Bankless

121 - The Bear Market Gift | Vance Spencer


Listen Later

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/121-debrief

------ Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.

With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”

Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/MetaMask 

------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------ BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN  https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

------ Topics Covered:

0:00 Intro 5:00 Vance Returns 7:39 Where Crypto Needs to Be 16:44 Bull Market Lessons 21:38 Alt L1 Blockchains 26:40 The Layer 2 Rotation 32:13 The Future of ETH Killers 41:07 The Future of Layer 2’s 47:30 Optimism vs Arbitrum 49:35 The Ethereum Market 58:30 ETH is Money 1:02:18 Veblen Moneygoods 1:07:19 Who Buys ETH? 1:10:15 Bull Market Timelines 1:16:05 The Future of Tokens 1:21:30 DeFi’s Make or Break 1:28:25 Winners will emerge 1:32:15 The GameFi Rabbit Hole 1:37:18 Lessons from Axie  1:43:15 Metaverse Money 1:47:45 The Bear Market Gift 1:50:30 Closing & Disclaimers 

------ Resources:

Vance on Twitter: https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ 

Vance’s Tweets https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg  https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ  https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA 

Rune Christensen’s Endgame https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456  Crypto Fees https://cryptofees.info/  Betting the Fund on the Merge https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details  Bull Case For DeFi https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w  Bull Case For DeFi II https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w 

----- 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 

...more
View all episodesView all episodes
Download on the App Store

BanklessBy Bankless

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

1,015 ratings


More shows like Bankless

View all
The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network by The Investor's Podcast Network

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

3,347 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,105 Listeners

Unchained by Laura Shin

Unchained

1,203 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

905 Listeners

CRYPTO 101 by Bryce Paul & Brendan Viehman

CRYPTO 101

36 Listeners

The Breakdown by Blockworks

The Breakdown

738 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,833 Listeners

Thinking Crypto News & Interviews by Tony Edward

Thinking Crypto News & Interviews

249 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

277 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

242 Listeners

Coin Stories with Natalie Brunell by Natalie Brunell

Coin Stories with Natalie Brunell

446 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

127 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners