Bankless

This week, Ryan and David unpack Ethereum’s game-changing "Pectra" upgrade, doubling Layer 2 blob space and sparking fresh debates on L1 scaling. Meanwhile, Washington sets its sights on a $2 trillion stablecoin market, Apple’s App Store monopoly cracks open to crypto, and Coinbase makes a historic acquisition of Deribit. Plus, Bitcoin breaks $100K and ETH $2k, are we officially back in bull territory? Find out on this week’s Weekly Rollup.
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TIMESTAMPS & RESOURCES

0:00 Intro

0:32 Markets
https://www.cnbc.com/2025/05/07/fed-meeting-live-updates-traders-await-insight-from-powell-on-next-rate-cut-tariff-impact.html
https://fred.stlouisfed.org/graph/?id=EFFR%2CDFEDTARU%2CDFEDTARL%2C&utm_source=chatgpt.com
https://fred.stlouisfed.org/series/FEDFUNDS?utm_source=chatgpt.com
https://truthsocial.com/@realDonaldTrump/posts/114471750357100883
https://x.com/ForexLive/status/1919864600339558405

13:44 Big win for Crypto against Apple App Store Monopoly!
https://x.com/hlopez_/status/1918113804938056100
https://x.com/0xCygaar/status/1918335966538068300
https://x.com/RyanSAdams/status/1920486709831033039

21:36 Ethereum upgrade live on mainnet!
https://x.com/TimBeiko/status/1920145795430727686
https://x.com/TrustlessState/status/1919746313760969136
https://www.bankless.com/read/eip-7702-ethereum-onchain-culture
https://x.com/adietrichs/status/1920083962472300928
https://x.com/drakefjustin/status/1920343548047569165
https://x.com/TrustlessState/status/1920488999296078131
https://x.com/tkstanczak/status/1920157389568737478
https://x.com/TrustlessState/status/1920498941583348014

40:04 Coinbase Acquires Options Platform Deribit
https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3?utm_source=chatgpt.com

41:55 Treasury Secretary is ALL in on Stablecoins
https://x.com/SecScottBessent/status/1920140049254854778
https://www.cnbc.com/2025/05/02/crypto-tether-eyes-us-expansion-with-new-stablecoin-as-ceo-courts-washington.html
https://x.com/intangiblecoins/status/1918802270310777128
https://x.com/SenatorHagerty/status/1918827160954909111
https://x.com/BrendanPedersen/status/1920193925081338114

47:26 Dems introduced legislation that would ban sitting presidents from issuing tokens
https://www.merkley.senate.gov/merkley-and-schumer-lead-the-charge-to-end-crypto-corruption-by-trump-other-elected-officials/
https://x.com/Cointelegraph/status/1919405803112472797
https://x.com/StevenTDennis/status/1920088287747711380
https://x.com/DegenerateNews/status/1919109508120371209
https://x.com/WatcherGuru/status/1919120401604477095
https://cointelegraph.com/news/eu-crypto-ban-anonymous-privacy-tokens-2027

54:04 Coinbase announced a new open source payments protocol - x402.
https://x.com/CoinbaseDev/status/1919784224170889696
https://chatgpt.com/share/681ba731-5244-8008-b801-37e128e240b8
https://stripe.com/en-cz/newsroom/news/sessions-2025

57:44 Bitcoin community is splitting over limit removal plan
https://x.com/ColeTU/thread/1919769012998647880
https://x.com/MartyBent/status/1919226199529677042

1:01:55 Unichain becomes the first L2 building blocks with TEE!
https://x.com/TrustlessState/status/1918450159274319876

1:04:26 Charles Schwab wants to launch spot Bitcoin trading by April 2026
https://cointelegraph.com/news/charles-schwab-eyes-spot-bitcoin-trading-2026

1:05:15 Bankless’s New Podcast! Limitless - go subscribe & follow
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

1:06:55 Closing & Disclaimers

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

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

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https://x.com/LimitlessFT

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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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------
TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e

https://x.com/ns123abc/status/1912876350911754676

https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring

https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

------
💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

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

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e

https://x.com/ns123abc/status/1912876350911754676

https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring

https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

------
💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

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BANKLESS SPONSOR TOOLS:

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

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

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

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e

https://x.com/ns123abc/status/1912876350911754676

https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring

https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.

Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

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🪙FRAX | SELF SUFFICIENT DeFi
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

---

TIMESTAMPS

00:00 Intro

03:40 Current Crypto Sentiment

9:20 Movement Market Making Scandal

26:10 Boop.Fun vs Pump.Fun

1:00:15 Ethereum's Pectra Upgrade

1:16:25 Bitcoin vs Ethereum

1:12:45 Closing Thoughts

---

Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures%E2%81%A0

Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum.

We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.

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🪙FRAX | SELF SUFFICIENT DeFi

🦄UNISWAP | SWAP ON UNICHAIN

🛞MANTLE | MODULAR LAYER 2 NETWORK

🌐SELF | PROVE YOUR SELF

🟠HEMI | BTC & ETH, ONE NETWORK

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0:00 Intro

------

Hsiao-Wei Wang

Tomasz K. Stańczak

Ethereum Foundation

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

This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.

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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain

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

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:58 Markets

3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/

5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1

19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084

28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164

29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462

38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america

42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776

44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token

47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597

48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621

51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743

53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944

56:29 Closing & Disclaimers

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

This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?

David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale

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📣 BUILDBEAR | GITHUB FOR WEB3
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BANKLESS SPONSOR TOOLS:

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

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

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

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Start
00:02:50 OpenAI's New Frontier Model

https://openai.com/index/introducing-o3-and-o4-mini/

https://x.com/rowancheung/status/1912561386208825751

https://x.com/AISafetyMemes/status/1912875957897003354

https://x.com/sama/status/1912558495997784441

https://x.com/TransluceAI/status/1912552046269771985

00:10:07 Is There A Scaling Wall?

00:17:13 The New AI Gold Rush

00:19:21 AI Caught Lying

https://x.com/IterIntellectus/status/1916463746454528071

https://x.com/deedydas/status/1916611855067594943

00:31:55 Open AI's Next Big Product

https://x.com/kyliebytes/status/1912171286039793932

https://x.com/cryptopunk7213/status/1914493366886174722

https://x.com/rowancheung/status/1917473779069968505?s=46

00:43:19 Optimizing For Addiction

00:50:28 Secret Reddit Agents

https://x.com/reddit_lies/status/1916916134630117814?s=46

00:58:55 Mega Viral AI Generated Video

https://x.com/falchook/status/1914419758520525194

01:01:29 GeoGuesser

https://x.com/arithmoquine/status/1912671688874926575?s=46

01:04:13 Is It Ethical For AI To Cheat?

https://x.com/im_roy_lee/status/1914061483149001132?s=46

01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46

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

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto.

They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

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TIMESTAMPS & RESOURCES

0:00 Intro

1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005

18:49 Ethereum Value Accrual

30:29 Fun Chain Premium

34:00 Memecoin Meta These Days

50:17 HyperLiquid EVM

58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query

1:04:07 Closing & Disclaimers

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