Bankless

Bankless
  • 4,8 (6)
  • TEKNOLOGI
  • DAGLIGT

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

  1. Ethereum's Last Big Upgrade: The zkEVM | Ansgar Dietrichs

    3 TIMER SIDEN

    Ethereum's Last Big Upgrade: The zkEVM | Ansgar Dietrichs

    Ethereum’s next big leap might not look like a single “flip the switch” moment—but it could change how the chain verifies everything. In this episode, Ansgar Dietrichs comes back to unpack the ZK EVM: why “re-executing every block” has been Ethereum’s hidden scaling tax, how real-time proofs finally make a different verification model viable, and what it would take to transition safely without sacrificing the verifiability that keeps Ethereum credibly neutral. They explore the three true bottlenecks of blockchain scaling (compute, IO, bandwidth), the roadmap from optional proofs to mandatory proofs, and why client diversity could look radically different in a ZK-native future. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast ⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDRpro --- TIMESTAMPS 0:00 Intro 0:43 Ethereum’s Biggest Upgrade 4:35 The Core Idea: Verify Blocks Without Re-Executing 10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution 16:22 Cryptography 2.0: Proving Arbitrary Computation 22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth 32:33 Why Ethereum Has Been “Slow” by Design 38:29 3× Per Year: Scaling Now, Not Someday 41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves) 46:33 Rollout Plan: Optional Proofs → Mandatory Proofs 49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees 54:14 Security Reality Check: Performance → Security → Production 1:01:24 Client Diversity in a ZK World 1:10:51 Timeline: ZK Ethereum, Around 2030 1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto 1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps --- RESOURCES Ansgar Dietrichs https://x.com/adietrichs --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 21 min.
  2. ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH

    3 DAGE SIDEN

    ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH

    A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powered prediction markets may be crypto’s strongest product-market fit yet, and why that scares regulators. Plus: Harvard rotates from Bitcoin into Ethereum, Base breaks from Optimism, Zora expands to Solana, the Ethereum Foundation leadership reshuffles, signs of life for the Clarity Act, institutions buying DeFi tokens, Europe’s unrealized-gains wealth tax, autonomous “life” on Ethereum, OpenAI’s EVMbench, and what ETHDenver says about where crypto goes next. --- 📣ROCKET POOL | PERMISSIONLESS STAKING https://bankless.cc/Rocketpool --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  ⚡EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix  🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDRpro  --- TIMESTAMPS & RESOURCES 0:00 Intro 2:27 MARKETS  https://x.com/hiwhaledegen/status/2023372409303450065 4:33 PREDICTION MARKETS REGULATORY FIGHT https://x.com/ChairmanSelig/status/2023744651216240966  https://x.com/GovChristie/status/2023821634344550892 https://x.com/SenWarren/status/2023877196323188764 https://x.com/govcox/status/2023795059980988874 https://x.com/RepCasten/status/2024212119491588303 https://x.com/brian_armstrong/status/2023794107274194944 https://x.com/SenatorHagerty/status/2023802779899252901 https://x.com/SenMcCormickPA/status/2023831838461194501 https://x.com/tyler/status/2023761976481259585 https://x.com/kylascan/status/2023786873605476719 https://x.com/ADoricko/status/2023834015699173398 https://x.com/abcampbell/status/2024281289700802568 https://x.com/NTmoney/status/2024505537514394104 25:18 BASE LEAVES OPTIMISM https://blog.base.dev/next-chapter-for-base-chain-1 https://x.com/lex_node/status/2024181767813427402 https://x.com/intangiblecoins/status/2024184295493886317 https://www.coingecko.com/en/coins/optimism https://www.coingecko.com/en/coins/arbitrum https://www.coingecko.com/en/coins/polygon https://x.com/web3_data/status/2023716576126755249 https://polymarket.com/event/will-base-launch-a-token-in-2025-341/?via=bankles 35:24 ZORA EXPANDS TO SOLANA https://x.com/zora/status/2023797263651533053 https://x.com/js_horne/status/2023809356739838390 https://x.com/brian_armstrong/status/2023872648032272642 https://x.com/haydenzadams/status/2023990750082445561 40:04 ETHEREUM FOUNDATION SHAKEUP https://x.com/tkstanczak/status/2022315368430067847 https://x.com/VitalikButerin/status/2022318344288792618 https://x.com/aerugoettinea/status/2022318885047779576 https://x.com/dannyryan/status/2022318587281572257 44:56 CLARITY ACT SIGNS OF LIFE https://x.com/brian_armstrong/status/2024238762021036201  https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankles https://x.com/altcoindaily/status/2024174959707541638  49:16 APOLLO x MORPHO (INSTITUTIONS BUYING DEFI TOKENS) https://x.com/AggrNews/status/2022482933974544669 https://x.com/RyanWatkins_/status/2022680420270379400 https://x.com/DefiIgnas/status/2023054776762876157 52:14 AAVE TOKEN ALIGNMENT PROPOSAL https://x.com/TheiaResearch/status/2022037595568603406 https://x.com/Marczeller/status/2022073505341219033 https://www.coingecko.com/en/coins/aave 56:09 NETHERLANDS UNREALIZED GAINS WEALTH TAX https://x.com/BitcoinNewsCom/status/2021978390870347923 https://x.com/balajis/status/2022360046122995851 58:55 AUTONOMOUS LIFE ON ETHEREUM (CONWAY) https://x.com/0xSigil/status/2023877649475731671 https://x.com/sterlingcrispin/status/2024254432498639322 1:04:56 OPENAI EVMbench https://openai.com/index/introducing-evmbench/ 1:06:24 ETHDENVER REFLECTIONS https://x.com/EthereumDenver/status/2024234929840935318 https://x.com/TrustlessState/status/2024215091856527753 1:08:05 CLOSING & DISCLAIMERS --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 9 min.
  3. Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin

    16. FEB.

    Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin

    Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do under real-world constraints.  We dig into the “gradual print” era, why gold is ripping, how a more multipolar monetary order could emerge (gold, bitcoin, and stablecoins in different roles), and what trade war dynamics mean for the dollar’s privilege.  Lyn also explains why Bitcoin has lagged gold this cycle, how much the four-year crypto cycle still matters, the risks around treasury companies and quantum narratives, and how she’s thinking about portfolio construction in 2026. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watchch ------ TIMESTAMPS 0:00 What’s Happening? 6:23 The Fourth Turning 13:59 Fed Independence 30:40 New Fed Chair Kevin Warsh 37:46 The Gradual Print 42:16 Gold 53:56 China vs US 1:07:14 Bitcoin vs Gold 1:12:37 Crypto 4-Year Cycles 1:23:26 Proof-of-Work vs Proof-of-Stake 1:28:12 Frontier Tech 1:35:11 Lyn Alden’s 2026 Portfolio 1:39:24 Cash Strategy 1:41:30 Closing & Disclaimers ------ RESOURCES Lyn Alden https://x.com/LynAldenContact  Lyn Alden Newsletter https://www.lynalden.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    1 t. 39 min.
  4. ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap

    13. FEB.

    ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap

    Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig into the brutal selloff, why IBIT’s record volume hints at forced TradFi liquidation, and what Polymarket is pricing for Bitcoin under $50K. From Robinhood’s prediction markets exploding into a real revenue engine to the political fight over who regulates “gambling vs markets,” the thesis is clear: finance is the only use case still scaling. Plus: LayerZero’s new “world computer” L1, MegaETH and Aztec’s bear market launch playbook, Vitalik finally calling ETH a store of value, ENS staying on L1, BlackRock bringing BUIDL to Uniswap, and the weirdest loose end of all, SBF’s missing tungsten cube. --- 📣ROCKET POOL | PERMISSIONLESS STAKING https://bankless.cc/Rocketpool --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 0:32 Super Bowl Coinbase Commercial  https://x.com/julia_fiedler5/status/2020672759508967576 10:02 Markets https://x.com/cryptorand/status/2021894696268660736 https://x.com/TheDemocrats/status/2019492504614150375 https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankles https://x.com/intocryptoverse/status/2019835733503255006 https://x.com/DegenerateNews/status/2020846896084852796 https://x.com/blckchaindaily/status/2021967204653445163  https://x.com/WatcherGuru/status/2020860553732768085 https://www.strategicethreserve.xyz https://x.com/WatcherGuru/status/2021325189674357204 25:46 Prediction Markets Growth has been explosive https://x.com/theoneandomsy/status/2021399052366250280 https://x.com/TrustlessState/status/2021603112541102400  https://x.com/movietimedev/status/2021278393136808099 https://x.com/mattplatkin/status/2021335653091508323 https://x.com/GovChristie/status/2019515642836054038 https://x.com/michaelselig/status/2019533204068393280 34:51 A tail of Three Chains - LayerZero, Robinhood, MegaETH https://x.com/LayerZero_Core/status/2021338847972663394 https://x.com/a16zcrypto/status/2021348447656476841 https://www.coingecko.com/en/coins/layerzero https://x.com/LayerZero_Core/status/2021343796236321036 https://x.com/RobinhoodApp/status/2021585052417630465 https://youtu.be/KcpMRlmrkEw https://x.com/megaeth/status/2020876108342927670 https://x.com/TrustlessState/status/2021265395307495795 https://x.com/Zac_Aztec/status/2021707048497602777 https://x.com/sjdedic/status/2021960471704707177 https://www.coingecko.com/en/coins/zama https://app.hyperliquid.xyz/trade/MEGA https://www.coingecko.com/en/coins/layerzero 44:04 Are non-financial crypto dead? https://x.com/matthuang/status/2020858831065043159 https://x.com/jessepollak/status/2020962065100538091 https://x.com/cdixon/status/2019837259575607401 https://x.com/hosseeb/status/2020451853633511696 50:04 ETH & BlackRock https://x.com/VitalikButerin/status/2019814868140933287 https://x.com/ensdomains/status/2019789111557808146 https://x.com/BrantlyMillegan/status/2019791852531069313 https://x.com/vitalikbuterin/status/2019818956530274327 https://x.com/haydenzadams/status/2021587358999630034 https://x.com/KalshiTrade/status/2021586037034651819 https://fortune.com/2026/02/11/blackrock-uniswap https://finance.yahoo.com/news/uniswap-token-jumps-following-blackrock-165720913.html https://www.coingecko.com/en/coins/uniswap 57:13 MrBeast acquired a Gen Z‑focused banking app https://x.com/MrBeast/status/2020910218360782929 https://x.com/BuckOnTwidder/status/2021005048654987354 59:17 You can now give your agent a self-custodial wallet!  https://x.com/programmer/status/2021649037074870627 https://docs.cdp.coinbase.com/agentic-wallet/quickstart. https://x.com/base/status/2021413560740721048 1:01:10 Safemoon founder sentenced to 100 months in prison https://x.com/IRS_CI/status/2021340944143196568? 1:02:19 SBF suck up…full on propaganda - pardon by summer? https://x.com/SBF_FTX/status/2021932965047988515 https://themissingbillions.com/ 1:05:42 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 6 min.
  5. What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco

    12. FEB.

    What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco

    Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI CapEx. Jim Bianco returns to Bankless to explain what actually changed: why AI is collapsing the cost of building software (and threatening SaaS pricing models), how “synthetic Bitcoin” in TradFi can amplify volatility even when nothing breaks onchain, and why the next crypto cycle can’t be powered by “permission” narratives, it has to be powered by replacement and building. --- 📣KRAKEN | DEFI EARN https://bankless.cc/Kraken --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS 0:00 Intro 0:44 Super Bowl ads as a market metaphor 2:30 WTF was last week? Four selloffs collide 8:38 Why crypto traded like “software” in the selloff 13:52 AI CapEx fears: are we overbuilding the infrastructure? 17:00 The 1999 playbook: infra boom → crash → app-layer winners 28:53 Where the value accrues: users, not the hyperscalers 35:36 Gold & silver: why silver behaves like an “altcoin” 39:09 Why Jim is bearish on China 44:21 Trump, Europe, defense spending, and the “go to 11” problem 49:09 Synthetic Bitcoin: the offchain float problem 56:52 Crypto’s next narrative: replacement, not permission 1:01:57 Kevin Warsh, Fed independence, and a new Fed–Treasury accord 1:09:40 Portfolio wrap: puke signals, building signals, and 4–5–6 returns --- RESOURCES James Bianco https://x.com/biancoresearch --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 15 min.
  6. Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat

    11. FEB.

    Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat

    Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat (GM of Crypto at Robinhood) joins Bankless to unpack what “24/7 markets” actually requires, why liquidity and routing are the hidden battleground for tokenized equities, and how “Certified by Robinhood” could become a distribution moat for onchain apps. Along the way, they compare Robinhood’s approach to tokenization with the NYSE’s 24/7 tokenized platform plans and Nasdaq’s tokenized securities proposal, and dig into what U.S. regulatory clarity would need to unlock stock tokens stateside. Subscribe for more on the new financial rails being built in real time. --- 🚀ROCKETPOOL https://bankless.cc/Rocketpool --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS 0:00 Intro 3:43 Is Robinhood Building a New Exchange? 4:45 Robinhood Chain testnet: what it enables for builders 9:17 What’s actually unique about this L2 10:44 “Certified by Robinhood” explained 12:52 Mainnet timing & NYSE/Nasdaq vs Robinhood tokenization approaches 16:34 Stock tokens today: EU access, U.S. questions 18:16 The liquidity problem (and how routing fixes it) 21:28 What tokenized equities unlock beyond trading 23:23 Robinhood Wallet’s role in the stack 24:57 The CLARITY Act: what matters to Robinhood 30:49 Strategic bets: Talos, Bitstamp, and going institutional 38:51 Lighter + perps: DeFi vs CeFi (and the U.S. CFTC wall) 43:21 What’s next: “one ecosystem” + prediction markets 45:13 Builder call-to-action --- RESOURCES Johann Kerbrat https://x.com/JohannKerbrat --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    44 min.
  7. MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

    9. FEB.

    MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

    MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lei Yang & Namik break down why Vitalik’s latest L2 framing validates “barbell” scaling, what users actually inherit from Ethereum (censorship resistance, exit guarantees, and fraud-proof security assumptions), and why stages + governance are harder than they look.  Plus: the mainnet stress test (11.4B tx in 7 days, 55k peak TPS), the economics shift toward stablecoin yield with USDM, proximity markets for MEV, and MegaETH’s aggressive app-incubation strategy. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🃏SHOWDOWN | NEXT-GEN POKER https://bankless.cc/showdown 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch ------ TIMESTAMPS 0:00 Intro 0:41 Vitalik’s L2 Pivot Tweet 14:05 Property Rights on MegaETH 21:10 Stage 2 & Rollup Design 30:34 MegaETH’s Stress Test Numbers 40:42 MegaETH’s Throughput 47:02 Business Model 52:15 MEV 1:00:18 Other MegaETH Products 1:02:19 App Strategy 1:07:04 Mega Mafia 1:10:48 MegaETH x AI Agents 1:15:53 Mega Token 1:20:17 Mainnet Release 1:21:11 Closing & Disclaimers ------ RESOURCES Lei Yang https://x.com/yangl1996 Namik https://x.com/NamikMuduroglu  MegaETH https://www.megaeth.com/  MegaETH Stress Test https://stress.megaeth.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    1 t. 22 min.
  8. Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

    7. FEB.

    Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

    A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what he didn’t), why stage 2 plus rollup interop proved far slower than anyone hoped, and why L1 scaling, powered by ZK, may be Ethereum’s real reset button in 2026. Along the way, they unpack the quiet death of the “L2s are Ethereum” meme, the community’s whiplash reaction, and what differentiated “gen 2” L2s must do to earn their place in the alliance. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🃏SHOWDOWN | NEXT-GEN POKER https://bankless.cc/showdown 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS 0:00 The Rollup-Centric Roadmap: 2020 → 2026 1:26 What Vitalik Actually Said 3:15 The Understated Bombshell: L1 Scaling + ZKVM 6:28 “Branded Shards” Are Over 8:12 “L2s Are Ethereum” Is Dead (But Not the Alliance) 12:29 Vitalik’s Follow-Up: Differentiation Wins 15:51 The Reaction: Praise, “I Told You So,” and Anger 18:23 The NATO Analogy for L2s 20:51 The Messaging Risk: Does Ethereum Push Rollups Away? 23:25 Why Did It Take So Long to Say This Out Loud? 30:09 Was Modular Wrong? What We Thought vs What We Got 33:20 Ryan’s Retrospective: Wins + Three Missteps 38:01 David’s Take: ZKVM Precompile = “Manhattan Project” 39:57 The Cost: Wasted Time, Misallocated Capital, Leadership Tension 45:39 What Happens Next: Base Leaving, New North Star, Anyone’s Game 51:04 Signs the Pivot Is Working --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    52 min.
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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

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    Bankless
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    2020 - 2026
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