Bankless

How can economic bubbles be good for the world?

Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed

In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.

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------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview 

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🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku

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------ TIMESTAMPS

0:00 Intro 7:29 Byrne’s Crypto Background 10:13 Bitcoin Inception 28:17 Blockspace Economics 34:20 BOOM Thesis 45:35 The Great Stagnation 1:16:46 Civilizational Risk 1:32:31 Good Bubbles vs Bad Bubbles 1:40:04 Identifying the Next Bubble 1:47:53 Closing & Disclaimers

------ RESOURCES

Byrne Hobart https://x.com/ByrneHobart  

Boom: Bubbles and the End of Stagnation https://a.co/d/f7m2OG8  

The Diff Newsletter https://www.thediff.co/  

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

What are the best investing opportunities in Tech for 2025?

Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.

In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.

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------ TIMESTAMPS

0:00 Intro 6:02 AI in 2024 8:21 The Future of AI 12:35 Where are we on the S Curve? 17:38 AI vs Other Tech Revolutions 20:23 Are we in a Bubble? 23:59 Evolution of AI 29:06 AI x Crypto 34:12 Centralized vs Decentralized AI 37:46 AI Agents 42:32 Doomsday Scenario 47:16 Raw Crypto 52:28 Order of Trends 55:06 Silicon Valley on Crypto 58:14 Crypto Founders vs Tech Founders 1:01:27 Politics & Tech 1:14:36 Advice for 2025 1:17:13 Closing & Disclaimers

------ RESOURCES

Elad Gil https://x.com/eladgil  

Elad Gil Website https://eladgil.com/  

No Priors Podcast https://www.youtube.com/@NoPriorsPodcast  

Prime Open sources their 10B parameter training run https://x.com/PrimeIntellect/status/1862607165669900407  

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

This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.

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------ TIMESTAMPS & RESOURCES

00:00:00 Trump On Bitcoin Reserve https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:03:43 MARKET https://x.com/QuintenFrancois/status/1866445089909653545  https://x.com/DegenerateNews/status/1866957840805409049 

00:13:47 L2 Update https://x.com/jessepollak/status/1867047990843916334  https://dune.com/eekeyguy_eth/eth-supply-tracker 

00:16:40 Bitcoin Reserve https://x.com/InvestorAsh/status/1866221541400219847  https://x.com/el33th4xor/status/1866255029033943551 

00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar https://truthsocial.com/@realDonaldTrump/posts/113603133222686186  https://x.com/BitcoinNewsCom/status/1864857461481422934.  https://x.com/DavidSacks/status/1865199683087245405 

00:32:26 CFTC Chair Rumors https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:34:08 SEC - Crenshaw https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/brian_armstrong/status/1865913522670260680   https://x.com/masonlynaugh/status/1866877145902948483 

00:39:52 Should Ethereum Pump The Gas https://x.com/dankrad/status/1863412876901306599  https://x.com/dankrad/status/1867078641118789787  https://x.com/drakefjustin/status/1865894859468427 

00:44:44 MOVE Token https://x.com/movementfdn/status/1866093209719579011  

00:46:00 Magic Eden https://x.com/MagicEden/status/1866483682367693227  https://mefoundation.com/  https://www.coingecko.com/en/coins/magic-eden 

00:46:37 Pudgy Airdrop https://x.com/pudgypenguins/status/1864851993094664602  https://nftpricefloor.com/pudgy-penguins 

00:51:38 EtherRocks https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:53:30 Quantum Computing https://x.com/InvestorAsh/status/1866221541400219847  https://x.com/caprioleio/status/1866355221670302170  https://vitalik.eth.limo/general/2024/10/29/futures6.html  https://x.com/el33th4xor/status/1866255029033943551 

00:59:36 Stablecoin News https://x.com/jerallaire/status/1866733181728366593  https://defillama.com/stablecoins  https://x.com/aave/status/1866127138820112562  https://x.com/defiignas/status/1866831563272712393 

01:05:16 Meme Of The Week https://x.com/sherlock_hodles/status/1866557875671187912 

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

Ejaaz is back with David to break down the latest in the explosive world of AI Agents.

This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.

Can AI agents truly become the catalysts for crypto's next bull market?

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------ TIMESTAMPS & RESOURCES

0:00 Intro 2:31 Why AI Agents Are a Big Deal 4:34 Vibes This Past Week https://x.com/s4mmyeth/status/1866414390775329111   https://x.com/dwflabs/status/1866422609967235166   https://x.com/solana/status/1866536545550995466   9:18 a16z Blog Post  https://x.com/a16zcrypto/status/1864343219833627113   14:26 GOAT is Returning  https://x.com/pwnlord69/status/1866589407454826644   25:44 Satan & God Automated  https://x.com/ropirito/status/1864373559927173257   https://x.com/god   https://x.com/s8n   39:13 Eliza & Ai16z #1 trending GitHub  https://x.com/dreaminglucid22/status/1865758299464843285   https://x.com/BanklessHQ/status/1866845399715287399  47:04 Virtuals New Sandbox Tool & aixbt https://x.com/0xCygaar/status/1866513570672079187  https://x.com/aixbt_agent  53:09 Zerebro https://x.com/jyu_eth/status/1864579428639986126   https://x.com/opaiumdao/status/1865484155464630470   https://x.com/opaiumdao/status/1866572986805035325   https://x.com/jyu_eth/status/1866389720844111884   https://x.com/jyu_eth/status/1866556713647870341  https://x.com/cryptopunk7213/status/1864473729855553766  https://x.com/blormmy/status/1865987541972738549   1:01:44 Swarms & vvaifu.fun https://x.com/vvaifudotfun/status/1864050584396906841   1:03:37 Clanker Fees cross $10M https://dune.com/clanker_protection_team/clanker-fees   1:05:57 $SIMMI  https://x.com/Simmi_IO/status/1862510478745804856   https://x.com/SimulacrumAI/status/1866570195051090215  https://x.com/simulacrumai/status/1866641681795441070  1:08:46 Delphi Digital AI Analyst  https://x.com/Shaughnessy119/status/1866212479413678588  1:11:02 Ejaaz’s Advice for This Week  1:12:22 Closing & Disclosures 

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

What is the role of AI in crypto, and how will it shape the future?

AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.

In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.

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------ TIMESTAMPS

0:00 Intro 8:05 Who is Shaw & Eliza Framework 18:57 Goals of ai16z & Marc AIndreessen 25:47 AI Agent North Star 31:20 AI-Powered Contributors & Fixing DAOs  38:49 Degenspartanai vs. Marc AIndreessen 52:02 What is ai16z? 56:51 DAO Governance 1:00:34 Eliza Framework Story & Success 1:03:55 Advice to New AI Agent Builders 1:06:29 Other Top AI Agents 1:08:02 Agent Swarming & World Mind Explained 1:17:14 How & Where to Learn More  1:18:36 Closing & Disclaimers 

------ RESOURCES

Shaw https://x.com/shawmakesmagic 

David Hoffman https://x.com/TrustlessState 

Ejaaz Ahamadeen https://x.com/cryptopunk7213 

ai16z dao https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC 

ai16z Github https://github.com/ai16z 

degenspartanai https://x.com/degenspartanai 

Marc AIndreessen https://x.com/pmairca 

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

2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.

Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.

Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.  

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🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

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------ TIMESTAMPS

0:00 Intro 5:19 Summarizing 2024 8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets 21:40 2025 Bitcoin ETF Flows  27:20 Coinbase Surpasses Charles Schwab 32:13 Year of the Crypto IPO  38:01 AI Agent Memecoin Mania 47:39 Countries Holding Bitcoin  53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100  56:54 Crypto 401(k)s  1:02:48 Stablecoin Assets Double 1:05:26 RWAs Surpasses $50B  1:09:12 Bonus Prediction: 2029 Bitcoin Price  1:12:32 Closing & Disclaimers 

------ RESOURCES

Bitwise 2025 Predictions  https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025

Matt Hougan https://x.com/Matt_Hougan 

Ryan Rasmussen https://x.com/RasterlyRock  

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

What is Ethereum’s North Star, and does it even need one?

There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.

This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.

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------ TIMESTAMPS

0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers

------ RESOURCES

Mike Ippolito https://x.com/mikeippolito  

Jon Charbonneau https://x.com/jon_charb  

Jon’s Article https://dba.xyz/ethereums-north-star/  

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

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto! ------ 📣 AMBIRE | SIGN UP! https://www.ambire.com/legends

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 

🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

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------ TIMESTAMPS & RESOURCES

00:00:00 Lets Set The Tone

00:05:27 BTC $100K! https://x.com/ETHbyDre/status/1864550741287030979  https://x.com/BitcoinMagazine/status/1864655677467042013 

00:08:40 A Trip Down Memory Lane

00:15:02 Powell - BTC Is Digital Gold https://x.com/BanklessHQ/status/1864392544018166186 

00:19:23 ETH Price Analysis

00:22:50 Total Mkt Cap https://x.com/crypto_condom/status/1862658827163758660 

00:24:19 The Rise Of Ripple (XRP) https://x.com/RyanSAdams/status/1863702614304518363  https://x.com/WazzCrypto/status/1863306452481253555 

00:28:07 Solana ETF? https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

00:32:52 Mainstream Debanking https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/davidmarcus/status/1862654506774810641  https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw 

00:42:23 New SEC Chairman https://truthsocial.com/@realDonaldTrump/posts/113595807734621827  https://x.com/HesterPeirce/status/1864428440893735331 

00:45:42 Crypto Czar https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump 

00:48:54 Hyperliquid Airdrop Was Huge https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f 

00:50:36 Hawk Tua Coin https://x.com/WazzCrypto/status/1864433268319293811 

00:55:06 Fluid Launch https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985 

00:56:56 RTFKT Shut Down https://x.com/RTFKT/status/1863621178532773928 

00:58:26 Alex Mashinsky Pleads Guilty https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/ 

01:00:12 Releases https://x.com/colton_art/status/1864705965016129740  https://x.com/crecimientoar/status/1862557162427310102 

01:03:47 Meme Of The Week https://x.com/scrypto_/status/1864603976282591549?s=46 

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

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents. 

This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more. 

Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond? 

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

🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

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------ TIMESTAMPS & RESOURCES

0:00 Intro

3:10 Why Ejaaz is Bullish

6:42 Ai16z https://x.com/0xwitchy/status/1863862261573632025  

9:52 Virtuals https://www.coingecko.com/en/coins/virtual-protocol   https://www.virtuals.io/   https://fun.virtuals.io/  

16:17 aixbt https://www.coingecko.com/en/coins/aixbt-by-virtuals  https://x.com/cryptopunk7213/status/1863584774901666038  https://x.com/aixbt_agent   https://x.com/PixOnChain/status/1863145856301674938  

29:12 Freya agent gifts $50K to clever winner https://x.com/jarrodWattsDev/status/1862299845710757980   https://www.freysa.ai/ 

  33:09 Zerebo https://x.com/jyu_eth/status/1864004665891013028   https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8   https://x.com/jyu_eth/status/1861190173196730729   https://x.com/jyu_eth/status/1863012741486616742  

50:24 Ai16z https://x.com/markus9x/status/1861242414515777767   https://x.com/0xwitchy/status/1863530135313600980  

55:47 God  https://x.com/god  

1:00:47 Bittensor Tao https://x.com/cruciblelabs/status/1861154220021260473  

1:04:30 NOUS and Prime Intellect leading decentralized training https://x.com/NousResearch/status/1863622813317464157  https://x.com/PrimeIntellect/status/1862607165669900407 

1:08:21 Ejaaz’s predictions & where his attention is going    https://x.com/Vader_AI_   https://x.com/0xprismatic/status/1863055816947101845 

1:14:25 Solana vs. Base?

1:21:31 Homework for Bankless audience https://x.com/cryptopunk7213  

1:22:59 Closing & Disclaimers  

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

Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.

In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?

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🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 

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------ TIMESTAMPS

0:00 Intro 2:52 zk Rollups Past vs. OP Succint  5:48 OP to zk Rollups Tradeoffs & Timeline 12:39 Benefits of 1-Hour Challenge Period  15:34 Scaling the Rollups  18:12 Endgame Vision  20:47 Cost of Proving Must Go Down? 21:55 Conduit’s Distribution Role 25:55 AggLayer vs. zk & Adoption  29:57 zk Rollup on ETH L1 Constraints? 35:53 Ethereum’s Negative Sentiment 51:04  Closing & Disclaimers 

------ RESOURCES

Uma Roy https://x.com/pumatheuma 

Succinct https://www.succinct.xyz/ 

OP Succinct https://github.com/succinctlabs/op-succinct 

Adrew Huang https://x.com/KAndrewHuang 

Conduit https://x.com/conduitxyz 

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