Bankless

First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.

He recently published an article titled Blockchains are Cities, expanding on a mental model for understanding the crypto landscape from a high level perspective. We brought Haseeb back onto the Bankless Podcast to dive into this metaphor, which explains how cities (and blockchains) scale.

We also explore the question of the decade: Will we live in a multi-chain world, or will there be “one chain to rule them all”?

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

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA 

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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 

------ Topics Covered:

0:00 Intro 6:00 Haseeb and Context 11:35 Why Cities? 17:15 Limitations & Trust 23:27 Scaling Like Cities 31:15 Who’s Building Vertically? 36:27 Application Specific Chains 45:14 Building More Cities 54:23 Goals, Tradeoffs, and Winners 1:01:20 Cross-Chain Bridges 1:05:59 Cities or Nation States? 1:12:36 Security and Military 1:23:20 Individuals vs Chains 1:30:36 Closing & Disclaimers

------ Resources:

Haseeb on Twitter https://twitter.com/hosseeb?s=20  Dragonfly Capital https://www.dcp.capital/  Blockchains are Cities https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86  Why Decentralization Isn’t As Important As You Think https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/  I’m Worried No One Will Care About Rollups https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1  The ETH2 Metropolis https://newsletter.banklesshq.com/p/defi-in-the-eth2-metropolis-haseeb 

----- 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 

WRU Jan 5

4th Week of January, 2022

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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 

------ Topics Covered:

0:00 Intro

2:24 Tax Optimizooor https://twitter.com/Hedgeye/status/1485328439901052930 

4:50 MARKETS 5:10 BTC Price 5:37 ETH Price 6:14 ETH BTC Ratio https://www.indexcoop.com/bed  6:52 Bear Market? https://twitter.com/RyanSAdams/status/1484926927718789122?s=20  8:33 Arthur Hayes https://blog.bitmex.com/bottomless/  11:15 Top 10 Down https://twitter.com/RyanSAdams/status/1484966910102052864?s=20  13:22 Bearish Stocks https://twitter.com/MacroCharts/status/1484495998864920578?s=20  14:12 Prices Bounce https://twitter.com/MichaelGoodwell/status/1485719974522109955?t=CFswY5WhW_R7m2jzD7Br5g&s=19  15:22 DeFi Still Churning https://thedefiant.io/uniswap-crosses-milestone-with-greater-eth-stablecoin-volume-than-coinbase-or-binance/  17:09 Ark Invest Report https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf?hsCtaTracking=217bbc93-a71a-4c2b-9959-0842b6fe301c%7C2653a4d0-af35-42f0-853a-c5f90f002abb 

20:00 RELEASES 21:30 Twitter NFT Hexagons https://twitter.com/TwitterBlue/status/1484226494708662273  25:36 Web3 Messaging https://twitter.com/RyanSAdams/status/1486000233486209043?s=20  27:30 SOS Prediction Market https://www.sosmarket.io/  28:08 Opera Crypto Browser https://techcrunch.com/2022/01/19/opera-launches-a-dedicated-crypto-browser/  29:11 Robinhood Crypto Wallets https://blockworks.co/robinhood-deploys-beta-crypto-wallets-allowing-select-customers-to-transfer-off-platform/  29:52 Zora v3 https://zine.zora.co/zora-v3  31:45 Doola DAO Services https://twitter.com/arjunmahadevan/status/1486005697175334912?s=20  32:40 PAC.xyz https://www.pac.xyz/  34:27 Raises https://twitter.com/TrustlessState/status/1486722291870228492?s=20  37:39 Jobs https://pallet.xyz/list/bankless/jobs 

39:00 NEWS 39:32 Wonderland DeFi Scandal https://twitter.com/JackNiewold/status/1486436910599860224?s=20  44:55 Quadriga Co-Founder 0xSifu https://twitter.com/zachxbt/status/1486591682728673282?s=21  48:10 Who is Michael Patryn? https://amycastor.com/tag/michael-patryn/  Statement: https://twitter.com/0xtuba/status/1486724157857415174?s=20  55:26 Community Takes 57:23 Youtube to Polygon https://twitter.com/RyanSAdams/status/1486060351473033218?s=20  58:46 L222 https://twitter.com/aeyakovenko/status/1486349045635465218?s=20  Synthetix: https://twitter.com/synthetix_io/status/1486024382988308496?s=21  Fees: https://twitter.com/BFreshHB/status/1486057303224856578?s=20  Fuse: https://twitter.com/RariCapital/status/1485661611838877699  zkDAO: https://twitter.com/zkdao_official/status/1486688440678850569?s=20  1:07:11 NFTs Prada: https://twitter.com/CoinDesk/status/1484188307907035138?s=20  Gucci: https://www.coindesk.com/business/2022/01/24/gucci-taps-toy-brand-superplastic-to-drop-10-supergucci-nfts-in-february  Bud Light: https://decrypt.co/91176/paris-hilton-gives-nfts-away-jimmy-fallons-tonight-show  Paris Hilton: https://decrypt.co/91176/paris-hilton-gives-nfts-away-jimmy-fallons-tonight-show  OpenSea: https://twitter.com/opensea_support/status/1486651385793769477?s=20  1:09:01 El Salvador Bitcoin https://www.coindesk.com/business/2022/01/21/el-salvador-purchases-410-more-bitcoins-amid-market-drop  1:10:20 Bankless Hayden Adams https://twitter.com/brianquintenz/status/1485329222453366790?s=21  1:12:47 Zuck Coin https://www.bloomberg.com/news/articles/2022-01-25/zuckerberg-s-stablecoin-ambitions-unravel-with-diem-sale-talks  1:13:31 NYC Mayor Paid in Crypto https://www.theblockcrypto.com/linked/131020/nyc-mayor-eric-adams-receives-first-paycheck-in-the-form-of-btc-and-eth 

1:15:00 TAKES 1:16:00 This Isn’t 2018 https://twitter.com/ryansadams/status/1485979638698491909?s=21  1:17:34 Working Hard https://www.reddit.com/r/antiwork/comments/scbw37/no_shit/  1:20:38 The Real Metaverse https://twitter.com/haydenzadams/status/1486494690136539136?s=21  1:21:26 5 Reasons https://newsletter.banklesshq.com/p/5-reasons-to-be-excited-for-the-bear-2eb 

1:26:16 What David’s Excited About https://twitter.com/TrustlessState/status/1486470697006166017?s=20  1:28:45 What Ryan’s Excited About https://chat.blockscan.com/ 

1:30:30 MEME of the Week https://twitter.com/LynAldenContact/status/1486431620525694983?s=20 

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

The Curve Wars are the DeFi trenches. Deep in the realm of liquidity and incentives, a battle of tokenomics rages on. Many might not be clued into the mountains being moved in the Curve War, but CurveMarketCap is here to settle it all.

Will there be one automated market maker to rule them all? Does he who control the liquidity control the universe? Tune in and find out!

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA 

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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 

------ Topics Covered:

0:00 Intro 5:00 CurveMarketCap aka Gerrit Hall 9:56 What is Curve? 16:15 The Curve Wars 24:52 Governance & Rewards 32:54 Convex Finance 40:01 Bribing as a Good? 48:00 The Curve Community 53:16 Valuing Convex & veTokens 57:33 Uniswap vs Curve v2 1:06:08 PAC.xyz 1:11:13 Closing & Disclaimers

------ Resources:

CurveMarketCap https://twitter.com/CurveCap?s=20 

Conway's Game of Life https://newsletter.banklesshq.com/p/ether-is-equity 

Llama Airforce https://llama.airforce/#/convex/flyer 

PAC: https://www.pac.xyz/ 

PAC Discord:  https://discord.com/invite/Y95mnqewpb 

----- 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 

With OpenSea hinting at a potential IPO in the future and LooksRare swooping in with a vampire sneak attack, it's clear that the war for top NFT Marketplace is starting to heat up. Who will come out on top?

Here to discuss this 4D chess match are some of the space's most influential thought leaders and returning guests: Eric Conner, Co-founder @ethhub_io, DC Investor, advisor and investor, Zeneca_33, investor and content creator, & Carly Reilly, host of Overpriced JPEGs.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA 

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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 

------ Topics:

0:00 - Intro 8:51 - Why humans trade JPEGs 13:31 - Non-OpenSea marketplace standouts 19:15 - What’s working/needs to be improved 26:26 - Social integration & plug-ins 31:26 - Fraud/spam prevention 38:06 - Socialization/financialization of everything 42:55 - NFTs on L2s & L1’s future 49:49 - Bullish NFT alpha 55:07 - The NFT x ETH correlation? 59:08 - Short-term vs. Long-term pumps…crash?

------ Resources:

Eric Conner's Twitter: https://twitter.com/econoar 

DC Investor's Twitter: https://twitter.com/iamDCinvestor 

Zeneca_33's Twitter: https://twitter.com/Zeneca_33 

Carly Reilly's Twitter: https://twitter.com/carlypreilly 

----- 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 

Santiago Siri—or santi.eth on Twitter—is building Universal Basic Income on Ethereum through Proof of Humanity, the project he co-founded. As a community leader in the Ethereum space, Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, resilience, and now… crypto.

Recently touring Argentina with Vitalik, Santi reveals fascinating anecdotes from their travels and exemplifies how Argentina is ripe for a crypto revolution. An internet native country with a catastrophic economic past, Argentina is a perfect breeding ground for crypto innovation and adoption.

Santi tells the story of Argentina from the second half of the 20th century to today’s landscape, and explains why he’s optimistic that a history of corruption and capital control can blossom into a brighter society with the growth of crypto.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA  

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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  

------ Topics Covered:

0:00 Intro 5:00 What Santi Cares About 9:43 Growing Up in Argentina 17:30 Inflation & Cascading Events 30:50 The Argentine Culture 39:50 The Crypto Bounce 53:00 Swinging into Collectivism 1:04:38 Vitalik 1:10:20 Argentine Crypto Utility 1:18:54 Proof of Humanity & UBI 1:34:08 Why Optimistic? 1:39:24 Closing

------ Resources:

Santiago on Twitter https://twitter.com/santisiri?s=20   Proof of Humanity https://twitter.com/proofofhumanity?s=20   Democracy.Earth https://democracy.earth/  

----- 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  

Sam Englebardt is a co-founder and partner at Galaxy Digital, and is the founding general partner of Galaxy Interactive, which invests in next-generation interactive entertainment. He is also a content producer of film and television, working in a broad range of traditional & digital businesses. Richard Kim is a general partner at Galaxy Interactive, after a stint as COO at Galaxy Digital.

These two guests are getting their hands dirty as the gaming, cultural, and technological worlds converge into the Metaverse. Trying to predict, invest, and help build this emerging phenomenon is a massive endeavor, but it’s one that we need to get right.

Exploring what the Metaverse actually is, how today’s internet compares to the digital worlds of the future, and optimizing the user experience comprise the core of this discussion—but we open it to understanding the skeptics in the space, as well game economies and tokenomics. Sam and Richard expect to see a mass exodus into the Metaverse over the next couple decades… how are you going to play the Metaverse game?

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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 

------ Topics Covered:

0:00 Intro 5:00 Sam & Richard of Galaxy 8:23 The Year of the Metaverse 13:33 The Gaming Gateway 17:09 Skeptical Pioneers 26:21 Value vs Price 29:30 Enabling, not Escape 36:27 Building Stakes that Matter 43:51 Steak and the Sizzle 47:45 Creating Meaning in the Metaverse 55:21 Social Sandboxes & Other Theses 1:02:55 Viewer Participation 1:07:54 The Power of Emergence 1:13:48 How the Thesis Changes 1:18:40 Overhyped? Top Signals? 1:27:08 Microsoft & Decentralization 1:34:02 Closing & Disclaimers

------ Resources:

Richard on Twitter https://twitter.com/galaxyRTK?s=20  Sam on Twitter https://twitter.com/samenglebardt?s=20  Galaxy Interactive’s Thesis https://www.galaxyinteractive.io/thesis  Asmongold’s Rant https://youtu.be/rgg768z2GRA 

Metaverse Episodes

Defining the Metaverse https://youtu.be/EqQiPseP_P8  Web3 Gaming 101 with Amy Wu https://youtu.be/x-3wNEahNl4  The Crypto Gaming Revolution with Arianna Simpson https://youtu.be/A_xsjqMcnCQ 

----- 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 

3rd Week of January, 2022

 

------

📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT

https://bankless.cc/AltoIRA 

 

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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 

 

------

Topics Covered:

 

0:00 Intro

 

4:00 MARKETS

4:37 BTC Price

5:40 ETH Price

7:37 Ratios, DeFi, BED

8:35 Year in ETH

https://stark.mirror.xyz/q3OnsK7mvfGtTQ72nfoxLyEV5lfYOqUfJIoKBx7BG1I

12:30 USDC vs Tether

13:53 Uniswap vs Curve

https://twitter.com/RyanWatkins_/status/1483640421502885888

15:28 Olympus Has Fallen

https://www.theblockcrypto.com/post/130597/olympusdaos-slide-continues-ohm-down-90-from-all-time-high

24:00 LooksRare

https://newsletter.banklesshq.com/p/looks-rare

27:25 OpenSea Volume

https://twitter.com/mattmedved/status/1482873703243390981?s=21

30:30 OpenSea & Dharma

https://twitter.com/Dharma_HQ/status/1483484717294964741?s=20

 

34:30 RELEASES

36:00 Polygon EIP-1559

https://twitter.com/0xPolygon/status/1483108516122570753?s=20

38:48 Polymarket Airdrop Futures

https://twitter.com/PolymarketHQ/status/1481710612317184007?s=20

41:11 Fendi x Ledger

https://twitter.com/fendi/status/1482426260676567041?s=21

43:00 CryptoStats

https://medium.com/crypto-stats/announcing-cryptostats-community-owned-data-metrics-ee47fee3c94d

44:05 Coinbase Permissionless

https://twitter.com/DeItaone/status/1484165697756356612?s=20

45:12 Raises

a16z: https://www.theblockcrypto.com/linked/130954/andreessen-horowitz-plans-to-raise-4-5-billion-for-new-crypto-funds

FTX: https://blockworks.co/ftx-launches-2b-venture-fund

Mechanism Gaming: https://blockworks.co/mechanism-capital-launches-100m-fund-focused-on-p2e-gaming/

POAP: https://medium.com/poap/poap-inc-raises-10m-to-accelerate-human-development-a2e36783258d

49:20 Jobs

https://pallet.xyz/list/bankless/jobs

 

50:00 NEWS

50:20 Fees.wtf… WTF?

https://thedefiant.io/airdrop-eth-fee/

52:44 Tether Blacklisting

https://twitter.com/CoinDesk/status/1481717424118448132

54:44 ETH 2 Client Diversity

https://twitter.com/sproulM_/status/1481109509544513539?s=20

59:20 Layer 2

Arbitrum: https://twitter.com/dmihal/status/1483767477452648455

Optimism: https://twitter.com/optimismpbc/status/1483510492077477889?s=21

Hop: https://twitter.com/HopProtocol/status/1483107395043840001?s=20

1:02:35 Instagram & Facebook NFTs

https://techcrunch.com/2022/01/20/facebook-and-instagram-may-help-you-create-and-sell-nfts

1:04:05 IreneDAO

https://opensea.io/collection/irenedao

1:06:00 China NFTs

https://twitter.com/Carnage4Life/status/1481604778077548544

1:07:34 GAP NFTs

https://blockworks.co/gap-releases-first-line-of-nfts-on-tezos-blockchain/

1:07:49 Walmart Metaverse

https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html

1:08:16 Microsoft Buys Activision

https://www.bloomberg.com/news/articles/2022-01-18/microsoft-to-buy-activision-blizzard-in-69-billion-gaming-deal

Take: https://twitter.com/TrustlessState/status/1483978042611437569?s=20

1:09:52 Coinbase x Mastercard

https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards

1:10:38 Bud Light x Nouns

https://mobile.twitter.com/punk4156/status/1483913013900062721

1:12:42 Serena Williams SoRare

https://twitter.com/Sorare/status/1484165886223298565

1:13:38 Solana NFT Volume

https://www.theblockcrypto.com/linked/130874/solana-nft-total-sales-volume-crosses-1-billion

1:14:01 Block Mining & Lightning

https://twitter.com/blockworks_/status/1481748064557846537?s=21

https://twitter.com/Kr00ney/status/1483449320984694785?s=20

1:15:02 Crypto.com Breach

https://www.theblockcrypto.com/post/130576/crypto-com-allegedly-suffers-15-million-breach-in-latest-exchange-heist?utm_source=feedly&utm_medium=rss

 

1:18:00 TAKES

1:19:30 Property vs Utility

https://twitter.com/jackbutcher/status/1482190266643750912?s=20

1:21:19 NFT Froth

https://twitter.com/stevefink/status/1483494468368187404?s=20

1:22:58 State of DeFi

https://twitter.com/The3D_/status/1484079429391425538?s=20

1:26:32 SEC vs Ethereum

https://twitter.com/RyanSAdams/status/1482358486126186499?s=20

 

1:28:55 What David’s Excited About

https://twitter.com/TrustlessState/status/1484189933749211139?s=20

1:31:44 What Ryan’s Excited About

https://twitter.com/RyanSAdams/status/1484180531281641473?s=20

 

1:34:05 MEME(s) OF THE WEEK

https://twitter.com/HopMemes_/status/1483499433274720258?s=20

 

-----

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 

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?

------ 📣 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 

------ 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

------ 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 

----- 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!

------ 📣 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 

------ 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

------ Resources:

Jonathan on Twitter: https://twitter.com/songadaymann?s=20 

SongADAO: https://songaday.world/songadao/ 

Fuckin 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/ 

----- 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.

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

------ 📣 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 

------ 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

------ 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 

----- 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