Bankless Bankless

The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?
With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?
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📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA 
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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:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon 
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask 
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger 
🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
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Topics Covered:
0:00 Intro
6::00 Jim Bianco's Back!
9:17 The Bond Market Got Killed
14:50 Inflation is a Problem
18:53 The Fed's Perspective
27:02 Signaling and Fedspeak
30:04 Transitory vs Reality
34:50 Rock and a Hard Place
43:08 What Should You Pay Attention To?
48:00 Crypto & Expecations
53:20 Deflation?
57:56 Positioning the Portfolio
1:00:11 A Centralized Metaverse
1:07:25 Closing & Disclaimers
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Resources:
Jim on Twitter:
https://twitter.com/biancoresearch?s=20 
Bianco Research:
https://www.biancoresearch.com/free-trial/?source=TWTR 
Bond Market Thread:
https://twitter.com/biancoresearch/status/1480245516009152513?s=20 
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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://newsletter.banklesshq.com/p/bankless-disclosures 

Jonathan Mann writes and publishes a song every single day. He's done this without missing a day since January 1st, 2009, and holds the Guinness World Record for most consecutive days writing a song.
His inspiration, passion, consistency, and all-around charm really comes through as he explores his journey in both music and crypto. Infatuated with the ideas and methodology behind CryptoPunks, he's launched his own NFT project for his daily songs with an accompanying DAO - SongADAO.
Creation, labor, value, and scarcity blend together in Jonathan's world. He exemplifies Layer 0 brilliantly -- a mortal human behind lines of code, expressed through music and commitment. When you stretch art this far, cool things emerge. Tune in to find out what they are!
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📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA 
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon 
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask 
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger 
🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
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Topics Covered:
0:00 Intro
4:00 Finding Crypto
8:33 Writing a Song a Day
16:14 Inspiration & Emotion
20:46 Creations & Crypto
24:16 Storytelling
28:20 One Thing a DAO
31:03 Because We Die
36:14 The Value of Scarcity
44:17 Product Market Fit
47:38 Proof of Work
55:20 The Song a Day NFT Project
1:00:53 SongADAO
1:04:36 Governance for Creators
1:10:29 Impacting Creativity
1:14:46 Community & Get Involved
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Resources:
Jonathan on Twitter:
https://twitter.com/songadaymann?s=20 
SongADAO:
https://songaday.world/songadao/ 
F****n Trolls:
https://fuckintrolls.lol/ 
Songs Hat:
https://cottonbureau.com/products/songs-hat#/12607532/dad-hat-unisex-yupoong-dad-hat-black-100percent-cotton-one-size-fits-all 
Jonathan's Website:
https://www.jonathanmann.net/ 
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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://newsletter.banklesshq.com/p/bankless-disclosures 

Li Jin is a co-founder and general partner at Variant, a crypto fund investing in Web3 and what Li calls the Ownership Economy. Li is full of massive ideas about the past, present, and future of digital economies.
The core thesis? Next-generation networks grow faster and bigger. The phase we're seeing emerge now with Web3 and crypto is deeply fascinating, with potential to shift power and ownership into the hands of users and creators.
In this new paradigm, everyone is a creator, and everyone is an owner. In addition to her work at Variant, Li is also a painter and an accomplished writer on Substack. After her appearance on the Creator Economy Panel, we knew she had to come back on Bankless to dive deep—this time, into the Ownership Economy.
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✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-the-ownership-economy-li 
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📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA 
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon 
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask 
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger 
🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
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Topics Covered:
0:00 Intro
6:30 Creator vs Ownership Economy
12:58 Phases of Economies
17:34 The Web3 Renaissance
21:53 Issues with the Early Internet
27:11 Original Sin
35:11 From Attention to Ownership
38:48 Digital Scarcity
47:41 Patronage Plus vs Regulation
52:59 100 True Fans
1:01:17 Programmable Business Models
1:09:17 DAOs & Community Ownership
1:14:48 Comparing Renaissances
1:21:36 Wealth Inequality
1:29:58 What YOU Can Do
1:35:23 What ELSE You Can Do
1:38:54 2022 Predictions
1:42:35 Closing & Disclaimers
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Resources:
Li on Twitter:
https://twitter.com/ljin18?s=20 
Li's Newsletter:
https://li.substack.com/ 
The Web3 Renaissance:
https://li.substack.com/p/the-web3-renaissance-a-golden-age 
100 True Fans:
https://li-jin.co/2020/02/19/100-true-fans/ 
The Creator Economy:
https://shows.banklesshq.com/p/-panel-the-creator-economy-jesse 
Tweets Mentioned:
https://twitter.com/ljin18/status/1434964132042846208 
https://twitter.com/ljin18/status/1422928459425271811 
https://twitter.com/ljin18/status/1404650885788098562 
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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://newsletter.banklesshq.com/p/bankless-disclosures 

Second Week of 2022


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📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno 
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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha 
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot 
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini 
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
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Topics Covered:

0:00 Intro
3:10 MARKETS
3:27 BTC Price
4:30 ETH Price
7:15 ETH BTC Ratio
8:15 Burning ETH
- Burners
- Visualized
14:56 Merge
https://twitter.com/RyanSAdams/status/1481280658135728129?s=20
16:55 DCF
https://twitter.com/RyanSAdams/status...

20:00 Uniswap on Polygon https://twitter.com/haydenzadams/stat...

21:54 Brave Passes 50m MAU https://www.coindesk.com/business/202...

24:00 RELEASES

25:00 LooksRare Airdrop
https://looksrare.org/

33:42 Fees.wtf Airdrop
https://fees.wtf/claim

34:55 Tally Wallet
https://blog.tally.cash/a-community-o...

35:54 GMI Index
https://twitter.com/indexcoop/status/...

37:10 Etherscan NFT Tracker https://twitter.com/etherscan/status/...

38:18 IMX Permissionless
https://twitter.com/Immutable/status/...

39:16 dYdX v4
https://dydx.exchange/blog/v4-full-de...

40:23 Optimism Explosion
https://www.optimism.io/

42:49 Zerion x Avalanche
https://twitter.com/zerion_io/status/...

43:04 Ramp x zkSync
https://www.argent.xyz/blog/ramp-x-usa/

44:09 FairX Coinbase Acquisition https://www.coindesk.com/business/202...

45:20 Jobs
https://pallet.xyz/list/bankless/jobs

46:00 NEWS

46:23 Inflation at 7%
https://www.cnbc.com/2022/01/12/cpi-d...

50:42 Moxie on Web3
https://moxie.org/2022/01/07/web3-fir...
Vitalik’s Response:
https://www.reddit.com/r/ethereum/com...

55:44 Arbitrum Outage
https://twitter.com/arbitrum/status/1...

59:00 AP NFTs on Polygon
https://thedefiant.io/nfts-associated...

1:00:09 Nas on Royal https://twitter.com/3LAU/status/14792...

1:01:23 Penguins Drama https://www.coindesk.com/business/202...

1:03:48 Doodles Soar https://thedefiant.io/doodles-nfts-fl...

1:04:54 World of Women https://boardroom.tv/guy-oseary-signs...

1:06:25 Top Shot Bans Users https://www.coindesk.com/business/202...

1:12:37 PayPal Stablecoin
https://twitter.com/Blockworks_/statu...
CBDC: https://blockworks.co/fed-chair-powel...
Tom Emmer: https://twitter.com/reptomemmer/statu...

1:16:46 Aarika Rhodes vs Brad Sherman https://www.fec.gov/data/receipts/?co...

1:21:00 TAKES

1:23:00 Zones of Sovereignty
https://twitter.com/VitalikButerin/st...

1:29:30 Esoteric Terms
https://twitter.com/sassal0x/status/1...

1:31:38 Cobie
https://twitter.com/BanklessHQ/status...

1:33:35 Preaching
https://twitter.com/RyanSAdams/status...

1:40:10 What David’s Excited About https://twitter.com/RyanSAdams/status...

1:41:25 What Ryan’s Excited About https://twitter.com/RyanSAdams/status...

1:43:55 MEME of the Week
https://twitter.com/sartoshi_nft/stat...

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

We think 2022 is going to be a huge year for Layer 2 scaling solutions. Cross-Chain protocols will be a crucial infrastructure for the great migration to L2s, allowing users to bridge assets across platforms.
Composability and user experience is the glue of modular blockchains, which optimize for decentralization, scaling, and cost. The projects and representatives each present cryptographic solutions for building a web of liquidity across the many suburbs of DeFi, where average users will live and engage.
GUESTS:
Ben Jones - Optimism
https://twitter.com/ben_chain?s=20 
Hart Lambur - UMA 
https://twitter.com/hal2001?s=20 
Arjun Bhuptani - Connext
https://twitter.com/arjunbhuptani?s=20 
Chris Whinfrey - Hop Protocol
https://twitter.com/WhinfreyChris?s=20 
Vaibhav Chellani - MOVR
https://twitter.com/vaibhavchellani?s=20 
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ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno 
------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 
MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha 
SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot 
GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini 
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
-----
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 

Aarika Rhodes is running for Congress! Running against incumbent Brad Sherman, who is notoriously misinformed and anti-crypto, Aarika seeks to bring a more crypto-friendly approach to CA-32, representing much of the San Fernando Valley in Southern California.
A schoolteacher by profession, Aarika seems to be breathing fresh air into the stale political landscape. Here's her policy on crypto:
"Aarika believes in the right of every individual to manage their own finances and investments as they see fit. In Congress, Aarika will oppose any attempts to ban this emerging technology. Aarika is also a strong advocate for making sure financial literacy is taught in schools and for people being aware of the environmental impact of their investments."
Learn more about Aarika: https://www.aarikaforcongress.com/ 
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📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno 
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha 
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot 
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini 
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
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Topics Covered:
0:00 Intro
6:30 Aarika Rhodes
11:33 Why Get Involved?
16:42 Anti-Crypto Policies
21:09 California's 32nd District
25:17 How America Can Win Crypto
30:00 The Youth & Environment
34:15 Web3 vs Banking
38:11 Financial Literacy
42:31 The Campaign
46:09 Proactive in the Community
47:58 The Single-Issue Voter
50:29 Closing & Disclaimers
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Resources:
Aarika on Twitter:
https://twitter.com/AarikaRhodes?s=20 
Aarika's Tweet:
https://twitter.com/AarikaRhodes/status/1468647038925500418?s=20 
Get Involved:
https://www.aarikaforcongress.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://newsletter.banklesshq.com/p/bankless-disclosures