567 episodes

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

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

    Bull Trap, or Bull Market? with Vance Spencer

    Bull Trap, or Bull Market? with Vance Spencer

    Vance Spencer is the Co-Founder of Framework Ventures, a VC firm that got its claim to fame by sticking around during the 2018-2020 bear market, going all-in on DeFi before we had a name for it, and taking risks and finding gems while everyone else fled the industry.
    This is Vance’s 4th appearance on Bankless, because in addition to being a chad VC, he’s also adept at measuring the markets and understanding metas, which is what we’re looking to do here today.
    Bitcoin is down 66% from the top, but up 50% from the bottom! ETH Down 66% from the top, but up 75% from the bottom! Solana down 90%, but up 200% from the bottom! Meanwhile, Ethereum’s L2 ecosystem is HOT. OP is hitting ATHs. RPL is at its highs in ETH terms, nearing highs in USD terms… Aptos is somehow at a 16B valuation.
    Question: Where are we??? Vance has the answer.
    ------
    Crypto Tax Calculator | Free Crypto Tax Calculator
    https://bankless.cc/CTCpodcast 
    ------
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    ------
    BANKLESS SPONSOR TOOLS:
    KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
    EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi 
    -----
    Timestamps:
    0:00 Intro
    6:24 Vance's Read of the Market
    8:10 Ranging
    9:40 Indicators
    13:00 Apathy Market
    15:30 Trends
    18:41 Institutions
    22:45 Is FTX a Permanent Stain?
    25:45 Aptos
    29:30 Alt-L1s
    35:05 Private Markets
    37:24 Crypto Gaming
    41:15 Future of DeFi Tokens
    43:39 Macro & Recession
    45:40 ETH/BTC
    49:40 Alt-L1s Over?
    51:05 2023
    51:50 Closing & Disclaimers
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    Resources:
    Vance Spencer
    https://twitter.com/pythianism 
    -----
    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 

    • 52 min
    Unlocking Privacy on Ethereum with Paul Brody

    Unlocking Privacy on Ethereum with Paul Brody

    Paul Brody is the head of EY’s blockchain business. EY is Ernst & Young, one of the “big 4” global professional services and accounting firms. He’s been at EY for nearly 8 years now and before that he was a VP at IBM where he started IBM’s first blockchain project.
    Paul is deeply intertwined with the Ethereum community as well as enterprise use cases. If anyone is going to crack the nut of Enterprise use cases for public blockchains, it's going to be him.
    ------
    Crypto Tax Calculator | Free Crypto Tax Calculator
    https://bankless.cc/CTCpodcast 
    ------
    JOIN BANKLESS PREMIUM:
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    ------
    BANKLESS SPONSOR TOOLS:
    KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
    EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi 
    -----
    Timestamps:
    0:00 Intro
    7:00 Enterprise Blockchains
    11:20 Public vs. Private Blockchains
    15:00 Use Cases
    18:36 Supply Chains vs. Digital Money
    22:00 Disruption
    23:55 Network Effects
    26:40 EY's Nightfall
    30:50 Low-Cost Transactions
    37:30 Tokenizing the World
    41:50 Real-World Assets
    47:10 Transactions
    50:44 Stablecoin Adoption
    54:15 DeFi Integration
    56:35 Operating Nightfall
    59:40 Nightfall Roadmap
    1:01:35 Why EY
    1:05:15 Enterprise Blockchain Burn Leaderboard
    1:08:40 Action Items & Disclaimers
    -----
    Resources:
    Paul Brody
    https://twitter.com/pbrody 
    -----
    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 

    • 1 hr 11 min
    154 - Sign-in With Ethereum with Wayne Chang

    154 - Sign-in With Ethereum with Wayne Chang

    ✨ DEBRIEF | Unpacking the episode:
    https://shows.banklesshq.com/p/debrief-wayne-chang-sign-in-with-ethereum 
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    ✨ COLLECTIBLES | Collect this episode:
    https://collectibles.bankless.com/mint 
    ------
    Wayne Chang is the co-author of EIP4361, otherwise known as the Sign in with Ethereum (SIWE) Standard. He’s also the co-founder and CEO of Spruce, a company that is working to grow SIWE adoption to make the internet more user-first.
    Can Ethereum help us take back our identity on the internet? There will be two phases of crypto–in phase one we take back our money. In phase two we take back our identity. Tune in to find out how.
    ------
    📣 Crypto Tax Calculator | Free Crypto Tax Calculator
    https://bankless.cc/CTCpodcast 
    ------
    🚀 JOIN BANKLESS PREMIUM:
    https://newsletter.banklesshq.com/subscribe 
    ------
    BANKLESS SPONSOR TOOLS:
    🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    🦄UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ⚖️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
    🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi 
    ------
    Topics Covered
    0:00 Intro
    8:50 Identity on the Internet
    17:15 Current State of Identity on the Internet
    23:25 Web2 Log-in Risks & Incentives
    25:50 Authentication vs. Authorization vs. Identity vs. Identifier
    30:52 Sign-in with Ethereum
    36:12 The Benefits of SIWE
    39:15 The Rest of the SIWE Iceberg
    40:50 Bringing Your Own Data Vault
    46:19 Data Representing Identity
    48:54 Identity & Data Vaults
    50:40 Dapps & Use Cases
    56:16 The Future of SIWE
    1:02:33 Zero Knowledge Proofs & Minimal Disclosure
    1:07:09 Bots
    1:08:30 Deep Fakes
    1:09:39 Session Keys & No More Cookies
    1:15:14 Ethereum the Blockchain’s Role
    1:17:25 Ethereum & Identity
    1:19:40 Why Log-in with Ethereum?
    1:22:30 Censorship Resistance
    1:24:40 Festival of the Commons
    1:29:40 SIWE Next Steps
    1:31:43 Why SIWE is Important
    1:32:52 Closing & Disclaimers
    ------
    Resources:
    Sprue
    https://spruceid.com 
    Read EIP 4361
    https://eips.ethereum.org/EIPS/eip-4361 
    Wayne Chang
    https://twitter.com/wycdd 
    -----
    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 

    • 1 hr 28 min
    ROLLUP: Genesis Bankrupt | SEC vs Gemini | Bizlato | New 3AC Exchange GTX | MetaMask Staking | ETH Denver

    ROLLUP: Genesis Bankrupt | SEC vs Gemini | Bizlato | New 3AC Exchange GTX | MetaMask Staking | ETH Denver

    3rd Week of January, 2023
    ------
      Crypto Tax Calculator | Free Crypto Tax Calculator
    htthttps://bankless.cc/CTCpodcast 
    ------
     JOIN BANKLESS PREMIUM: 
    https://newsletter.banklesshq.com/subscribe 
    ------
    BANKLESS SPONSOR TOOLS: 
    KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
     EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi  
    -----
    Resources:
    0:00 Intro
    4:20 MARKETS
    6:20 Total Crypto Market Cap
    7:50 Fed Cutting?
    https://twitter.com/DeItaone/status/1615404601489883136 
    9:05 Debt ATH
    https://twitter.com/WatcherGuru/status/1616086891098415104 
    9:40 ETH Ultra Sound
    https://ultrasound.money/ 
    11:00 Ethereum Quarterly Report
    https://newsletter.banklesshq.com/p/state-of-ethereum-report-q4-2022 
    16:50 FTX Solana Position
    https://twitter.com/b1ockgreg/status/1615506527741263872 
    18:05 FTT Pumping?
    https://www.coingecko.com/en/coins/ftx-token 
    21:30 SEC vs Gemini
    https://www.cnbc.com/2023/01/12/sec-charges-genesis-and-gemini-with-selling-unregistered-securities.html 
    22:54 Winklevoss Defense
    https://twitter.com/tyler/status/1613674686646484992 
    24:35 Who Benefits
    https://twitter.com/dogetoshi/status/1613660660981796869 
    25:10 After the Fact
    https://twitter.com/cryptowendyo/status/1613666846041067523 
    26:05 Saving Investors
    https://twitter.com/LewellenMichael/status/1613741457248030720 
    26:30 Is Genesis Bankrupt?
    https://twitter.com/fintechfrank/status/1615781926161235976 
    28:45 Is it Priced In?
    https://twitter.com/business/status/1615885016164081664 
    29:40 CoinDesk for Sale
    https://www.cnbc.com/2023/01/18/coindesk-engages-lazard-to-explore-sale-as-dcg-crisis-grows.html 
    32:55 International Crypto Enforcement 
    https://twitter.com/AP_Abacus/status/1615749853950115844 
    36:00 Bitzlato
    https://www.theblock.co/post/203516/wtf-is-bitzlato-crypto-twitter-rolls-eyes-at-dojs-big-arrest 
    41:30 3AC New Exchange?
    https://www.theblock.co/post/202589/3ac-zhu-davies-new-crypto-exchange 
    42:00 Trading Claims
    https://twitter.com/JJcycles/status/1615005217551966208 
    45:45 Ethereum Validators
    https://decrypt.co/119370/ethereum-validators-hit-500000-ahead-scheduled-shanghai-upgrade 
    46:10 Dev Report
    https://www.developerreport.com/developer-report 
    48:10 Norway Arbitrum
    https://twitter.com/arbitrum/status/1613801636350119937 
    49:12 MetaMask Staking
    https://twitter.com/MetaMask/status/1613953273957945352 
    49:45 2017 Cryptopunk Sale
    https://twitter.com/mullet_eth/status/1615099917806051349 
    52:30 SBF Congress
    https://www.coindesk.com/policy/2023/01/17/congress-ftx-problem-1-in-3-members-got-cash-from-crypto-exchanges-bosses/14554945567 
    53:50 Digital Dollar
    https://www.coindesk.com/policy/2023/01/18/digital-dollar-project-warns-on-uss-cautious-approach-to-cbdcs/
    55:35 FTX is Solvent 
    https://twitter.com/SBF_FTX/status/1615507065337958401 
    56:17 MiCA Delay
    https://blockworks.co/news/mica-delay-until-april-gives-eu-crypto-firms-ample-breathing-room 
    57:15 Releases
    1inch: https://blog.1inch.io/introducing-the-1inch-hardware-wallet-47e2a2a8d5a0 
    Den: https://twitter.com/OnChainDen/status/1615363420429381635 
    MeanFi: https://twitter.com/aztecnetwork/status/1615348404842008583 
    59:10 Raises
    Diva: https://www.theblock.co/post/202690/diva-closes-3-5-million-seed-round-for-distributed-liquid-staking-protocol 
    Obol: https://twitter.com/ObolNetwork/status/1615385163218948096 
    Flashbots: https://twitter.com/theblock__/status/1616020690326388738 
    Sleepagotchi: https://twitter.com/dberenzon/status/1615453029360365569 
    1:02:15 ETH Denver Meetup
    https://imgur.com/TbapHDs 
    1:03:00 Questions from the Nation
    https://youtu.be/Os10Ln8sMOc?t=6166 
    1:09:00 TAKES of the Week
    1:09:30 Crooked Cop
    https://twitter.com/twobitidiot/status/1613673970896703

    • 1 hr 25 min
    What's Hot in Arbitrum? | Arbitrum Ecosystem Guide

    What's Hot in Arbitrum? | Arbitrum Ecosystem Guide

    In today's episode, we're talking about what’s hot on Arbitrum. Three Arbitrum experts are here to help guide us through what's new in the Arbitrum ecosystem.
    The Arbitrum metrics are HOT. 2022 was not the best year for crypto, but they were for L2s, and especially for Arbitrum! Tune in to learn why and how Arbitrum is shaping the future of L2s, gaming, and NFTs as we know it.
    ------
    📣 Crypto Tax Calculator | Free Crypto Tax Calculator
    https://bankless.cc/CTCpodcast 
    ------
    JOIN BANKLESS PREMIUM:
    https://newsletter.banklesshq.com/subscribe 
    ------
    BANKLESS SPONSOR TOOLS:
    KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
    EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi 
    -----
    Timestamps:
    0:00 Intro
    8:11 What is Arbitrum Doing Right?
    15:20 GMX
    17:03 Arbitrum Culture
    24:30 Treasure's Expansion
    29:30 Culture vs. Technology of Chains
    31:42 The Bankless Thesis
    36:00 GMX's Hooks
    38:20 DeFi Activity
    43:37 Community Engagement
    48:00 The Nintendo of Web3
    51:50 Building Along Treasure & Arbitrum
    57:53 What's Holding the Ecosystem Back?
    1:03:55 What is Beacon?
    1:07:00 PFPs in Arbitrum
    1:12:00 Token Alpha
    1:13:50 Closing & Disclaimers
    -----
    Resources:
    Karel Vuong - Co-Founder & COO, Treasure
    https://twitter.com/karelvuong 
    Diego Vidaurre - Co-Founder & CEO of The Beacon
    https://www.linkedin.com/in/diego-vidaurre-schaffer-6989a1120 
    Coinflipcanada - Core contributor to GMX
    https://mobile.twitter.com/coinflipcanada 
    Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon
    https://youtu.be/PmWeXVRPeic 
    How to Gain Exposure to Arbitrum
    https://newsletter.banklesshq.com/p/how-to-gain-exposure-to-arbitrum 
    -----
    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 

    • 1 hr 15 min
    153 - Why Crypto is Underrated with Tyler Cowen

    153 - Why Crypto is Underrated with Tyler Cowen

    ✨ DEBRIEF | Unpacking the Episode:
    https://shows.banklesshq.com/p/tyler-cowen-debrief 
    ------
    Tyler Cowen is an American economist, columnist, and blogger. He’s also a professor at George Mason University, where he also produces the Conversations with Tyler podcast with guests like Vitalik Buterin. Marc Andreessen, and Ray Dalio.
    In today’s episode, Tyler shares why he thinks regulators should pause and wait before passing crypto regulation in the wake of FTX, how FTX and Enron are similar, why he calls himself a crypto-hopeful (even though he thinks Balaji’s Network State idea is utterly wrong). And finally, we play Tyler's favorite game—Overrated vs. Underrated—about everything relevant in 2023: Crypto AI, Inflation, America, China, Social Media, Wealth Inequality, and more.
    ------
    📣 Crypto Tax Calculator | Free Crypto Tax Calculator
    https://bankless.cc/CTCpodcast 
    ------
    🚀 JOIN BANKLESS PREMIUM:
    https://newsletter.banklesshq.com/subscribe 
    ------
    BANKLESS SPONSOR TOOLS:
    🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
    https://bankless.cc/kraken 
    🦄UNISWAP | ON-CHAIN MARKETPLACE
    https://bankless.cc/uniswap 
    ⚖️ ARBITRUM | SCALING ETHEREUM
    https://bankless.cc/Arbitrum 
    🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
    https://bankless.cc/earnifi 
    ------
    Topics Covered
    0:00 Intro
    6:10 Tyler’s 2023 Crypto Thoughts
    6:50 Why Crypto is Confusing
    9:04 Is Crypto Overrated?
    10:25 Is Crypto Worth it?
    12:19 Regulation
    19:33 On-Chain Privacy, Taxes, Surveillance
    24:00 FTX vs. Enron
    27:35 Wealth Inequality
    32:05 Crypto Regulation vs. Innovation
    34:48 Can the U.S. Choke Crypto?
    36:24 Crypto vs. the Internet
    37:56 Whose at Fault for FTX?
    40:00 Crypto Self-Regulation
    45:16 A.I. Regulation
    46:46 A.I.’s SBF Moment?
    48:05 Is the Future Closer than it Appears?
    50:31 Human Self-Regulation
    51:16 Economists & Crypto
    53:20 Vitalik
    54:16 Free Markets & Greed
    55:21 Overrated vs. Underrated
    1:00:24 Balaji’s Network State
    1:01:47 Banks
    1:02:15 Closing & Disclaimers
    ------
    Resources:
    Tyler on Twitter
    https://twitter.com/tylercowen 
    Tyler’s Blog
    https://marginalrevolution.com/ 

    Tyler’s Podcast
    https://conversationswithtyler.com/ 
    Beware the Dangers of Crypto Regulation
    https://www.washingtonpost.com/business/beware-the-dangers-of-crypto-regulation/2023/01/03/27f6f31a-8b63-11ed-b86a-2e3a77336b8e_story.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://www.bankless.com/disclosures 

    • 59 min

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