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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-anthony-pompliano-interview 
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Bankless Nation, we’ve finally got him… Anthony Pompliano is on the show. Pomp is an investor and media personality, best known to the crypto community for his relentless bitcoin evangelism.
Expect to learn about the Bitcoin Halving, the state of BTC EwTFs, the consequential institutional adoption and crypto tribalism. We wrap up the episode with a quick lightning round with Pomp and a peek into his 2024 investment portfolio.
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TIMESTAMPS
0:00 Intro
6:25 Bitcoin Halving
12:07 Institutional Adoption
24:08 Bitcoin ETF Aftermath
34:02 Institutional Dangers
41:49 Bitcoin Evangelism
49:44 Culture Wars
1:03:47 US vs Crypto
1:13:46 Bear Market Learnings
1:16:35 Pomp’s Focus
1:23:04 Pomp’s Portfolio
1:27:48 Lightning Round
1:31:59 Closing & Disclaimers
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RESOURCES
Anthony Pompliano
https://twitter.com/APompliano 
The Pomp Letter
https://pomp.substack.com/  
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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://www.bankless.com/disclosures  

Bankless Friday Weekly Rollup
3rd Week Of April
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
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TIMESTAMPS
00:00:00 Intro
00:03:37 Bitcoin Halving
https://www.coinwarz.com/bitcoin-halving 
00:07:23 Bitcoin Runes
https://youtu.be/q9RDE8U6CkI 
00:08:56 Markets
https://pro.kraken.com/app/trade/btc-usd
https://twitter.com/dunleavy89/status/1779120479233544261 
00:15:29 ETH Price Updates
https://pro.kraken.com/app/trade/eth-usd
https://twitter.com/dmihal/status/1779244625762394235 
00:19:18 L2 Updates
https://l2beat.com/scaling/summary
https://twitter.com/NTmoney/status/1780998133025226803 
00:24:27 World Chain Announcement
https://twitter.com/worldcoin/status/1780611997396095157 
https://worldcoin.org/blog/announcements/introducing-world-chain 
00:28:19 Dead Internet Theory 
https://x.com/tiagosada/status/1780616673172570532 
00:30:20 OKX X Layer Launch
https://www.okx.com/xlayer 
00:34:45 Kraken Wallet
https://twitter.com/krakenfx/status/1780612343354855625 
00:37:15 Hong Kong ETF Approvals
https://www.cnbc.com/2024/04/15/hong-kong-regulators-approve-spot-bitcoin-and-ether-etfs-.html 
https://twitter.com/EricBalchunas/status/1779867078603718970 
00:42:25 Ethereum Superwallets
https://twitter.com/sassal0x/status/1778616483838669202 
https://twitter.com/0xCygaar/status/1778522744919044442 
00:47:48 Eigenlayer Unpaused Restaking
https://x.com/eigenlayer/status/1778885106960081116 
00:50:06 Alt Restaking
https://twitter.com/nektarnetwork/status/1778082320798380060 
https://twitter.com/Karak_Network/status/1777370872627831019 
00:54:24 Immutable Nexus
https://twitter.com/Immutable/status/1777894966498607146 
00:56:58 Crypto The Game
https://x.com/BanklessHQ/status/1780994358260420807 
01:00:57 HeroGlyphs
https://twitter.com/hero_glyphs 
https://github.com/Finallyt/Heroglyph/blob/main/Heroglyph-Whitepaper.pdf 
01:05:35 Solana Upgrades
https://x.com/SolanaStatus/status/1779727821834686592 
https://twitter.com/rexstjohn/status/1779730912269500836 
01:07:34 Stablecoin Bill
https://www.lummis.senate.gov/press-releases/lummis-gillibrand-introduce-bipartisan-landmark-legislation-to-create-regulatory-framework-for-stablecoins/ 
01:10:40 Raises
https://twitter.com/alignedlayer/status/1779564155327934811?s=46&t=dAxCjT2P_GIrJMvMgWIpfA 
https://x.com/nebrazkp/status/1780633313155457091 
01:13:40 Meme of The Week
https://vxtwitter.com/Timccopeland/status/1781012538911551808 
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Today’s episode is about exploring the frontier of tokens on Bitcoin with guest Casey Rodarmor. Casey is the creator of the Ordinals Protocol, a harmless protocol that simply allowed for arbitrary data to be inscribed into individual Bitcoin UTXOs, creating what are called Bitcoin NFTs. He is now also the creators of Runes, a second protocol, working to bring fungible tokens to Bitcoin. 
Bitcoin is changing and Casey appears to be one of main reasons for the change. Soon he’ll be unveiling a new protocol standard for Bitcoin - called Runes, which wants to be a bitcoin-native version of fungible tokens, on the Bitcoin L1 - which is going to be the topic of the show today.
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TIMESTAMPS
0:00 Intro
5:00 The Guy Who Changed Bitcoin
10:21 Why Casey’s Building
16:45 Ordinals Cultural Shift
22:43 Runes
31:40 The Ord Standard 
45:27 Bitcoin Blocks & Blockspace Limit
57:47 Bitcoin Innovation Implications 
1:02:41 Rune Parameters
1:11:20 The First Runes (Uncommon Goods) 
1:14:34 Timeline on Runes & Trading Ecosystem
1:17:12 The Future of Runes/Ordinals
1:19:48 The Bitcoin Renaissance 
1:21:34 Winning Over Bitcoin Maximalists
1:23:45 Casey’s Podcast    
1:24:58 Runes Team
1:26:37 Closing & Disclaimers 
 
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RESOURCES
Casey’s 1st Bankless Episode 
https://youtu.be/ktL77zEWcEc 
Casey’s Twitter
https://twitter.com/rodarmor  
Casey’s Hellmoney Podcast 
https://www.youtube.com/channel/UCflejnUswWof6yEMk9dRzOA 
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠ 

Welcome back to Bankless Takes! On the show today we walk through David’s recent article on the unified architecture theory for Ethereum. 
Where does Ethereum stand in a world of many chains? How does ethereum compare to Bitcoin, Solana, Celestia, and many others are fighting for users in the space. The comparisons and top competitors might surprise you.
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TIMESTAMPS
00:00 Start
02:08 Reason For This Article
06:32 Bitcoin Block Size Wars
17:51 Modern Day Big vs Small Blockers
22:06 Sophisticated Vs Primitive Blocks
33:19 Functionality Escape Velocity
37:17 The Root Of Trust
45:57 Cosmos, The Lost Tribe
56:02 Sovereignty Escape Velocity
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RESOURCES
Davids Article:
https://www.bankless.com/the-unified-architecture-of-ethereum 
Vitalik Article:
https://vitalik.eth.limo/general/2019/12/26/mvb.html?ref=bankless.ghost.io 
Ryans Tweet:
https://twitter.com/RyanSAdams/status/1778865602121060863 
L2 Beat:
https://l2beat.com/scaling/risk 
Cosmos Tweet:
https://twitter.com/hxrts/status/1774504453682405467 

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

In today's episode, David delves into the interesting dynamics between Ethereum and Celestia. While Ethereum and Solana are often seen as the main rivals, Celestia shares similar design philosophies and goals but with notable differences. Is it Ethereum's true competitor? Joining us to help answer that question and much more is Nick White, COO of Celestia Labs.
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TIMESTAMPS
0:00 Intro
5:28 Celestia 2 Years Ago
6:30 Build Whatever & DA
11:29 Celestia Design Architecture
19:15 Ethereum vs. Celestia
22:26 Celestia No Virtual Machine Trade-Offs 
29:57 Sharing DA Layers & Blockchain Interoperability
37:23 Celestia Trustlessness
42:09 DA as a Commodity? 
54:09 Network Effects of DA
57:35 $TIA’s Role in Celestia Ecosystem
1:01:50 Lightnodes 
1:04:57 $TIA’s Moneyness
1:10:20 Execution & Settlement Layers
1:16:46 Cosmos & Celestia & Ethereum
1:21:56 Sovereign Endgame 
1:26:42 Closing & Disclaimers
 
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RESOURCES
Nick’s 1st Bankless Episode 
https://youtu.be/bmSU3cZhe3U  
Nick White
https://twitter.com/nickwh8te  
Celestia
https://twitter.com/CelestiaOrg  
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠  

✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-raoul-pal-interview 
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Bankless Nation, we’re having none-other than Raoul Pal, a frequent guest on this show, who needs no introduction.
Expect to understand debasement, how to navigate the different crypto seasons, and Raoul’s secular thesis. Besides his key learnings, Raoul also gives a peak into his portfolio and shares some hot takes on the current state of AI.
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TIMESTAMPS
0:00 Intro
6:35 SEC Suing Uniswap?
9:57 US Regulation Handbrakes
19:48 State of the Bull Market
29:45 Navigating Interest Rates
35:40 Understanding Debasement
47:25 Crypto Adoption
57:11 Crypto Summer
1:03:12 The L1 Race
1:07:17 The Role of ETFs
1:13:37 The Next Winter
1:17:52 Crypto Skeptics
1:22:15 The Secular Thesis
1:26:20 Raoul’s Portfolio
1:30:47 Real Vision
1:33:01 The State of AI
1:36:31 Closing & Disclaimers
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RESOURCES
Raoul Pal
https://twitter.com/RaoulGMI  
Real Vision Festival of Learning
https://www.realvision.com/festival-of-learning 
Raoul Pal The Journey Man
https://www.youtube.com/@RaoulPalTJM 
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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://www.bankless.com/disclosures