitter.com/HenryJK4/status/1567550561758728192 

TAKES
1:20:20 Surreal Proof of Stake
https://twitter.com/TimBeiko/status/1567197184667578368 
1:21:35 Remember This?
https://twitter.com/ryansadams/status/1565681268913840130 
1:23:45 BSC Network Effect
https://twitter.com/apolynya/status/1566262032319451136 
1:25:27 Reserve Currencies
https://twitter.com/ryansadams/status/1567310589881360385 

1:27:30 What David’s Bullish On
https://twitter.com/TrustlessState/status/1567716721963814912 
1:31:30 What Ryan’s Bullish On

1:34:45 MEME of the Week
https://twitter.com/TrustlessState/status/1567903583563296772 

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

#ether  #ethereum  #crypto  #cryptonews  #btc  #bitcoin #ethpow 

-----
This episode has been a long time coming. Arthur Hayes is the crypto trader of traders, and he's particularly bullish on the ETH trade. 

Today, he tells us why.

We've been binging Arthur's writing lately, trying to get inside his head about how he approaches the markets. 

Discussing the inevitability of inflation, the chaotic macro picture, and of course the Ethereum Merge, we piece together the mindset of a trader who has survived the massacre of 2022.

Do you agree with Arthur? Let us know in the comments or on Twitter @banklesshq

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

------
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------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Arthur Hayes
6:30 Arthur’s Prolific Writing
12:55 Why Arthur is a Trader
19:10 What’s Causing Inflation?
26:00 The Only Solution
30:11 Structural Inflation
38:09 The Macro Landscape 
44:24 Why Crypto?
50:44 Denominate in Hydrocarbons
58:30 The Ethereum Merge
1:02:30 Is the Merge Priced In?
1:04:30 Crypto Markets
1:06:47 Target ETH Prices
1:08:20 What’s Different?
1:11:58 Making the ETH Trade
1:15:45 Merge vs Macro
1:18:26 DeFi and Arthur’s Conversion
1:22:15 The 2022 Retail Massacre
1:24:30 Surviving as a Trader
1:27:50 Arthur IRL

------
Resources:

Arthur on Twitter:
https://twitter.com/CryptoHayes?s=20&t=fz4N1B7Ifa3OY-tD6l6jhw 

Arthur's Blog:
https://cryptohayes.medium.com/ 

ETH-flexive:
https://cryptohayes.medium.com/eth-flexive-7e1921123f64 

A Samurai, a Knight, and a Yankee:
https://entrepreneurshandbook.co/a-samurai-a-knight-and-a-yankee-211bf975a31d 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

As the dust settles with Tornado Cash’s sanctioning news and the arrest of Alexey Pertsev, the space is drawing parallels to the early days of crypto, Crypto Wars 1.0.

We brought on OG cypherpunk privacy developer and co-founder of Zcash, Zooko to talk about Crypto Wars 2.0.

Crypto privacy is being tested in new ways and Zooko couldn’t be in a better place to explain the current complexities. What’s the case for crypto privacy? Why is it such a tough problem to solve? Why is Zooko optimistic about the future of crypto privacy?

What are your thoughts on crypto privacy? Let us know in the comments or on Twitter @banklesshq

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:25 Zooko’s Background
8:30 The State of Crypto Privacy
13:26 A Privacy Enabled Society
18:34 The Case for Privacy
27:53 Why Privacy Equals Freedom
32:38 The Chilling Effect
35:26 Negative Externalities
38:28 Consent & A.I.
47:22 A.I. vs. Cryptography & Law
55:53 Crypto Wars 1.0 vs. 2.0
1:05:25 CDBC & The Clipper Chip
1:09:26 Why Isn’t Crypto Privacy Bigger
1:18:45 The Crypto Experiment
1:22:51 Solving the Privacy Problem
1:24:30 Privacy & DeFi
1:30:00 PoS & Roll-ups
1:42:50 Optimism on Crypto Privacy

------
Resources:

Zooko
https://twitter.com/zooko 

Zcash
https://z.cash/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

------
ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

-----
Timestamps:

0:00 Intro
4:40 Guest Relationship to Rocketpool
5:45 What is Rocketpool
7:36 Rocketpool's Value Prop
9:45 Two-sided Marketplace
13:20 Rocketpool's Community
16:20 The Bull Case for Rocketpool
19:50 rETH
25:20 rETH Yield
26:30 Protocol Risk
31:05 Rebasing
38:26 Running a Rocketpool Node
43:45 Rocketpool Critiques
51:48 Institutions
57:20 Single Node Operators
59:45 Pools
1:06:00 $RPL Explained
1:10:15 $RPL Critiques
1:16:00 $RPL Bull Case
1:24:40 Closing

-----
Resources:

Marceau
https://mobile.twitter.com/marceaueth 

Ken Smith
https://mobile.twitter.com/shtimseht 

Rocketpool
https://rocketpool.net/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. 

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

-----
Timestamps:

0:00 Intro

4:33 MARKETS
4:36 BTC Price
4:56 ETH Price
5:23 ETH/BTC
5:52 Total Crypto Market Cap
6:32 Merge Estimator
10:15 Fed Watch
https://www.cnbc.com/2022/08/26/powell-warns-of-some-pain-ahead-as-fed-fights-to-lower-inflation.html 
12:10 ETH Dives %10 After Powell Rate Hike Signal
https://www.thedefiant.io/markets-dive-powell-speech 

15:33 Avalanche Playing Dirty?
https://cryptoleaks.info/case-no-3 
https://medium.com/@kyleroche/my-response-b691563c255b 
24:00 Tweet from Emin
https://twitter.com/el33th4xor/status/1564006450531377156 
25:00 Maybe Not True?
https://twitter.com/AriDavidPaul/status/1564253955785461767 
26:44 David Take
https://twitter.com/TrustlessState/status/1565340995062882311 

30:35 Saylor Getting Sued
31:40 Saylor Tax Fraud
https://blockworks.co/michael-saylor-and-microstrategy-sued/ 
https://twitter.com/AGKarlRacine/status/1565031380471382019 
https://twitter.com/tier10k/status/1565040637044465666 

34:37 Maker
34:40 Drama Summary
https://threadreaderapp.com/thread/1564716178819653632.html 

43:05 NEWS
43:09 ETH
43:13 Coinbase Announces cbETH
https://decrypt.co/108180/coinbase-announces-cbeth-wrapped-ethereum-staking-token 
https://twitter.com/CoinbaseAssets/status/1562476695357358080 
https://dune.com/Marcov/coinbase-wrapped-staked-eth 
47:43 Abritrum One Upgraded to Nitro Stack
https://twitter.com/arbitrum/status/1565041950142730245 
48:48 Yesterday’s State of the Nation
https://youtu.be/yYzQPRRAs6M 
48:55 cOptimism Gas ATH
https://twitter.com/MSilb7/status/1565131857464901633 
49:55 Data Giant Shocks Ethereum with Ban on Mining
https://www.thedefiant.io/data-giant-shocks-ethereum-with-ban-on-mining 
54:04 Vitalik Book
https://twitter.com/VitalikButerin/status/1564804705997361153 

55:10 NFTs
55:15 Facebook & Instagram Allow Posting NFTs
https://twitter.com/Meta/status/1564282540831248387 
56:00 cReddit Subtly Launches NFTs
https://twitter.com/itstimconnors/status/1562839909261447168 
59:09 Ticketmaster Integrates with DapperLabs’ Flow Blockchain 
https://techcrunch.com/2022/08/31/ticketmaster-taps-the-flow-blockchain-to-let-event-organizers-issue-nfts-tied-to-tickets/amp/ 
59:55 Goose NFT to Bankruptcy Liquidation
https://twitter.com/dmitricherniak/status/1563587242777448448 

1:01:06 Regulation
FBI Issues Warning to Vulnerable DeFi Platforms
https://decrypt.co/108542/fbi-issues-warning-over-vulnerable-defi-platforms 
1:03:47 Crypto.com $10.5M Accident
https://fortune.com/2022/08/31/crypto-com-accidentally-transferred-10-million-to-thevamanogari-manivel/ 

1:05:40 Releases
1:05:42 Orca Protocol Rebrand to Metropolis
https://metropolis.mirror.xyz/ozkx0ZMwIzyahRJiQKpNv_8r7vAhOo-8tucjONhXJHI 

1:06:20 Raises
1:06:24 PROOF $50M from a16z & More
https://a16zcrypto.com/investing-in-proof/ 
https://twitter.com/proof_xyz/status/1564689271755137024 
1:07:28 Reddit’s Ohanian’s $177M Crypto Fund
https://decrypt.co/108560/reddit-co-founder-eyes-177m-crypto-fund-invest-strong-founders-discount-report 
1:08:16 Genesis Raise $500M
https://cointelegraph.com/news/everything-s-on-sale-reddit-founder-galaxy-and-genesis-execs-raise-big-money 

1:08:50 Jobs
https://pallet.xyz/list/bankless/jobs 

1:12:07 Questions from the Nation
https://twitter.com/avi_g_/status/1565192839021363200 
https://twitter.com/nextalphaa/status/1565011491304230912 
https://twitter.com/HappyjoeNFT/status/1565031005475418114 
https://twitter.com/teemu_lens/status/1565008572248899584 

1:21:55 TAKES
1:22:00 New take on the cycle
https://twitter.com/gasull/status/1564888312157876229 
1:23:33 99% of Crypto is a Joke
https://twitter.com/RyanSAdams/status/1564257934011379713 
1:25:12 Gravity Turns Off
https://twitter.com/TrustlessState/status/1564637280379502593 
1:27:17 Worlds Greatest Bitcoiner
https://twitter.com/cobie/status/1565264636445745153 

1:30:14 What David’s Bullish On
1:31:23 What Ryan’s Bullish On

1:34:55 MEME of the Week
https://twitter.com/hegemony_inc/status/1564357396784263170 

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

Today, Abritrum is launching Arbitrum Nitro, a 7x improvement to Ethereum's capacity. Hear all about it, Abritrum's potential forthcoming token(?!), Abritrum Oddessey, and of course, so much more.

------
Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Timestamps:

0:00 Intro
6:55 Abritrum Nitro Launch Day
10:40 Reflecting on Arbitrum's Last Year
14:57 Abritrum's Rollup
16:57 The Arbitrum Odyssey
26:55 The Secret Sauce Behind Nitro
30:39 Any Trade-Offs Made?
32:18 Scale Restraints
37:38 What's Next?
47:28 Arbitrum Nova
52:53 Fractals
54:55 What Reddit is Building on Arbitrum Nova
1:01:23 zkRollups
1:04:17 The Abritrum App Layer
1:07:11 Abritrum's Hypothetical Ticker
1:09:38 Other Tech Checkboxes
1:11:34 Closing & Disclaimers

-----
Resources:

Harry Koladner
https://twitter.com/hkalodner 

Steven Goldfeder
https://twitter.com/sgoldfed 

Steven & Harry's First Appearance on Bankless
https://youtu.be/W33LtejihY8 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jiajung tells the story of how content moderation actually works in China. He shares the hoops these Chinese tech companies must go through to even operate as a business. And towards the end of the conversation, Jiajung shares the overall sentiment of the people of China on content moderation and what they do about it. Ultimately the conversation converges on the topic of Ethereum, decentralization, and crypto writ large in China.

This is a special Layer Zero as it shows a side of China many of us don’t typically get a chance to experience and it highlights the importance of crypto fundamentals.

------
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
4:15 Jiajung Zeng’s Background
5:38 ByteDance Explained
8:30 ByteDance Content Moderation
11:11 Political Content Moderation
16:00 Moderation Resource Consumption
20:49 Consequences of Mistakes
22:47 Who is at Risk?
25:47 China’s Content Moderation Army
27:53 AI’s Role
31:35 Uyghurs & China
41:16 Dialect Suppression
43:53 Sentiment of the Chinese People
46:55 The Pushback
50:55 The Positives of China
53:54 Sentiment of the Future of China
57:32 Jiajung’s Ethereum Familiarity
59:47 ByteDance & Ethereum
1:01:52 Chinese People’s Thoughts on Crypto
1:03:11 China’s Crypto Scene
1:04:28 Jiajun’s Message to the Bankless Nation

------
Resources:

Jiajung Zeng
https://twitter.com/zengjiajun_eth 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With Tornado Cash sanctioning news making waves, the crypto community is asking a big question: Is censorship on Ethereum possible?

We brought on Ethereum researcher Justin Drake to explore this question in detail.

Establishing and preserving censorship resistance is possibly the most important challenge faced by the Ethereum. Covering deep topics like weak vs strong censorship, user-activated soft forks, Justin takes us down what is perhaps our most important rabbit hole yet.

------
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https://bankless.cc/smartcon 

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BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MERGE (only valid for 24 hours!)
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
6:00 Justin Drake Returns
8:45 What is Censorship Resistance?
13:00 Censorship in Crypto
15:25 Weak vs Strong Censorship
21:25 Ethereum Today
26:35 The Ethereum Nation
31:12 Why This Matters
35:25 Preventing Weak Censorship
42:55 Light Clients
46:26 Proposers and Builders
52:50 Enforcing Transactions
59:24 The Mempool
1:03:45 The Weak Censorship Endgame
1:10:00 Preventing Strong Censorship
1:15:00 Diversity
1:20:00 Activist Staking
1:26:25 A Recovery Scenario
1:33:40 Social Fork
1:40:40 A Forking Deterrent
1:44:45 The Human Shield
1:50:45 Property Rights
2:01:00 The Strong Censorship Endgame
2:05:00 The Broader Context
2:10:56 Justin’s Confidence

------
Resources:

Justin Drake
https://twitter.com/drakefjustin 

Flashbots Episode
https://youtu.be/xex9WVmVfbg 

Justin Drake Episodes
https://youtu.be/1m12zgJ42dI 
https://youtu.be/dHpAC0m8Rkk 
https://youtu.be/FQTZSb3Rc9I 
https://youtu.be/bWqhn1hXvVc 

Solo Staking
https://www.reddit.com/r/ethstaker/ 
https://rocketpool.net/ 

Crypto Lobby Groups
https://gitcoin.co/coincenter 
https://www.defieducationfund.org/ 
https://gitcoin.co/grants/3974/electronic-frontier-foundation 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

------
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon  

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Timestamps:

0:00 Intro
1:53 UFO Sightings
5:20 Actual Intro

7:50 MARKETS
9:45 Total Market Cap
https://www.coingecko.com/en/global_charts 
11:15 Biden Debt Cancelation
https://www.politico.com/news/2022/08/23/biden-student-loan-forgiveness-repayment-pause-00053299 
13:30 Trolley Problem
https://pbs.twimg.com/media/FbBIG1vXgAAniu5  
17:50 Inflation Pain
https://panteracapital.com/blockchain-letter/ethereum-tightening-more-than-fed/ 
20:10 Energy Markets
https://twitter.com/Schuldensuehner/status/1562771407313915905
21:14 FTX Revenue
https://www.cnbc.com/2022/08/20/ftx-grew-revenue-1000percent-during-the-crypto-craze-leaked-financials.html 
22:15 Layer 2 NFTs
https://twitter.com/blockworksres/status/1560292557975801856 
23:40 Hardware Wallets Up
https://decrypt.co/107877/crypto-winter-freezes-have-turned-investors-hardware-wallets 

Tornado Cash Fallout
26:30 Flashbots Blacklists Wallets
https://thedefiant.io/flashbots-blacklists-wallets-tornado 
30:20 FTX Froze Aztec Funds
https://twitter.com/aztecnetwork/status/1560710567249096704  
33:55 Uniswap UI Bans Wallets
https://blockworks.co/wallets-banned-by-uniswap-labs-for-alleged-crimes 
34:40 Alex Persev in Jail
https://twitter.com/skywinder/status/1560655212741685248 
36:30 Tom Emmer
https://twitter.com/RepTomEmmer/status/1562084891247902721 
37:15 Matthew Green
https://twitter.com/ryansadams/status/1561887300887482368 
37:45 Tether
https://twitter.com/Tether_to/status/1562468486886346753 
38:25 Layer Zero
https://twitter.com/ercwl/status/1561180759146336256 

40:00 FEI Fallout
https://thedefiant.io/fei-shutdown-uproar 
41:45 The Proposal
https://tribe.fei.money/t/tip-121-proposal-for-the-future-of-the-tribe-dao/4475 

47:15 BITBOY
https://twitter.com/DegenSpartan/status/1559516281078190080 
49:00 Suing Atozy
https://twitter.com/atozy/thread/1562206338293309440 
51:20 Community Support
https://twitter.com/atozy/status/1562403410791567360 
52:20 Drops the Suit
https://twitter.com/AutismCapital/status/1562541877689126913 

56:40 NEWS
58:30 Merge Updates
https://twitter.com/TimBeiko/status/1562418377582419968  
1:00:20 Merge Dashboards
https://twitter.com/duneanalytics/status/1562021273575751680  
1:00:45 Overhyped Merge
https://newsletter.banklesshq.com/p/is-the-merge-overhyped  
1:11:15 Uniswap Open Source Development
https://app.uniswap.org/#/vote/2/24?chain=mainnet 
1:15:50 Nike vs Adidas
https://twitter.com/Blockworks_/status/1561666150991335431 
1:17:15 Pudgy Penguins
https://decrypt.co/107974/pudgy-penguins-ethereum-nfts-pump-83-as-meta-nansen-execs-join-advisory-board 
1:18:20 BendDAO Bank Run
https://metaversal.banklesshq.com/p/the-benddao-bank-run- 
1:21:54 Gary Gensler
https://twitter.com/cobie/status/1561809080297177092 
1:25:00 Coinbase ENS Integration
https://twitter.com/financeguy74/status/1561872288399691777 
1:28:35 Swell Launch
https://blog.swellnetwork.io/mainnet-soft-launch-announcement/ 
1:29:06 Arbitrum Nitro
https://twitter.com/arbitrum/status/1561812173793419265 

1:29:30 Jobs
https://pallet.xyz/list/bankless/jobs  

1:31:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1562470760824057857 
1:32:00 Merge for Norms
https://twitter.com/Yash_WeCan/status/1562472673795457029  
1:35:25 More Merge Questions
https://twitter.com/YoEdJoCo/status/1562472379313684480 
1:36:20 Bullish Layer 2
https://twitter.com/_satyakikc/status/1562651521837600770 

TAKES
1:39:11 Unicorn Markets
https://twitter.com/TrustlessState/status/1562559417857773568 
1:40:00 Good Podcast
https://twitter.com/TrustlessState/status/1562569160474824705 
1:41:05 Eric Wall Poll
https://twitter.com/ercwl/status/1562673861434703876 

1:43:25 What David’s Bullish On
1:45:05 What Ryan’s Bullish On

1:48:30 MEME of the Week
https://twitter.com/NFTek2424/status/1562809727608066048 

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

#ethereum #eth #crypto #cryptonews #btc #bitcoin 

Have we seen the death of crypto privacy? What can we do to help advocate for digital justice? As always, Jake brings a thoughtful and measured approach to these crucial topics.

------
 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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BANKLESS SPONSOR TOOLS: 

 LENS | ACCESS CODE: VITALIK
https://bankless.cc/Lens 

 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Resources:

Jake Chervisnky:
https://twitter.com/jchervinsky 

Set Alex Free:
https://setalexfree.nl/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

🟢 Get the GreenPilled Book 🟢
https://greenpill.party/  

Apple Show Link: 
https://podcasts.apple.com/us/podcast/greenpill/id1609313639   

Spotify Show Link:
https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd  

-----
Danny Zuckerman | Green Pill #38

Continuing our series on sybil resistance, today we’re speaking with Victor Paradigm from Humanode, which is working on a decentralized biometric approach to building   a regenerative society.

Humanode works with a mission statement: One Human, One Node. Crypto infrastructure must be decentralized, and Humanode is tackling these challenges at the protocol level.

Take the green pill anon.

------
SPONSOR PILLS:

🏦 CELO | DEFI FOR EVERYONE
https://bankless.cc/Celo 

🔑 COINSHIFT | TREASURY MANAGEMENT
https://bankless.cc/Coinshift 

⚡️ IMMUTABLE X | CRYPTO GAMING
https://bankless.cc/ImmutableX 

⭕️ OPERA | CRYPTO BROWSER & WALLET
https://bankless.cc/Opera 

------
Topics Covered:

0:00 Intro
2:30 Victor’s Story
4:30 Humanode
7:00 How it Works
9:30 Dystopian Problems
12:10 Usage and Growth
15:10 Roadmaps and Alpha
17:55 Sybil Resistance in Web3
23:00 Use Cases
26:05 Gitcoin Passport
30:45 Governance
34:30 Changing the World
40:00 The Fourth Turning
41:20 Closing

------
Resources:

Humanode on Twitter:
https://twitter.com/humanode_io 

Humanode:
https://humanode.io/ 

-----
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012  

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Many of us are massively optimistic about crypto and aren’t worried too much about its future. However, this MEV thing could be our achilles heel.

On this episode, we dive into what Stephane and his team are doing to make MEV less of a potential weak point, how MEV works, and what our industry would look like if Flashbots didn't exist. And of course—so much more.

This is another fundamental Bankless episode that you won’t want to miss.

------
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: VITALIK
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
9:28 MEV Explained & Its Importance
13:35 The Evil Side of MEV
21:26 MEV Utopia vs. Dystopia
28:54 Competitiveness, Market Structure, Equilibrium
32:10 MEV Supply Chain Crashcourse
37:24 Timeline
38:56 Flashbots Thesis
42:31 No MEV Geth Scenario
45:15 Flashbots Continued
49:10 Solutions
51:15 MEV Boost
1:00:18 MEV Boost Adoption
1:05:10 Differences in Staking APY
1:08:20 Flashbots Incentives
1:12:57 Infinite Problems to be Solved?
1:14:35 PBS
1:17:54 Relayer Role
1:20:05 Weird MEV Potential Merge Issues?
1:22:40 Byproducts of MEV Boost
1:27:17 New Builder Market Speculation
1:31:15 Stephane’s Optimism
1:32:55 Closing & Disclaimer

------
Resources:

Stephane Gosselin
https://twitter.com/thegostep 

MEV-Boost in a Nutshell
https://boost.flashbots.net/ 

Flashbots Blog Posts
https://writings.flashbots.net/writings 

Guide to Ethereum Roadmap
https://newsletter.banklesshq.com/p/guide-to-the-ethereum-roadmap-jon#details 

Ethereum’s Hidden Power Structure
https://newsletter.banklesshq.com/p/125-matt-cutler#details 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

------

📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”

https://bankless.cc/smartcon 

------

🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  

🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------

BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: VITALIK

https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING

https://bankless.cc/RocketPool 

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum 

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2

https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME

https://bankless.cc/zkSync 

-----

Timestamps:

0:00 Intro

3:30 MARKETS

7:25 The Merge

https://twitter.com/RyanSAdams/status/1559150913834684418 

14:40 The S&P Price

https://twitter.com/CanteringClark/status/1559164367903637506 

16:10 Arthur Hayes Bullish

https://cryptohayes.medium.com/eth-flexive-7e1921123f64

18:00 NEWS

19:00 Tornado Cash

https://twitter.com/RyanSAdams/status/1558044593937170433 

20:00 Arresting Developers!

https://www.fiod.nl/arrest-of-suspected-developer-of-tornado-cash/

22:12 Writing Code is a Crime?

https://twitter.com/jchervinsky/status/1559534385128415235 

24:35 Coin Center Legal Analysis

https://twitter.com/jerrybrito/status/1559171083105976321

27:06 Historic Money Laundering

https://twitter.com/avsa/status/1558076159102967810 

31:18 Tornado Cash Backlash

https://twitter.com/MicahZoltu/status/1558012733412753408 

33:32 DeFi Backbone

https://twitter.com/AntonioMJuliano/status/1558444605271597058 

36:12 Censorship Resistance

https://twitter.com/LefterisJP/status/1558944794658873344

36:47 Soft Fork Power

https://twitter.com/ercwl/status/1559265708411965440 

47:00 Eric Wall Takes

https://twitter.com/ercwl/thread/1559678652308144129

50:24 BTC Maxi Twitter

https://twitter.com/ercwl/status/1559265708411965440/retweets/with_comments

52:47 Press X to Slash

https://twitter.com/brad_eth/status/1559355035623903233 

56:00 Selkis Metal AF

https://twitter.com/twobitidiot/status/1558849512780734472 

58:00 Toxic Maximalism

https://twitter.com/ercwl/status/1559692710822481923 

59:22 Kevin O’Leary

https://www.tronweekly.com/tornado-cash-take-down-was-crucial-kevin-oleary/

1:01:00 What We Can Do

https://twitter.com/JWVerret/status/1559470517941329920 

1:03:07 Digital Bill of Rights

https://twitter.com/RyanSAdams/status/1558481645040197632 

1:04:52 Gitcoin September 7th

https://twitter.com/RyanSAdams/status/1559565929163390979 

1:06:07 Celsius Down $3 Billion

https://twitter.com/blockworks_/status/1559290989688274944 

1:06:37 Mashinsky Trading Strategy

https://t.co/IkjtzHp8zl

1:07:27 3ac New Yorker

https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html

1:10:02 Genesis CEO Exits

https://www.bloomberg.com/news/articles/2022-08-17/genesis-ceo-steps-down-as-crypto-broker-slashes-its-workforce

1:12:30 The Exact Merge Time

https://twitter.com/vdWijden/status/1559232749210406917

1:14:20 Gnosis Safe Airdrop

https://twitter.com/OlimpioCrypto/thread/1560284884156956677

1:16:55 OpenSea Stolen NFT Policy

https://decrypt.co/107368/opensea-changes-stolen-nft-policy-following-user-outcry

1:19:05 Sudoswap Crushing It

https://thedefiant.io/sudoswap-nft-amm

1:19:30 BendDAO Liquidation Risk

https://twitter.com/cirrusnft/status/1559954449002401792 

1:22:12 Mailchimp Crypto Crackdown

https://decrypt.co/107099/intuit-owned-mailchimp-is-banning-crypto-content-creators

1:22:50 Taiwan IPFS

https://decrypt.co/107293/taiwan-turns-to-ipfs-tech-to-thwart-cyberattacks-from-china

1:25:25 SEC Suing Dragonchain

https://cointelegraph.com/news/2017-icos-aren-t-over-yet-sec-files-suit-against-dragonchain-and-its-founder

1:27:32 Canada Crackdown?

https://twitter.com/TrustlessState/status/1560048202446999552 

1:30:30 Inflation Reduction Act

https://www.cnbc.com/2022/08/12/house-to-vote-on-inflation-reduction-act-tax-and-climate-bill.html

1:32:10 Galleon Portfolios

https://blog.galleon.community/introducing-galleon-portfolios-narrative-based-indices-65c50be51c28

1:33:20 a16z $350m in Flow with Adam Neumann

https://twitter.com/andrewrsorkin/status/1559148342013296641 

1:35:30 Dragonfly Buys Metastable

https://www.coindesk.com/business/2022/08/15/crypto-venture-capital-firm-dragonfly-buys-hedge-fund-report/ 

1:36:00 Jobs

https://pallet.xyz/list/bankless/jobs

1:38:00 Questions from the Nation

https://twitter.com/BanklessHQ/status/1559934036352589825

1:38:45 Staking After the Merge

https://twitter.com/mrymz_2/status/1559944361395101696 

1:40:30 Post-Merge Narrative

https://twitter.com/p3te_eth/status/1559947163832139777 

1:42:00 TAKES

1:42:20 DYOR

https://twitter.com/oooitscrime/status/1558846681747177476

1:44:25 Thanks OFAC!

https://twitter.com/valkenburgh/status/1559544321489223682

1:46:15 What David’s Bullish On

1:47:04 What Ryan’s Bullish On

1:49:45 Meme of the Week

https://twitter.com/null_eth/status/1557795334775926784

-----

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

https://newsletter.banklesshq.com/p/bankless-disclosures 

Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate. 

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BANKLESS SPONSOR TOOLS: 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

-----
Timestamps:

0:00 Intro
7:00 Hal & Ryan Thesis
18:28 The Merge is Happening
23:30 A Crowded Trade
29:23 Risks and Catalysts
36:10 Structural Significance
41:40 Blockspace Demand
46:40 Real vs Nominal Return
50:30 Miners vs Validators
56:00 Proof of Stake Wins
59:00 Store of Value
1:09:45 The Flippening
1:18:00 Price Predictions

-----
Resources:

Hal Press 
https://twitter.com/NorthRockLP

Ryan Berckmans
https://twitter.com/ryanberckmans

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

On today’s episode, Hudson shares his storied crypto journey starting in 2015 when he first became interested in Ethereum through the ups and downs he experienced as a part of Ethereum’s inner circle, all the way to what he’s up to today.

Hudson closes with some heartfelt advice on burnout and mental health in the crypto space that you don’t want to miss.

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https://bankless.cc/smartconpod 

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BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
4:40 Hudson’s Background
6:54 2015 Crypto
9:00 Fork and Fair Launch Era
14:26 Early Tribalism
19:28 How Hudson Stumbled on Ethereum
23:43 Early Ethereum Culture
28:40 Progress Through the Chaos
33:12 How Vitalik Handled the Chaos
37:24 Why PoS Took So Long
38:45 When Bullish ETH Became Clear
41:34 Augur & ICOs
44:51 Hudson & Inner Circle in 2017
47:46 The DAO Hack
53:30 2018-2020 Bear Market
1:00:11 Core Devs Tug-a-War
1:08:00 The Ethereum Community
1:09:41 Hudson Steps Down From EF & Burnout Culture
1:14:35 Hudson’s Legacy So Far
1:17:05 Improving Crypto’s Culture
1:20:37 Privacy
1:21:45 Closing

------
Resources:

Hudson Jameson
https://twitter.com/hudsonjameson 
https://hudsonjameson.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

Polynya coined the term “modular blockchain” and has been influential on 100 different crypto topics, most notably on rollups, though they’re quick to point out that rollups are no longer their main focus. 

This is a unique episode, in which Bankless DAO’s Eureka John acts out Polynya’s voice based on a 5-hour text-based discord interview. Tune in as we explore Polynya’s fascinating mind, covering their broad crypto thesis, EIP-4844, and the future of Ethereum Scalability.

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https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
9:00 Polynya the Anon
13:45 Polynya IRL
20:05 Cautious Optimism
25:35 Polynya’s Crypto Thesis
29:58 Accruing Value at the L1
31:54 Bitcoin vs Ethereum
33:30 Alt-L1s and Decentralization
35:10 Everything is Finance
38:10 Layer 2 Value Capture
41:33 Rollups vs ETH
45:30 Increasing L2 Demand
47:40 Layer 2 Tokens
52:45 A Symbiotic Relationship
56:08 Cosmos and Alt-L1s
58:45 App-Specific Chains
1:00:30 All Just Chains and Bridges
1:02:14 Why Cardano Rocks and Sucks
1:04:23 Cults and Tribalism
1:05:20 Changing Crypto
1:06:54 Changing the World
1:07:35 Polynya’s Message
1:08:30 Thank You Polynya

------
Resources:

Polynya on Twitter:
https://twitter.com/apolynya?s=20&t=4Cws8vmOo7v2mRmI8mGyfw 

Polynya’s Writing:
https://polynya.medium.com/ 

Modular Blockchains:
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 

Eureka John:
https://twitter.com/EurekaJohn1?s=20&t=ws5GNZKUSZtegsJQkvcuAg 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

------

📣 Forta | Help Make Web3 a Safer Place

https://bankless.cc/Forta 

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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING

https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING

https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING

https://bankless.cc/Ledger 

------

Topics Covered:

0:00 Intro

5:00 MARKETS

7:30 ETH BTC Ratio

https://ratiogang.com/

12:30 Gas Markets

https://twitter.com/TrustlessState/status/1555560926945939457?s=20&t=VcAg464--JOGiSzeNbyayA

15:45 CPI Interest

https://twitter.com/business/status/1557345174015066113

20:00 Layer 2 TVL

https://l2beat.com/

20:40 VC Money

https://twitter.com/fintechintern/status/1556444033555234816?s=21&t=XxUVGr0qz0svCx83Xdo7Rg

22:00 EIP-1559 Anniversary

https://twitter.com/takenstheorem/status/1555531313939087363?s=20&t=ptIP5_rsdZo0gUdYXg7U5A

26:30 NEWS

27:15 Goerli Testnet Merge

Announcement: https://twitter.com/BanklessHQ/status/1557544247619878913?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Pandas! https://twitter.com/TimBeiko/status/1557543798523146240?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Details: https://twitter.com/vdWijden/status/1557555377314701312?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

33:00 Tornado Cash Ban

Press Release: https://home.treasury.gov/news/press-releases/jy0916

37:10 Secretary Blinken

https://twitter.com/SecBlinken/status/1556661834287140868?s=20&t=4wDLBQG8U7PusK0R-3UCTQ

Full Story: https://youtu.be/lJZx8RyeJys

38:20 Freezing USDC

https://twitter.com/bantg/status/1556712790894706688?s=21&t=iEzJRHGq48PgLH0Id10pNw

39:40 Github Suspensions

https://twitter.com/semenov_roman_/status/1556717890308653059?s=20&t=-Um1R1tQa_4YPLFEAY9GGw

40:30 Summary Thread

https://twitter.com/SethHertlein/thread/1557442355678117889

44:05 MakerDAO Impact

https://thedefiant.io/tornado-impact-makerdao-dai

48:30 Normalizing Tyranny

https://twitter.com/RyanSAdams/status/1557121749334065154?s=20&t=uv3Ux69ZVUrVvYjhUE9Okw

55:30 Fake Solana DeFi?

https://www.coindesk.com/layer2/2022/08/04/master-of-anons-how-a-crypto-developer-faked-a-defi-ecosystem/

1:02:00 Coinbase BlackRock Partnership

https://blog.coinbase.com/coinbase-selected-by-blackrock-provide-aladdin-clients-access-to-crypto-trading-and-custody-via-b9e7144f313d

1:03:00 Arbitrum Nova

https://twitter.com/arbitrum/status/1557025237769805825

1:06:35 Uniswap Foundation

https://gov.uniswap.org/t/temperature-check-create-the-uniswap-foundation/17358

1:07:30 MakerDAO HVBank

https://twitter.com/SebVentures/status/1555234746539581444?s=20&t=rtTTlkxuLHK_73JuqFqrSA

1:09:05 Meta Instagram NFTs

https://www.theblock.co/post/161497/meta-expands-digital-collectables-support-on-instagram-to-100-more-countries-adopts-flow-blockchain

1:09:30 Voyager Bankruptcy

https://decrypt.co/106791/voyager-digital-approved-return-270-million-clients

1:10:10 Immutable Gamestop

https://twitter.com/Immutable/status/1556797772275208192

1:10:30 Vitalik Compression

https://twitter.com/VitalikButerin/status/1554983955182809088?s=20&t=CP_wmjSv-X4KGDtdVjhk6A

1:12:30 Jobs

https://pallet.xyz/list/bankless/jobs

1:16:00 Questions from the Nation

https://twitter.com/BanklessHQ/status/1557397382744006656?s=20&t=D9vf5Thb0BlBK7osdhdYyg

1:16:30 How to get the PoW fork?

https://twitter.com/accounthome11/status/1557469851270238212?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:18:35 Bridge Risk

https://twitter.com/avi_g_/status/1557406430977994752?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:22:00 Staking Wait Time

https://twitter.com/mmaatt78/status/1557471309554237440?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:22:30 TAKES

1:23:00 Pausing OP Incentives

https://twitter.com/apolynya/thread/1556848533596037120

1:24:10 NFT Roulette

https://twitter.com/ryananderson/status/1555639880612564992

1:25:20 Banning SSL

https://twitter.com/phunk9871/status/1557309945841958912?s=21&t=V2jbdxuDNkHwLw9ZWbuQyA

1:26:50 State of Market

https://twitter.com/notthreadguy/status/1557370241377763329?s=20&t=FAvjCgR1WvvG4Fko8XHcug

1:27:30 What David’s Bullish On

1:30:10 What Ryan’s Bullish On

1:34:00 Meme of the Week

https://twitter.com/calebini/status/1556090898487816192?s=20&t=qS3xmkeCe0NChYWbcVIgiA

-----

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

https://newsletter.banklesshq.com/p/bankless-disclosures 

They can do that?? 

David walks you through the news, with multiple interviews from Jerry Brito and Collins Belton, two experts in the matter. 

Let us know how you like the format!

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BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
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🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
Opening Shot: https://twitter.com/RyanSAdams/status/1556743328774995971?s=20&t=OzfqFxxolrjhwZICo4KV6w 
Ripple Effects: https://twitter.com/collins_belton/thread/1556650759994970113 
Neutral Tool: https://twitter.com/jerrybrito/status/1556667240711438337?s=20&t=avKH9mQ1_3KDno2P2THs7Q 

4:00 What is OFAC?
Overview: https://home.treasury.gov/policy-issues/office-of-foreign-assets-control-sanctions-programs-and-information 
Press Release: https://home.treasury.gov/news/press-releases/jy0916 
Sec Blinken: https://twitter.com/SecBlinken/status/1556677862345801728?s=20&t=QwqpNxU9CYKPz8LhBATSFQ 

7:44 What is Tornado Cash?
Breakdown: https://blog.chainalysis.com/wp-content/uploads/2022/08/tornado-pie-1536x1034.png 
Treasury Misleading: https://twitter.com/USTreasury/status/1556655337431785472?s=20&t=Jw5y0Xr4fHSelCzfhWvYlQ 
Alex Svanevik: https://twitter.com/ASvanevik/status/1556983834809614337?s=20&t=OCDr5P9jRweG9RVYdmmxKQ 

10:20 Using Tornado Cash
Neeraj Meme: https://twitter.com/NeerajKA/status/1556707552251060225?s=20&t=UNffL4gM4hBsaXDEZ0gJ_w 
Clean ETH2 Addresses:  https://twitter.com/econoar/status/1556775153153048582?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw 
More Use Cases: https://twitter.com/RezaJafery/status/1556751888896258049?s=20&t=9rJ2buSh4PCTPMlNKezAyw 

12:15 Banning Smart Contracts
Coin Center Announcement: https://www.coincenter.org/u-s-treasury-sanction-of-privacy-tools-places-sweeping-restrictions-on-all-americans/ 

17:08 Ripple Effects
Circle: https://www.theblock.co/post/162172/circle-freezes-usdc-funds-in-tornado-cashs-us-treasury-sanctioned-wallets 
Github: https://twitter.com/bantg/status/1556721709931175937?s=20&t=LSCI_12-Giipv727Y52qUg 
Infura & Alchemy: https://twitter.com/0xdev0/status/1556933551073153024 

20:55 A Ban on Who?
Cobie & Gainzy: https://twitter.com/cobie/status/1556647650212155394?s=20&t=F8nhR0zX4PkbGGOl1JmBCQ 
Depositing .1 ETH: https://twitter.com/josephdelong/status/1557011056572129280?s=20&t=F1JszlO7Zm0lm4EGsgBrNg 

23:14 A Chilling Effect
Attacking Free Speech: https://twitter.com/matthew_d_green/status/1556764387796340736?s=20&t=w8K19sEWj_AVS372HOjHTw 

25:47 Decentralization
Priorities: https://twitter.com/econoar/status/1556825245381578753?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

In 1985, David issued this warning to the public:

“Computerization is robbing individuals of the ability to monitor and control the ways information about them is used. Already, public and private sector organizations acquire extensive personal information and exchange it amongst themselves… The automation of payment and other consumer transactions is expanding these dangers to an unprecedented extent.”

In today’s surveillance capitalism, it’s clear that we need cryptography now more than ever.

------
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https://bankless.cc/Forta 

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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro
6:00 David Chaum
11:30 60s Technology
20:00 60s Culture
23:55 A New Direction in Cryptography
33:30 The Fork in the Road
41:50 Minimum Disclosure
48:25 Traffic Analysis
56:05 Surveillance Capitalism
1:02:00 The State of Data Today
1:12:00 New Ideas and Society
1:15:40 Advice to Crypto

------
Resources:

David on Twitter:
https://twitter.com/chaumdotcom?s=20&t=u3ULosGOPIOTPZobdnMKkw 

David’s Website:
https://chaum.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

Balaji Srinivasan is an investor, founder, and Former CTO of Coinbase and GP at a16z and author of The Network State, which will be the main focus of the podcast today.

The Network State explores ideas surrounding digital communities and the future of how we coordinate as a species. A startup society fosters the emergence of network unions, which evolve into a network archipelago—eventually calcifying into the network state.

As we muse about the fate of human systems, we explore mental models for understanding the digital revolution and how we can allow coordination to thrive.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta

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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:19 Common Denominators
8:50 Micro vs. Macro History
15:15 The Network State
19:05 Online Communities
23:50 Nation vs. The State
36:20 Why A Nation State
40:18 The One Commandment
1:02:44 Being Inside the Network State
1:08:00 Bankess x the Network State
1:13:38 What’s the Incentive?
1:19:30 Violence’s Role
1:33:48 Non-Wealthy Critique
1:38:53 Everyone Joins the Network State
1:44:20 Network State Action Items
1:48:46 Closing & Disclaimers

------
Resources:

Balaji
https://twitter.com/balajis 

The Network State
https://thenetworkstate.com/ 

Dashboard
https://thenetworkstate.com/dashboard 

Vitalik’s Review
https://vitalik.ca/general/2022/07/13/networkstates.html#what-is-a-network-state 

One Commandment
https://thenetworkstate.com/the-one-commandment 

FDIC Insured Bank Charts & Fintech Tweets
https://twitter.com/balajis/status/1351068210930601984 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

------
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https://bankless.cc/Forta

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BANKLESS SPONSOR TOOLS: 

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❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

5:00 MARKETS
7:23 All Time High
https://messari.io/screener/bear-market-vibes-C66F0A22
9:30 Mainstream ETH
https://twitter.com/TheStalwart/status/1554061312443006976
11:15 Bullish on the Merge
https://twitter.com/data_always/status/1554521769591144448
15:20 Ethereum ESG
https://twitter.com/Data_Always/thread/1554560847585886210
17:02 ENS Boom
https://twitter.com/ensdomains/status/1554099225352290304
20:20 Opensea.eth
https://twitter.com/degentraland/status/1554592812674449410

22:00 NEWS
24:00 $200m Nomad Bridge Hack
https://www.coindesk.com/tech/2022/08/02/nomad-bridge-drained-of-nearly-200-million-in-exploit/
31:55 Returning Funds
https://www.theblock.co/post/161175/nomad-hack-ethical-hackers-return-9-million-to-exploited-crypto-bridge-platform
33:45 Are All Bridges Vulnerable?
https://twitter.com/bkiepuszewski/thread/1554375783577276416
38:45 Bridge Security
https://twitter.com/RyanSAdams/status/1483803596055621632

48:35 Solana Wallet Hack
https://thedefiant.io/solana-wallet-breach/
49:30 Explaining the Hack
https://twitter.com/milesdeutscher/thread/1554853898497576960
52:20 Plaintext
54:00 David’s Wallet Advice
https://twitter.com/trustlessstate/status/1554628479848685572

59:05 Ethereum Proof of Work Chain
https://twitter.com/ceterispar1bus/status/1553113853361258505

1:06:00 Other News
1:08:00 Aave Multichain Strategy
https://cointelegraph.com/news/aave-devs-propose-freezing-fantom-integration-citing-lack-of-traction-and-potential-vulnerability
1:10:10 SushiSwap Chef Compensation
https://thedefiant.io/sushiswap-head-chef-may-pocket-a-third-of-all-tokens-paid-to-staff/
1:10:40 Optimism Bedrock
https://twitter.com/optimismFND/thread/1554528451767451650
1:13:15 Happy Birthday Ethereum!
https://twitter.com/BlockGeekDima/status/1553331229285548044
1:13:35 Michael Saylor Steps Down
https://twitter.com/tier10k/status/1554558287940669440

1:15:30 NFT News
Tiffany CryptoPunks
https://twitter.com/tiffanyandco/status/1553742328652877827
Magic Eden Supporting ETH
https://twitter.com/MagicEden/status/1554497669032206336
Rainbow Wallet
https://twitter.com/rainbowdotme/status/1551978336359890944
StarkNet
https://twitter.com/aspectdotco/status/1554119172262490112

1:19:00 Robinhood Fined $30M
https://twitter.com/alyssachoo_/thread/1554493577249669123
1:20:08 Commodity Senate Bill
https://www.reuters.com/markets/us/senate-bill-would-hand-bitcoin-ether-oversight-commodities-regulator-2022-08-03/
1:21:00 SEC Charges Forsage
https://www.theblock.co/post/160624/sec-charges-forsage-founders-promoters-in-300-million-crypto-ponzi-scheme-lawsuit

1:21:50 Quick News Hits
Celsius Leak
https://blockworks.co/celsius-admits-customer-emails-leaked-in-third-party-data-breach/
Babel Finance
https://www.theblock.co/post/160230/babel-finance-crypto-lost-280-million-proprietary-trading-restructuring
Coinbase ETH Staking
https://twitter.com/CoinbaseInsto/status/1554186523800526848
Swell Network
https://twitter.com/swellnetworkio/status/1552891765237026816
Immutable X Gamestop
https://twitter.com/Immutable/status/1552821358773448705

1:23:36 Raises
Variant Fund III
https://variant.fund/articles/introducing-variant-fund-iii/
Vee Friends a16z
https://blog.veefriends.com/veefriends-closes-seed-round-from-a16z-crypto-afa151561051

1:24:15 Jobs
https://pallet.xyz/list/bankless/jobs

1:26:00 Questions from the Nation
1:27:30 DCA into a Token
https://twitter.com/Madge_80/status/1554862719223963652
1:31:00 Getting a Job in Crypto
https://twitter.com/patduds/status/1554876401928454144

1:33:00 TAKES
1:33:30 Authoritarian vs Libertarian
https://twitter.com/balajis/status/1552776283968323585
1:35:30 Goalposts Moving
https://twitter.com/sassal0x/status/1553750144515842049
1:36:30 Call Out Scammers
https://twitter.com/VitalikButerin/status/1554258761727938561
1:39:55 Caring About Decentralization
https://twitter.com/RyanSAdams/status/1553488247564767234
1:41:00 Fees-Driven Bulls Market
https://twitter.com/TrustlessState/status/1553477269544484864

1:42:12 What David’s Bullish On
1:43:25 What Ryan’s Bullish On

1:46:20 Meme of the Week
https://twitter.com/memejority/status/1554493706945720321?s=21&t=tu1DynjBZTppSHroSEfswg

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

Optimism’s Ben Jones cohosts as we explore why zkEVM is such a big deal, the respective roadmaps to mainnet, and of course… wen token?

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta

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BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:15 Crypto 101
10:00 Alex and Ye
13:25 zkSync
18:20 Scroll
22:30 What's Different about zkSync
31:10 What's Different about Scroll
37:15 zkProof Performance
41:30 Decentralizing Provers
46:30 Approaching Developers
57:07 Challenges to Upgrading
1:03:40 Vibe Check
1:09:20 Centralized Keys
1:17:45 Closing

------
Resources:

Ben Jones
https://twitter.com/ben_chain

Alex Gluchowski
https://twitter.com/gluk64

Ye Zhang
https://twitter.com/yezhang1998

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

You might be noticing that Anthony isn’t a crypto bro. However, as David explains in many Bankless episodes, crypto principles can be seen in many other industries as well—including the food industry.

------
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https://bankless.cc/Forta 

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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
7:35 Anthony’s Background
11:35 Centralized Food Production
14:08 Divergent Food Products
20:29 Fake Food Ingredients
22:30 Government Lobbying
25:40 Corn Subsidization
28:07 Remaining Problems
31:20 Disconnection to Food
36:11 Fragility Monocrop Culture
42:40 Systems Breaking Down
48:26 What Anthony’s Excited About
51:07 The Path Forward
1:05:00 Regeneration, Carbon, & Methane
1:20:19 Sustainable Scaling Solutions
1:28:43 Advice For You
1:32:18 Sunburn & Seed Oils
1:36:08 More Advice
1:38:58 Anthony’s Question to David
1:42:36 Closing

------
Resources:

Anthony Gustin
https://dranthonygustin.com/ 

Ground Work Collective
https://groundworkcollective.com/ 

Anthony’s Twitter
https://twitter.com/dranthonygustin/ 

Anthony’s Instagram
https://www.instagram.com/dranthonygustin/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

The Nouns project has taken the crypto ecosystem by storm. Hear why and how in the episode!

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

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🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:00 Nouns DAO Origin
9:05 CryptoPunks vs. Nouns
11:55 4156's Tweet Thread
13:05 Noun Distribution Mechanism
22:20 Noun Art, Properties, & Rarity
37:00 Nouns Governance
44:25 Nounish Culture & Direction
52:00 Nouns DAO Proposals
54:50 Nouners Wednesday Episode
57:05 Closing

Resources:

4156
https://twitter.com/punk4156 

Vapeape
https://twitter.com/punk4464 

Seneca
https://twitter.com/cryptoseneca 

Nouns DAO
https://twitter.com/nounsdao 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

This is Hasu’s 5th appearance on Bankless and this might be his best one yet. If you’re unfamiliar, Hasu is a crypto-economic researcher at Paradigm, strategist at Flashbots solving MEV, host of Uncommon Core, and more recently, a Governor delegate for MakerDAO and overall DAO governance thinker.

In this episode, we’re going to reorg your brain about what it means to be a DAO. Hear what’s broken about DAOs, the potential solutions, what regulation could do to help, and so much more.

------
📣 Forta | Help Make Web3 a Safer Place
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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:10 DeFi Token Brokenness
12:36 Treasury Management
15:29 Uniswap Token & Fees
27:09 Uniswap’s Strategy
29:58 DAO Governance & Business
33:06 DAOs vs. Digital Organizations
41:55 Regulation vs. DAO Governance
44:53 Founder & Protocol Alignment
50:09 Regulatory Clarity
1:00:16 Regulation’s Bull Case
1:03:58 Game Theory & Gov. Adoption
1:08:05 DAO Constitutions
1:13:13 The Value Prop of DeFi
1:21:03 SubDAOs & Voting
1:28:00 DAO Costs
1:31:04 Summary & Action Items
1:34:09 Why Be Optimistic of DeFi
1:40:53 Closing & Disclaimers

------
Resources:

Hasu
https://twitter.com/hasufl 

Fake Dao vs Real Daos by Gabriel Shapiro
https://lexnode.substack.com/p/defining-real-and-fake-daos 

The Market for Promises by Anthony Lee Zhang
https://anthonyleezhang.substack.com/p/the-market-for-promises 

A Stupid Simple Governance Framework by Andrew Beal
https://30000feet.substack.com/p/issue-72-a-stupid-simple-governance 

Hasu’s Recent Maker Governance Post
https://vote.makerdao.com/address/0xafaff1a605c373b43727136c995d21a7fcd08989#delegate-credentials 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. 

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 5, Sunny Aggarwal joins us from the Cosmos ecosystem, and gives the high level on one of the more compelling theses in the crypto space.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
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BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
2:30 Sunny and EthCC
4:00 The Cosmos Vision
7:50 Horizontal vs Vertical
11:50 Acceleration Strategies
14:40 Ethereum Cosmos Overlap

-----
Resources:

Sunny on Twitter:
https://twitter.com/sunnya97

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 6, we’re joined by Stani from Aave. With the GHO Stablecoin and Lens Protocol tackling two different corners of the crypto ecosystem, we explore the Web3 movement—where we’ve been, and where we’re headed.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
2:30 Stani Vibe Check
4:10 Analyzing the Ecosystem
7:20 Web3 Social Footprint
11:49 Non-Financial Use Cases
15:15 The Web3 Data Stack
19:24 The GHO Stablecoin

------
Resources:

Stani on Lens:
https://www.lensfrens.xyz/stani.lens

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 7th episode, Disco’s Evin McMullen joins to discuss Web3 Identity and her work with VCs (Verifiable Credentials)

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
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------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
3:00 Evin in Paris
5:15 What’s Left to Do?
7:40 The Web3 Data Stack
12:00 The Emergent Human
15:30 Sybil Resistance
18:30 The Future of Identity
20:40 The Build Market

------
Resources:

Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=GL1yGJyZjY92NyVIeCqfBA

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 8th and final episode, we bring on the powerhouse duo of Austin Griffith and Kevin Owocki. This one is a lot of fun, and both of these builders are moving the space towards a more just, robust ecosystem.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

------
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BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------

0:00 Intro

4:00 MARKETS
4:05 BTC Price
4:30 ETH Price
5:44 ETH/BTC
6:35 Total Crypto Market Cap
6:48 Gas Markets
8:18 Federal Reserve
18:34 NFT Price Floor Numbers
https://nftpricefloor.com/ 
21:06 Merge Sell Pressure 
https://twitter.com/DeFiSurfer808/status/1550215641248026624 
23:53 ETH vs. BTC Bear Market Chart
https://twitter.com/FelixOHartmann/status/1551323998465794050 

31:15 NEWS
31:20 Three Arrows Capital Speaks
32:05 3AC Speaks
https://www.bloomberg.com/news/articles/2022-07-22/three-arrows-founders-en-route-to-dubai-describe-ltcm-moment#xj4y7vzkg 
36:00 RSA Takeaway
https://twitter.com/RyanSAdams/status/1550481320933003265 

41:50 Coinbase Insider Trading
41:55 Former Coinbase PM Arrested
https://www.theblock.co/post/158960/former-coinbase-product-manager-arrested-on-insider-trading-charges 
45:05 Jake Take
https://twitter.com/jchervinsky/status/1550156019296247810 
46:05 Jake 2nd Thread
https://twitter.com/jchervinsky/thread/1550515627961589762 
48:25 Coinbase Does Not List Securities
https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79 
50:30 Statement of Commissoner Caroline D. Pham on SEC
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement072122 
52:38 SEC Probe
https://www.cnbc.com/2022/07/26/coinbase-shares-tumble-after-report-that-its-facing-sec-probe.html 
https://twitter.com/0xSisyphus/status/1552300223682281472 
52:55 Coinbase Down Bad
53:29 Cathie Wood $ARKK Sold 1.41M Shares
https://twitter.com/unusual_whales/status/1552085054653730816
53:53 Remember DeFi?
https://twitter.com/RyanSAdams/status/1550450216201076736 

56:40 Georli Testnet Merge
https://twitter.com/BanklessHQ/status/1552712874543439876 

59:30 ETH
59:57 zkEVM Differences
https://twitter.com/socketdottech/status/1550149054243360768 
1:03:32 Uniswap Fees CRUSHING IT
https://twitter.com/haydenzadams/status/1551579707736473601 
1:04:20 Uniswap Fee Switch Debate
https://gov.uniswap.org/t/fee-switch-design-space-next-steps/17132 
1:06:00 AntPool Believes! (Will no one fork Ethereum?)
https://www.coindesk.com/business/2022/07/26/antpool-supports-ethereum-classic-ecosystem-with-10m-investment/ 
1:09:10 ETC Pumping lately
https://www.coingecko.com/en/coins/ethereum-classic 

1:10:40 NFTs
1:10:50 POAP Making Moves in the WNBA
https://twitter.com/leadinscientist/status/1552298253194076166 
https://poap.gallery/event/55974 

1:12:30 REGULATION
Crypto Transactions Less Than $50
https://decrypt.co/106006/bipartisan-bill-seeks-to-eliminate-taxes-on-crypto-transactions-under-50 

1:13:20 MISC
1:13:35 Solana Physical Stores
https://twitter.com/Scott_eth/status/1551539635137953793 
1:14:05 Chipotle Dips into Crypto with ‘Buy the Dip’ Promo
https://decrypt.co/105916/chipotles-buy-the-dip-promo-includes-200k-in-crypto-for-customers-coinbase-accounts 

1:14:35 RELEASES
1:14:40 Mirror’s Web3 Subscriptions
https://dev.mirror.xyz/Jn62zF5n62BfowdaFgm3uIx3Fgp2vIR7b-HTSxKVXqk 
1:15:25 WalletConnect Chat
https://twitter.com/WalletConnect/status/1550061470595137536 

1:15:50 RAISES
1:15:55 Aptos $150M From FTX Ventures, Jump Crypto & More
https://medium.com/aptoslabs/entering-the-next-phase-of-the-aptos-journey-with-added-funding-and-new-partners-d4daa03dd17c 
1:18:18 Unstoppable Domains reaches unicorn status $65M Series A
https://blockworks.co/unstoppable-domains-reaches-unicorn-status-after-latest-raise/ 

1:18:45 Jobs
https://pallet.xyz/list/bankless/jobs 
1:20:10 Devcon
https://devcon.org/tickets/ 
https://forms.gle/x6GHpq8MAZJCwwsq5 
https://devcon.org/en/bogota/ 

1:23:20 Questions of the Week
https://twitter.com/MyMoneyPlanCH/status/1552341093911613441 
https://twitter.com/FunnaEth/status/1552329571487432704 
https://twitter.com/Sjr05d/status/1552324854522810368 

1:33:27 TAKES
1:33:30 CT Sentiment (Hot and Cold)
https://twitter.com/CryptoCronkite/status/1552244606166831104 
1:33:55 What Leads?
​​https://twitter.com/TrustlessState/status/1552452639249600514  
1:35:50 Seattle NFT Museum
https://twitter.com/TimBeiko/status/1551312206704381952 
1:36:50 Vitalik: Update on Roadmap
https://imgur.com/zrS4A3N 
https://imgur.com/bb4AmvR 

1:40:40 What David’s Bullish On
1:43:50 What Ryan’s Bullish On

1:47:16 Meme of the Week
https://twitter.com/HsakaTrades/status/1552648542153351169 

1:48:15 Closing & Disclaimers

——-
Not financial or tax advice.

See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
2:30 Vitalik’s New Meta
8:45 Ethereum Builds Faster
14:27 Developer Morale
17:11 Vitalik’s Drip
18:55 The App Layer
28:08 Surviving Conferences
29:45 Improving Communities

------
Resources:

Vitalik on Twitter:
https://twitter.com/VitalikButerin

Vitalik’s EthCC Talk:
https://youtu.be/kGjFTzRTH3Q

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

With Episode 2, Kain Warwick from Synthetix joins us to frame the next bull market. Pockets of DeFi are heating up, the Layer 2 narrative has room to breathe, and electricity (hopefully not COVID) is in the air.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
3:30 Kain Warwick
5:20 EthCC 2022
8:05 Alt Layer 1s
13:00 Layer 2 Vibes
16:00 The Fees Boom
18:27 Kain vs Su Zhu
21:17 Bull Market Goggles
23:14 Setting up the Next Bull

------
Resources:

Kain on Twitter:
https://twitter.com/kaiynne

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 3, we cover the recent announcement of the StarkWare token launch, the exploding zkEVM ecosystem, and the future of StarkWare.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
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BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
2:30 Eli and Uri
4:52 zkEVM Explosion
10:30 The StarkWare Approach
16:20 StarkNet on Ethereum
19:35 The StarkNet Token
24:30 Token Models
26:53 The Future of StarkWare

------
Resources:

Eli on Twitter:
https://twitter.com/EliBenSasson

Uri on Twitter:
https://twitter.com/ukolodny

StarkWare:
https://twitter.com/StarkWareLtd

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 4, Mihailo Bjelic joins us to discuss the announcement of Polygon’s zkEVM. This explosive headline comes alongside three other zkEVM announcements. 

Why now? What does this all mean?!

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
3:00 Polygon zkEVM Announcements
6:50 How it Works
10:00 Road to Maine
15:30 EVM Equivalence
19:30 EthCC 2021

------
Resources:

Mihailo on Twitter:
https://twitter.com/MihailoBjelic

Polygon:
https://twitter.com/0xPolygon

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.

Both repeat Bankless guests and both know more than a thing or two about crypto and investing.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Timestamps:

0:00 Intro
6:15 The Past Few Months
10:28 Crypto's 2008 Moment
12:40 The Mainstream Media Story
16:45 CeFi vs. DeFi Confusion
21:45 Media Incentives
24:00 DeFi vs. Wall Street
30:45 DeFi is Too Referential Critique
33:38 DeFi Worked Great
37:05 Transparency Thoughts
43:15 2008 Prevented with DeFi?
49:35 Educating Retail
53:39 Was This Surprising?
55:00 Quick Macro Takes
58:20 Closing & Disclaimers

------
Resources:

Dan Morehead
https://twitter.com/dan_pantera 

Joey Krug
https://twitter.com/joeykrug 

DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/ 

Pantera
https://panteracapital.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

He recently wrote an article titled, “In Defense of Crypto(Currency)”, in response to an open letter to Congress, signed by a large group of technologists, denouncing the entire premise of cryptocurrency and urging congress to strongly regulate the space.

In this episode, Matthew talks about his article, how crypto can do better as an industry, and why to be optimistic about the future of crypto.

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
Topics Covered:

0:00 Intro
6:34 Letter to Congress
12:27 Matthew’s Background
15:45 Why Write This Letter
19:03 Crypto Haters
24:14 What to do About Scams
28:45 Regulation
32:28 Addressing Concrete Objections
35:36 PoW Climate Issue
38:06 Blockchains Transfer Reversal
45:50 Crypto Doesn’t Scale Claim
50:42 Privacy Claims
1:02:43 Annoying Hype
1:05:50 Doing Better as an Industry
1:10:25 Matthew’s Favorite Project
1:14:58 Why Be Optimistic About Crypto
1:17:13 Closing & Disclaimers

------
Resources:

Matthew Green
https://twitter.com/matthew_d_green 

Letter to Congress
https://concerned.tech/ 

In Defense of Crypto(Currency)
https://blog.cryptographyengineering.com/2022/06/09/in-defense-of-cryptocurrency/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.  

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------

0:00 Intro

6:00 MARKETS
7:55 Is the Bear Market Over?
https://messari.io/screener/bear-market-vibes-C66F0A22 
15:45 Inflation
https://twitter.com/MacroAlf/status/1549529768185319424 
19:55 The DXY
https://imgur.com/0oW7kWM 
20:40 Arthur Hayes
https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d 
26:50 Is DeFi Back?
https://thedefiant.io/defi-stalwarts-outperform 
29:49 NFTs vs Tokens
https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA 

NEWS
33:00 The Merge Timeline
https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q 
36:35 zkRollup Season
https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA 
43:25 EVM Equivalence vs Compatible
https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement 
46:03 zkSync 2.0
https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ 
47:40 Scroll
https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw 

49:12 3ac Drama Continues
https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf 
49:50 Genesis Lent 2.3 Billion
https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ 
52:40 Su Zhu Audacity
https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run 
55:00 Celsius Debt
https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b 

57:00 USDC Transparency
https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw 
59:05 Aave Balancer Swap
https://twitter.com/llama/status/1549412411077283842 
59:55 Curve Stablecoin
https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg 

1:00:25 OpenSea Layoffs
https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/ 
1:01:05 PROOF Acquires Divergence
https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence 
1:02:14 Minecraft Bans NFTs
https://www.minecraft.net/en-us/article/minecraft-and-nfts 
1:07:15 Nickelodeon Volume
https://twitter.com/nickelodeon_nft/status/1549626025134370817 

1:08:15 ENS Domains
https://twitter.com/wongisrite/status/1549100589396758529 
1:10:08 Tesla Sells Bitcoin
https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ 
1:12:04 Across Token Launch
https://twitter.com/AcrossProtocol/status/1549439826038071296 
13:36 Optic Raise
https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round 

1:14:10 Jobs
https://pallet.xyz/list/bankless/jobs 

1:16:00 Questions of the Week
1:17:30 Rocket Pool Benefits
https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg 
1:20:35 zk Energy Consumption
https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg 
1:22:30 Polygon Token Alignment
https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg 

1:26:30 TAKES
1:27:30 BlockFi vs Celsius
https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q 
1:28:35 Tech and Social
https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ 
1:32:55 We are Bitcoiners
https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg 
1:40:55 The Right Time
https://twitter.com/TrustlessState/status/1549691597373194242 

1:42:00 What David’s Bullish On
1:44:10 What Ryan’s Bullish On

1:47:55 Moment of Zen
https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA 

——-
Not financial or tax advice.

See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

------
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------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Resources:

Travis Kling
https://twitter.com/Travis_Kling 

Ikigai Asset Management
https://www.ikigai.fund/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.

The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
6:08 Scariest Macro Setup In 20+ Years
14:15 Why This is the End
22:10 How’d We Get Here
26:45 Bursting Sovereign Debt Bubble
36:45 Fed Data Interpretation
42:42 How the End Game Plays Out
1:01:21 The Affect on The Average Person
1:07:35 U.S. Middle Class vs. Treasury Holders
1:14:58 The Future of Assets & Currencies
1:20:20 What Happens to Energy Commodities?
1:25:40 Equities, Gold, & Crypto
1:31:46 How to Prepare
1:36:50 Closing & Disclaimers

------
Resources:

Luke Gromen
https://twitter.com/LukeGromen 

Forest Through the Trees
https://fftt-treerings.com/ 

Luke’s Youtube Channel
https://www.youtube.com/c/LukeGromenFFTTLLC 

Lyn Alden
https://youtu.be/XaHuwUDd1C8 

Jim Bianco
https://youtu.be/VMNmxFzKI64 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

4:48 MARKETS
7:15 Inflation
https://www.wsj.com/amp/articles/us-inflation-june-2022-consumer-price-index-11657664129 
Price Increases:
https://twitter.com/charliebilello/status/1547198607539011585?s=21&t=e457gZL25lgi6P0Wx43tNQ 
9:15 The Dollar Index
https://imgur.com/MKEuGPM 
11:25 The Market Reacts
https://twitter.com/NorthmanTrader/status/1547320884339286018?s=20&t=F5_D0tthgHnIzI-Wrx0zfA 
12:15 Long Term Debt Cycle
https://twitter.com/RyanSAdams/status/1547063441894023168?s=20&t=0fcQASOqnFpj3VikLD0-qQ 
15:18 Leverage and IRS Returns
https://twitter.com/kofinas/status/1547585564253122560?s=20&t=lAdodYBFhqn3zSG4739A7w 
https://twitter.com/typesfast/status/1547266090794831874?s=21&t=xVDAGNuF4hUXNheiY0iB2g 
17:28 JPY and BTC
https://twitter.com/CryptoHayes/status/1547539513970393089?s=20&t=vi3nXg-hLmfTeAefjmZFUw 
https://twitter.com/kylewaters_/thread/1537183959217414144 
19:30 DeFi Treasuries
https://twitter.com/darrenlautf/status/1547324258514239489?s=21&t=6UH6BaCJc3hdWyoyi1NzDQ 
20:50 Lido Domination
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F44a82f74-2a92-444e-98ba-d5a4a0d3c17a_1920x1289.jpeg 

22:00 NEWS
24:30 Celsius Bankruptcy
https://www.coindesk.com/business/2022/07/14/celsius-files-for-chapter-11-bankrupcty/ 
26:30 Celsius DeFi Debts
https://twitter.com/RyanSAdams/status/1546924519419514880?s=20&t=DN25Do0S6J6ryEtNdeModg 
27:48 Celsius 0xb1 Jason Stone
https://twitter.com/0x_b1/thread/1545153652624691200 
32:02 Celsius Money Back?
https://twitter.com/RyanSAdams/status/1547571532687233024?s=20&t=yTl4oCOBI1yUQX0xhWsKXg 

33:00 Su Zhu and StarkWare
https://twitter.com/zhusu/status/1546801270014758912?s=20&t=FD5wGwnHHtH6tJZsSNO0gw 
36:30 StarkWare Token
https://twitter.com/StarkWareLtd/status/1547223754832478209?s=20&t=Bf47hQ2qfHbtscx3jiCxvg 

41:30 Vitalik’s New Book
https://twitter.com/RyanSAdams/status/1545164294576283649?s=20&t=-oHiYIQR90FvxeAe2F7O0A 
44:30 GHO Aave Stablecoin
https://thedefiant.io/aave-gho-stablecoin/ 
49:30 Polygon, Robinhood, Disney Accelerator
https://twitter.com/0xPolygon/status/1545022519400271872 
https://twitter.com/0xPolygon/status/1547253982133100544 
51:04 ENS Domains
https://twitter.com/twofivedev/thread/1546505824389963778 
56:15 Bill Murray Cool Cat
https://twitter.com/coolcatsnft/status/1546705413973966848?s=20&t=Nk6-jMtAwzwtwtE9Ffw2tg 
58:30 Gamestop NFT Marketplace
https://twitter.com/finestonematt/status/1546917601133076482?s=21&t=KuNjhiGmmcKTyzoZ20uqyg 
1:00:38 Michael Saylor Bitcoin
https://cointelegraph.com/news/btc-bull-michael-saylor-ethereum-is-obviously-a-security 
https://twitter.com/RyanSAdams/status/1546615920046514176?s=20&t=CJ2FC1QB7CkOR_rknfeM0w 

RELEASES
1:05:18 sudoAMM
https://twitter.com/sudoswap/status/1545535663365165063?s=20&t=z4VF_2nZTstIdLHW3fR9AQ 
1:06:30 LensTube
https://twitter.com/lenstubexyz/status/1546533325442932737 

RAISES
1:07:15 Lightspeed $7 Billion
https://www.theblock.co/post/157116/lightspeed-raises-over-7-billion-across-four-funds-launches-new-crypto-native-team 
1:07:35 Multicoin $430m Fund
https://techcrunch.com/2022/07/12/crypto-focused-multicoin-capital-launches-430m-venture-fund/ 
1:08:43 LiFi Router
https://twitter.com/lifiprotocol/status/1546488975174422530 
1:09:34 Chris Dixon Forecaster
https://twitter.com/cdixon/status/1546890612393140225 
1:10:52 Gnosis Safe
https://safe.mirror.xyz/zMPp8uqZpxKgeXotSFv76bd2G8lJTmghH1FDWFm604c 
1:12:07 Jobs
https://pallet.xyz/list/bankless/jobs 

1:14:50 Questions from the Nation
https://twitter.com/BanklessHQ/status/1547250346677903361 
1:15:56 PoS Wealth
https://twitter.com/mefford_jeremy/status/1547301425088266241?s=20 
1:22:35 David and Carbs
https://twitter.com/RyanSAdams/status/1547251457505869824?s=20&t=LZA3X8WFziRxIq4qlaQA-g 
1:26:15 The DeFi Dance
https://twitter.com/TrustlessState/status/1546166031890219009?s=20&t=4cEZgAZiUgjHLyHCtdpcUQ 

TAKES
1:28:15 Spicy Vitalik
https://twitter.com/VitalikButerin/status/1546776356083699712?s=20&t=Oa-t7XlX_fuXyE4sBNpxCg 
1:30:00 Become a Millionaire
https://twitter.com/TrustlessState/status/1544871855370149889?s=20&t=l7IqrAmRyWavzjdYP7Lk9w 
1:31:20 DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/ 

1:31:55 What David’s Bullish On
1:33:05 What Ryan’s Bullish On
https://www.nasa.gov/image-feature/goddard/2022/nasa-s-webb-delivers-deepest-infrared-image-of-universe-yet 

1:36:50 MEME of the Week
https://twitter.com/enjoyoor/status/1545432411630084097?s=21&t=ZOhA6SUWEtnR4i2KOj-e3w 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Let us know what you think about this release in the comments below or on Twitter @BanklessHQ - bullish or bearish Saga and why?

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
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BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:15 Bear Market Vibe Check
10:03 Solana’s Bear Market Agenda
14:28 Why Web3 Needs a Phone?
17:30 Solana Mobile Phone Explained
25:52 The Solana Mobile Thesis
30:50 Mobile Hardware Features
33:45 Mobile Wallet Adapter
36:15 Solana dApp Store
41:40 Is Solana Mobile a Distraction?
47:00 Jason Keats & Osom
50:45 Describing the Solana Mobile Device
51:32 Competitors
54:40 Costs to Launch a Phone
56:32 Solana Centralization Critique
1:03:50 Solana Scalability

------
Resources:

Anatoly Yakovenko
https://twitter.com/aeyakovenko 

Raj Gokal
https://twitter.com/rajgokal 

Solana
https://solana.com/ 

Solana Mobile
https://twitter.com/solanamobile 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets. This is Lyn’s third appearance on Bankless. Each time she’s on, it usually means something is breaking in the macro markets. And something definitely is.

Lyn thoroughly explains everything from whether we’re repeating history to what would turn this recession into a depression to whether or not we’re going to be okay. Don’t worry, Lyn shares her advice on how to be exactly that and more.

Her superpower is to provide clarity during unclear times and this episode is no different.

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:12 Is this the End?
11:08 Debt Cycle Arc
15:40 The Dollar Milkshake Theory
20:05 Historial Analogs
30:35 How Do We Get Stable?
38:30 Weak Market Links
48:24 Raising Rates
55:03 Deflation & Softer Landings
1:00:19 Fed Meme & Competency
1:07:52 Recession vs. Depression
1:13:06 Markets to Watch
1:18:15 Are We Going to be Okay?
1:22:58 Energy, Food, & Fertilizer Markets
1:29:21 The New Normal
1:36:02 Mental Health
1:38:37 Closing & Disclaimers

------
Resources:

Lyn Alden
https://www.lynalden.com/ 

The Death of the Dollar Dominance
https://youtu.be/_Kqcrz3u8rQ 

Inflation in 2021
https://youtu.be/dyDsQ-XCoNo 

Fed Meme
https://twitter.com/cobie/status/1542562195573297153 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

3:30 MARKETS
6:50 Macro Sentiments
https://twitter.com/KobeissiLetter/status/1543591588970070016 
8:35 Dollar Go Up
https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar 
10:35 Oil Go Down
https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html 
12:38 USDC Gains on Tether
https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022 
17:20 ENS June Numbers
https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg 

21:30 Voyager Goes Bust
https://www.investvoyager.com/ 
24:00 What Happened?
https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management 
25:30 The 3ac Plunge
https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital 
31:20 Three Arrows Capital Bankruptcy
https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social  
34:20 Three Arrows NFTs

37:05 Nexo Eating Vauld
https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition 
39:00 FTX Acquires BlockFi
https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/ 
42:40 Celsius WBTC Vault
https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw 

47:00 Sepolia Merge
https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet 
50:00 Facebook NFTs
https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles 
52:07 Solana Phone
https://solana.com/news/saga-reveal 
54:20 Polygon Phone
https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA 
56:24 Immutable Off-Ramp
https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw 
58:00 Reddit NFT Marketplace
https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/ 
59:45 Moonbirds Go Up
https://twitter.com/jerrykestel/status/1544016979140427782 
1:00:45 Axie Hack Story
https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game 
1:02:30 Uprise Big Oof
https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ 
1:04:54 Crypto EU Deal
https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council 

RELEASES
1:07:00 Aztec Connect
https://twitter.com/aztecnetwork/thread/1545046832597700611 
1:08:40 Bankers Going Bankless
https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/ 
1:09:00 Jobs
https://pallet.xyz/list/bankless/jobs 

1:11:00 Questions from the Nation
Post-Merge Fees
https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 
1:14:20 Data Sharding
https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 

1:16:25 TAKES
1:16:40 Leighton Celsius Take
https://twitter.com/lay2000lbs/status/1545033033392193536 
1:18:40 Ruled by Adults
https://imgur.com/jutmOmL 
1:19:52 No New Narratives
https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q 
1:21:47 Bear Market Advice
https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ 

1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On

1:27:20 MEME of the Week

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Why was he swarmed? As a result and for many other reasons, he's distancing himself from these cyber hornets. Will others follow his lead?

Many assumed Nic was a Bitcoin maximalist, but really he's just Nic Carter. Who are you and what do you stand for?

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
7:50 The Cyberhornets Attack
14:45 Bitcoin Maxi Motivation
30:30 Bitcoin’s Intolerant Community
42:19 Bitcoin’s Long-term Sustainability
46:50 How Nic’s Feeling About the Bear
49:30 Macro & Crypto
58:55 Free Banking
1:05:53 Regulation
1:06:57 Why to Stay in Crypto
1:10:12 Closing & Disclaimers

------
Resources:

Nic Carter
https://twitter.com/nic__carter 

Setting the record straight by Nic Carter
https://medium.com/@nic__carter/setting-the-record-straight-b4e1b415e7d9 

Nic’s Podcast
https://onthebrink-podcast.com/ 

 -----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Josh moved beyond traditional academia, sold some Web2 companies, and is now a crypto investor. He’s the historian that helped us craft the Crypto Renaissance podcast episode, which many people credit as the reason why they got into crypto.

And he’s here to do it again with the Crypto Revolution on the 4th of July, harkening a new independence day for the crypto nation.

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:00 Josh Rosenthal
14:43 The Broad Themes of History
23:33 A Permissioned World
28:40 The Context of Revolution
36:21 Taxation and Value
42:30 The Revolutionary Goal
46:34 Launching an Experiment
50:51 Coordination
54:07 The Whiskey Rebellion
1:02:45 Flawed Policies
1:07:45 Net Improvements
1:16:28 Vocation
1:23:52 The Land of Opportunity
1:30:24 The Public Forum
1:37:50 Permissionless Building
1:45:40 Digital States
1:51:25 Make things easier
1:57:30 Get building
1:59:58 Help others
2:05:00 Closing

------
Resources:

Josh Rosenthal
https://twitter.com/JoshuaRosenthal?s=20&t=_dhf5sZnqBpbG_SMeKcvrg 

The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:15 How Binance is Holding Up
5:54 Binance's Opportunities
8:40 Bear Market Positioning
11:56 How Long Will the Bear Last?
17:09 Hiring at Binance
19:56 CZ Meme & His Future
23:36 Binance's Future
29:38 Binance is Worldwide
37:00 The Future of BNB Chain & Use Cases
41:16 $BNB
44:10 Concerns of Binance Centralization
50:58 Why CZ is in Crypto
55:53 What Crypto Looks like in 5-10 Years

------
Resources:

CZ
https://twitter.com/cz_binance 

Binance
https://twitter.com/binance 

CZ Photoshop
https://twitter.com/cz_binance/status/1537013824666095617 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
5:10 Markets
5:15 BTC Price
5:35 ETH Price
6:55 ETH BTC Ratio
7:05 Crypto Market Cap
7:50 FED WATCH
8:00 Who’s to Blame For Inflation?
https://ritholtz.com/2022/06/inflation-blame-15/ 
11:58 How’d We Get Here? Dan from Pantera
https://panteracapital.com/blockchain-letter/the-feds-twin-policy-errors/ 
15:10 WSJ: Rising Interest Rates Will Crush the Federal Budget
https://www.wsj.com/articles/high-interest-rates-will-crush-the-federal-budget-inflation-debt-spending-costs-recession-economy-11656535631 

20:00 3AC Meldown Continued
20:22 Crypto Hedge Fund Three Arrows Ordered by Court to Liquidate
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404 
23:55 Voyager $660M Unsecured Loan
https://decrypt.co/103892/voyager-digital-issues-three-arrows-capital-default-notice 
29:49 Three Arrows Capital Liquidation Ordered in British Virgin Island
https://www.coindesk.com/business/2022/06/29/three-arrows-capital-liquidation-ordered-in-british-virgin-isles-report/ 
29:55 Su Zhu’s Yacht
https://twitter.com/AutismCapital/status/1540001243795542018 
31:25 Vitalik Subtweet
 

33:19 BlockFi
33:22 Where it Started https://www.coindesk.com/business/2022/06/16/blockfi-liquidated-three-arrows-capital-report/ 
35:25 FTX Seeks to Acquire BlockFi
https://www.theblock.co/post/154929/ftx-blockfi-deal-sources 
35:30 New Morgan Creek Bid
https://blockworks.co/blockfi-has-a-new-bidder-in-morgan-creek-report-says/ 
40:15 BlockFi Is Pursuing Plans to Go Public
https://www.coindesk.com/business/2021/07/22/blockfi-is-pursuing-plans-to-go-public-even-as-regulators-close-in/ 
https://www.theblock.co/post/155069/ftx-walked-away-from-celsius-deal 
42:15 4 Big Takeaways
https://www.theblock.co/post/154681/a-leaked-investor-call-revealed-morgan-creeks-bid-for-blockfi-here-are-four-more-big-takeaways-from-the-call 

43:30 Grayscale Sueing the SEC
40:35 SEC Rejects Grayscale’s Spot Bitcoin ETF Application
https://www.coindesk.com/policy/2022/06/30/sec-rejects-grayscales-spot-bitcoin-etf-application/ 
45:35 Michael Sonnenshein Didn’t Like That
https://twitter.com/Sonnenshein/status/1542311510055292928 
45:45 Grayscale Sues SEC
https://www.globenewswire.com/news-release/2022/06/30/2471737/0/en/Grayscale-Investments-Initiates-Lawsuit-Against-the-SEC.html 

52:10 NEWS
52:30 MakerDAO
52:42 Controversial MakerDAO Governance Vote
https://twitter.com/labsGFX/thread/1541488156909912065 
https://vote.makerdao.com/polling/QmWYajMq#vote-breakdown 
54:22 Post-vote Thread From Hasu
https://twitter.com/hasufl/status/1542196610775629824 
57:03 Lido Voters Reject Growth Limit For ETH2
https://thedefiant.io/lido-rejects-self-limiting/ 
57:25 Hasu Co-authored a Proposal for Lido stETH Governance
https://twitter.com/hasufl/status/1535275167177490438 
57:30 Proposal
https://research.lido.fi/t/ldo-steth-dual-governance/2382 
59:20 Arbitrum Odyssey
1:00:25 Odyssey Paused!
https://twitter.com/arbitrum/thread/1542159105946787840 
1:01:15 Dune Analytics Data
https://dune.com/springzhang/arbitrum-odyssey-event-tracking 
1:03:39 Optimism’s TVL Doubles
https://thedefiant.io/optimism-layer-2s-surge 
https://l2beat.com/ 
1:05:00 Merge Watch
1:05:10 Sepolia on July 6th
https://twitter.com/sassal0x/status/1540352501605490689 

1:05:30 NFTs
1:05:35 NFTs Down Down Down
https://dune.com/hildobby/NFTs 
1:06:00 ENS.Vision
https://www.ens.vision/market 
https://dune.com/makoto/ens 

1:06:45 BITCOIN
Michael Saylor’s MicroStrategy $10M Purchase
https://www.coindesk.com/business/2022/06/29/michael-saylors-microstrategy-purchased-another-10m-of-bitcoin-over-past-two-months 

1:09:19 REGULATION
China Covid Bankrun Stoppage
https://twitter.com/NeerajKA/status/1541397028089073664 

1:11:58 MISC
Horizon Bridge Hack $100M
https://twitter.com/harmonyprotocol/status/1540110924400324608 
North Korea
https://www.coindesk.com/business/2022/06/29/north-korean-hacking-group-behind-100m-horizon-bridge-hack-report/ 

1:13:10 RAISES
Digital Wallet Maker Dynamic Raises $7.5M a16z
https://thedefiant.io/dynamic-wallet-fundraise/ 

1:14:08 Jobs
https://pallet.xyz/list/bankless/jobs 

1:16:30 Community Questions
1:16:52 L2 vs Cross L1 Bridging Risk
https://twitter.com/miner89r/status/1542272305627283466 
1:20:38 Best dApps to Get Started
https://twitter.com/kangaman_gus/status/1542179373070970881 

1:23:48 TAKES
1:23:51 Why CeFi is breaking
https://twitter.com/TrustlessState/status/1542284015796895744 
1:24:50 Ryan Follow Up
https://twitter.com/RyanSAdams/status/1542493426687541250 
1:25:50 And You’ll Be Happy
https://twitter.com/aubreystrobel/status/1541509159455277058 
1:26:34 Internet Security
https://twitter.com/kobigurk/status/1539140832615440385 
1:27:22 Ethereum Rollup vs. Cosmos
https://twitter.com/bkiepuszewski/status/1541065105634385922 

1:28:55 What David’s Bullish On
1:30:09 What Ryan’s Bullish On
https://twitter.com/RyanSAdams/status/1542504457140707341 

1:35:20 MEME of the Week
https://twitter.com/jackniewold/status/1539939621848727555 

1:38:20 Disclaimers

1:38:43 Moment of Zen
https://twitter.com/functi0nZer0/status/1542571158905786368 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

They also unpack why they keep on deciding to stay every cycle, what’s different about this cycle vs. previous cycles, the role leverage and macro conditions have played, and their hard-hitting, gigabrain advice for first-time cyclers and multicyclers alike.

Survive and advance, anon. We’re going to make it.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:03 Being a Multicycle Vet
11:31 Market Phases
19:12 Credit to Staying
26:03 High Conviction High Loss
32:37 Regulator Fear
41:31 Lessons From This Cycle
49:00 Leverage
56:34 Macro Conditions
1:30:50 The Merge vs. Macro
1:09:00 Advice for Newcomers

------
Resources:

DCinvestor
https://twitter.com/iamDCinvestor 

Eric Conner
https://twitter.com/econoar 

Devil Take the Hindmost: A History of Financial Speculation
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

We brought on dYdX, Founder, Antonio Juliano to discuss this announcement and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
7:00 The Announcement
14:38 Creating the Best Product
25:10 Decentralization
33:50 The Risks
37:55 Wallets
40:07 Staking Validators
46:05 Monetary Policy & Latency
54:44 Tradeoffs with Ethereum
59:55 Legal Reasons
1:06:00 Real Centralization
1:14:20 Bridging & Composability
1:24:00 Closing

------
Resources:

Antonio on Twitter:
https://twitter.com/AntonioMJuliano 

Announcement:
https://twitter.com/dYdX/status/1539607062291877889 

Why Would a dApp Leave Ethereum Right Now?
https://newsletter.banklesshq.com/p/dydx-cosmos-ethereum? 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

As inflation continues to rise, Kirk couldn’t have joined at a better time. However, Kirk and David dive into much more than inflation.

On this episode, Kirk explains symmetric money systems, self-referential feedback mechanisms, the problems with DeFi today, what Volt is and its future, and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:45 What Kirk Thinks About
8:36 Decentral Bank Terms Explained
13:45 What is a PSM?
18:16 The Bankless Thesis
21:20 Fully Symmetric Money System
28:05 Why is Fixed Rate a Problem?
32:12 Self-Referential Feedback Mechanisms
40:45 The Problems with DeFi Today
47:40 DeFi Utopia vs. Dystopia
1:00:55 What is Volt & Its Future?
1:09:25 Governance Token Design
1:13:35 8% Yield to Combat Inflation in DeFi
1:19:20 Closing

------
Resources:

Kirk
https://twitter.com/OneTrueKirk 

Volt Protocol
https://twitter.com/voltprotocol 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

As Ethereum approaches the merge, these power structures are going to change. What will this post-merge future look like? Will users get paid to use Ethereum?

Matt explains everything from first principles and it helps illustrate the complexities of everything discussed in this insightful episode. By the end of it, you’ll have a better understanding of the purpose of blockbuilders, the new post-merge roles, all things MEV, and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:27 The Reason for the Merge
10:07 The Values PoS Preserves
13:45 Blockbuilding Explained
16:35 Mining Pools & Incentive Categories
30:25 Why Decentralizing Power Matters
33:40 The Future State of Ethereum
39:21 The Post-Merge World Roles Explained
45:25 MEV Searchers vs. Blockbuilders vs. Stakers/Validators
55:45 PBS & MEV Boost & Who Are the Blockbuilders
1:03:50 Economic Rewards for Blockbuilders
1:17:19 Ethereum Will Eventually Pay Users?
1:19:40 Can Ethereum Stay Decentralized?
1:26:22 ETH The Asset
1:31:39 Where MEV Exists
1:35:16 How Blocknative Fits into All of This
1:37:30 Closing & Disclaimers

------
Resources:

Matt Cutler
https://twitter.com/mcutler 

Blocknative
https://twitter.com/blocknative 

End Game with Vitalik
https://youtu.be/b1m_PTVxD-s 

Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 

The Guide to the Ethereum Roadmap with Jon
https://youtu.be/xuLyZaty9iI 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
1:25 Markets
1:30 BTC Price
2:20 ETH Price
3:45 ETH BTC Ratio
4:40 Crypto Market Cap
ETH Gas Markets
https://dune.xyz/hildobby/Gas 
6:00 BTC Fell
https://twitter.com/DocumentingBTC/status/1538191897977569281 
7:00 GPU Markets getting flooded!
https://twitter.com/hms1193/status/1539172196983230464 

11:33 Voyager
https://twitter.com/tier10k/status/1539578302289117185 
https://twitter.com/investvoyager/status/1537919249594732544 
18:30 BlockFi Raise Troubles
https://twitter.com/fintechfrank/status/1537869616499896320 
https://twitter.com/BlockFiZac/status/1539216594383028224 
https://twitter.com/fintechfrank/status/1537869616499896320 
3AC Contagion Backstopped by FTX

19:57 dYdX V4 on Cosmos
https://dydx.exchange/blog/dydx-chain 
26:20 Tweets from Antonio
https://twitter.com/AntonioMJuliano/status/1462455087826030597 
https://twitter.com/AntonioMJuliano/status/1462455083719823363 
28:16 Polynya Take
https://twitter.com/epolynya/thread/1539615550271156225 

32:30 Uniswap Acquires Genie!
https://twitter.com/Uniswap/status/1539306956002820096 
https://uniswap.org/blog/genie 
34:14 ICYMI
https://youtu.be/9fqJzS08pPc 

36:20 NEWS
36:47 Arbitrum Odyssey Campaign
https://twitter.com/arbitrum/thread/1537942315871793154 
https://twitter.com/arbitrum/status/1537942325577428993 
40:05 William Peaster Article
https://newsletter.banklesshq.com/p/arbitrum-odyssey-begins-
40:23 DeFi Down Bad
Controversial Solend proposal
https://realms.today/dao/7sf3tcWm58vhtkJMwuw2P3T6UBX7UE5VKxPMnXJUZ1Hn/proposal/HuaL6cDtuNtfnJgvwMnYiZDHVCoLAuDtVFgJD8kYChJ4 
https://twitter.com/FatManTerra/thread/1538448035885240321 
44:45 Bancor Pulled the Plug on IL Protection
https://blog.bancor.network/market-conditions-update-june-19-2022-e5b857b39336?gi=b4ee96b34923 
46:01 Spicy Hasu Take
​​https://twitter.com/hasufl/thread/1538774433359441920   
49:49 Merge Watch
https://twitter.com/nethermindeth/status/1538830020491333635 
51:00 New Lido Validators
https://twitter.com/LidoFinance/status/1539322089794043904 
51:45 Swell Testnet
https://twitter.com/swellnetworkio/status/1539506486199480320 

54:33 NFTs
54:34 Cryptopunks!
Christie’s Web3 Expert Leaves Auction House to Run CryptoPunks for Yuga Labs
https://www.coindesk.com/business/2022/06/19/christies-web3-expert-leaves-auction-house-to-run-cryptopunks-for-yuga-labs/ 
https://twitter.com/NonFungibleNoah/thread/1538584141419143168 
https://twitter.com/nansen_intern/status/1538602437510152196 
57:16 Pharrell as Chief Brand Officer of Doodles
https://decrypt.co/103503/doodles-nfts-announces-pharrell-as-chief-brand-officer-fundraise-led-by-alexis-ohanian 
57:35 TIME <> Sandbox Partnership
https://twitter.com/CryptoGucci/status/1539360336620437504 

1:00:20 MISC
1:01:00 Elon Musk accused of Dogecoin Ponzi
https://www.theblock.co/post/152538/tesla-ceo-elon-musk-accused-of-dogecoin-ponzi-scheme-in-new-class-action-lawsuit 
https://twitter.com/RyanSAdams/status/1537513636071100417 

1:02:10 Jobs
https://pallet.xyz/list/bankless/jobs 

1:04:10 RELEASES
1:04:13 Immutable X $500m Developer & Venture Fund
https://twitter.com/Immutable/status/1537768342739890176 
1:05:00 Tether releases British Pound Stablecoin
https://www.theblock.co/post/153447/tether-british-pound-stablecoin-gbpt 

1:06:30 RAISES
1:06:33 Ex-Sushi CTO Raises $8M for NFT Lending Platform Astaria
https://www.coindesk.com/business/2022/06/20/ex-sushi-cto-raises-8m-for-nft-lending-platform-astaria/ 
1:08:28 Magic Eden raises $130M
https://techcrunch.com/2022/06/21/magic-eden-raises-130m-hitting-unicorn-status-at-1-6b-valuation/ 

1:11:15 Community Questions
https://twitter.com/WEBthe3rd/status/1539668101390045184 

1:16:00 TAKES
1:16:01 Digital Tattoos
https://twitter.com/Smooch_Axie/status/1537536182309081095 
1:17:49 DeFi Legos vs CeFi Dominoes
https://twitter.com/AnnaRRose/status/1537809640607649795 
1:18:40 Coinbase Dicking Around
https://twitter.com/pythianism/status/1537474024351051776 

1:20:49 What Anthony’s Bullish On
https://thedailygwei.substack.com/ 
https://www.youtube.com/c/TheDailyGwei/videos 
1:23:00 What David’s Bullish On
https://twitter.com/BanklessHQ/status/1539663872331620352 

1:24:10 MEME of the Week
https://twitter.com/CryptoKaleo/status/1537574446998949888 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Hear what Mark’s been up to since his first Bankless appearance, how he explains crypto to noobs (hint: he doesn’t), what he envisions next for crypto, how long he believes the bear will last and so much more!

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:50 What Mark’s Been Up To?
6:20 2017 vs. 2022 Cycle Differences
7:10 Mark’s Crypto Interest Development
16:56 How to Explain Crypto to Noobs
20:21 Macro Components to the Bear
26:10 ETH vs. BTC
30:37 Payments
32:51 What’s Next For Crypto?
34:20 How Long Will the Bear Last?
38:50 Where Mark’s the Most Optimistic
45:50 ReFi, Positivity, & Advice

------
Resources:

Mark Cuban
https://twitter.com/mcuban 

1st Appearance on Bankless
https://youtu.be/l3ptz8qvZcg 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Timestamps:
0:00 Intro
5:15 Feelings Check-In
11:30 Uniswap Labs vs. Uniswap Protocol
23:47 Huge Uniswap Announcement
31:34 NFTs & Uniswap
36:15 Uniswap Airdrop?!
41:06 Is Genie Pivoting?
43:54 The Future of Uniswap Labs
50:18 Closing & Disclaimers

------
Resources:

Hayden on Twitter:
https://twitter.com/haydenzadams 

Announcement:
https://uniswap.org/blog/genie 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

In their current state, most DAOs have coordination and hierarchical problems. However, with the help of Julz and the Orca Protocol team, this won’t always be the case.

Why are pods essential for the future of DAOs and work? What obstacles stand in the way to achieve this future? Why aren’t you pod-pilled yet? Answers to these questions and so much more in the episode.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:31 What Julz is Here To Do
9:07 History & Summary of Governance
14:48 Trustware vs. Socialware
20:43 Innovation on the Trustware Layer
22:16 Orca Protocol
25:10 Why Pods Matter
30:30 DAO Governance Critiques
36:07 The U.S. Governance System
39:10 The Future of Work
43:34 Monolithic to Modular DAOs
48:05 DAO Metaphors
50:42 How to Get Culture to Scale Exponentially
56:03 Pod Coordination
57:40 DAO Governance Optimism
59:28 Julz’s Advice & Resources for DAOs
1:01:18 Orca’s Product & Capturing Resources

------
Resources:

Julz on Twitter
https://twitter.com/JulzRoze 

Orca Protocol
https://www.orcaprotocol.org/ 
https://twitter.com/OrcaProtocol 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------

Drew Taggart and Alex Pall make up The Chainsmokers, one of the most popular electronic music groups in the world. Music isn’t their only passion, though. In their latest album, “So Far So Good,” they experimented with music NFTs via the Royal platform.

As some of the most successful creators and also investors, Drew and Alex are reshaping what it means to be a creator. With community at the forefront, The Chainsmokers are a duo that you should be paying closer attention to.

How did The Chainsmokers come to be so successful? What are their plans for the future of their crypto trajectory and community? Answers to these questions and so much more in the interview!

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:28 How the Chainsmokers Came to Be
16:05 Developing a Business Mindset
25:32 Alex & Drew’s Chemistry
34:42 Jumping into Investing
38:24 The Mantis Thesis
44:08 Investing, Music, & Product Market Fit
46:50 The Chainsmokers Investing Stigma
53:08 Activist Investing
1:01:14 The Chainsmoker’s Entrance into Web3
1:09:20 The Chainsmoker’s Mint with Royal
1:19:02 What Happens Next?
1:25:08 Alex & Drew’s Crypto Portfolio
1:27:20 Closing & Disclaimers

------
Resources:

The Chainsmokers
https://thechainsmokers.com/ 

Mantis VC
https://www.mantisvc.com/ 

The New Chainsmokers Album
https://open.spotify.com/album/1CxCEPIZbaE28qUDW4wN0t 

Royal
https://royal.io/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------

📣 NOTIONAL | Real DeFi Yield

https://bankless.cc/Notional

------

🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  

🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------

BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM

https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🏦 ROCKET POOL | STAKE YOUR ETH

https://bankless.cc/RocketPool

👻 AAVE V3 | LEND & BORROW CRYPTO

https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING

 https://bankless.cc/lido  

🔐 LEDGER | NANO S PLUS WALLET

https://bankless.cc/Ledger 

------

Topics Covered:

0:00 Intro

3:00 Markets

3:30 BTC Price

4:10 ETH Price

5:35 ETH BTC Ratio

6:35 Crypto Market Cap

https://imgur.com/Khft6ly

10:04 ETH Gas Markets

https://dune.xyz/hildobby/Gas

11:40 Capital D Depression?

15:40 The 5 Stages of Grief

23:06 The Fed

25:10 Inflation

https://twitter.com/srust99/status/1535311767051685891?s=21&t=uylJWSACuCRyhn4c3X_4Pw

27:40 Raising Rates

https://www.cnbc.com/2022/06/15/fed-hikes-its-benchmark-interest-rate-by-three-quarters-of-a-point-the-biggest-increase-since-1994.html

31:15 Era of Low Rates

https://twitter.com/pythianism/status/1537291975874883585?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

32:50 It’s a Gift

https://twitter.com/ryansadams/status/1537158104114249729?s=21&t=dDY8P_LAR1_l4i7kHtYHsg

34:15 Forced Sellers

https://twitter.com/spencernoon/status/1537118361741574146?s=20&t=rFijGueucmaFaUe8vAbFYw

36:30 Celsius Insolvent

https://twitter.com/celsiusnetwork/status/1536169010877739009?s=21&t=jPTE4Q71OVuWgL63RjqckQ

38:36 Explaining Celsius

https://coinmetrics.substack.com/p/state-of-the-network-issue-159?s=r

44:47 Fake DeFi

https://twitter.com/jonwu_/status/1536476104986267648?s=20&t=Vq6402VVpR6g6H27i7Xz4A

53:21 Three Arrows Capital

https://twitter.com/coindesk/status/1536993553301266434?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

54:40 3AC Thread

https://twitter.com/Danny8BC/thread/1537224378554806272

57:48 Su Zhu Speaks

https://twitter.com/zhusu/status/1536876343815983104?s=20&t=HHew8akRu1alggguMYy9NQ

1:00:10 Robert Leshner Take

https://twitter.com/rleshner/status/1536928363276812289?s=20&t=CwUW9f9evuUGwa5jRU8XXg

1:00:57 Controversial Meme

https://twitter.com/BanklessHQ/status/1536905741763846144?s=20&t=BRC7aGq6m6LGboJZq_OwKg

1:02:15 Not the End

https://twitter.com/RyanSAdams/status/1537028975918125057?s=20&t=T-ZfuPh-m06xSIGoR1Xk4Q

1:03:05 Layoffs

https://twitter.com/coinbase/status/1536682940347785216?s=20&t=34AeABxOaZm6K4-kgFBJaQ

Binance Hiring: https://twitter.com/cz_binance/status/1537013824666095617?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

1:05:30 Jobs

https://pallet.xyz/list/bankless/jobs

1:08:00 NEWS

1:09:30 Optimism Exploit Returned

https://thedefiant.io/stolen-op-returned/

1:11:05 Difficulty Bomb Delay

https://decrypt.co/102703/ethereum-core-devs-delay-crucial-difficulty-bomb-for-two-months

1:13:30 NYSE Prez to Uniswap

https://twitter.com/Uniswap/status/1537081901839695872?s=20&t=2jKMZplOlLuYaxMvDnp6Lg

1:15:08 NFTs

https://thedefiant.io/nft-roundup-goblintown/

1:18:30 Jack Dorsey’s Web5

https://www.theblockcrypto.com/linked/151407/jack-dorseys-bitcoin-venture-tbd-unveils-proposal-for-decentralized-web-platform

1:22:25 Throwing Shade

https://twitter.com/pmarca/status/1535375413630840832?s=20&t=Q-9W07htZY811X3QGj6Utw

1:24:18 Coin Center Sues IRS

https://www.theblockcrypto.com/linked/151515/coin-center-sues-treasury-and-irs-claims-tax-reporting-rule-unconstitutional

1:25:40 Circle Euro Coin

https://twitter.com/jerallaire/thread/1537421727625580545

1:26:20 RELEASES

Lens Share: https://twitter.com/apoorvlathey/status/1536428243280007168?s=20&t=KPGASdjLzPuL6mrl8WoddA

Hop Claim: https://twitter.com/HopProtocol/thread/1534963591698427909

Seaport: https://twitter.com/opensea/thread/1536756396158599168

1:30:00 Community Questions

1:30:30 stETH Lido

https://twitter.com/KristinaKlaudy1/status/1537425505095385089?s=20&t=9J79BYVgOjRrdzG-u4-vOg

1:34:35 ETH Price

https://twitter.com/dragondad123/status/1537424723063189505?s=20&t=9J79BYVgOjRrdzG-u4-vOg

1:37:00 TAKES

1:37:20 Government Names

https://twitter.com/VitalikButerin/status/1535211774697414660?s=20&t=ggAxpBT3HGy2Kyd0GGws2A

1:39:20 DeFi Takes

https://twitter.com/TrustlessState/status/1537111461729902602?s=20&t=Um_PxwyiA4JfqLnUObMuhw

https://twitter.com/RyanSAdams/status/1536179744638701570?s=20&t=6MVEsJtRhj-LxWS50gvz2A

https://twitter.com/mhonkasalo/status/1536837789345521664?s=20&t=GS6fjA8AGrPT7IASGpmFYg

1:42:18 What David’s Bullish On

https://newsletter.banklesshq.com/p/8-projects-im-bullish-on-this-bear

1:45:40 What Ryan’s Bullish On

https://twitter.com/ryansadams/status/1537036424507432960?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

1:48:10 MEMEs of the Week

https://twitter.com/chrisjbakke/status/1536387971145867264?s=21&t=bY_7p77hrpQbvSu0Rko-IA

Transitory

https://www.reddit.com/r/wallstreetbets/comments/vapx46/is_that_inflation/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

-----

Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:

https://newsletter.banklesshq.com/p/bankless-disclosures

------
 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

 ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

-----
Topics Covered:

0:00 Intro
5:30 Why is Inflation Breaking Everything?
9:55 Indicators
12:36 Is inflation a big deal?
16:51 Destroying Wealth
21:13 Bond Markets
27:45 Bonds and Interest Rates
31:51 Volatile Commodities
34:35 Oil
38:45 Reducing Spending
46:00 The Global Markets
54:30 The Meta Black Swan Event
1:00:20 Bankrupting Sovereigns
1:07:45 The Great Reorganization
1:12:00 What Happens Next?
1:15:40 Closing

-----
Resources:

Jim Bianco:
https://twitter.com/biancoresearch?s=20&t=tFtQalkxjU6PAptGxFkfaQ 

Tweets from the Episode:
https://twitter.com/biancoresearch/status/1536183102506139648?s=20&t=BC9X_HA07wKzkMkPMt4yIQ 
https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter 
https://twitter.com/biancoresearch/status/1536204256801349635?s=20&t=nQxIOLDkCDCR8q_6--wwpw 
https://twitter.com/biancoresearch/status/1536713031849213956?s=20&t=pia3hx_qRgKaxNl0G-LyuA 
https://twitter.com/LukeGromen/status/1534990729042444301?s=20&t=N11OFoW-n62j2CrzrYUiBw 
https://twitter.com/robustus/status/1535645524556230656?s=20&t=oMjZY63pCEofa4VDbWjaaQ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Ryan and David cover some of the current news in the market, and discuss bear market emotions.

If you need a shoulder to lean on, we gotchu fam.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
3:50 How David Feels About the Bear
7:15 How Ryan Feels About the Bear
12:15 1st Time Cyclers
20:39 Veteran Cyclers
23:23 What Happened with Prices
30:50 Where's the Bottom?
37:40 What's Driving the Bear Market?
51:32 The Bull Case for Recovery
1:01:56 Conviction, When & How Much to Buy
1:05:04 Concluding Advice
1:10:53 Closing & Disclaimers

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Mimetic desire is a part of everything. After this interview, you’ll start to see it everywhere. Where does the apex of mimetic desire lead? Is it good or bad for society? How did learning about mimetic desire impact Luke’s life? Hear the answers to these questions and much more in the episode.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
3:43 Luke’s Background
7:40 Crypto & Mimetic Desire
15:40 The Leverage Component
20:32 Manias and Mimesis
24:50 Defining Mimetic Desire
31:13 Eyes
37:16 Trajectory of Mimetic Desire
46:47 Consequences of Mimetic Desire
55:55 How Luke Has Personally Changed
1:00:20 Desires
1:08:00 Good or Bad For Society?

------
Resources:

Luke Burgis on Twitter
https://twitter.com/lukeburgis 

Luke Burgis’s Website
https://lukeburgis.com/ 

Wanting by Luke
https://www.amazon.com/gp/product/1250262488/ 

Luke’s First Bankless Appearance
https://youtu.be/5cln_TL-bGI 

Manias and Mimesis Essay
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

https://shows.banklesshq.com/p/122-kevin 

------

Kevin O’Leary of ABC’s Shark Tank and renowned investor joins us on Bankless to share how he was crypto-pilled.

Just a few years ago, Mr. Wonderful was a crypto bear shark. Fast forward to today, he has investments in over 32 cryptocurrencies and projects. He’s even evangelizing crypto in Washington and all over the world!

What clicked for him? What’s holding the industry back? How is he thinking about the future of the space? Answers to these questions and so much more in the interview!

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:27 Mr. Wonderful in Washington
9:13 Will the Government Get it Right?
12:31 Convincing the Skeptics
18:44 Kevin’s Crypto Portfolio
25:15 The Bull Shark on the Bear Market
28:06 Legislation Obstacles
30:40 Advice For New Crypto Users
35:13 Kevin O’Leary’s Crypto Brand
37:48 What Happens Next?
42:12 WonderFi
44:11 Closing & Disclaimers

------
Resources:

Kevin O’Leary
https://twitter.com/kevinolearytv 

WonderFi
https://www.wonder.fi/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

With close ties to Uniswap’s V3 model, Voltz aims to disrupt the interest rate swap market, which currently accounts for over $1 Quadrillion (four commas!)

CEO & Co-founder Simon Jones joins this Alpha Leak to discuss the mechanics, roadmap, and token(?) for this exciting New DeFi primitive.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    
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BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
6:00 Voltz Protocol
11:15 Interest Swap Markets
16:00 From Chaos to Order
18:45 Leveraged Interest
23:57 How Voltz Works
29:40 Voltz and Uniswap
34:30 Speedrunning Markets
39:22 Voltz Roadmap
43:04 The Magnitude of Yield
46:25 Liquidity Providing
50:08 Voltz Token?
52:07 Get Involved

------
Resources:

Simon on Twitter: https://twitter.com/0xSimonJones?s=20&t=LfUW7pisIXvB6IXanyaWsQ 

Voltz Protocol:
https://www.voltz.xyz/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro

3:40 MARKETS
4:05 BTC Price
5:25 ETH Price & Ratio
8:15 Total Crypto Market Cap 
8:35 Fed Watch
https://www.youtube.com/watch?v=nzGMSKbqjco 
12:55 S&P Trading Range
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 
14:10 Historic Downtrends
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 
17:09 Is the Bottom In?
https://twitter.com/RyanSAdams/status/1534214035775930369?s=20&t=PgOB_giLsY0ruzmCjNf2Xg 
18:52 Arthur Hayes
https://entrepreneurshandbook.co/shut-it-down-15d230b28089 
22:24 Bottom Checklist
https://www.youtube.com/watch?v=cIyxIYd8AzY 
26:25 State of the Bear
https://twitter.com/mrjasonchoi/status/1533157547204833280?s=20&t=MouipAFckt5tBzWVlAsX_Q 
31:00 Market Meme
https://twitter.com/JadedCapital/status/1534159961260892163?s=20&t=cHUeFE6WQj53jmQUiwSajg 
32:40 Burning ETH
https://twitter.com/sassal0x/status/1533758315267665920?s=20&t=Zov7f0A-pR8auAhF3liUlw 

37:00 The Ropsten Merge!
https://twitter.com/lightclients/status/1534568543198527491?s=20&t=JSYI9AFcKSfwqgwAk-xJSg 
39:40 Dress Rehearsal
https://twitter.com/BanklessHQ/status/1534701665772773376?s=20&t=BW4kTDm3LEofxUeCqiVM3Q 
40:35 Great Success!
https://twitter.com/dannyryan/status/1534928763057631232 
42:25 Merge Odds
https://twitter.com/PolymarketHQ/status/1534573695741612032?s=20&t=UDosiK6ra7MFZTLGYH05MQ 
43:26 Timelines
https://shows.banklesshq.com/p/ethereum-merge-updates-tim-beiko 
46:07 Electricity
https://twitter.com/drakefjustin/status/1534857446203834368?s=21&t=NUEmAxr8h0x_3KPC-wgIKQ 

48:42 20m OP Wintermute Fumble
https://plaid-cement-e44.notion.site/A-Message-to-the-Community-from-the-Optimism-Foundation-f49b913bb0974d8a854a8bdd409a9dd6 
51:50 Kain’s Takes
https://twitter.com/kaiynne/status/1534653450692497408?s=20&t=eYPpC7L9k3u4VrJ4tQQ8hQ 

53:15 The Crypto Bill
https://www.gillibrand.senate.gov/news/press/release/-lummis-gillibrand-introduce-landmark-legislation-to-create-regulatory-framework-for-digital-assets 

1:00:00 NEWS
1:02:30 PayPal External Transfers
https://twitter.com/Blockworks_/status/1534198854077251585 
1:04:40 Bored Ape Ethereum
https://forum.apecoin.com/t/aip-41-keep-apecoin-within-the-ethereum-ecosystem-process/5664 
1:05:50 Illuvium Land Sale
https://twitter.com/illuviumio/status/1533458697514536960?s=21&t=6m-JweSHFrwIbq6ryn6FmA 
1:06:52 Diablo Immortal
https://twitter.com/RyanSAdams/status/1533488085585076226? s=20&t=Q133IOgqCIng0FNECL_y8g
1:10:35 Budweiser and Digital Horses
https://twitter.com/budweiserusa/status/1533826563287957506 
1:11:56 Nickelodeon NFTs
https://twitter.com/nickelodeon_nft/status/1534890874747994112?s=20&t=uDZxZLg7PPW40z_MyN-y5A 
1:13:00 New York Mining Ban
https://www.cnbc.com/2022/06/03/heres-whats-in-new-yorks-new-bitcoin-mining-ban-.html 
1:15:28 Raises 
BlockFi: https://www.theblockcrypto.com/post/150377/blockfi-is-raising-a-down-round-at-1-billion-valuation-sources 
Euler: https://twitter.com/eulerfinance/status/1534163279349592064?s=21&t=iGfmuGsBnlCD3sGh_o5vrA 
1:16:35 Bankless Jobs
https://pallet.xyz/list/bankless/jobs 
1:17:36 Greyscale
https://twitter.com/jchervinsky/status/1534279351402958849?s=20&t=DQ1mOHKUeLpHXcNyNCelNQ 
1:20:15 Jay-Z and Jack Dorsey
https://www.rollingstone.com/music/music-news/jay-z-jack-dorsey-launch-financial-literacy-school-at-brooklyn-project-1364919/ 
1:21:26 Chipotle
https://www.coindesk.com/business/2022/06/02/chipotle-now-accepting-cryptocurrency-payments-at-us-locations 

1:24:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1534626663354482690?s=20&t=uJAnalv_CuWnvqfMyAxHlg 
1:25:18 Tech Skills
https://twitter.com/willitsmckinley/status/1534628582206672902?s=20&t=a_fuu65MkZe07cR2MJby5g 
1:27:08 OP Token Value
https://twitter.com/RickLatona/status/1534676772587024384?s=20&t=a_fuu65MkZe07cR2MJby5g 
1:31:08 ETH Bullishness
https://twitter.com/n1x_it/status/1534627825281601536?s=20&t=a_fuu65MkZe07cR2MJby5g 

1:35:00 TAKES
1:35:15 The Citizen House
https://twitter.com/VitalikButerin/status/1532533086352576512?s=20&t=iVP94Kh6xj5s_hQw4R_aWw 
1:37:00 Analogy Resistant
https://twitter.com/jbrukh/status/1534140205334245376?s=20&t=NCZuooaqIpJCQaIrCoxJ5w 
1:38:00 Medium not the Message
https://twitter.com/ourzora/status/1534582905674076161?s=21&t=UAEzTgQHSrmu_xBnmAdNQg 
1:39:03 Crypto Equality
https://twitter.com/RyanSAdams/status/1534251962362998785?s=20&t=uJAnalv_CuWnvqfMyAxHlg 

1:43:25 What David’s Bullish On
https://newsletter.banklesshq.com/ 
1:46:30 What Ryan’s Bullish On

1:49:00 MEME of the Week
https://twitter.com/0xfoobar/status/1533533574397304832?s=21&t=PXZ4pEod6NJXY6-wuiRJbA 

1:50:00 Moment of ZEN
https://twitter.com/BanklessHQ/status/1534268751394197504?s=20&t=uJAnalv_CuWnvqfMyAxHlg 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures  

What steps are left? What obstacles do we need to overcome?
Are we merging in August like Justin Drake said? Or later?

Also, there are a lot of misconceptions about the merge! We’re gonna clear them up. 

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro
7:00 The State of the Merge
12:15 Testnets
15:30 Ropsten Merge
21:13  Client Diversity
24:45 Dress Rehearsals
29:45 Knowing When to Ship
34:00 The Timeline
39:30  Approaching the Merge
47:58 Wen Merge? How Merge?
53:12 Top 5 Misconceptions
1:01:22 Closing Remarks

------
Resources:

Tim Beiko on Twitter:
https://twitter.com/TimBeiko?s=20&t=CI2Ox4OKbi1sqcRH98qVtg

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

From your credit history to your college degree, what is it that defines you?
What does decentralized, trustless, digital identity look like?

After listening to these two gigabrains hash it out, we’re convinced that the real winner of this debate… is humanity.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
4:30 Setting the Stage
7:50 Chains and Identities
11:46 Governance
15:14 The Data Backpack
21:22 Non-transferability
27:52 Token Externalities
34:32 Soulbound Privacy
41:30 Proving Negatives
46:20 Inclusion & Neutrality
50:19 The Disco Pill
56:05 All Directions at Once
1:02:36 A Case Study
1:07:49 Zooming Out
1:12:50 Closing

------
Resources:

Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=Y6vQEWWHoUCqnF-wAm81qg 
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20&t=Y6vQEWWHoUCqnF-wAm81qg 
Disco:
https://www.disco.xyz/ 
Soulbound
https://vitalik.ca/general/2022/01/26/soulbound.html 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Self-describing as the beacon chain community health consultant, Phiz is on a holy mission to promote crypto values.

Phiz is a perfect example of a grassroots individual making a huge impact without a technical background. It’s all Layer Zero, and it always has been.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
3:30 Peak Phiz Performance
6:34 Decentralized Background
10:41 Ethereum vs Moloch
16:34What’s at Stake?
20:44 We are Layer Zero
24:08 Changing the Culture
28:38 Can We Solve This Problem?
33:30 Using Incentives
43:53 Governance and Values
47:23 The Centralization Limit
55:30 Responsibility Games
59:39 Psychology & Politics
1:03:00 The Role of Bankless
1:08:24 A Unique Position
1:14:14 Bullish
1:18:50 Predicting the Cycles
1:21:00 Talking Shop
1:24:50 A Community Member
1:27:27 Phiz’s Priorities
1:28:31 Closing Remarks

------
Resources:

Phiz on Twitter:
https://twitter.com/superphiz?s=20&t=wTrV-ik6VJMUfUFGZixC5A 

Rocket Pool:
https://rocketpool.net/ 

r/ethfinance:
https://www.reddit.com/r/ethfinance/ 

Project Sunshine:
https://ethsunshine.com/ 

Episode with Hal Press:
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.

With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”

Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:00 Vance Returns
7:39 Where Crypto Needs to Be
16:44 Bull Market Lessons
21:38 Alt L1 Blockchains
26:40 The Layer 2 Rotation
32:13 The Future of ETH Killers
41:07 The Future of Layer 2’s
47:30 Optimism vs Arbitrum
49:35 The Ethereum Market
58:30 ETH is Money
1:02:18 Veblen Moneygoods
1:07:19 Who Buys ETH?
1:10:15 Bull Market Timelines
1:16:05 The Future of Tokens
1:21:30 DeFi’s Make or Break
1:28:25 Winners will emerge
1:32:15 The GameFi Rabbit Hole
1:37:18 Lessons from Axie 
1:43:15 Metaverse Money
1:47:45 The Bear Market Gift
1:50:30 Closing & Disclaimers 

------
Resources:

Vance on Twitter:
https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ 

Vance’s Tweets
https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg 
https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ 
https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA 

Rune Christensen’s Endgame
https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456 
Crypto Fees
https://cryptofees.info/ 
Betting the Fund on the Merge
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details 
Bull Case For DeFi
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w 
Bull Case For DeFi II
https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro

4:45 MARKETS
5:08 BTC Price
5:45 ETH Price
7:15 FTX Surpasses Coinbase
https://www.theblockcrypto.com/linked/149654/ftx-surpassed-coinbase-as-second-biggest-centralized-crypto-exchange-in-may
9:19 Gemini Layoffs
https://decrypt.co/101881/gemini-lays-off-10-staff-prepare-crypto-winter

11:00 NEWS

12:00 Optimism ($OP) Drop
https://app.optimism.io/airdrop/check
16:11 OP Price
https://www.coingecko.com/en/coins/optimism
18:04 Recapping the Airdrop
https://twitter.com/optimismPBC/thread/1532110295421829123
22:45 Burning
https://twitter.com/sassal0x/status/1531915789103599616
25:10 Fee Revenue
https://twitter.com/sassal0x/status/1531814581932158977
26:58 Coinbase Supports $OP
https://twitter.com/coinbaseassets/status/1531754747321262080
27:35 Controversial Governance
https://gov.optimism.io/t/users-who-sold-the-initial-op-airdrop-should-become-ineligible-for-all-future-airdrops/2143
30:34 Cobie’s Response
https://gov.optimism.io/t/extended-ineligibility-for-future-airdrops/2249

34:14 Velodrome Airdrop
https://stakingbits.medium.com/velodrome-finance-velo-airdrop-is-live-heres-how-to-claim-43e65c5c18f2
 
37:05 L2 Fees
https://l2fees.info/l1-fees

39:32 OpenSea Front-Runner Facing Charges
https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
45:08 Front-Running
https://twitter.com/Dogetoshi/status/1532052263375708162

49:20 ETH 2.0 Merge
https://blog.ethereum.org/2022/05/30/ropsten-merge-announcement/

52:08 Pooly NFT
https://blockworks.co/pooltogether-flocks-to-nfts-to-raise-legal-defense-funds/

53:50 Kanye West Yeezus
https://www.theblockcrypto.com/linked/149745/kanye-wests-yeezus-files-for-nft-trademarks

55:35 Risks of Liquid Staking
https://twitter.com/dannyryan/status/1531383030786314240

1:00:00 Battle for the Apes
Avalanche: https://forum.apecoin.com/t/aip-idea-otherside-as-an-avalanche-subnet/6369
Immutable X: https://twitter.com/NorthRockLP/status/1530491299727556609
1:03:25 AVAX vs Immutable X
https://twitter.com/NorthRockLP/status/1530491299727556609

1:03:51 Solana Down Again
https://twitter.com/solanastatus/status/1532043450107015168?s=21&t=OD7ahgCknAnOgQClUhELIQ

1:05:44 Jobs
https://pallet.xyz/list/bankless/jobs

1:07:30 RELEASES
1:07:45 Bankless DAO Tax Guide
https://twitter.com/TaxDroid/status/1532036819189129218
1:09:10 Zerion Mobile Wallet
https://zerion.io/blog/announcing-the-zerion-smart-wallet/
1:10:40 Voltz Protocol
https://twitter.com/voltz_xyz/status/1532029218518876161
1:12:52 DeFi Saver L2
https://twitter.com/DeFiSaver/status/1531299975661068288
1:13:50 Immutable IMX Staking
https://twitter.com/Immutable/status/1531081329865269248?s=20&t=kCTh4dBgrmptze-ut3gS3Q
1:14:30 Lummis Crypto Bill
https://www.theblockcrypto.com/post/149186/heres-a-full-draft-of-senator-cynthia-lummis-landmark-crypto-bill
1:16:18 Binance $500m Raise
https://techcrunch.com/2022/06/01/binance-labs-closes-500m-fund-to-focus-on-web3-and-blockchain-adoption/
1:18:00 Blockspace Demand
https://twitter.com/frogmonkee/status/1532092154037907457
1:22:50 New Use Cases
https://twitter.com/cryptoversidad/status/1532099747783159808?s=20&t=KcDR2bM8-9ajrtWT4AOaWg

1:26:30 TAKES
1:27:08 Understanding the Merge
https://twitter.com/0xfoobar/status/1531710201639882756?s=20&t=YP7GlgRatNiU0azz-leO4g
1:28:26 DAO Human Trilemme
https://twitter.com/owocki/status/1531728875335524352
1:32:50 EVM
https://twitter.com/sassal0x/status/1532198738927579137

1:33:30 What David’s Bullish On
1:36:00 What Ryan’s Bullish On

1:38:10 MEME of the Week
https://imgur.com/4KCMNLA

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

Proposer / Builder Separation (PBS)
Danksharding and ProtoDanksharding (DS + PDS)
Data Availability Sampling (DAS)

What the absolute HELL are these things? What do they mean for Ethereum? What's the common theme behind all of them? And what do they mean for ETH?

All of these questions answered and so much more in the livestream.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:00 The Vibe of the Ethereum Roadmap
8:50 The Hitchhiker's Guide to Ethereum
17:06 The End State of Ethereum
23:05 Data Availability Sampling
34:49 Proto to Full Danksharding
48:15 Proposer Builder Separation
54:01 Checks & Balances
56:10 Incentives in Being a Builder
1:01:50 Centralization
1:03:50 Comparing Ethereum’s Scaling Strategies
1:05:54 Value Capture
1:07:20 How Jon Understands Everything

------
Resources:

Jon Charbonneau
https://twitter.com/jon_charb 

Delphi Digital
https://delphidigital.io/ 

The Hitchhiker's Guide to Ethereum
https://members.delphidigital.io/reports/the-hitchhikers-guide-to-ethereum 

Valuing Layer 1s - Memes, Money, or More?
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

The Alfalfa bros wash down mezcal with hot takes about crypto, the macro outlook, politics, investing, and philosophy. This one is a lot of fun.

Also, is this episode a try-out for the Alfalfa Podcast to join the Bankless Network? We’re not totally sure, so you’ll have to let us know!

------
📣 ALCHEMIX | Get a self-repaying loan today! 
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
 https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger    

------
Topics Covered:

0:00 Intro
6:53 Alfalfa Origins
12:55 Nick Urbani
17:39 Arman Assadi
20:35 Eric Johanson
23:08 Stephen
31:40 The Vibe
35:30 Alfalfa vs Bankless
43:08 Squad Wealth
48:45 Authenticity
55:00 Bullish
1:02:53 Bearish
1:11:45 Macro, BTC, ETH
1:17:05 Is David Bearish?
1:22:08 The Merge Trumps Macro
1:29:06 Priced In
1:42:20 Why Alfalfa?

------
Resources:

The Alfalfa Podcast
https://linktr.ee/alfalfapod 
Nick Urbani
https://twitter.com/NUrbani?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Arman Assadi 
https://twitter.com/ArmanAssadi?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Stephen Cesaro
https://twitter.com/StephenCesaro?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Eric Johanson
https://www.linkedin.com/in/ericjohanson1/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
Marc Andreessen was a key player at the genesis of the internet. Chris Dixon is the master of Web3 mental models. 

The journey of a16z is the history of the internet—from Web1 builders to Web2 disruptors. And now they stand as core capital infrastructure of Web3.

Having just announced the $4.5B raise of their Crypto Fund IV, as well as their new web3 Podcast, this episode will break the internet... or fix it.

------
📣 SUBSCRIBE to the NEW a16z PODCAST:
https://link.chtbl.com/HObAJQDL?sid=bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
 https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro 
5:30 The Internet Problem
13:47 Encryption & Regulation
20:20 What the People Want
26:04 Cathedral and the Bazaar
34:07 Internet History Rhymes
39:46 Net Neutrality
47:15 An Improved Design Space
53:30 Speedrunning Everything
59:24 The Web3 Solution
1:03:55 The Mature Internet
1:11:50 Art and the Internet
1:15:21 Web3 Critics
1:19:15 Political Ideology
1:25:13 Marc’s Advice
1:31:25 Closing & Disclaimers

------
Resources:

Marc on Twitter:
https://twitter.com/pmarca?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

Chris on Twitter:
https://twitter.com/cdixon?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

5 Mental Models for Web3:
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris 

a16z Podcast:
https://link.chtbl.com/HObAJQDL?sid=bankless 

------
Marc Andreessen's Book Club:

The Mystery of Capital - Hernando De Soto
https://www.amazon.com/Mystery-Capital-Capitalism-Triumphs-Everywhere/dp/0465016154 
In Defense of Globalization - Jagdish Bhagwati
https://www.amazon.com/Defense-Globalization-New-Afterword/dp/0195330935 
Free to Choose - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607 
Capitalism and Freedom - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607 
A Conflict of Visions - Thomas Sowell
https://www.amazon.com/Conflict-Visions-Ideological-Political-Struggles/dp/0465002056 
The Vision of the Anointed - Thomas Sowell
https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X 
Knowledge and Decisions - Thomas Sowell
https://www.amazon.com/Knowledge-Decisions-Thomas-Sowell/dp/0465037380 
Intellectuals and Society - Thomas Sowell
https://www.amazon.com/Intellectuals-Society-Thomas-Sowell/dp/0465025226 
The Managerial Revolution - James Burnham
https://www.amazon.com/Managerial-Revolution-What-Happening-World/dp/1839013184 
In Defense of Global Capitalism - Johan Norberg
https://www.amazon.com/Defense-Capitalism-Norberg-Institute-Defence/dp/1930865473 
The Machinery of Freedom - David D. Friedman
https://www.amazon.com/Machinery-Freedom-Guide-Radical-Capitalism/dp/1507785607 
God of the Machine - Isabel Paterson
https://www.amazon.com/God-Machine-Library-Conservative-Thought/dp/1560006668 
Economics in One Lesson - Henry Hazlitt
https://www.amazon.com/Economics-One-Lesson-Shortest-Understand/dp/0517548232 
Men, Machines, and Modern Times - Elting E. Morison
https://www.amazon.com/Men-Machines-Modern-Times-Press/dp/0262529319 
The Cathedral & the Bazaar - Eric S. Raymond
https://www.amazon.com/Cathedral-Bazaar-Musings-Accidental-Revolutionary/dp/0596001088 
The Declaration of Independence of Cyberspace - John Perry Barlow
https://www.eff.org/cyberspace-independence 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

4:55 MARKETS
5:00 BTC Price
5:16 ETH Price
5:38 BTC Ratio
8:05 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts 

8:23 BEAR
8:35 Rekt ARK
https://twitter.com/charliebilello/status/1524384920184963072 
11:20 OpenSea Volumes December 2021 Levels
https://imgur.com/Nw0b10k 

11:33 BULL
11:37 Uniswap Hits $1T Lifetime Trading Volume
https://twitter.com/uniswap/status/1529102980296867842 
12:32 The ENS Boom
https://twitter.com/ensdomains/status/1520920301583822848 
13:24 May
https://twitter.com/nicksdjohnson/status/1528516461668380672 
14:08 New and Returning Users
https://twitter.com/nicksdjohnson/status/1528516666643976192 
14:25 Read Metaversal
https://metaversal.banklesshq.com/p/the-ens-boom- 
14:30 Reports from Goldman Sachs & Federal Reserve
https://www.coindesk.com/markets/2022/05/20/goldman-sees-little-us-economic-impact-from-lower-cryptocurrency-prices/ 
15:25 12% Adults Held Crypto Last Year
https://thedefiant.io/fed-survey-crypto/ 
17:03 Stablecoins as Portion of ERC20s vs. ETH
https://imgur.com/ZUSP1wZ 

21:43 NEWS
22:09 Gamestop Wallet
https://twitter.com/GameStop/status/1528693604364976129 
https://wallet.gamestop.com/wallets 
https://chrome.google.com/webstore/detail/gamestop-wallet/pkkjjapmlcncipeecdmlhaipahfdphkd 
24:50 Terra Relaunching Without Algo-Stablecoin
https://twitter.com/terra_money/thread/1529451631263174656 
https://www.theblockcrypto.com/linked/148253/korean-police-seek-freeze-on-luna-foundation-guard-assets-kbs 
28:20 DeFi Defending Itself
28:35 Story of Frivolous PoolTogether Lawsuit
https://twitter.com/lay2000lbs/status/1529827211401842694 
30:05 Mint a Pooly
https://mint.pooltogether.com/ 
33:46 Optimism Cracks Down on Airdrop Farmers
https://www.theblockcrypto.com/post/148417/optimism-cracks-down-on-airdrop-farmers 
35:45 Loyalty Coin Season
33:57 Coindesk Launches $DESK
https://twitter.com/CoinDesk/status/1528756858307100672 
37:39 Revolut’s $Revcoin
https://www.theblockcrypto.com/post/147768/revoluts-planned-native-token-will-reward-customer-loyalty-storonosky-says 
39:05 Tl;dr:
https://c.tenor.com/CMsesV7bO7kAAAAC/iasip-its-always-sunny.gif 

40:10 NFTs
40:15 OpenSea Launches Seaport
https://beincrypto.com/opensea-launches-web3-nft-seaport-marketplace/ 
41:38 Seth Green is Down Bad
https://twitter.com/morebuttertv/status/1529151981792727040 

43:50 MISC
43:52 Cami Gives Her Book to the Pope
https://twitter.com/CamiRusso/status/1527371285835067394 
44:23 SBF Could Spend $1B in 2024 Elections
https://twitter.com/fintechfrank/status/1529185967705292801 

46:47 JOBS
https://pallet.xyz/list/bankless/jobs 

49:34 RELEASES
49:40 Tracer DAO Perpetual Pools V2
https://twitter.com/TracerDAO/status/1527289735500247040 
51:45 Sense Finance Web3 Yield Curve
https://twitter.com/senseprotocol/status/1527334388232466432 
https://app.sense.finance/eth-mainnet/pool 
https://www.statista.com/statistics/1058454/yield-curve-usa/ 

55:57 RAISES
56:00 a16z Crypto Fund 4 $4.5B
https://www.cnbc.com/2022/05/25/andreessen-horowitz-raises-4point5-billion-crypto-fund-in-down-market.html 
https://newsletter.banklesshq.com/ 
56:54 Adam Neumann-Backed Flowcarbon $70M a16z
https://twitter.com/TheBlock__/status/1529190581133619205 
59:12 StarkWare Series D $8B
https://twitter.com/StarkWareLtd/status/1529454921451458560 
59:34 Standard Crypto $500M Fund
https://www.theblockcrypto.com/linked/148537/standard-crypto-raises-new-500-million-fund-axios 

1:02:55 Community Questions
https://twitter.com/TrustlessState/status/1529561952648716289 
https://twitter.com/MateyNikolov/status/1529569116994080771 

1:13:35 TAKES
1:13:40 Step Aside Disney
https://twitter.com/sobylife/status/1527400472251752448 
1:14:32 DeFi’s Benefits
https://twitter.com/econoar/status/1527873338600611840 
1:16:33 UNIchain is Inevitable
https://twitter.com/delitzer/status/1528497663607328768 
1:21:38 13 Years of Web3 and NFTs Converted
https://twitter.com/w3b_eth/status/1528782828481171456 

1:23:25 What David’s Excited About
Alfalfa Podcast
https://imgur.com/EtRtCpD 
https://imgur.com/9XWu0VT 
1:24:49 What Ryan’s Excited About
https://twitter.com/pythianism/status/1528501361452584960 

1:29:46 Meme of the Week
https://twitter.com/cryptoreumd/status/1527706078624063489 

1:30:57 Moment of Zen
https://twitter.com/BanklessHQ/status/1529899137713549312 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Tune in to find out what it is and what it means for the NFT space!

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:15 What’s Holding GameFi Back?
12:00 Immutable’s BIG Release
15:32 Why Multichain?
20:27 The Interoperability Layer
23:11 Network Effects, Security, & Fractal Scaling
45:15 Liquidity, Multichain & Bridging Dynamics
53:41 Wen Games?
58:00 Rarible x Immutable

------
Resources:

Robbie Ferguson
https://twitter.com/0xferg 

Alex Connolly
https://twitter.com/0xconnolly 

Immutable
https://www.immutable.com/ 
https://twitter.com/immutable 

Spectrum of Chain Chart
https://imgur.com/oaGPuuE 

Unified Ecosystem Diagram
https://imgur.com/j32AzjH 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro & Danksharding Explained
7:00 Panelist’s Backgrounds
8:34 How Sharding Has Evolved
15:56 Why Danksharding is Possible
23:40 Proto-Danksharding
27:15 Data Availability
35:40 Data Availability Sampling
48:00 Cryptography for Noncryptographers
56:10 How Does All of This Get Deployed
1:00:05 The Big Open Questions in Sharding Land
1:05:30 Closing Thoughts

------
Resources:

Vitalik
https://twitter.com/VitalikButerin 

Dankrad
https://twitter.com/dankrad 

Protolambda
https://twitter.com/protolambda 

Tim Beiko
https://twitter.com/TimBeiko 

Proto-Danksharding
https://www.eip4844.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

5:27 MARKETS
5:30 BTC Price
7:00 ETH Price
7:13 BTC Ratio
7:34 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts 
7:46 $35T in Global Market Value Gone
https://twitter.com/cullenroche/status/1524441227931774976 

11:08 PERMISSIONLESS
11:50 Web3 Social Media
https://twitter.com/LensProtocol/status/1526918065409216512 
https://twitter.com/sabarehmani/status/1527284540045086722 
17:44 Robinhood Wallet
https://twitter.com/Blockworks_/status/1526618593856823297 
https://twitter.com/Blockworks_/status/1526620218352619521 
https://youtu.be/pxolJ9ijVVc 
19:43 SBF Takes 7.6% Stake in Robinhood
https://twitter.com/fintechfrank/status/1524856587206246409 
20:27 Coinbase MPC Wallet
https://mobile.twitter.com/petejkim/status/1527027583254241280
26:54 Ledger Connect
https://twitter.com/Ledger/status/1526638379886161920 
27:28 Coinbase Liquid Staking
https://blockworks.co/coinbase-cloud-figment-back-new-liquid-staking-protocol/ 

30:08 NEWS
30:10 Terra / Luna Updates
30:15 Do Kwon Called to Attend Parliament
https://twitter.com/WatcherGuru/status/1526499355221495810 

31:04 NFTs
31:15 Chainsmokers Album Royalties With Fans
https://decrypt.co/100168/chainsmokers-new-album-nft 
32:08 Spotify Trialing NFTs?!
https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=62a55abfa2&e=29f2240adb 

34:28 JOBS
https://pallet.xyz/list/bankless/jobs 

31:15 RELEASES
37:18 a16z 2022 State of Crypto Report
https://twitter.com/a16z/status/1526524210927083520 
39:37 EY Supply Chain Tracking
https://www.theblockcrypto.com/post/147287/ey-unveils-supply-chain-tracking-service-on-polygon-nightfall 

40:30 RAISES
40:33 a16z $600M Gaming Fund + Framework
https://www.wsj.com/articles/andreessen-horowitz-debuts-600-million-gaming-fund-to-add-to-web3-bets-11652878800 

43:49 Community Questions
https://twitter.com/thefaketomato/status/1527029194336632834 

46:11 TAKES
46:14 Legitimize Price Gouging
https://twitter.com/VitalikButerin/status/1525301234516652032 
49:34 Long-term Crypto Fundamental Indicator
https://twitter.com/matthuang/status/1525871531070435328 
50:21 Build the Dip
https://twitter.com/RyanSAdams/status/1527278030095147008 

52:46 What David’s Excited About
53:15 What Ryan’s Excited About

Pics from Permissionless
Meeting IRL
https://twitter.com/0x_Lucas/status/1526237799699169281 
Meeting on stage
https://twitter.com/mad5/status/1526553782808678400 
David + Ryan at DAO event
https://twitter.com/JulianPscheid/status/1526756748555694080 
https://twitter.com/GrayberJef/status/1526772418118836225 
Rosenthal on Stage
https://twitter.com/DisruptiveBrain/status/1526662343333138433
The Merge
https://twitter.com/BanklessHQ/status/1526954353709531137 
First ever Ryan+David pic with a fan
https://twitter.com/res_fluid/status/1526910754473000961 
Ryan + Dixon
https://twitter.com/RyanSAdams/status/1526570918851530754 
Getting Green Pilled
https://twitter.com/BanklessHQ/status/1526625409214959618 
DeFi state of the Union
https://twitter.com/mcutler/status/1526914528633552897 
Party
https://twitter.com/PallerJohn/status/1527152102459461638