Bankless

In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to reflect on Solana in 2023 and its future in the New Year and beyond. 

-----

🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT      ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

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

🔗CELO | CEL2 COMING SOON https://bankless.com/Celo   

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

🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs   

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TIMESTAMPS

0:00 Intro 5:49 FTX’s Effect on Solana  8:03 Solana Lindy? 9:55 Local Fee Markets  17:51 Solana’s Governance   24:58 Important Solana Questions  28:44 Firedancer vs. Jump  37:36 Latency Games 40:20 Are More Users Scary? 43:50 Hyper-Optimism    48:52 What Scares Anatoly  54:59 $BONK & Solana Phone  1:07:58 Breakout Consumer Apps  1:12:37 Solana Economics  1:18:30 ETH vs. SOL 1:34:50 Solana Alignment   1:36:49 Solana Misrepresentation 1:37:53 Closing & Disclaimers 

------ RESOURCES

Anatoly https://twitter.com/aeyakovenko  

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

Cathie wood and Ophelia Snyder join us today, their two companies are at the top of the list for ETF approvals slated for early next year.

Is trad-fi excited? Are we underestimating the scale of this? Will Ethereum ever get an ETF? All these answered and more.

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✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-cathie-wood 

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🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT     ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask 

⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum  ⁠ 🔗CELO | CEL2 COMING SOON https://bankless.com/Celo 

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

🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs 

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TIMESTAMPS

00:00 Start 07:13 Joint Product Partnership 15:21 ETP vs ETF 20:25 Existing Products 33:13 How Much Interest Is There? 39:01 Portfolio Allocation and Risk 42:55 What Makes an ETF So Special 48:28 The Value Of Custody 53:27 How Many ETFs Can Get Approved? 58:07 Ethereum ETF in 2024 01:02:17 Did We Get A Fed Pivot? 01:04:10 Outlook For 2024

------ RESOURCES

Cathie Wood https://twitter.com/CathieDWood 

Ophelia Snyder https://twitter.com/OpheliaBSnyder 

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

Bankless Weekly Rollup

3rd Week of December, 2023

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🏹 Airdrop Hunter is HERE, join your first HUNT today

https://bankless.cc/JoinYourFirstHUNT

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💳 AMBIRE | V2 Browser Extension is now Live!

https://bankless.cc/ambire-v2

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

⁠https://k.xyz/bankless-pod-q2   ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING

⁠https://bankless.cc/MetaMask 

⚖️ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🔗CELO | CEL2 COMING SOON

https://bankless.cc/Celo

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

https://bankless.cc/Toku

———

0:00 Intro

3:10 David in Argentina

https://x.com/TrustlessState/status/1737955700415037856

4:40 Markets

https://www.coingecko.com/en/global-charts

https://l2beat.com/scaling/summary

https://www.coingecko.com/

11:45 Bitwise ETF Commercial

https://twitter.com/BitwiseInvest/status/1736755061127020794

13:50 Phishing Scams

https://www.chainalysis.com/blog/approval-phishing-cryptocurrency-scams-2023/

17:30 Solana Flippens

https://twitter.com/DegenerateNews/status/1735842380257869974

https://x.com/SolanaFloor/status/1737414501610479893

21:00 Celsius vs Ethereum

https://twitter.com/JedBreed/status/1737311679795400788

27:00 Inscriptions Invasions

https://twitter.com/0xCygaar/status/1736581628259107314

https://x.com/0xCygaar/status/1736581694826992071

https://twitter.com/Dogetoshi/status/1736813432983130186

https://dune.com/hildobby/inscriptions

https://twitter.com/BFreshHB/status/1735837409336520935

https://twitter.com/hkalodner/status/1735768514433032432

https://mempool.space/

33:20 Gary Gensler and the SEC

https://twitter.com/GaryGensler/status/1735686262625902968

https://www.sec.gov/news/statement/gensler-coinbase-petition-121523

35:30 Coinbase Super PAC

https://twitter.com/iampaulgrewal/status/1735716481541996640

https://twitter.com/coinbase/status/1736714975152869845

https://www.standwithcrypto.org/

37:20 Elizabeth Warren Strikes Back

https://theblockchainassociation.org/wp-content/uploads/2023/12/Sen.-Warren-Letter-to-CEO-Kristin-Smith.pdf

https://twitter.com/jerrybrito/status/1737119021483557347

https://twitter.com/CampbellJAustin/status/1737132781015114003

44:00 EigenLayer 1 Billion TVL

https://twitter.com/eigenlayer/status/1737516837506851207

https://restaking.nethermind.io/

https://x.com/sreeramkannan/status/1737550720092840385

https://x.com/TrustlessState/status/1736903040605794511

45:50 zkSync Hyperchain

https://twitter.com/zksync/status/1735297361251897405

46:20 Celestia on Arbitrum Orbit

https://twitter.com/CelestiaOrg/status/1737156267645546650

https://x.com/jackmelnick_/status/1737540854477173065

47:45 Solana Phone

https://x.com/solanamobile/status/1735835498025832651

https://www.ebay.com/sch/i.html?_nkw=solana+saga&LH_Complete=1&LH_Sold=1

https://x.com/MKBHD/status/1737501717808185544

50:50 3AC Assets Frozen

https://www.theblock.co/post/268758/bvi-court-freezes-three-arrows-capital-founders-1-billion-in-assets

51:35 Solana Hacker Guilty

https://www.justice.gov/usao-sdny/pr/former-security-engineer-international-technology-company-pleads-guilty-hacking-two

https://blockworks.co/news/nirvana-hacker-pleads-guilty

52:40 MEME of the Week

https://twitter.com/iiintimus/status/1735630582904721425

——

Not financial or tax advice. See our investment disclosures here:

https://bankless.com/disclosures 

This is an exploration of Jito, the Solana validator client, the staked Solana token JITOSOL, and MEV optimization engine.

The recent Jito airdrop show the whole industry as millions of dollars in value flooded into the Solana ecosystem.

Joining us today is Lucas Bruder from the Jito team to walk us through the basics and nuances of this multifaceted project.

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT   ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  

------ TIMESTAMPS

0:00 Intro 6:00 Jito Airdrop 8:45 What is Jito 12:00 Staking and Decentralization 17:20 MEV Optimization 25:20 Fees and Failed Transactions 33:20 JITOSOL 37:00 Solana Economics 42:00 Staking vs JITOSOL 45:40 Ethereum vs Solana 53:30 Jito Governance 59:15 Stakenet 1:05:40 Solana Governance 1:09:40 Choosing Solana 1:13:30 A Successful Network

------ RESOURCES

Lucas Bruder https://x.com/buffalu__?s=20 

Jito Labs https://www.jito.wtf/ 

Explorer https://explorer.jito.wtf/ 

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

Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024. 

We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT   ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2   ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  

🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs  

------ TIMESTAMPS

00:00:00 Intro 00:05:11 Recapping 2023 00:07:50 Are We In A Bull Market? 00:12:09 Investment Trends 00:16:48 BTC ETF Winners 00:20:03 Ether 2024 Predictions 00:26:57 BTC Security Model 00:33:06 Investment Strategy 00:36:56 VC and Private Markets 00:42:28 IPO's and M&A's 00:45:04 People To Watch 00:50:56 Why Does Elizabeth Warren Hate Crypto? 00:57:54 Grayscale 01:04:55 Products to Use in 2024 01:07:00 USDC Flips USDT? 01:11:32 Coinbase and BASE 01:15:46 Crypto Money 01:21:17 Privacy 01:27:54 How Crypto Wins In The US 01:40:07 The Political Bull Case 01:44:42 What's Most Exciting

------ RESOURCES

Ryan Selkis https://twitter.com/twobitidiot 

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

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-garry-kasparov 

----- Chess Legend and Freedom Fighter Garry Kasparov on AI, Geopolitics, and Crypto.

One of the first people to experience machine intelligence in a profound way–greatest chess player in the world when he lost a match to IBM computer program Deep Blue in 1997—since then, humans have never been able to beat machines in a game of chess.

The theme of this episode is Freedom. Garry’s optimism shines through on this topic. With experience in Geopolitics, Artificial Intelligence, and Human Rights, Garry Kasparov might just be the perfect guest to guide us through some very challenging topics that will likely define the rest of this decade, and beyond. 

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT  

----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  

------ TIMESTAMPS

0:00 Intro 9:00 Gary’s Background  20:45 Chess & AI  24:38 e/acc vs. d/acc 28:53 AI & Human History 37:40 Russia & Freedom 49:25 Can Democracy Win?  56:32 Defining Evil 59:31 Garry on Crypto 1:03:00 Leadership  1:08:50 Biggest Threat to Freedom? 1:17:53 Crypto & Human Rights 1:21:01 Garry’s Human Rights Fight 1:29:15 Garry’s Advice  1:33:05 Closing & Disclaimers

------ RESOURCES

Garry Kasparov https://twitter.com/Kasparov63  

Human Rights Foundation https://hrf.org/  

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

Bankless Weekly Rollup 2nd Week of December 2023

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT  

----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs  

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2   ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku  

------ TIMESTAMPS & Resources

0:00 Intro

3:55  Markets https://blockworks.co/news/satoshi-nakamoto-last-online   https://ultrasound.money/   https://www.coingecko.com/en/global-charts   https://l2beat.com/scaling/summary   https://www.coingecko.com/  

11:55 The Fed Pivots & Predictions  https://www.nytimes.com/2023/12/13/business/economy/federal-reserve-interest-rates.html   https://www.bloomberg.com/news/newsletters/2023-12-13/fed-s-powell-leans-into-rate-cuts-stok  https://x.com/BloombergTV/status/1735029792511082982      https://imgur.com/UR6UhrA  https://imgur.com/gJeKA0J  https://twitter.com/twobitidiot/status/1733315999615574391  https://twitter.com/RasterlyRock/status/1734956139580936658 

22:53 Airdrop Szn https://x.com/StarknetFndn/status/1733101666357100992  https://x.com/LayerZero_Labs/status/1732862812710449466  https://x.com/TrustlessState/status/1730623451323322383  https://www.coingecko.com/en/coins/celestia  https://x.com/wronguser000/status/1734894958497181939  https://x.com/RyanSAdams/status/1733244396303163462 

27:52 Ledger Scare https://x.com/bantg/status/1735279127752540465   https://x.com/hudsonjameson/status/1735283602340843757  https://twitter.com/Mudit__Gupta/status/1735301007188406681  

32:00 Elizabeth Warren Bill https://x.com/BitcoinMagazine/status/1732844381143539725  https://twitter.com/NeerajKA/status/1734305528187109584 

41:09 Pudgy World https://twitter.com/pudgypenguins/status/1733672528453705819 https://www.pudgyworld.com/  https://twitter.com/icebergy_/status/1733682163692769491 

42:54 Coinbase’s Project Diamond https://www.coinbase.com/blog/coinbase-and-coinbase-asset-management-announce-project-diamond-a-smart   https://blockworks.co/news/coinbase-responsible-defi-development  

45:00 VanEck $HODL BTC ETF  https://x.com/EricBalchunas/status/1733126301622435881 

46:42 Cheap L2s https://twitter.com/EclipseFND/status/1734966671457329478  https://x.com/Immutable/status/173505808602364326 

49:00 The IRS wants $24B from FTX… BEFORE the creditors https://www.theblock.co/post/267102/ftx-says-irs-demand-for-24-billion-in-unpaid-taxes-is-delaying-recovery-of-user-funds  https://twitter.com/mdudas/status/1734323699187155171  https://x.com/GaryGensler/status/1733231711725527217 

55:23 Meme of The Week https://imgur.com/GE7iZOL  https://twitter.com/route2fi/status/1733250454560141455 

57:29 Closing & Disclaimers https://bankless.com/disclosures 

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

Kraken is one of the two most important exchanges in the US right now, it's also an essential bridge across many other jurisdictions. Recently Kraken has come under fire by the SEC for the second time this year.

In today’s episode we're joined by Kraken CEO, Dave Ripley. Dave walks us through what it's like to take the reigns of one of the largest US crypto exchanges and how he plans to navigate the constant battles they have to face from US regulators. 

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  

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

👾GMX | V2 IS NOW LIVE  https://bankless.cc/GMX 

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap 

------ TIMESTAMPS

00:00 Intro 04:27 Regulatory Action Around Kraken 09:27 Is This a PR Stunt By The SEC? 11:31 "Co-Mingling Funds" & Fighting The SEC 16:28 Hostility Towards Crypto 21:03 Leaving The US? 24:32 Getting To Know the New CEO 28:50 Finding Bitcoin In 2013 32:48 Kraken Values 38:40 Custody & Proof Of Reserves 42:18 Kraken Endgame

------ RESOURCES

Dave Ripley: https://twitter.com/DavidLRipley 

Why Kraken: https://www.kraken.com/why-kraken 

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

In today’s episode, Matthew goes over VanEck’s 15 hottest 2024 crypto predictions report. Matthew Sigel is the Head of Digital Assets Research at VanEck and has been since 2021. 

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

👾GMX | V2 IS NOW LIVE  https://bankless.cc/GMX 

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  

🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap 

------ TIMESTAMPS

0:00 Intro 4:55 VanEck Predictions Origin 5:53 Recession & Spot BTC ETF 8:06 4th Bitcoin Halving  11:45 BTC All-Time High 14:15 Ethereum Flip Bitcoin?  18:38 Post-EIP-4844 L2 Capture 22:26 NFT Activity Rebound 24:33 Binance  28:05 Stablecoin Market Cap 32:16 DEX’s All-Time Highs 37:17 Bitcoin Yield? 40:49 Blockchain Gaming 43:20 Solana Outperforms ETH     47:15 DePin 53:05 Corporate Holding Upside 56:24 DeFi & KYC 1:03:31 Closing & Disclaimers

------ RESOURCES

Matthew Sigel https://twitter.com/matthew_sigel  

VanEck Predictions Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-15-crypto-predictions-for-2024/#us-recession-arrival-and-debut-of-spot-bitcoin-etfs    

VanEck Solana Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/  

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

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-vitalik-philosophy

------ This past year there’s been a great societal wide debate: Tech-acceleration (e/acc) vs deacceleration. 

Should we continue the path toward AI or are the robots going to kill us? We’ve been hoping Vitalik would weigh in on this debate ever since our episode Elizer Yudkowski —now he has, so what’s Vitalik’s probability of AI doom?

----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask 

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

👾GMX | V2 IS NOW LIVE  https://bankless.cc/GMX

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo 

🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

------

0:00 Intro 3:50 The Technology Conversation 15:30 The Accelerationist View 30:30 The AI Problem 38:30 8 Year Old Child 44:00 AI Doom 51:00 d/acc 1:08:30 Improving the World 1:16:45 e/acc 1:20:30 Crypto Tribes 1:27:00 Direction and Priorities 1:30:50 Closing Optimism

------ Resources:

Vitalik's Techno-Optimism: https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html

Tweet Thread: https://x.com/VitalikButerin/status/1729251808936362327?s=20

Techno-Optimist Manifesto: https://a16z.com/the-techno-optimist-manifesto/

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