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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
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214 - L2 Tokens: Bullish or Bearish? with Sassal, Jordi, & Ippolito
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-l2-tokens/
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Are Layer2 Tokens bullish or are they just worthless governance tokens?
We’ve brought a team of expert panelists to help us answer that exact question.
Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
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TIMESTAMPS
0:00 Intro
7:50 L2 Value Capture
13:37 Short-Term vs Long-Term
17:30 L2 Business Model
28:24 Worthless Governance Tokens?
42:04 Immutable & Base
53:40 Vertically-Integrated Chains
1:05:24 Do L2s Need Tokens?
1:15:38 L2 Experimentation
1:32:44 Capturing L2 Upside
1:38:44 Closing & Disclaimers
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RESOURCES
L2Beat
https://l2beat.com/scaling/summary
ETH in 2024
https://www.youtube.com/watch?v=0rPF8zNnfnE
Anthony Sassano
https://twitter.com/sassal0x
Mike Ippolito
https://twitter.com/MikeIppolito_
Jordi Alexander
https://twitter.com/gametheorizing
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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 -
ROLLUP: Blobs Arrive | BTC New High | ETH ETF? | Bankless 4th Birthday
Bankless Weekly Rollup
2nd Week of March, 2024
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🦄UNISWAP | SWAP SMARTER
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
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⚖️ARBITRUM | SCALING ETHEREUM
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TIMESTAMPS & RESOURCES
0:00 Intro
7:48 Markets
9:00 Bitcoin’s market cap surpassed Silver this week
https://companiesmarketcap.com/assets-by-market-cap/
https://twitter.com/robustus/status/1767164377969340419
https://l2beat.com/scaling/data-availability
18:09 Movers of the Week - Memecoins?
https://twitter.com/econoar/status/1767170724446552159
https://twitter.com/blknoiz06/status/1766680047547494658
https://twitter.com/FTI_DA/status/1767969299350610040
https://x.com/RyanSAdams/status/1766827037149343951
26:40 U.S. CPI rose faster than expected last month
https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html
26:58 Why are DeFi rates so high?
https://twitter.com/ErikVoorhees/status/1766326070545162321
https://twitter.com/haydenzadams/status/1766669255100055866
https://twitter.com/ethena_labs/status/1768023077932380257
29:33 ETF Watch!
https://dune.com/hildobby/btc-etfs
https://dune.com/queries/3382000/5674971
https://twitter.com/zerohedge/status/1768022702294470855
https://twitter.com/JSeyff/status/1767206535879389332
https://twitter.com/jchervinsky/status/1767175990285857006
https://x.com/jchervinsky/status/1767187618876305628
https://x.com/orb_land/status/1767278815791722629
38:28 Blobs arrived to Mainnet, L2 Fees plummet!
https://x.com/parithosh_j/status/1767973626987606190
https://x.com/RyanSAdams/status/1767913396777767361
https://twitter.com/sproule_/status/1767960271853686879
https://twitter.com/zksync/status/1767983026443579448
https://twitter.com/argenthq/status/1767917028013224370
https://x.com/Optimism/status/1768090982862803203
https://twitter.com/liamihorne/status/1768068293787615288
https://x.com/brian_armstrong/status/1768091017021116562
https://twitter.com/jessepollak/status/1768071129854562698
https://x.com/TrustlessState/status/1768074308482400556
https://x.com/js_horne/status/1768075186824163698
https://fees-growthepie.streamlit.app/
https://x.com/arbitrum/status/1767912321618505954
https://dune.com/0xRob/blobs
https://twitter.com/liamihorne/status/1767962414312521844
https://x.com/lightclients/status/1767957828969349148
https://x.com/TrustlessState/status/1768243873430552801
https://x.com/TrustlessState/status/1762589707756548566
1:01:59 Swell announced their Restaked Rollup
https://twitter.com/swellnetworkio/status/1767889656451047505
1:03:00 Tensor introduced the TNSR token
https://twitter.com/TensorFdn/status/1767616700609171508
1:03:25 Jito is getting rid of Mempool?!
https://twitter.com/jito_labs/status/1766228889888514501
https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/
https://twitter.com/smyyguy/status/1766234020076011865
https://twitter.com/jon_charb/status/1765923336138211353
1:08:59 Saylor has no chill
https://x.com/MEMECOETH/status/1767690213877252485
1:10:18 Raises and BVC Investments
https://twitter.com/EclipseFND/status/1767212277285969979
https://twitter.com/clique2046/status/1768277734113907127
1:12:27 David demo signing up for it while RSA highlights
https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn
We recen -
Dencun 101: Tim Beiko Explains Ethereum’s Upgrade and Beyond
Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.
He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you.
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🔗CELO | CEL2 COMING SOON
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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⚖️ARBITRUM | SCALING ETHEREUM
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TIMESTAMPS
00:00 Start
04:44 Naming "Dencun"
08:40 Overview on Blobs
11:31 EIP-7514 (Epoch Churn Limit)
14:42 EIP-6780 (Self Destruct)
19:27 EIP-7044 (Signed Voulentary Exits)
20:49 EIP-7045 (Max Attestation Inclusion)
21:49 EIP-4788 (Beacon Block Route)
25:31 Opcode Changes
29:58 What's Next
37:53 Future EIPs
41:37 Max Effective Balance
45:22 Inclusion Lists
50:40 Additional Noteworthy EIPs
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RESOURCES
Tim:
https://twitter.com/TimBeiko
ETH Magicians:
https://ethereum-magicians.org/u/timbeiko/summary
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Tokenizing Real World Assets | Robert Leshner
Can we Tokenize the World? Robert Leshner, creator of Compound and one of the forefathers of DeFi, is on a mission to do so.
With his new company Superstate, new product, tokenized t-bills and new location, New York city. Robert is trying to bring $300 trillion in TradFI assets on-chain.
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➡️ Apply to the Cartesi Grants Program here:
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🎧 Listen On Your Favorite Podcast Player:
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄 UNISWAP | SWAP SMARTER
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TIMESTAMPS
00:00 Intro
4:27 Tokenization History
9:46 RWA Problem Statement
14:04 Opening the Door
26:37 Securities Laws
31:50 Tokenizing Treasuries
39:06 Superstate
46:57 Regulatory Constraints
56:01 The Future of RWAs
1:00:36 Pitching TradFi
1:05:13 2030 Prediction
1:06:57 Closing & Disclaimers
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RESOURCES
Robert Leshner
https://twitter.com/rleshner
Superstate
https://superstate.co/
Superstate - USTB Fund
https://superstate.co/ustb
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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 -
213 -Justin Sun: On Tron, Vitalik, and Becoming Humble
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-justin-sun
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Justin Sun, the Controversial Founder of TRON has finally entered the chat.
This episode is packed with hot takes. Expect to learn why Justin is still in Crypto, why he should’ve copied Ethereum 100% and not just 95%, why he views Vitalik as a goldmine and much more.
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
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⚖️ARBITRUM | SCALING ETHEREUM
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🦄 UNISWAP | SWAP SMARTER
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TIMESTAMPS
00:00 Intro
7:17 Justin Sun Origin Story
13:01 Why Crypto?
19:51 The Next Cycle
25:32 Justin’s Role
29:00 The State of Tron
36:36 Tron Economics
47:28 Tron Plagiarism
53:22 Decentralizing Tron
57:03 Addressing Tron’s Censorship
1:03:33 Crypto Favorites
1:05:20 What’s Next
1:09:16 People to Watch
1:14:51 Closing & Disclaimers
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RESOURCES
Justin Sun
https://x.com/justinsuntron
TRON
https://tron.network/
TRON Stats
https://thedefireport.substack.com/p/should-we-be-taking-tron-seriously
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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 -
ROLLUP: All Time High Debate | New ETF Record | Wormhole Airdrop
Weekly Rollup
2nd Week of March
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➡️ Apply to the Cartesi Grants Program here:
https://bankless.cc/Cartesi
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🎧 Listen On Your Favorite Podcast Player:
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🔗CELO | CEL2 COMING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
------
TIMESTAMPS & RESOURCES
00:00 Start
00:46 Fake All Time Highs?
https://twitter.com/iamdcinvestor/status/1765320979679699285?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/RyanSAdams/status/1763324643635835082?s=20
05:18 MARKETS
https://twitter.com/GayatriPC_/status/1765441708383486109?s=20
https://twitter.com/kobeissiletter/status/1763553807298875568?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://x.com/EricBalchunas/status/1765121689036427654?s=20
https://www.ccn.com/news/bitcoin-etf-gold-btc-aum/
https://twitter.com/AP_Abacus/status/1763264513220964715?s=20
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20
08:25 Biggest BTC Monthly Candle Ever
https://twitter.com/intangiblecoins/status/1763390416307519840
17:58 ETH ETF?
https://twitter.com/EricBalchunas/status/1763910750026793199?s=20
https://twitter.com/jchervinsky/status/1763705594949570757?s=20
24:05 Rise of The Memecoins
https://www.coingecko.com/
33:55 SEC vs Shapeshift
https://www.sec.gov/files/litigation/admin/2024/34-99676.pdf?utm_medium=email&utm_source=govdelivery
https://x.com/ErikVoorhees/status/1765411276497293365?s=20
36:28 Ryan and David Screenplay Acting
https://twitter.com/RyanSAdams/status/1765463226781774048?s=20
https://www.sec.gov/news/statement/peirce-uyeda-statement-a-crypto-world-turns-03-06-24
https://x.com/0xdef1cafe/status/1765466419649540269?s=20
https://x.com/TrustlessState/status/1763607417105867050?s=20
41:12 Wormhole Airdrop
https://wormhole.com/w-airdrop-explained/
https://airdrop.wormhole.com/
https://www.bankless.com/claimables?ref=no-address
47:06 Eigenlayer Passes $1 Billion
https://app.eigenlayer.xyz/
48:27 Coinbase Smart Wallets
https://www.coinbase.com/blog/evolving-wallets-to-bring-a-billion-users-onchain
https://twitter.com/jessepollak/status/1763583352391500103
https://x.com/RyanSAdams/status/1765481895448428882?s=20
52:14 Record CryptoPunk Sale
https://warpcast.com/ecr/0x4a44d2a6
54:19 Saylor Buys More Bitcoin
https://twitter.com/JanWues/status/1764788016206286996
57:17 Permissionless III
https://twitter.com/Permissionless/status/1765030038905463132?s=20
https://x.com/JasonYanowitz/status/1765040063086231695?s=20
59:32 ETH Denver Uber Driver Recap
https://twitter.com/moo9000/status/1765321693503832471?s=20
1:05:29 Moment of Zen
https://x.com/songadaymann/status/1765838218388222375?s=20
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Customer Reviews
Starkscam
I hope everyone leaves the scam chain.
Limited World View
Advancing blockchain technology is vitally important. Inviting anyone on to this podcast as long as they share that viewpoint is the modus operandi of Bankless.
When it comes to inviting political candidates on, favoring pro crypto candidates (often those whose views in other arenas are wildly harmful) to the expense of all else underscores the limited perspective these hosts can offer their audiences.
Best in crypto podcast
Best in crypto podcast, a must for serious and smart crypto enthusiasts and investors.