Bankless

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief 

------ Vitalik Buterin is your friendly neighborhood Ethereum developer, an alfalfa male who thinks we should rename Gas to Mana.

In today’s episode, Vitalik unpacks his recent essay, “What in the Ethereum application ecosystem excites me,” and his thoughts around why crypto villains are getting worse, what Ethereum’s most scalable use case is, why he plans to say ‘Ethereum’ rather than ‘crypto’ in 2023, how Ethereum solves the big bad identity problem, and why he thinks “simple DeFi good, complicated DeFi bad.”

Every episode with Vitalik is a must-listen and this one is no different.

------ 📣 Kraken | The Crypto Exchange for Everyone https://bankless.cc/kraken 

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless 

------ BANKLESS SPONSOR TOOLS:

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

👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi 

👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel 

------ Topics Covered

0:00 Intro 7:44 Vitalik’s 2022 Crypto Reflections 17:31 Was 2022 More Unusual? 25:58 Esperanto, Linux, & Crypto 34:57 Advice for the Crypto Space 38:31 Permissionless Commons Criticism 45:54 2022 Lessons Learned by Vitalik 52:22 Vitalik’s Recent Blog Post 1:00:00 Why Do We Need Crypto Money? 1:10:29 Where the Opportunity in Crypto is 1:13:52 Identity 1:24:29 DAOs & Governance Innovation 1:31:05 Hybrid Applications 1:36:30 Accelerating the Good Things 1:41:05 Vitalik’s Role in 2023 1:44:48 Action Items & Disclaimers

------ Resources:

Vitalik https://twitter.com/VitalikButerin 

What in the Ethereum Application Ecosystem Excites Me - Vitalik https://vitalik.ca/general/2022/12/05/excited.html 

Why I’m Less Than Infinitely Hostile to Cryptocurrency - Astral Codex Ten https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile 

Vitalik’s Other Bankless Appearances https://www.youtube.com/results?search_query=bankless+vitalik 

----- 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://www.bankless.com/disclosures 

Bankless Weekly Rollup 2nd Week of December 2022

------ 📣 Kraken | The Crypto Exchange for Everyone www.bankless.cc/kraken

------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST:                 https://availableon.com/bankless 

------ BANKLESS SPONSOR TOOLS: 

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

👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

📡 TRUEFI | CRYPTO FINANCIAL HUB  https://bankless.cc/TrueFi 

👾 SEQUENCE | ALL-IN-ONE PLATFORM  https://bankless.cc/Sequence

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel

------

0:00 Intro

4:05 MARKETS 7:15 Inflation https://twitter.com/tier10k/status/1602657168368484353 9:14 Has Inflation Peaked? https://twitter.com/JustinWolfers/status/1602657570283573248 12:05 Stop Raising Rates https://twitter.com/SenWarren/status/1572659264560435201 14:00 Fed Keeps Hiking https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year 17:14 Living at Home https://twitter.com/zerohedge/status/1601401345948483586 17:55 Zombie Firms https://twitter.com/eliant_capital/status/1601629575686983680 19:25 Crypto Price Action https://twitter.com/pythianism/status/1600895603512180737

25:00 SBF ARRESTED https://www.reddit.com/r/StockMarket/comments/zlftnb/breaking_footage_of_sbf_arrest_in_the_bahamas/ Release: https://pbs.twimg.com/media/Fj0LbkRXoAIIzQY?format=jpg&name=large 28:00 No Bail https://blockworks.co/news/no-bail-for-bankman-fried-leaves-bahamas-court-in-handcuffs Charges - https://twitter.com/TrustlessState/status/1602469313662812160 31:00 CFTC vs SBF https://twitter.com/tier10k/status/1602670346573938689 34:24 Tom Emmer Take https://twitter.com/bittybitbit86/status/1602715577067372544 36:40 Tom Emmer vs Gary Gentler https://twitter.com/bittybitbit86/status/1602719629172166656 38:50 Worst Take of the Year https://twitter.com/WatcherGuru/status/1603067377972920322 41:30 Hopefully Next https://twitter.com/sassal0x/status/1602458316252549120

42:15 The Block and SBF https://www.axios.com/2022/12/09/bankman-fried-funded-crypto-news-site-block

47:30 Binance Bank Run Justice Department - https://www.theblock.co/post/193988/justice-department-weighs-charging-binance Nic Carter - https://twitter.com/nic__carter/status/1600939364145541120 Auditor - https://mishtalk.com/economics/binances-alleged-crypto-audit-failed-not-even-its-auditor-would-vouch-for-it ATH Outflow - https://twitter.com/dylanleclair_/status/1602704506172706816 Bank Run - https://twitter.com/nic__carter/status/1603088552598048768

53:30 ETHEREUM NEWS MetaMask x PayPal - https://twitter.com/MetaMask/status/1603087496182743040 EIP 4844 - https://twitter.com/liamihorne/status/1601261769682743298 Optimism - https://twitter.com/MSilb7/status/1602854762550026241 Layer 2 - https://twitter.com/mhonkasalo/status/1602737363012157442 Phi - https://twitter.com/phi_xyz/status/1603330614429507584 MakerDAO - https://decrypt.co/117070/defis-central-bank-makerdao-relaunches-1-fixed-yield-dai-holders OFAC - https://twitter.com/sassal0x/status/1601021184367161345

1:02:40 Trump NFTs https://truthsocial.com/@realDonaldTrump/posts/109518512543023262 1:04:50 Celebrity Bored Ape Lawsuit https://www.hollywoodreporter.com/business/business-news/celebrity-promoters-sued-over-bored-ape-nft-endorsements-1235279115/ 1:10:28 Bankless Collectibles https://collectibles.bankless.com/

1:12:00 3AC Vaporized 1 Trillion https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html Burn it - https://twitter.com/TrustlessState/status/1603389490659147776 Copies - https://twitter.com/nic__carter/status/1602372083073392643

1:16:13 The Worst Bill Ever https://twitter.com/RyanSAdams/status/1603052999282147328 The Bill - https://www.warren.senate.gov/imo/media/doc/DAAML%20Act%20of%202022.pdf Chervinsky - https://twitter.com/jchervinsky/status/1603065495636398081

1:19:30 Raises BlockNative - https://www.coindesk.com/business/2022/12/15/web3-infrastructure-firm-blocknative-raises-15m-for-ethereum-block-building-market/ Aztec - https://medium.com/@aztecnetwork/dd5062ba949c

1:23:00 TAKES Proof of Reserves - https://twitter.com/RyanSAdams/status/1602430509379948544 DeFi Innovation - https://twitter.com/pythianism/status/1603080901503713281 UX - https://twitter.com/0xfoobar/status/1602890641926668291 New Dawn - https://twitter.com/TrustlessState/status/1603409968480264192

1:27:15 What David’s Bullish On 1:29:35 What Ryan’s Bullish On

1:31:50 MEME of the Week https://twitter.com/Cryptofung/status/1601341195778949120 https://twitter.com/CryptoUB/status/1603037274836434944

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

Tap in for a special Bankless Episode -- the biggest moments in 2022 for Crypto. We're all ready for this year to be over, but not before we recap the best and the worst of what the industry had to offer.

It's a time for reflection. Let's absorb the lessons, so we can get off on the right foot in 2023.

------  OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis 

------  SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  ️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS: 

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

 ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

 ️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

----- Topics Covered:

0:00 Intro 5:00 Top 5 Worst Moments Tornado Cash Ban https://home.treasury.gov/news/press-releases/jy0916  Terra Collapse https://www.coindesk.com/learn/the-fall-of-terra-a-timeline-of-the-meteoric-rise-and-crash-of-ust-and-luna/  3AC Contagion https://twitter.com/zhusu/status/1536876343815983104?lang=en  Ronin & Wormhole Hacks https://cointelegraph.com/news/wormhole-token-bridge-loses-321m-in-largest-hack-so-far-in-2022  FTX https://www.nytimes.com/2022/11/11/business/ftx-bankruptcy.html 

21:00 Top 5 Best Moments Supporting Ukraine https://twitter.com/Ukraine/status/1497594592438497282  Layer 2 Transactions https://l2beat.com/scaling/activity  Social Media NFTs https://www.coindesk.com/markets/2022/12/05/minting-of-reddit-avatar-tokens-climbed-to-record-high-over-weekend/  The Merge https://twitter.com/VitalikButerin/status/1570306185391378434 

29:00 Top 5 Villains Richard Heart https://twitter.com/richardheartwin/status/1533892570996166662  Alex Mashinsky https://www.cnbc.com/2022/10/06/celsius-executives-withdrew-millions-before-freeze-on-customer-funds.html  Su Zhu & Kyle Davies https://twitter.com/KyleLDavies/status/1522813352665403392  https://twitter.com/zhusu/status/1462216210116853762  Do Kwon https://twitter.com/stablekwon/status/1523733542492016640  SBF https://twitter.com/SBF_FTX/status/1591989554881658880 

44:00 Top 5 Heroes Michael Saylor https://fortune.com/2022/07/02/microstrategys-bitcoin-holdings-take-a-record-3-4-billion-hit-the-company-says-its-playing-the-long-game/  Anthony Sassano https://www.youtube.com/@UCvCp6vKY5jDr87htKH6hgDA   Cobie https://cobie.substack.com/  ZachXBT https://twitter.com/zachxbt?lang=en  ETH Developers https://twitter.com/icebearhww/status/1431970802040127498  Parithosh Jayanthi https://twitter.com/parithosh_j  Marius Van Der Wijden https://twitter.com/vdwijden  Ben Edgington https://twitter.com/benjaminion_xyz  Tim Beiko https://twitter.com/TimBeiko 

54:10 Honorable Mentions Gary Gensler https://www.nytimes.com/2022/11/21/technology/gary-gensler-crypto-sec.html  Budweiser https://twitter.com/budweiserusa/status/1507507766759411712  Pixelmon https://www.highsnobiety.com/p/pixelmon-nft-project-kevin-meme/  The Fed https://www.coindesk.com/consensus-magazine/2022/12/05/jerome-powell-most-influential-2022/  https://imgur.com/rcvd3Ex 

1:00:50 The TOP Moment https://twitter.com/0x_Lucas/status/1526237799699169281 

----- 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 

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-antonio 

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK  https://bankless.cc/opolis  

------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Topics Covered

0:00 Intro 6:00 Antonio Garcia Martinez 9:25 AdGrok 14:00 Paying for the Internet 19:50 How Advertising Works 29:10 Facebook Culture 36:30 The Attention Squeeze 41:00 The Double-Edged Sword 48:20 Free Speech 58:00 Digital Identity 1:03:00 Owning Web3 Data 1:07:45 Web3 Today 1:16:20 Growth in Crypto 1:21:15 Antonio in 2022 1:24:45 The Web3 Ad Model 1:27:15 Closing

------ Resources:

Antonio García Martínez https://twitter.com/antoniogm 

Spindl https://twitter.com/spindl_xyz 

The right to never be forgotten https://www.thepullrequest.com/p/the-right-to-never-be-forgotten 

Why Spindle(e)? https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2 

----- 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://www.bankless.com/disclosures 

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-antonio 

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK  https://bankless.cc/opolis  

------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Topics Covered

0:00 Intro 6:00 Antonio Garcia Martinez 9:25 AdGrok 14:00 Paying for the Internet 19:50 How Advertising Works 29:10 Facebook Culture 36:30 The Attention Squeeze 41:00 The Double-Edged Sword 48:20 Free Speech 58:00 Digital Identity 1:03:00 Owning Web3 Data 1:07:45 Web3 Today 1:16:20 Growth in Crypto 1:21:15 Antonio in 2022 1:24:45 The Web3 Ad Model 1:27:15 Closing

------ Resources:

Antonio García Martínez https://twitter.com/antoniogm 

Spindl https://twitter.com/spindl_xyz 

The right to never be forgotten https://www.thepullrequest.com/p/the-right-to-never-be-forgotten 

Why Spindle(e)? https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2 

----- 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://www.bankless.com/disclosures 

2nd Week of December 2022

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis 

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo 

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Topics Covered

0:00 Intro

5:43MARKET 5:50 BTC Price 6:10 ETH 6:25 ETH/BTC 7:45 Total Crypto Market Cap 8:10 Jim Cramer Urges Investors to Exit Crypto https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html  10:30 8% of Americans Have Positive View of Crypto https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html  11:51 Record Discount https://twitter.com/tier10k/status/1600866841366519808  13:15 COIN at Lows https://imgur.com/VTPMqV0  15:00 Token Bible 16:15 The Stablecoin Bull Thesis 19:30 Last 30 Days $3.4B Moved Off Exchanges https://twitter.com/WClementeIII/status/1600225887986647040  20:23 Price & Dev Activity Cosmos https://twitter.com/tokenterminal/status/1600812061663330305  ETH https://twitter.com/tokenterminal/status/1600889990439133184 

25:00 Coinbase vs. Apple Coinbase Wallet vs. Apple—bad apple https://twitter.com/CoinbaseWallet/status/1598354819735031809 

31:55 Genesis Owes $900M to Gemini Customers https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times  32:50 Genesis Resolution May Take Weeks https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks 

33:30 SBF Cont. 33:35 Nic Carter https://twitter.com/nic__carter/status/1600213106965086210  33:11 SBF & Maxine Waters WTF https://twitter.com/RepMaxineWaters/status/1598693811252875264  39:05 Meme https://twitter.com/owocki/status/1599877959975772160  39:30 Forensic Investigators are on the Case https://www.coindesk.com/business/2022/12/08/ftx-bankruptcy-managers-hire-forensic-investigators-alixpartners-wsj/  40:09 Taylor Swift Denies SBF https://www.ft.com/content/2b0601e2-d371-404d-8531-  227f11d4a83f   https://twitter.com/RyanSAdams/status/1600616288757358598  43:10 Kevin O’Leary Got Paid $15M to Shill https://twitter.com/GRDecter/status/1600858962555179010  44:55 Investigation into the SEC as to how they missed FTX https://twitter.com/AlexanderGrieve/status/1600492078852603916 

48:00 ETH 48:05 Shanghai HF discussion in March https://www.coindesk.com/tech/2022/12/08/ethereum-developers-target-march-2023-for-release-of-staked-ether/ 

50:35 Long Tail Contagion 50:40 Orthogonal Trading and Maple Finance https://www.coindesk.com/markets/2022/12/05/crypto-markets-today-ftx-fallout-hits-maple-finance-bitcoin-declines/  https://www.theblock.co/post/192097/maple-finance-default-orthogonal-trading  53:15 Nexus Mutual Hit with $3M Exposure https://decrypt.co/116510/nexus-mutual-hit-with-3m-in-ethereum-exposure-to-orthogonal-trading-default 

55:10 Gitcoin and Unicef! https://go.gitcoin.co/blog/gitcoin-unicef-qf-collaboration-pilot  56:35 Aztec @ 50k ETH Shielded https://twitter.com/aztecnetwork/status/1599882747660509184 

59:12 NFTs 59:15 Toys R Us Launching Digital Collectibles https://twitter.com/ToysRUs/status/1598364984127414273  1:00:00 Reddit Collectibles Minting Hit ATH https://www.theblock.co/post/191984/reddit-digital-collectible-minting-hits-all-time-high  1:00:50 Cockpunch Trailer & Launch https://podcasts.apple.com/us/podcast/c%C3%B8ckpunch/id1657210471  https://opensea.io/collection/cockpunch  1:02:30 Bankless Collectibles https://collectibles.bankless.com/  1:03:55 Tax Loss Harverstooooor https://nftlossharvestooor.com/ 

1:06:35 Policy 1:06:40 a16z Taps Former CFTC Commissioner to Run Washington Efforts https://twitter.com/CoinDesk/status/1600082693127020544  1:07:20 Nexo to Depart U.S. https://www.coindesk.com/policy/2022/12/05/nexo-to-depart-us-after-regulator-discussions-hit-dead-end/ 

1:09:25 ChatGPT https://twitter.com/AltcoinPsycho/status/1598742302050357248  https://twitter.com/GRDecter/status/1599804597090279424  https://pbs.twimg.com/media/FjY033HXwAAbj3E 

1:16:25 Releases 1:16:27 New Ledger Just Dropped https://shop.ledger.com/pages/ledger-stax  1:18:20 PleasrDAO Auction House  https://pleasr.house/ 

1:19:25 JOBS https://pallet.xyz/list/bankless/jobs 

1:22:11 Questions from the Nation https://twitter.com/yogofubi/status/1600561157794062336  https://twitter.com/nextalphaa/status/1600583036176896029 

1:29:30 TAKES 1:29:35 Enabling Halal Alt-L1s https://twitter.com/JimmyRagosa/status/1599712746374713344  1:33:44 Alfalfa Leak -Vitalik https://twitter.com/vitalikbuterin/status/1599780254616547331 

1:34:40 What Are We Bullish On?

1:40:55 MEME of the Week https://twitter.com/WrongNebula/status/1598832120675213312 

1:42:34 Closing & Disclosures  

In this episode, David is joined by Co-Founder of Fuel Labs and Celestia, John Adler. Fuel is the fastest modular execution layer and Celestia is the first modular blockchain network.

John and David explore how modular blockchains are shaping the future of the space, what Fuel is, why it’s different than other L2s on Ethereum, why John believes Fuel is the leading L2, and so much more.

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis 

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo 

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Topics Covered

0:00 Intro 3:56 John’s Background 5:30 Creating Optimistic Rollups 6:56 Fuel’s Design Choice 9:50 Defining a Rollup & Modular Execution Layers 18:00 More Modular L2s 18:53 Fuel Flexibility 20:36 Data Compression 21:24 Fuel VM 26:55 The Fastest 35:27 Reducing Waste & Speed 38:42 Fuel Origin & Roadmap 48:59 Fuel’s Growing Ecosystem 52:36 Where Are L2s Going? 1:00:50 Call to Action For Listeners ------ Resources:

John Adler https://twitter.com/jadler0 

Fuel Labs https://twitter.com/fuellabs_ 

Celestia Labs https://twitter.com/CelestiaOrg 

----- 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://www.bankless.com/disclosures 

The Phantom Wallet is coming to Ethereum! Adding diversity and a smooth user experience to the DeFi wallet landscape, CEO Brandon Millman and CTO Francesco Agosti join us to discuss the migration to Ethereum, expansion into Polygon, the team's design philosophy, and the future of Phantom.

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------ BANKLESS SPONSOR TOOLS: 

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

 ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo 

 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Resources:

Phantom https://twitter.com/phantom/status/1597597365774749697 

Brandon Millman https://twitter.com/bchillman 

Francesco Agosti https://twitter.com/fragosti 

----- 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 

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Is this the endgame? This is the central theme of today's episode. Further, we dive into Itay's outlook on 2023 and beyond. This episode is also very chart heavy. What are the charts telling us?

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------ BANKLESS SPONSOR TOOLS:

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

ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo 

LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

----- Timestamps:

0:00 Intro 7:55 How Itay Got Here 8:50 Itay's Crypto Experience 10:20 Inputs on Terra/LUNA 12:42 Itay's Sentiment 14:00 History of the Macro Environment 17:42 Global Central Bank Policy Rate 22:30 U.S. Fed Balance Sheet 26:00 Everything That Broke 30:21 Nasdaq-100 Index & Fed Balance Sheet 33:00 Pandemic Support Programs 34:00 U.S. Personal Savings Rate 35:00 U.S. M2 36:40 Where Are We Now? 39:55 Inflation 42:25 Retail Sales & Non-Farm Payrolls 44:40 Housing 47:30 2023 54:37 The Last Dance? 1:04:00 Possible Outcomes 1:13:30 Demographics 1:18:00 Bull Market Mid-2023 1:19:00 The Dollar 1:22:40 Itay's Advice & Closing 1:25:40 Disclaimers

------ Resources:

Itay Vinik https://www.linkedin.com/in/itayvinik/ 

Equi https://www.equi.com/ 

Devil Take the Hindmost: A History of Financial Speculation https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost 

----- 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 

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-saagar-enjeti 

------

Saagar Enjeti is the Co-Host of an American populist, anti-establishment political news and opinion series called, Breaking Points with Krystal Ball as his co-host. Launched in June 2021, Breaking Points has 850k Subscribers, with some videos getting millions of views—making Breaking Points a leading source of political news.

In today’s episode, Saagar shares the origin story of Breaking Points and his hot takes on social media, Elon, Twitter, de-platforming, 2024 political predictions, civil war, inflation, FTX, and how crypto can repair itself.

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------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo 

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger 

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod 

------ Timestamps:

0:00 Intro 6:19 Advice Talking to Politicians 15:29 Breaking Points Origin 23:45 Authenticity 27:42 Dealing With Trolls 33:04 Prevent Being Captured 37:00 Meta Breaking Points 40:38 Saagar’s Take on Social Media 47:28 Elon & Twitter 53:22 Deplatforming 58:06 Canada Protests 1:03:15 Lessons From Breaking Points 1:09:27 Old vs. New Media 1:12:15 2024 Political Predictions 1:15:23 Probability of a Civil War 1:16:43 Inflation 1:19:42 FTX 1:23:11 Breaking Points Community 1:23:50 How Crypto Can Repair 1:25:55 Closing

------ Resources:

Saagar Enjeti https://twitter.com/esaagar 

Breaking Points https://www.youtube.com/c/breakingpoints 

The Realignment https://podcasts.apple.com/us/podcast/the-realignment/id1474687988 

Read Snowball https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619 

----- 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://www.bankless.com/disclosures