SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

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🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho  

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------ TIMESTAMPS

00:00 Intro 04:21 Post-Election Thoughts 05:09 Crypto Task Force & SAB 121 11:00 Hester's Statement on SEC Site 12:41 Issuing Tokens & SEC 14:58 No-Action Letters 18:30 Communication with SEC 22:00 Task Force & Companies 23:55 SEC & CFTC Relations 26:42 Token as a Security? 32:00 KYC, Securities & Open Networks 36:23 Investment Barriers & Accreditation 38:32 Paul Akin’s Retirement Effects 40:30 Matt Levine’s "Dumb Investment" 42:52 SEC & Memecoins 45:03 Airdropped Coins 47:33 Miscellaneous Issues 48:46 SEC & ETFs 49:23 Prioritizing Work 50:17 Future SEC Plans 53:15 Closing & Disclaimers

------ RESOURCES

Hester Peirce https://www.sec.gov/about/sec-commissioners/hester-m-peirce  https://x.com/HesterPeirce  

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

This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho   ------ BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

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------ TIMESTAMPS & RESOURCES  

00:00:00 Start

00:03:33 Trump vs The Fed

http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html 

http://x.com/bennyjohnson/status/1889681567779283447 

00:06:25 Tarun Market Takes

00:10:18 ETH Staking ETF

http://x.com/WatcherGuru/status/1889803399320969603 

http://x.com/RasterlyRock/status/1889856397032235226 

00:15:26 Robinhood Enters The Chat

http://x.com/Tyler_Did_It/status/1889833087258992937 

http://x.com/bridge__harris/status/1889904770485461389 

http://x.com/0xjaypeg/status/1889805008318906689 

00:27:13 Brian Quintenz Nominated to Lead CFTC

http://warpcast.com/brianquintenz/0xbd4cc8ef 

http://x.com/TrustlessState/status/1889736851474333932 

00:30:08 Is The Airdrop Meta Over?

http://x.com/ffvv1211/status/1889333575348355152?s=46 

00:34:21 MegaETH Exploring Alternatives

http://x.com/megaeth_labs/status/1889733671420330150 

http://x.com/barnaclebarny/status/1889936153509503193 

00:40:38 OpenSea SEA Airdrop

http://x.com/openseafdn/status/1890041091577057522 

http://x.com/dfinzer/status/1890039791808376874 

00:46:17 Ethereum Shenanigans

http://x.com/VitalikButerin/status/1889771554512200166 

http://x.com/ameensol/status/1889774627796427235 

http://x.com/TrustlessState/status/1889900532770414985 

http://x.com/laurashin/status/1890044244750135695 

http://x.com/ethereumfndn/status/1889978208986280031 

00:52:51 Arbitrum Launched BOLD

http://x.com/ArbitrumDevs/status/1889709836226416805 

http://l2beat.com/scaling/projects/arbitrum 

00:55:19 JailStool

http://x.com/stoolpresidente/status/1887963615161905566 

http://x.com/stoolpresidente/status/1887936281058947391 

http://x.com/stoolpresidente/status/1887960660820042168 

http://x.com/stoolpresidente/status/1889032422768918834 

http://x.com/stoolpresidente/status/1888332104016015781 

http://x.com/stoolpresidente/status/1888337834605420917 

http://x.com/trustyournuts/status/1888336912844255436 

http://x.com/CryptoKaleo/status/1888420272182604043 

http://x.com/stoolpresidente/status/1888598919354941897 

http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72 

01:04:01 Where To Find Tarun

https://x.com/tarunchitra 

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

Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34 

------ TIMESTAMPS & RESOURCES

0:00 Intro

1:17 Crypto x AI Exposure Strategy 

10:56 Elon’s $97B OpenAI Bid

13:14 Crypto x AI Mindshare & Markets https://www.cookie.fun/   https://x.com/S4mmyEth/status/1889675738099376149   https://x.com/dv_memetics/status/1888956005515477372  https://x.com/0xelonmoney/status/1889743777088360909  

22:48 Andrej Karpathy https://x.com/karpathy   https://x.com/hyperbolic_labs/status/1887229114769359013 

22:58 Replit comes out with a mobile app https://x.com/Replit/status/1887159041455169683  https://x.com/karpathy/status/1886192184808149383 

33:12 X (Twitter) is getting involved in agents https://x.com/ethermage/status/1887526320487473326 

37:24 ARC reveals their new launchpad & agent launch https://x.com/cryptopunk7213/status/1889768219873099902  https://x.com/askjimmy_ai/status/1889736290696045017  https://x.com/0thTachi/status/1887620290727059731  

51:17 Virtuals are live on Solana! https://x.com/virtuals_io/status/1889365020393496910  https://x.com/gkisokay/status/1889721779146596503  https://x.com/virtuals_io/status/1887508625268367843   https://x.com/gkisokay/status/1889331963917729993 

59:03 AIXBT holders can now connect X account = richer agent interactions https://x.com/aixbt_terminal/status/1887355817957204434 

1:02:46 Ai16z (ElizaOS): a brutally raw take https://x.com/CryptoStreamHub/status/1887435927309721992 

1:07:57 What Ejaaz focused on this upcoming week

1:08:59 Closing & Disclaimers 

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

In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho

------ BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

------ TIMESTAMPS 00:00 Start 05:10 How Did Bera Come To Be? 09:43 Starting With Community 12:09 The Memetic Roadmap 14:43 Proof Of Liquidity 20:41 The Triangle Based Loop 33:26 Liquidity Provisioning 35:21 Discovering Equilibrium 38:28 How To Grow Market Share 43:53 Bera and Monad 47:13 Addressing Criticism 53:51 2025 Roadmap

------ RESOURCES

Smokey - https://x.com/smokeythebera

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

Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. 

We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers. 

A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho  

------   BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax  

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain  

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  

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

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

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------ TIMESTAMPS

0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers

------ RESOURCES

Hayden Adams https://x.com/haydenzadams 

Unichain https://unichain.org/ 

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

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. 

She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond. 

Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts

------ RESOURCES

Lyn Alden https://x.com/LynAldenContact  

Lyn Alden Newsletter https://www.lynalden.com/  

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

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.

Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito 

------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho

------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS & RESOURCES  00:00:00 Start

00:03:57 Why We Dumped, Again https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/ https://x.com/benbybit/status/1886393172152156604  https://x.com/KobeissiLetter/status/1886373316249649437 

00:15:33 L2 Updates https://x.com/ak47ink/status/1882228296626458970  https://blog.kraken.com/product/staking/new-us-staking 

00:18:06 Microstrategy Rebrands to ‘Strategy’ https://www.bankless.com/read/microstrategy-rebrands-to-strategy  https://x.com/saylor/status/1887229546199462309 

00:19:28 The $20 Billion Dollar Bid https://x.com/MikeIppolito_/status/1887274787677913457  https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR  https://x.com/SemlerEric/status/1886764609924948349 

00:26:31 US Lawmakers Plan For Digital Assets https://x.com/BanklessHQ/status/1886876049113588156 

00:28:06 New Stablecoin Bill https://x.com/SenLummis/status/1886887005113790866 

00:35:07 SEC Creates Crypto Task Force https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425  https://x.com/HesterPeirce/status/1886864054477815861  https://x.com/AlexanderGrieve/status/1886869439293067404  https://x.com/EricBalchunas/status/1886910308762980788  https://www.sec.gov/newsroom/press-releases/2025-36  https://x.com/NateGeraci/status/1886870066924245297 

00:42:42 Uniswap V4 Is Live! https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19  https://x.com/TrustlessState/status/1885349829091459354  https://x.com/angstromxyz/status/1885011791761068427 https://x.com/flaunchgg/status/1878879274566107323  https://x.com/whetstonedotcc 

00:49:41 Berachain Token Launch https://x.com/berachain/status/1887178672995537236  https://www.coingecko.com/en/coins/berachain 

00:57:51 ETH To Increase Gas Limit https://x.com/data_always/status/1886573645687935463?s=46  https://x.com/VitalikButerin/status/1886579901039337759 

01:01:38 Loss Of Ultra Sound https://ultrasound.money/  https://x.com/drakefjustin/status/1887108667675124174 

01:08:02 Thanks To Mike

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

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon). ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28 

------ TIMESTAMPS & RESOURCES

0:00 Intro

0:41 AI Crypto Mindshare https://www.cookie.fun   https://x.com/S4mmyEth/status/1886429346488791099  https://x.com/DV_Memetics/status/1886452402154316257   https://x.com/0xnairolf/status/1886756102928269748 

15:13 Fair-Launch Tokens Good or Bad? https://x.com/shawmakesmagic/status/1886829695343161494 

25:30 Virtuals Nation Fiscal Policy   https://x.com/virtuals_io/status/1884938359573000665  https://x.com/vaderresearch/status/1885311150277222641 

35:10 Coinbase Hackathon https://x.com/CoinbaseDev/status/1886468701689631006  

42:54 OpenAI’s Deep Research Agent  https://x.com/sama/status/1886220046864671067  https://x.com/Felipe_Millon/status/1886205433469178191  

50:52 Freysa https://x.com/chappieonchain/status/1886427494632276127  https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900     59:32 EigenLayer Verifiable Agents  https://x.com/eigenlayer/status/1886880694019788973  

1:04:18 Voice-Enabled Agents Next Meta? https://x.com/cryptopunk7213/status/1885692491095036019  https://x.com/soulgra_ph/status/1884748450534993924  https://x.com/bcsmithx/status/1884751516399206455  https://x.com/agenttanklive/status/1885032386121138325  https://x.com/limitusintel/status/1886466941268975811 

1:11:22 Reflection of 10 Weeks of AI Rollup 

1:12:37 Closing & Disclaimers 

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

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ TIMESTAMPS

0:00 Intro 2:40 Trump Tariffs & Bitcoin Connection  4:09 Fiscal Deficit Benefits  7:28 Plaza Accord 1.0 & 2.0 14:12 Tariffs Now vs. 8 Years Ago 16:55 What Happens Next? 19:36 Lowering 10-Year Rate 22:10 Fiscal Dominance Policy Control  23:28 The Triffin Dilemma 29:01 Bitcoin’s Impact  32:16 Trump Advocation of Bitcoin  35:10 Crypto & Real Estate  37:06 Eric Trump’s ETH Tweet 39:22 10-Year Yield Rate Lowering Invetitabilty  42:07 Bitcoin & Other Crypto Risk Assets  47:17 Bitwise’s Dogecoin ETF  50:05 Closing & Disclaimers 

------ RESOURCES

Jeff Park https://x.com/dgt10011 

Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606  

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

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.

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------ BANKLESS SPONSOR TOOLS:

🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ TIMESTAMPS

00:00:00 Intro 00:03:53 Opinion on Pengu token and its competitor 00:08:03 Reformatting the idea of a memecoin 00:12:32 Pudgy Penguins aren't just memes 00:16:09 Solana competitor vs Pengu 00:20:03 Impact of 30 Billion views on the GIFs on the brand 00:22:56 How does the GIFs system work? 00:25:27 GIFs working principle 00:27:13 Big brands doing SEO on GIFs 00:28:38 Non-crypto people using Pudgy GIFs 00:31:59 Physical Products of Pudgy Penguins 00:36:50 Other components of expanding the brand 00:38:56 How big is the conglomerate? 00:39:26 Choosing Solana L1 over L2 00:45:27 Where does Base stand in the algorithm? 00:51:26 Some thoughts on Ethereum's current state 00:55:32 Abstract Chains 01:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers

------ RESOURCES

Luca Netz https://x.com/LucaNetz 

Pudgy Penguins https://pudgypenguins.com/  

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