Bankless

4th Week of July, 2022

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE 

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

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: STAKING https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync 

------

0:00 Intro

4:00 MARKETS 4:05 BTC Price 4:30 ETH Price 5:44 ETH/BTC 6:35 Total Crypto Market Cap 6:48 Gas Markets 8:18 Federal Reserve 18:34 NFT Price Floor Numbers https://nftpricefloor.com/  21:06 Merge Sell Pressure  https://twitter.com/DeFiSurfer808/status/1550215641248026624  23:53 ETH vs. BTC Bear Market Chart https://twitter.com/FelixOHartmann/status/1551323998465794050 

31:15 NEWS 31:20 Three Arrows Capital Speaks 32:05 3AC Speaks https://www.bloomberg.com/news/articles/2022-07-22/three-arrows-founders-en-route-to-dubai-describe-ltcm-moment#xj4y7vzkg  36:00 RSA Takeaway https://twitter.com/RyanSAdams/status/1550481320933003265 

41:50 Coinbase Insider Trading 41:55 Former Coinbase PM Arrested https://www.theblock.co/post/158960/former-coinbase-product-manager-arrested-on-insider-trading-charges  45:05 Jake Take https://twitter.com/jchervinsky/status/1550156019296247810  46:05 Jake 2nd Thread https://twitter.com/jchervinsky/thread/1550515627961589762  48:25 Coinbase Does Not List Securities https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79  50:30 Statement of Commissoner Caroline D. Pham on SEC https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement072122  52:38 SEC Probe https://www.cnbc.com/2022/07/26/coinbase-shares-tumble-after-report-that-its-facing-sec-probe.html  https://twitter.com/0xSisyphus/status/1552300223682281472  52:55 Coinbase Down Bad 53:29 Cathie Wood $ARKK Sold 1.41M Shares https://twitter.com/unusual_whales/status/1552085054653730816 53:53 Remember DeFi? https://twitter.com/RyanSAdams/status/1550450216201076736 

56:40 Georli Testnet Merge https://twitter.com/BanklessHQ/status/1552712874543439876 

59:30 ETH 59:57 zkEVM Differences https://twitter.com/socketdottech/status/1550149054243360768  1:03:32 Uniswap Fees CRUSHING IT https://twitter.com/haydenzadams/status/1551579707736473601  1:04:20 Uniswap Fee Switch Debate https://gov.uniswap.org/t/fee-switch-design-space-next-steps/17132  1:06:00 AntPool Believes! (Will no one fork Ethereum?) https://www.coindesk.com/business/2022/07/26/antpool-supports-ethereum-classic-ecosystem-with-10m-investment/  1:09:10 ETC Pumping lately https://www.coingecko.com/en/coins/ethereum-classic 

1:10:40 NFTs 1:10:50 POAP Making Moves in the WNBA https://twitter.com/leadinscientist/status/1552298253194076166  https://poap.gallery/event/55974 

1:12:30 REGULATION Crypto Transactions Less Than $50 https://decrypt.co/106006/bipartisan-bill-seeks-to-eliminate-taxes-on-crypto-transactions-under-50 

1:13:20 MISC 1:13:35 Solana Physical Stores https://twitter.com/Scott_eth/status/1551539635137953793  1:14:05 Chipotle Dips into Crypto with ‘Buy the Dip’ Promo https://decrypt.co/105916/chipotles-buy-the-dip-promo-includes-200k-in-crypto-for-customers-coinbase-accounts 

1:14:35 RELEASES 1:14:40 Mirror’s Web3 Subscriptions https://dev.mirror.xyz/Jn62zF5n62BfowdaFgm3uIx3Fgp2vIR7b-HTSxKVXqk  1:15:25 WalletConnect Chat https://twitter.com/WalletConnect/status/1550061470595137536 

1:15:50 RAISES 1:15:55 Aptos $150M From FTX Ventures, Jump Crypto & More https://medium.com/aptoslabs/entering-the-next-phase-of-the-aptos-journey-with-added-funding-and-new-partners-d4daa03dd17c  1:18:18 Unstoppable Domains reaches unicorn status $65M Series A https://blockworks.co/unstoppable-domains-reaches-unicorn-status-after-latest-raise/ 

1:18:45 Jobs https://pallet.xyz/list/bankless/jobs  1:20:10 Devcon https://devcon.org/tickets/  https://forms.gle/x6GHpq8MAZJCwwsq5  https://devcon.org/en/bogota/ 

1:23:20 Questions of the Week https://twitter.com/MyMoneyPlanCH/status/1552341093911613441  https://twitter.com/FunnaEth/status/1552329571487432704  https://twitter.com/Sjr05d/status/1552324854522810368 

1:33:27 TAKES 1:33:30 CT Sentiment (Hot and Cold) https://twitter.com/CryptoCronkite/status/1552244606166831104  1:33:55 What Leads? ​​https://twitter.com/TrustlessState/status/1552452639249600514   1:35:50 Seattle NFT Museum https://twitter.com/TimBeiko/status/1551312206704381952  1:36:50 Vitalik: Update on Roadmap https://imgur.com/zrS4A3N  https://imgur.com/bb4AmvR 

1:40:40 What David’s Bullish On 1:43:50 What Ryan’s Bullish On

1:47:16 Meme of the Week https://twitter.com/HsakaTrades/status/1552648542153351169 

1:48:15 Closing & Disclaimers

——- Not financial or tax advice.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 2:30 Vitalik’s New Meta 8:45 Ethereum Builds Faster 14:27 Developer Morale 17:11 Vitalik’s Drip 18:55 The App Layer 28:08 Surviving Conferences 29:45 Improving Communities

------ Resources:

Vitalik on Twitter: https://twitter.com/VitalikButerin

Vitalik’s EthCC Talk: https://youtu.be/kGjFTzRTH3Q

----- 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.

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

With Episode 2, Kain Warwick from Synthetix joins us to frame the next bull market. Pockets of DeFi are heating up, the Layer 2 narrative has room to breathe, and electricity (hopefully not COVID) is in the air.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 3:30 Kain Warwick 5:20 EthCC 2022 8:05 Alt Layer 1s 13:00 Layer 2 Vibes 16:00 The Fees Boom 18:27 Kain vs Su Zhu 21:17 Bull Market Goggles 23:14 Setting up the Next Bull

------ Resources:

Kain on Twitter: https://twitter.com/kaiynne

----- 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.

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 3, we cover the recent announcement of the StarkWare token launch, the exploding zkEVM ecosystem, and the future of StarkWare.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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

------ BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 2:30 Eli and Uri 4:52 zkEVM Explosion 10:30 The StarkWare Approach 16:20 StarkNet on Ethereum 19:35 The StarkNet Token 24:30 Token Models 26:53 The Future of StarkWare

------ Resources:

Eli on Twitter: https://twitter.com/EliBenSasson

Uri on Twitter: https://twitter.com/ukolodny

StarkWare: https://twitter.com/StarkWareLtd

----- 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.

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 4, Mihailo Bjelic joins us to discuss the announcement of Polygon’s zkEVM. This explosive headline comes alongside three other zkEVM announcements. 

Why now? What does this all mean?!

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 3:00 Polygon zkEVM Announcements 6:50 How it Works 10:00 Road to Maine 15:30 EVM Equivalence 19:30 EthCC 2021

------ Resources:

Mihailo on Twitter: https://twitter.com/MihailoBjelic

Polygon: https://twitter.com/0xPolygon

----- 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.

Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why.

Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.

Both repeat Bankless guests and both know more than a thing or two about crypto and investing.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE 

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

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync 

------ Timestamps:

0:00 Intro 6:15 The Past Few Months 10:28 Crypto's 2008 Moment 12:40 The Mainstream Media Story 16:45 CeFi vs. DeFi Confusion 21:45 Media Incentives 24:00 DeFi vs. Wall Street 30:45 DeFi is Too Referential Critique 33:38 DeFi Worked Great 37:05 Transparency Thoughts 43:15 2008 Prevented with DeFi? 49:35 Educating Retail 53:39 Was This Surprising? 55:00 Quick Macro Takes 58:20 Closing & Disclaimers

------ Resources:

Dan Morehead https://twitter.com/dan_pantera 

Joey Krug https://twitter.com/joeykrug 

DeFi Worked Great https://panteracapital.com/blockchain-letter/defi-worked-great/ 

Pantera https://panteracapital.com/ 

----- 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 

Matthew Green is an Associate Professor of Computer Science at John Hopkins University, where he teaches courses, cryptography, distributed computing systems, blockchains, and cryptocurrency. He also helped create Zerocash, one of the first privacy cryptocurrency experiments, and ultimately influenced the Zcash protocol.

He recently wrote an article titled, “In Defense of Crypto(Currency)”, in response to an open letter to Congress, signed by a large group of technologists, denouncing the entire premise of cryptocurrency and urging congress to strongly regulate the space.

In this episode, Matthew talks about his article, how crypto can do better as an industry, and why to be optimistic about the future of crypto.

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

------ Topics Covered:

0:00 Intro 6:34 Letter to Congress 12:27 Matthew’s Background 15:45 Why Write This Letter 19:03 Crypto Haters 24:14 What to do About Scams 28:45 Regulation 32:28 Addressing Concrete Objections 35:36 PoW Climate Issue 38:06 Blockchains Transfer Reversal 45:50 Crypto Doesn’t Scale Claim 50:42 Privacy Claims 1:02:43 Annoying Hype 1:05:50 Doing Better as an Industry 1:10:25 Matthew’s Favorite Project 1:14:58 Why Be Optimistic About Crypto 1:17:13 Closing & Disclaimers

------ Resources:

Matthew Green https://twitter.com/matthew_d_green 

Letter to Congress https://concerned.tech/ 

In Defense of Crypto(Currency) https://blog.cryptographyengineering.com/2022/06/09/in-defense-of-cryptocurrency/ 

----- 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.  

3rd Week of July, 2022

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE 

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

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: STAKING https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync 

------

0:00 Intro

6:00 MARKETS 7:55 Is the Bear Market Over? https://messari.io/screener/bear-market-vibes-C66F0A22  15:45 Inflation https://twitter.com/MacroAlf/status/1549529768185319424  19:55 The DXY https://imgur.com/0oW7kWM  20:40 Arthur Hayes https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d  26:50 Is DeFi Back? https://thedefiant.io/defi-stalwarts-outperform  29:49 NFTs vs Tokens https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA 

NEWS 33:00 The Merge Timeline https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q  36:35 zkRollup Season https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA  43:25 EVM Equivalence vs Compatible https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement  46:03 zkSync 2.0 https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ  47:40 Scroll https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw 

49:12 3ac Drama Continues https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf  49:50 Genesis Lent 2.3 Billion https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ  52:40 Su Zhu Audacity https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run  55:00 Celsius Debt https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b 

57:00 USDC Transparency https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw  59:05 Aave Balancer Swap https://twitter.com/llama/status/1549412411077283842  59:55 Curve Stablecoin https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg 

1:00:25 OpenSea Layoffs https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/  1:01:05 PROOF Acquires Divergence https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence  1:02:14 Minecraft Bans NFTs https://www.minecraft.net/en-us/article/minecraft-and-nfts  1:07:15 Nickelodeon Volume https://twitter.com/nickelodeon_nft/status/1549626025134370817 

1:08:15 ENS Domains https://twitter.com/wongisrite/status/1549100589396758529  1:10:08 Tesla Sells Bitcoin https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ  1:12:04 Across Token Launch https://twitter.com/AcrossProtocol/status/1549439826038071296  13:36 Optic Raise https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round 

1:14:10 Jobs https://pallet.xyz/list/bankless/jobs 

1:16:00 Questions of the Week 1:17:30 Rocket Pool Benefits https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg  1:20:35 zk Energy Consumption https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg  1:22:30 Polygon Token Alignment https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg 

1:26:30 TAKES 1:27:30 BlockFi vs Celsius https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q  1:28:35 Tech and Social https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ  1:32:55 We are Bitcoiners https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg  1:40:55 The Right Time https://twitter.com/TrustlessState/status/1549691597373194242 

1:42:00 What David’s Bullish On 1:44:10 What Ryan’s Bullish On

1:47:55 Moment of Zen https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA 

——- Not financial or tax advice.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE 

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

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync 

------ Resources:

Travis Kling https://twitter.com/Travis_Kling 

Ikigai Asset Management https://www.ikigai.fund/ 

----- 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 ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief 

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.

The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE 

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

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------ Topics Covered:

0:00 Intro 6:08 Scariest Macro Setup In 20+ Years 14:15 Why This is the End 22:10 How’d We Get Here 26:45 Bursting Sovereign Debt Bubble 36:45 Fed Data Interpretation 42:42 How the End Game Plays Out 1:01:21 The Affect on The Average Person 1:07:35 U.S. Middle Class vs. Treasury Holders 1:14:58 The Future of Assets & Currencies 1:20:20 What Happens to Energy Commodities? 1:25:40 Equities, Gold, & Crypto 1:31:46 How to Prepare 1:36:50 Closing & Disclaimers

------ Resources:

Luke Gromen https://twitter.com/LukeGromen 

Forest Through the Trees https://fftt-treerings.com/ 

Luke’s Youtube Channel https://www.youtube.com/c/LukeGromenFFTTLLC 

Lyn Alden https://youtu.be/XaHuwUDd1C8 

Jim Bianco https://youtu.be/VMNmxFzKI64 

----- 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