Bankless

The Ethereum Name Service (ENS) announced its intentions to further decentralize with the $ENS token last week. Yesterday, they finally released it to the public.

Anyone that held an ENS domain by November 1st is eligible for this airdrop.

Congratulations to all those on the web3 frontier—you’ve been rewarded again!

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------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma  ------ 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 

------ Guests:

Brantly Millegan – Director of Operations at ENS https://twitter.com/BrantlyMillegan?s=20 

Nick Johnson – Founder, Lead Developer https://twitter.com/nicksdjohnson?s=20 

------ Resources:

CLAIM: https://ens.mirror.xyz/5cGl-Y37aTxtokdWk21qlULmE1aSM_NuX9fstbOPoWU 

DELEGATE: https://ens.mirror.xyz/cfvfKRpQSPtZJjPQOprWqEeqv2rytE7tQkxDg6ht7Oo 

TOKEN ALLOCATION: https://ens.mirror.xyz/-eaqMv7XPikvXhvjbjzzPNLS4wzcQ8vdOgi9eNXeUuY 

----- 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 

DC Investor is an investor... living in Washington, DC. Makes sense. A lot makes sense about DC Investor and his practical, long-term approach to the crypto markets. He has worked hard for his money, and expects his money to work hard for him in return.

With one of the best and varied NFT portfolios out there, as well as a sound thesis on ETH the asset, DC clues us in on his guiding principles and life lessons from a career as a W2 employee and crypto investor.

There's a reason DC has been on Bankless five times.

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------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma  ------ 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 4:00 DC Investor 9:36 Interest & Speculation 14:45 Risk Management 20:07 Conviction & Communities 26:58 The Crypto Moment 33:58 Early Internet Skills 41:53 Tech Changes Society 46:56 Investing, not Trading 53:04 Markets 1:00:30 NFTs and Signalling 1:09:58 Gaming 1:14:15 Digital Economies 1:19:16 Hobbies & Lifestyle 1:23:10 The Hoffman Personality Quiz 1:27:45 Closing

------ Resources:

DCInvestor on Twitter https://twitter.com/iamDCinvestor?s=20  DC's NFT Collection http://gallery.so/dcinvestor  DC's Newsletter https://dcinvestor.substack.com/ 

----- 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 

Brian Armstrong is the Founder and CEO of Coinbase. As a pillar of innovation and adoption in crypto, Brian is playing a pivotal role in determining the kind of future we’ll see in the space.

The Crypto movement is a battle for hearts and minds, and Coinbase is fighting on the front lines.

Building bridges between the legacy world and the Metaverse is a daunting task, but Brian has been a headstrong leader with a powerful vision. Coinbase finds itself in a position to maximize a user’s choice for what they do with their assets.

With new features on the way like their NFT platform, Coinbase is steadily opening the doors for composability, decentralization, and ultimately… sovereignty.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-brian-armstrong 

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------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma  ------ 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 7:30 Brian Armstrong & His Start 14:11 Why Coinbase? 19:00 Money, Tech, and Values 25:48 The Drive and Vision 29:36 The Future of Coinbase 32:56 Retail, Institutions, and Developers 36:32 Relationship with DeFi 40:32 Coinbase Lend & CeDeFi 47:30 Public Goods & Decentralization 51:39 Eating All the Banks 58:09 Custody & Sovereignty 1:02:30 The Metaverse 1:10:02 NFTs and Mainstream 1:16:52 Withdraw to Layer 2 1:18:34 Regulation 1:26:40 Taking on the SEC 1:32:12 Maturing and Growing 1:36:27 Closing & Disclaimers

------ Resources:

Brian on Twitter: https://twitter.com/brian_armstrong?s=20  Coinbase: https://www.coinbase.com/  The Master Switch: https://www.amazon.com/Master-Switch-Rise-Information-Empires/dp/0307390993 

----- 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 

1st Week of November, 2021

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma  ------ 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 Permissionless: https://blockworks.co/events/permissionless/  Bankless Discount: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022 

7:00 MARKETS 7:22 BTC Price 7:41 ETH Price 9:14 ETH / BTC Ratio 10:10 DeFi Action $BED: https://www.indexcoop.com/bed  13:19 Layer 2 https://l2beat.com/  15:05 Ultra Sound Money https://ultrasound.money/  Fees: https://twitter.com/evan_van_ness/status/1453939554172301314?s=21  20:40 Market Cap https://assetdash.com/ 

24:00 RELEASES 25:10 ENS https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops  32:10 Maker x stETH https://twitter.com/nomos_paradox/status/1453793036865982464?s=21  35:30 Crypto.com leveling up https://twitter.com/froggyfrogster/status/1454181118807351310?s=21  40:05 Phonon by Gridplus https://twitter.com/PhononDAO/status/1453822451436113924?t=CtbsGJIyI3ejIIirzm9UdA&s=19  41:47 DAO Masters https://www.daomasters.xyz/  42:55 Ronin DEX https://twitter.com/AxieInfinity/status/1456161289722548225  43:46 Optimism Upgrade https://twitter.com/optimismPBC/status/1455645114269724675  45:28 ‘Standard Oil’ of Crypto https://www.wsj.com/articles/digital-currency-group-wants-to-be-cryptos-standard-oil-11635764400  47:51 Metaverse Fund https://www.theblockcrypto.com/linked/122856/firm-backed-by-alan-howard-winklevoss-twins-closes-100-million-metaverse-fund  51:22 Sandbox Raise https://www.theblockcrypto.com/linked/122936/crypto-sandbox-93-million-softbank  52:58 Jobs https://pallet.xyz/list/bankless/jobs 

54:00 NEWS 54:48 Facebook Meta https://about.fb.com/news/2021/10/facebook-company-is-now-meta/  1:02:15 Nike https://twitter.com/joshgerben/status/1455225423411953671?s=21  1:04:22 Microsoft https://blockworks.co/microsoft-ceo-the-metaverse-will-bring-real-world-into-any-digital-space/?oly_enc_id=9918E2523689A0T  1:04:55 Reddit https://twitter.com/iamRahul20x/status/1455950490366263301  1:09:32 Quentin Tarantino https://www.cnbc.com/2021/11/02/quentin-tarantino-to-offer-seven-uncut-scenes-from-pulp-fiction-as-nfts.html  1:10:26 NFT McRib https://twitter.com/chriskatje/status/1455154519491416064?s=20  1:11:32 Matrix NFTs https://twitter.com/jordanlyall/status/1455544585732640775?s=21  1:13:18 China Yes NFTs, No Crypto https://blockworks.co/chinas-tech-giants-yes-on-nfts-no-on-cryptocurrencies/?oly_enc_id=9918E2523689A0T  1:14:31 CryptoPunk Flash Loan $500M https://twitter.com/scott_lew_is/status/1454952085611589634  1:17:23 Aaron Rodgers https://www.coindesk.com/business/2021/11/01/nfl-star-aaron-rodgers-gives-ringing-endorsement-of-bitcoin/  1:18:14 Coinbase Borrow https://twitter.com/coinbase/status/1455664736687722500  1:19:06 Stablecoin Report https://www.coindesk.com/policy/2021/11/01/biden-administration-to-congress-put-stablecoins-under-federal-supervision-or-we-will/  1:21:33 China Digital Currency https://twitter.com/RyanSAdams/status/1456257274087763979?s=20 

1:23:00 TAKES 1:24:30 NFT Breakfast https://twitter.com/zeneca_33/status/1454599139803779076?s=21  1:25:58 L1 Traffic https://twitter.com/ercwl/status/1454331785668608002?s=20  1:28:52 Play the Metaverse https://twitter.com/RyanSAdams/status/1455160580843712519?s=20  1:31:13 A Wallet is a Profile https://twitter.com/ohhshiny/status/1455270402788405254?s=21  1:32:14 Wikipedia https://twitter.com/trustlessstate/status/1455548002114879493?s=21  1:33:31 Never Seen a Bear https://twitter.com/ryansadams/status/1456001806992031755?s=21  1:37:46 Robots Use Ethereum https://twitter.com/ameensol/status/1456115235769647110?s=20  1:40:54 Gender Equality https://twitter.com/mdudas/status/1456285472326623242?s=20 

1:41:31 What David’s Excited About 1:43:14 What Ryan’s Excited About

1:47:59 MEME of the Week https://twitter.com/niftynaut/status/1454142514487861251?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 

Robbie Ferguson of ImmutableX returns to Bankless to discuss Immutable’s impressive growth and the momentous wave heading towards crypto gaming. The intersection of NFTs, culture, scale, and gaming are all on a collision course.

Immutable is powering TikTok’s first ever NFTs, and with a 10x increase in volume, well over 100 projects are building on Immutable X Token Launches.

Crypto gaming is coming. And for ImmutableX, it’s already here.

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ 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 10:00 Robbie & ImmutableX 17:08 Layer 2 and Partnerships 24:19 Building on Immutable 32:00 Starkware and Technology 40:45 The IMX Token 45:12 Data Availability & Fees 49:46 Centralization & Developing 55:15 Gaming & Value 1:03:43 Closing & Disclaimers

------ Resources:

Robbie on Twitter: https://twitter.com/0xferg?s=20 

ImmutableX: https://www.immutable.com/ 

----- 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 

Griff Green is a builder and community manager in the Ethereum space. He is also a hippie, a former chemical engineer, and Seattle Supersonics super-fan. A true individual, Griff opted out of society after becoming disillusioned with modern institutions, traveling in a van with gold and silver until he heard about Bitcoin.

Falling down the crypto rabbit hole led Griff to become a deep Ethereum community member, eventually launching The DAO. The story of the DAO's beginnings, hack, and eventual hard for are the stuff of Sci-Fi. Filled with countless stories, this episode follows the life and times of a deeply fascinating member of Layer Zero.

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma  ------ 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 4:00 Griff Green & the SuperSonics 13:34 Chemical Engineering 18:20 Bankless with Gold 21:51 Bitcoin & Traveling 29:44 Into the Crypto World 35:07 Crypto Masters Degree 38:00 Ethereum Arrives 44:43 Entering the Community 51:29 Culture vs Price 56:00 Early Ethereum Culture 1:02:43 The DAO 1:07:20 Coming up with the DAO 1:13:25 Exploits 1:16:46 The DAO Token Creation 1:23:20 Explosion & Speculation 1:27:29 The Hack & Hard Fork 1:36:00 Dark DAO and Ethereum Classic 1:40:12 Hard Fork & Edge Cases 1:46:58 Lessons Learned 1:49:24 The Next 4 Years & Giveth 2:02:10 Closing

------ Resources:

Griff on Twitter: https://twitter.com/thegrifft?s=20 

Giveth: https://giveth.io/ 

----- 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 

Chris Dixon is a general partner at a16z, and gives Bankless listeners a masterclass in understanding the Web3 Metaverse in this episode.

There are five essential mental models to understanding why Web3 matters, and they overlap often throughout the course of the conversation.

Web3 has begun to impact all corners of digital culture, from media to finance, art and gaming, and even identity. Mental models allow for digestible thinking patterns to understand and predict the world, and Chris lays out how these new digital primitives are changing everything.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-5-mental-models 

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma  ------ 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 8:00 Chris Dixon 12:09 Mental Models 16:29 Unpacking the Internet 25:43 Corporations vs Networks 30:17 Why Web3 Matters 35:30 Compete or Collaborate 43:25 Tokens are a New Digital Primitive 49:00 Users & Websites 54:45 Primitive NFTs 1:01:00 Take Rate is Opportunity 1:05:27 Culture & Ownership 1:11:07 Networks Becoming Economies 1:21:25 Power to the Users 1:28:48 It’s Just a Toy 1:37:20 a16z in 2021 1:42:10 Regulatory Landscape 1:45:58 2022 Predictions 1:49:23 Closing & Disclaimers

------ Resources:

Chris on Twitter: https://twitter.com/cdixon?s=20 

Why Web3 Matters: https://twitter.com/cdixon/status/1442201621266534402?s=20 

Why Decentralization Matters: https://cdixon.org/2018/02/18/why-decentralization-matters 

----- 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 

4th Week of October, 2021

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether  *****

BANKLESS SPONSOR TOOLS:

⚖️ 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 DAOpunks: https://twitter.com/DAOpunksNFT/status/1452700209029472258 

7:00 MARKETS 7:20 BTC Price 7:54 ETH Price 8:50 ETH/BTC Ratio 10:25 DeFi Action 15:30 Uniswap Volume https://twitter.com/Uniswap/status/1452673839654113291?s=20  16:54 Polygon Transactions https://twitter.com/MihailoBjelic/status/1452797571227918342  18:47 8m ETH Staked https://launchpad.ethereum.org/en/  19:44 Ethereum Fees https://twitter.com/drakefjustin/status/1392556085941350400?s=20 

25:00 RELEASES 26:00 GMI Index https://twitter.com/banklessDAO/status/1453055618948939784?s=20  28:07 Across Protocol https://twitter.com/AcrossProtocol/status/1452645990750695433  28:42 Argent to Starknet https://twitter.com/StarkWareLtd/status/1452656894724747265  30:08 XDEFI Token https://xdefi-io.medium.com/xdefi-wallet-token-economics-3378187df2b4q322  31:18 Metamask https://twitter.com/MetaMask/status/1453089090908262404?s=20  32:22 Why Optimism? https://twitter.com/justinjmoses/status/1453389396963700737?s=20  34:37 Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum  38:38 Parallel https://twitter.com/techcrunch/status/1451216968724406272?s=21  39:42 Meta4 Capital https://twitter.com/aarontcadena/status/1451417795556638720?s=21  41:24 Alchemy https://twitter.com/fintechfrank/status/1453708525067251713?s=20  42:58 Hyy.pe https://medium.com/hyype/hyy-pe-raises-2-mn-in-a-funding-round-to-build-a-social-storytelling-platform-b25dd9960bbc  45:08 CoinList  https://www.theblockcrypto.com/post/122005/coinlist-new-funding-100-million-valuation-1-5-billion  46:15 Jobs https://pallet.xyz/list/bankless/jobs 

48:00 NEWS 48:13 Disney NFTs https://www.ledgerinsights.com/disney-to-launch-nft-digital-collectibles-with-veve/  52:00 SHIB https://twitter.com/MorningBrew/status/1453445533754855433  59:52 WorldCoin https://twitter.com/sama/status/1451203161029427208?s=20  1:06:47 Goldman Likes DeFi https://blockworks.co/goldman-sachs-defi-has-its-advantages-over-traditional-finance/?oly_enc_id=9918E2523689A0T  1:07:30 Hacks Polygon: https://decrypt.co/83997/polygon-dodges-850m-hack-pays-record-2m-bounty  Cream: https://thedefiant.io/cream-finance-third-largest-exploit/  Secure Apps: https://twitter.com/cyounessi1/status/1453377961198071816  1:13:57 Reddit NFT Platform https://www.thestreet.com/crypto/defi/reddit-is-building-an-nft-platform  1:15:54 Twitter NFTs https://twitter.com/wongmjane/status/1452373149689909248?s=20  1:17:20 Wordpress x Zora https://twitter.com/nnnnicholas/status/1453502239218225152?s=20  1:18:02 Photoshop NFTs https://www.theverge.com/2021/10/26/22745506/adobe-nft-art-theft-content-credentials-opensea-rarible-photoshop  1:18:55 Economist Cover https://decrypt.co/84508/economist-defi-rabbit-hole-nft-sells-419k-ethereum  1:19:56 Firefighters Pension https://www.coindesk.com/business/2021/10/21/houston-firefighters-pension-fund-makes-bitcoin-ether-purchase/  1:20:55 El Salvador Buys BTC https://cointelegraph.com/news/el-salvador-buys-a-smokin-hot-420-more-bitcoin  1:21:16 Coinbase Lobbying https://www.theblockcrypto.com/post/121687/coinbase-spent-nearly-800k-on-lobbying-in-2021s-third-quarter-as-part-of-influence-revamp  1:22:32 Terra vs SEC https://www.scribd.com/document/534537134/Terraform-v-SEC  1:24:38 Mastercard 1:25:25 Regulation Rumors https://twitter.com/Dogetoshi/status/1452750423912296448?s=20  1:27:11 Eric Peters https://blockworks.co/one-river-ceo-eric-peters-crypto-is-most-interesting-macro-opportunity-and-investment/  1:28:11 Polymarket Investigation https://twitter.com/CoinDesk/status/1451963547748028424?s=20 

1:31:00 TAKES 1:31:30 Positive Feedback Loop https://twitter.com/TrustlessState/status/1453483897778421767?s=20  1:35:17 Unconstitutional Fed https://twitter.com/ronpaul/status/1451940261400096775?s=21  1:37:13 Hyperinflation https://twitter.com/jack/status/1451733913961783299?s=20  1:40:05 Why Fiat Worked https://twitter.com/RyanSAdams/status/1452703301846413312?s=20  1:43:39 Unrealized Gains Tax https://twitter.com/matthuang/status/1452477175655919616?s=21  1:47:02 Facebook Whistleblower https://twitter.com/Jessicalessin/status/1452441900808433667?s=20  1:48:32 Owning NFTs https://twitter.com/3LAU/status/1452774836153905155?s=20 

1:48:55 What David’s Excited About 1:50:20 What Ryan’s Excited About

1:55:12 MEME of the Week https://twitter.com/banklesshq/status/1452263812183347201?s=21 

----- Not financial or tax advice.

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

BTC vs. ETH. It's the crypto title fight.

Crypto is a non-zero sum game, but there can only be one #1 blockchain. Which of the two giants has the better monetary policy? What about roadmap? Community? Culture?

Tune in as the two communities square off to find out which protocol is the more sound.

***** POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether  *****

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 | 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 4:00 Dennis, Muneeb, and Justin 7:09 What is Money? 11:18 Soundness 14:32 Properties of Bitcoin 19:45 Bitcoin's Security 25:33 Stacks vs Rollups 31:55 Blockspace Value 35:25 Fee Markets & Security 41:05 Properties of Ethereum 45:08 Weak Subjectivity 53:07 Proof-of-Stake 1:01:55 Money vs Smart Contract Platform 1:08:17 Stacks 1:13:24 Money & Execution Layers 1:17:25 Attacking the Network 1:25:27 Slashing & Hard Forks 1:30:37 Soundness & Monetary Policy 1:39:02 Ossifying and Innovation 1:43:29 Closing & Disclaimers

Resources:

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

Dennis on Twitter: https://twitter.com/Dennis_Porter_?s=20 

Muneeb on Twitter: https://twitter.com/muneeb?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 

In a special State of the Nation episode, David and Ryan unpack the concept of 'modular blockchains'.

Are modular blockchains the path to ultra blockchain scalability? YES!

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

------ Topics Covered:

0:00 Intro 10:00 Consensus, Data, and Execution 16:55 The Scalability Trilemma 22:18 Developing in Parallel 29:00 Computer Chips & Nature 35:02 Modular Blockchain Design 43:10 Sharding & Data Availability 51:23 Consensus & Proof of Stake 57:06 Decentralization 1:01:55 Synergies 1:06:30 More Security 1:10:59 Future of Monolithic Blockchains 1:19:32 Triple Point Asset 1:25:19 Ultra Scalable Ethereum 1:31:45 Interest of the Token Holders 1:35:24 Ethereum's Roadmap 1:37:45 Closing & Disclaimers

------ Resources:

Modular is Revolutionary: https://polynya.medium.com/processors-blockchains-modular-is-revolutionary-ded01824b603 

Market Monday: https://newsletter.banklesshq.com/p/ethereum-2025 

----- 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