Bankless

Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.

There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.

Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow 

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------ Topics Covered

0:00 Intro 4:00 Reflections on 2021 8:43 Reviewing our Predictions

5 Things We Got Right 17:53 Multi-Trillion Dollar Asset Class 23:14 ETH Strong Against BTC 27:20 ETH is Money 31:40 It’s Raining Airdrops 33:03 DeFi Usage

5 Things that Surprised Us 34:10 NFTs Exploding 38:45 Axie Infinity 41:47 Web3 45:15 DeFi Lagging 49:00 Alt-L1 Tokens

5 New Mental Models 55:17 Cryptography 58:17 Legitimacy 1:01:56 Ultra Sound Money 1:05:38 Modular vs Monolithic 1:09:54 Crypto Renaissance

1:14:50 5 Bets for 2022 1:17:31 Bullish Blockspace 1:21:34 Next Gen DeFi 1:24:33 DAOs 1:27:00 Crypto Gaming 1:29:16 Decentralized Identity

1:33:30 Is 2022 A Bullish Year?

1:39:18 Closing & Disclaimers

----- Resources:

5 Things We Got Right https://newsletter.banklesshq.com/p/5-things-we-got-right  Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake  Ultimate Guide to Airdrops https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops  The Crypto Renaissance https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal  Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum  5 Mental Models for Web3 https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris 

----- 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 

As the year comes to a close, it's time to ask ourselves: What are the Hottest Stories of 2021?

This has been an unquestionably historic year for Web3, and massive events happened both in and outside of the space. From NFTs to the Infrastructure Bill, we narrowed down this year into 20 overarching themes and narratives.

What will take the #1 spot? Spoiler: it's not Ryan's Tiny Turtle.

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow 

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger 

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix  ------

Topics Covered:

0:00 Intro 6:30 20 | New All Time Highs 8:33 19 | GME & Memestonks https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1  11:17 18 | Michael Saylor & Tesla https://www.virginiabusiness.com/article/microstrategy-buys-414m-more-bitcoin-in-q4/  https://www.cnbc.com/2021/02/08/tesla-buys-1point5-billion-in-bitcoin.html  12:58 17 | Rise of Layer 2s https://l2beat.com/  14:54 16 | DeFi over CeFi https://twitter.com/haydenzadams/status/1361356927226310668?s=20  https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20  17:03 15 | China Ban https://youtu.be/Cz14dpWxgKk  20:12 14 | El Salvador https://www.npr.org/2021/09/07/1034838909/bitcoin-el-salvador-legal-tender-official-currency-cryptocurrency  22:25 13 | Beeple $69M Sale https://www.businessinsider.com/art-auction-nft-beeple-top-selling-most-expensive-sale-millions-2021-3  25:01 12 | Punks, Apes, and PFPs https://www.theblockcrypto.com/post/116715/collection-of-bored-ape-nfts-break-sothebys-estimates-with-3-days-to-go  https://www.sothebys.com/en/digital-catalogues/sealed-cryptopunks-five-punks-on-paper  29:28 11 | Axie Infinity https://twitter.com/Psycheout86/status/1423719170315800581?s=20  32:00 10 | OpenSea Sales Volume https://beincrypto.com/opensea-crosses-10-billion-in-all-time-sales-volumes/  36:50 9 | Coinbase IPO https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq  40:15 8 | Gary Gensler https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner  44:25 7 | Constitution DAO https://www.theverge.com/22820563/constitution-meme-47-million-crypto-crowdfunding-blockchain-ethereum-constitution  47:20 6 | EIP-1559 https://blockworks.co/eip-1559-is-live-thanks-to-ethereums-london-hard-fork/  50:20 5 | Ultra Sound Money https://ultrasound.money/  53:50 4 | Gas Fees https://twitter.com/drakefjustin/status/1392556085941350400?s=20  57:03 3 | Alt Layer 1s https://defillama.com/chains  1:00:12 2 | Infrastructure Bill https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal  https://twitter.com/jchervinsky/status/1421150344051048451  1:04:45 1 | Inflation https://twitter.com/LynAldenContact/status/1414948397233082372?s=20  https://twitter.com/biancoresearch/status/1469722686939140101?s=20  1:09:40 Honorable Mentions 1:14:20 Closing & Disclaimers

----- 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 

Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.

Spoiler: these guys have gotten a lot of things right.

Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.

With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.

What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow 

------ BANKLESS SPONSOR TOOLS:

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🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha 

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger 

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix  ------

Topics Covered:

0:00 Intro 5:45 Recapping the Prequels 10:21 Crypto in 2021 17:09 Narratives and Scaling 23:21 The Cultural Asset Layer 27:57 Core Value Pillars 35:34 Do the People Know? 40:24 PoS and Monetary Policy 46:45 Bullish APY 52:52 The Merge and Price 57:12 Users & Gas Fees 1:05:59 Layer 1s & Modular Blockchains 1:09:40 Extreme Decentralization 1:12:15 Chains that Care 1:18:00 Maximalism 1:22:42 Is ETH Going to Scale? 1:28:09 Market Conditions 1:38:10 The Flippening & Price Predictions 1:46:14 Closing & Disclaimers

------ Resources:

DC Investor on Twitter https://twitter.com/iamDCinvestor?s=20  Anthony Sassano on Twitter https://twitter.com/sassal0x?s=20  Cyrus Younessi on Twitter https://twitter.com/cyounessi1?s=20  Bull Case for Ethereum I https://youtu.be/36HkwlqfBaQ  Bull Case for Ethereum II  https://youtu.be/85M3yGvzCe4  Ultra Sound Money https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s  Ultra Scalable Ethereum https://youtu.be/xjxyjgWiqLE 

----- 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 December, 2021

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow 

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

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha 

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger 

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix 

------ Topics Covered:

0:00 Intro Permissionless Conference 2022: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022 

4:00 MARKETS 4:19 BTC Price 5:16 ETH Price 6:15 ETH/BTC Ratio 7:34 Inflation https://twitter.com/biancoresearch/status/1469722686939140101?s=20  11:56 Issuance Tracker https://twitter.com/dmihal/status/1468950264304467971  19:34 Sotheby’s Sales https://twitter.com/TheBlock__/status/1471169594802987021?s=20 

21:00 RELEASES 22:15 Optimism Floodgates https://thedefiant.io/optimism-removes-whitelist/  24:27 ETHGlobal 2022 https://ethglobal.medium.com/announcing-the-ethglobal-2022-season-51a7906bb3a4  25:25 Balancer Boosted Pools https://fernandocmartinelli.medium.com/ba3daadb59f9  26:37 Superfluid on L2 https://twitter.com/Superfluid_HQ/status/1471176342733479936?s=20  28:20 Forgotten Runes RPG https://twitter.com/forgottenrunes/status/1471197252437741573?s=20  29:15 Bitwise NFT Index https://twitter.com/matt_hougan/status/1471489244824674306?s=21  30:45 Aztec Connect https://medium.com/@aztecnetwork/beb2982a92f3  33:07 Slingshot https://www.coindesk.com/business/2021/12/09/defi-trading-platform-slingshot-raises-15m-led-by-ribbit-capital/ 

33:37 RAISES

37:38 Jobs https://pallet.xyz/list/bankless/jobs 

38:45 NEWS 39:12 Ether Capital https://www.businesswire.com/news/home/20211215005502/en/Ether-Capital-Corporation-Announces-First-Commitment-to-Ethereum-Staking  40:12 Polygon Zero https://www.theblockcrypto.com/post/126991/polygon-acquires-mir-protocol-400-million-zk-rollups  41:48 Uniswap Polygon https://app.uniswap.org/#/vote/2/10  42:23 Ledger Debit Card https://www.theblockcrypto.com/post/126914/ledger-unveils-crypto-debit-card-partners-with-ftx-coinbase-rarible  43:46 ETH Client Validators https://twitter.com/AyaMiyagotchi/status/1470654120180649986  45:30 Aave v3 https://twitter.com/StaniKulechov/status/1470874379152150535?s=20  46:16 Nike & RTFKT https://twitter.com/Nike/status/1470504318671458307?s=20  47:16 Marvel & Disney https://twitter.com/Immutable/status/1471178240643448837  48:35 Mintable & IMX https://twitter.com/epolynya/status/1470251518741811205?s=21  50:29 CryptoPunk $10M Sale https://www.theblockcrypto.com/linked/127049/a-rare-cryptopunk-has-sold-at-a-record-10-2-million  51:35 Dr Seuss NFTs https://www.hollywoodreporter.com/business/digital/dr-seuss-nft-seussibles-1235062806/  52:12 BTC Core Devs https://twitter.com/mikeinspace/status/1469377581015355397?s=21  53:27 90% of Bitcoin Mined https://www.theblockcrypto.com/post/127275/90-of-all-bitcoin-has-now-been-mined  53:55 Coinbase Earn https://blog.coinbase.com/coinbase-makes-it-easy-to-earn-yield-with-defi-bd38156e2715  57:45 Facebook Stole Meta https://www.nytimes.com/2021/12/13/technology/instagram-handle-metaverse.html  1:00:32 Elizabeth Warren https://twitter.com/senwarren/status/1470843764843458560?s=21  1:03:03 Hester Peirce https://twitter.com/HesterPeirce/status/1470475491580825601?s=20  1:04:34 Russia Ban https://cointelegraph.com/news/bank-of-russia-to-ban-mutual-funds-from-investing-in-bitcoin  1:04:55 IMF https://www.theblockcrypto.com/linked/127218/imf-advocates-for-coordinated-crypto-policy-among-the-worlds-governments  1:06:19 Quick Takes Katie Haun a16z https://www.theblockcrypto.com/linked/127672/katie-haun-to-depart-a16z-form-new-fund-focused-on-crypto-and-web3-report  Kevin Durant https://www.bloomberg.com/news/articles/2021-12-15/nba-star-kevin-durant-signs-deal-to-promote-crypto-platform-coinbase 

1:08:00 TAKES 1:09:00 POAPs are Memories https://twitter.com/izgnzlz/status/1470789729348112386  1:11:29 Linguistics https://twitter.com/RyanSAdams/status/1469054916966682624?s=20  1:14:13 Decentralization https://twitter.com/RealNatashaChe/status/1470560283215159297?s=20  1:18:48 Moloch https://twitter.com/TrustlessState/status/1470943188105846785?s=20  1:21:37 Optimists https://twitter.com/TrustlessState/status/1464638114048065539?s=20 

1:24:35 What David’s Excited About 1:26:19 What Ryan’s Excited About

1:27:58 MEME of the Week

1:29:00 Closing & Disclaimers

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.

Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.

In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?

----- METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

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UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Topics Covered:

0:00 Intro 7:00 Ryan Selkis & Institutional Trust 14:30 Web3 is Inevitable 22:08 Inflation & Use Cases 32:47 WAGMI 37:45 The Fall of China 42:52 The American Battleground 46:55 The Regulator Side 56:28 The Crypto Coalition 1:02:20 NFTs & Metaverse 1:09:48 ETH's Q3 Earnings Report 1:16:47 ETH Killer Valuations 1:20:41 ETH is Money Debate 1:25:33 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/twobitidiot?s=20 

The Crypto Theses: https://twitter.com/twobitidiot/status/1466438779196039175?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 

What is Crypto Gaming? Why is it important? What about Gaming NFTs? This is what we explore in this episode with Amy Wu, partner at Lightspeed Venture Partners. This is Crypto Gaming 101.

The Web3 Gaming space is emerging from all sorts of angles, from normies to hardcore gamers to crypto natives—and each has a role to play as the ecosystem matures.

Here are the 5 questions to answer in this episode:

1. What is Crypto Gaming and why is it important? What about casual & mobile gaming? 2. How do you identify the next Axie Infinity? 3. Why are Guilds important? Are they a good investment? 4. How do you earn in Crypto Gaming? 5. Where does meaning, value, and identity come into play? What about fun?

With the Crypto Gaming Revolution well under way, Amy walks us through the fundamentals of the space and how to approach the future.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

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

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💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido 

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Topics Covered:

0:00 Intro 3:15 The Conference Experience 6:44 TradArt and NFTs 10:11 Metaverso 13:14 Crypto IRL 16:20 The Panel 19:40 FreeRoss DAO 21:38 The Panelists 24:28 The Potential of NFTs 29:00 More than Fractionalizing 33:45 Liquidity 39:33 Pricing Assets 46:50 Community 54:34 Regulatory Issues 1:00:22 Use Cases

----- Resources:

Amy on Twitter https://twitter.com/amytongwu?s=20  Lightspeed Venture Partners https://twitter.com/lightspeedvp?s=20  The Crypto Gaming Revolution https://shows.banklesshq.com/p/the-crypto-gaming-revolution  The Rise of Axie https://shows.banklesshq.com/p/the-rise-of-axie-infinity-jeff-jiho 

----- 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 

2nd Week of December, 2021

------ 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​ 

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido 

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Topics Covered:

0:00 Intro 4:30 MARKETS 5:16 BTC Price 5:40 ETH Price 8:00 ETH/BTC Ratio 10:16 DeFi Action https://www.indexcoop.com/bed  12:52 DAI is Decentralizing https://twitter.com/hosseeb/status/1465574280217825288  13:45 Web3 Heating Up https://twitter.com/cdixon/status/1467293295898284032?s=21  14:58 3AC Buying ETH https://www.coindesk.com/markets/2021/12/08/crypto-hedge-fund-three-arrows-capital-snaps-up-400m-in-eth/  19:58 Shilling Cardano https://twitter.com/jackniewold/status/1466823469564248068?s=21  26:48 Uniswap Volume https://twitter.com/Uniswap/status/1467968038091767812 

29:00 RELEASES 30:00 GitPOAP https://medium.com/gitpoap/introducing-gitpoap-16e74ce53c3b  32:49 Messari Governor https://messari.io/article/introducing-messari-governor-the-first-to-market-governance-aggregator-and-voting-platform  33:57 Argent on StarkNet https://www.argent.xyz/blog/argent-x-starknet/  34:38 Ramp Network https://twitter.com/RampNetwork/status/1468270048364093443?s=20  35:39 FTX Raise https://t.co/2oeXXisAjc  36:51 Voltz Finance https://medium.com/voltz/voltz-the-interest-rate-swap-amm-announces-its-6m-seed-round-led-by-framework-ventures-8f26cb09ed22  37:36 Jobs https://pallet.xyz/list/bankless/jobs 

38:30 NEWS 39:08 BadgerDAO Hack https://rekt.news/badger-rekt/  https://twitter.com/CryptoCatVC/status/1466380960648380419  44:14 Nexus Mutual & Celsius https://thedefiant.io/badgerdao-hack-insurance-payout/  https://www.theblockcrypto.com/linked/126286/celsius-network-confirms-it-lost-money-in-the-badgerdao-defi-hack  47:43 Bitmart Hack https://www.coindesk.com/business/2021/12/05/crypto-exchange-bitmart-hacked-with-losses-estimated-at-196-million  49:55 FreeRossDAO https://freerossdao.com/  53:36 Google CEO Chainlink https://www.theblockcrypto.com/linked/126545/googles-former-ceo-joins-chainlink-labs-as-a-strategic-advisor  54:14 Censorship https://twitter.com/cdixon/status/1467907759664340999  https://twitter.com/KeatonInglis/status/1468583463330717703?s=20  56:45 Dfinity https://twitter.com/RyanSAdams/status/1468575050005716993?s=20  1:03:26 SushiSwap Drama https://twitter.com/josephdelong/status/1468689021530427395  1:06:58 Vitalik’s Endgame https://vitalik.ca/general/2021/12/06/endgame.html  1:07:46 Ubisoft NFTs Rugged https://decrypt.co/87752/ubisoft-first-major-gaming-company-launch-in-game-nfts  https://twitter.com/ryansadams/status/1468763238766686211?s=21  1:17:15 OpenSea IPO https://decrypt.co/87701/opensea-ipo-criticism-crypto-ethereum-token  1:18:58 Crypto Gifts https://www.wsj.com/articles/nfts-and-cryptocurrencies-replace-cash-as-a-new-holiday-gift-11638873001  1:21:27 Matrix NFTs https://twitter.com/JordanLyall/status/1466544437308260355  1:23:40 Adidas Bored Ape https://decrypt.co/87467/adidas-metaverse-bored-ape-yacht-club-ethereum-nft  1:24:09 Pepsi Mic Drop NFT https://twitter.com/pepsi/status/1468946201718501376?s=20  1:25:26 Seattle NFT Museum https://www.geekwire.com/2021/tech-entrepreneurs-opening-seattle-nft-museum-to-showcase-digital-artform-in-a-physical-space/  1:26:45 3LAU Christies Auction  https://www.instagram.com/3lau/p/CXH4gO-JyWX/?utm_medium=copy_link  1:28:24 Stock to Flow Broken https://ambcrypto.com/after-98k-november-doesnt-materialize-planb-speaks-out-on-first-miss/  1:31:59 MicroStrategy https://www.theblockcrypto.com/linked/126957/microstrategy-spends-82-4-million-in-cash-to-buy-even-more-bitcoin  1:33:05 House Committee https://youtu.be/4oOTvtupND8  1:37:00 Brad Sherman https://twitter.com/Blockworks_/status/1468709005115772930?s=20  Aarika Rhodes: https://twitter.com/AarikaRhodes?s=20  1:41:03 Gemini & Colombia https://cointelegraph.com/news/gemini-partners-with-colombia-s-biggest-bank-for-crypto-trading  1:41:35 Novi Wallet https://www.theblockcrypto.com/linked/126941/novi-whatsapp 

1:44:00 TAKES 1:44:30 Never Sell Early https://twitter.com/naval/status/1464788767953154058?s=20  1:49:36 The Flippening Beginning https://twitter.com/punk4156/status/1467341210855645185?s=21  1:51:40 More Fun, More Money https://www.notboring.co/p/the-pareto-funtier  1:55:22 Own BTC and ETH https://twitter.com/ErikVoorhees/status/1468601645164470272 

1:59:09 What David’s Excited About 2:01:45 What Ryan’s Excited About

2:05:05 MEME of the Week https://twitter.com/rajgokal/status/1467857393338003461?s=20 

2:07:09 Moment of Zen https://twitter.com/songadaymann/status/1469038512607571980?s=21 

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

On December 7, 2021, Metaverso was held in Puerto Rico as a 1-day conference filled with leaders in crypto culture. We held a panel with Sam Cassat of Aligned Capital, Ben Lakoff of Charged Particles, Andy8052 of Fractional, and Laura Jaramillo of Upshot.

In this special edition, we dive into what the conference experience really is. Spoiler: Crypto IRL is amazing. The panel explores the intersection of DeFi and NFTs—what happens when these worlds collide? There are only two types of assets—fungible and non-fungible—but we are seeing these concepts blur together in new and interesting ways.

From liquidity to communities, this conversation covers how the Metaverse is bringing DeFi to NFTs.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

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

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​ 

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido 

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Topics Covered:

0:00 Intro 3:15 The Conference Experience 6:44 TradArt and NFTs 10:11 Metaverso 13:14 Crypto IRL 16:20 The Panel 19:40 FreeRoss DAO 21:38 The Panelists 24:28 The Potential of NFTs 29:00 More than Fractionalizing 33:45 Liquidity 39:33 Pricing Assets 46:50 Community 54:34 Regulatory Issues 1:00:22 Use Cases

----- Resources:

Metaverso https://www.metaver.so/  FreeRossDAO https://freerossdao.com/  Sam Cassatt https://twitter.com/samcassatt?s=20  Ben Lakoff https://twitter.com/benlakoff?s=20  Andy8052 https://twitter.com/andy8052?s=20  Laura Jaramillo https://twitter.com/LauraTJD?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 

Justin Aversano is the now-famous photographer behind the NFT project Twin Flames, but that doesn’t even begin to cover it. Starting with his birthday project titled Every Day is a Gift, Justin has relentlessly pursued his creative passions, backed by his own personal journey of grief, healing, and growth.

Justin has a unique, powerful, and intense story—the grief of his mother passing from cancer and the trauma of losing a twin in the womb inspired a years-long quest for discovery and healing.

You can feel the creativity and emotion in his work, and his Twin Flames project has seen tremendous success in both the physical and digital realm. Describing NFTs as the Digital Twin of the Physical Reality, the cohesion of his work and individuality surface as we explore why art matters, and what drives the creative mind.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

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

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​ 

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido 

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Resources:

Justin on Twitter: https://twitter.com/justinaversano?s=20 

Justin’s Website: https://www.justinaversano.com/ 

Quantum Art Discord: https://discord.com/invite/quantum-art 

SaveArtSpace: https://twitter.com/saveartspace?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 

Kevin Rose is a veteran of internet growth. Kevin founded digg, the news aggregator site that pioneered community-curated content in the early days of Web2. With a macro perspective of all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.

His experience allowed him to understand the role of community and has played a key role in his transition from investing in technology to investing in culture and artists. Seeing creativity blossom has fostered Kevin’s conviction and confidence in the space, and when Kevin speaks, the digital world of today and tomorrow becomes crystal clear.

------ 📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows 

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

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​ 

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants 

------ Topics Covered:

0:00 Intro 5:00 Kevin Rose and Digg 10:23 What About Web3? 14:53 Blending not Competing 23:25 A Hybrid Approach 26:53 Crypto & The Inevitable 34:04 Confidence & Conviction 38:15 NFTs for the Long Term 48:56 Backing Artists 55:54 Self Sovereign Industries 59:49 Interactive Utility 1:08:09 Experimenting & Innovating 1:12:30 Tokens and Content 1:16:30 Getting Exposure 1:20:20 This is the Metaverse 1:27:36 Rapid Fire Questions 1:39:12 What’s Next For Kevin? 1:43:00 Closing & Disclaimers

------ Resources:

Kevin on Twitter: https://twitter.com/kevinrose?s=20 

Proof Podcast: https://www.proof.xyz/ 

Tom Sachs Rocket Factory: https://tomsachsrocketfactory.com/ 

Ultra Scalable Ethereum: https://youtu.be/xjxyjgWiqLE 

----- 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. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures