Bankless

The Alfalfa Podcast—comprised of Arman Assadi, Nick Urbani, Stephen Cesaro, and Eric Johanson—is the shared mindspace of “four radically moderate internet and finance entrepreneurs.”

The Alfalfa bros wash down mezcal with hot takes about crypto, the macro outlook, politics, investing, and philosophy. This one is a lot of fun.

Also, is this episode a try-out for the Alfalfa Podcast to join the Bankless Network? We’re not totally sure, so you’ll have to let us know!

------ 📣 ALCHEMIX | Get a self-repaying loan today!  https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS: 

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING  https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger    

------ Topics Covered:

0:00 Intro 6:53 Alfalfa Origins 12:55 Nick Urbani 17:39 Arman Assadi 20:35 Eric Johanson 23:08 Stephen 31:40 The Vibe 35:30 Alfalfa vs Bankless 43:08 Squad Wealth 48:45 Authenticity 55:00 Bullish 1:02:53 Bearish 1:11:45 Macro, BTC, ETH 1:17:05 Is David Bearish? 1:22:08 The Merge Trumps Macro 1:29:06 Priced In 1:42:20 Why Alfalfa?

------ Resources:

The Alfalfa Podcast https://linktr.ee/alfalfapod  Nick Urbani https://twitter.com/NUrbani?s=20&t=1wXIWr2RUOfyHKw9zJqREw  Arman Assadi  https://twitter.com/ArmanAssadi?s=20&t=1wXIWr2RUOfyHKw9zJqREw  Stephen Cesaro https://twitter.com/StephenCesaro?s=20&t=1wXIWr2RUOfyHKw9zJqREw  Eric Johanson https://www.linkedin.com/in/ericjohanson1/ 

----- 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/120-debrief 

------ Marc Andreessen was a key player at the genesis of the internet. Chris Dixon is the master of Web3 mental models. 

The journey of a16z is the history of the internet—from Web1 builders to Web2 disruptors. And now they stand as core capital infrastructure of Web3.

Having just announced the $4.5B raise of their Crypto Fund IV, as well as their new web3 Podcast, this episode will break the internet... or fix it.

------ 📣 SUBSCRIBE to the NEW a16z PODCAST: https://link.chtbl.com/HObAJQDL?sid=bankless 

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

------ BANKLESS SPONSOR TOOLS: 

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING  https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger  

------ Topics Covered:

0:00 Intro  5:30 The Internet Problem 13:47 Encryption & Regulation 20:20 What the People Want 26:04 Cathedral and the Bazaar 34:07 Internet History Rhymes 39:46 Net Neutrality 47:15 An Improved Design Space 53:30 Speedrunning Everything 59:24 The Web3 Solution 1:03:55 The Mature Internet 1:11:50 Art and the Internet 1:15:21 Web3 Critics 1:19:15 Political Ideology 1:25:13 Marc’s Advice 1:31:25 Closing & Disclaimers

------ Resources:

Marc on Twitter: https://twitter.com/pmarca?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

Chris on Twitter: https://twitter.com/cdixon?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

5 Mental Models for Web3: https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris 

a16z Podcast: https://link.chtbl.com/HObAJQDL?sid=bankless 

------ Marc Andreessen's Book Club:

The Mystery of Capital - Hernando De Soto https://www.amazon.com/Mystery-Capital-Capitalism-Triumphs-Everywhere/dp/0465016154  In Defense of Globalization - Jagdish Bhagwati https://www.amazon.com/Defense-Globalization-New-Afterword/dp/0195330935  Free to Choose - Milton Friedman https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607  Capitalism and Freedom - Milton Friedman https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607  A Conflict of Visions - Thomas Sowell https://www.amazon.com/Conflict-Visions-Ideological-Political-Struggles/dp/0465002056  The Vision of the Anointed - Thomas Sowell https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X  Knowledge and Decisions - Thomas Sowell https://www.amazon.com/Knowledge-Decisions-Thomas-Sowell/dp/0465037380  Intellectuals and Society - Thomas Sowell https://www.amazon.com/Intellectuals-Society-Thomas-Sowell/dp/0465025226  The Managerial Revolution - James Burnham https://www.amazon.com/Managerial-Revolution-What-Happening-World/dp/1839013184  In Defense of Global Capitalism - Johan Norberg https://www.amazon.com/Defense-Capitalism-Norberg-Institute-Defence/dp/1930865473  The Machinery of Freedom - David D. Friedman https://www.amazon.com/Machinery-Freedom-Guide-Radical-Capitalism/dp/1507785607  God of the Machine - Isabel Paterson https://www.amazon.com/God-Machine-Library-Conservative-Thought/dp/1560006668  Economics in One Lesson - Henry Hazlitt https://www.amazon.com/Economics-One-Lesson-Shortest-Understand/dp/0517548232  Men, Machines, and Modern Times - Elting E. Morison https://www.amazon.com/Men-Machines-Modern-Times-Press/dp/0262529319  The Cathedral & the Bazaar - Eric S. Raymond https://www.amazon.com/Cathedral-Bazaar-Musings-Accidental-Revolutionary/dp/0596001088  The Declaration of Independence of Cyberspace - John Perry Barlow https://www.eff.org/cyberspace-independence 

----- 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 

4th Week of May, 2022

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Topics Covered:

0:00 Intro

4:55 MARKETS 5:00 BTC Price 5:16 ETH Price 5:38 BTC Ratio 8:05 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 

8:23 BEAR 8:35 Rekt ARK https://twitter.com/charliebilello/status/1524384920184963072  11:20 OpenSea Volumes December 2021 Levels https://imgur.com/Nw0b10k 

11:33 BULL 11:37 Uniswap Hits $1T Lifetime Trading Volume https://twitter.com/uniswap/status/1529102980296867842  12:32 The ENS Boom https://twitter.com/ensdomains/status/1520920301583822848  13:24 May https://twitter.com/nicksdjohnson/status/1528516461668380672  14:08 New and Returning Users https://twitter.com/nicksdjohnson/status/1528516666643976192  14:25 Read Metaversal https://metaversal.banklesshq.com/p/the-ens-boom-  14:30 Reports from Goldman Sachs & Federal Reserve https://www.coindesk.com/markets/2022/05/20/goldman-sees-little-us-economic-impact-from-lower-cryptocurrency-prices/  15:25 12% Adults Held Crypto Last Year https://thedefiant.io/fed-survey-crypto/  17:03 Stablecoins as Portion of ERC20s vs. ETH https://imgur.com/ZUSP1wZ 

21:43 NEWS 22:09 Gamestop Wallet https://twitter.com/GameStop/status/1528693604364976129  https://wallet.gamestop.com/wallets  https://chrome.google.com/webstore/detail/gamestop-wallet/pkkjjapmlcncipeecdmlhaipahfdphkd  24:50 Terra Relaunching Without Algo-Stablecoin https://twitter.com/terra_money/thread/1529451631263174656  https://www.theblockcrypto.com/linked/148253/korean-police-seek-freeze-on-luna-foundation-guard-assets-kbs  28:20 DeFi Defending Itself 28:35 Story of Frivolous PoolTogether Lawsuit https://twitter.com/lay2000lbs/status/1529827211401842694  30:05 Mint a Pooly https://mint.pooltogether.com/  33:46 Optimism Cracks Down on Airdrop Farmers https://www.theblockcrypto.com/post/148417/optimism-cracks-down-on-airdrop-farmers  35:45 Loyalty Coin Season 33:57 Coindesk Launches $DESK https://twitter.com/CoinDesk/status/1528756858307100672  37:39 Revolut’s $Revcoin https://www.theblockcrypto.com/post/147768/revoluts-planned-native-token-will-reward-customer-loyalty-storonosky-says  39:05 Tl;dr: https://c.tenor.com/CMsesV7bO7kAAAAC/iasip-its-always-sunny.gif 

40:10 NFTs 40:15 OpenSea Launches Seaport https://beincrypto.com/opensea-launches-web3-nft-seaport-marketplace/  41:38 Seth Green is Down Bad https://twitter.com/morebuttertv/status/1529151981792727040 

43:50 MISC 43:52 Cami Gives Her Book to the Pope https://twitter.com/CamiRusso/status/1527371285835067394  44:23 SBF Could Spend $1B in 2024 Elections https://twitter.com/fintechfrank/status/1529185967705292801 

46:47 JOBS https://pallet.xyz/list/bankless/jobs 

49:34 RELEASES 49:40 Tracer DAO Perpetual Pools V2 https://twitter.com/TracerDAO/status/1527289735500247040  51:45 Sense Finance Web3 Yield Curve https://twitter.com/senseprotocol/status/1527334388232466432  https://app.sense.finance/eth-mainnet/pool  https://www.statista.com/statistics/1058454/yield-curve-usa/ 

55:57 RAISES 56:00 a16z Crypto Fund 4 $4.5B https://www.cnbc.com/2022/05/25/andreessen-horowitz-raises-4point5-billion-crypto-fund-in-down-market.html  https://newsletter.banklesshq.com/  56:54 Adam Neumann-Backed Flowcarbon $70M a16z https://twitter.com/TheBlock__/status/1529190581133619205  59:12 StarkWare Series D $8B https://twitter.com/StarkWareLtd/status/1529454921451458560  59:34 Standard Crypto $500M Fund https://www.theblockcrypto.com/linked/148537/standard-crypto-raises-new-500-million-fund-axios 

1:02:55 Community Questions https://twitter.com/TrustlessState/status/1529561952648716289  https://twitter.com/MateyNikolov/status/1529569116994080771 

1:13:35 TAKES 1:13:40 Step Aside Disney https://twitter.com/sobylife/status/1527400472251752448  1:14:32 DeFi’s Benefits https://twitter.com/econoar/status/1527873338600611840  1:16:33 UNIchain is Inevitable https://twitter.com/delitzer/status/1528497663607328768  1:21:38 13 Years of Web3 and NFTs Converted https://twitter.com/w3b_eth/status/1528782828481171456 

1:23:25 What David’s Excited About Alfalfa Podcast https://imgur.com/EtRtCpD  https://imgur.com/9XWu0VT  1:24:49 What Ryan’s Excited About https://twitter.com/pythianism/status/1528501361452584960 

1:29:46 Meme of the Week https://twitter.com/cryptoreumd/status/1527706078624063489 

1:30:57 Moment of Zen https://twitter.com/BanklessHQ/status/1529899137713549312 

----- 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 

Co-Founder & President, Robbie Ferguson and Co-Founder & CTO, Alex Connolly join us to reveal something very important: the next chapter of Immutable.

Tune in to find out what it is and what it means for the NFT space!

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Timestamps:

0:00 Intro 6:15 What’s Holding GameFi Back? 12:00 Immutable’s BIG Release 15:32 Why Multichain? 20:27 The Interoperability Layer 23:11 Network Effects, Security, & Fractal Scaling 45:15 Liquidity, Multichain & Bridging Dynamics 53:41 Wen Games? 58:00 Rarible x Immutable

------ Resources:

Robbie Ferguson https://twitter.com/0xferg 

Alex Connolly https://twitter.com/0xconnolly 

Immutable https://www.immutable.com/  https://twitter.com/immutable 

Spectrum of Chain Chart https://imgur.com/oaGPuuE 

Unified Ecosystem Diagram https://imgur.com/j32AzjH 

----- 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 

This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding.

Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Topics Covered:

0:00 Intro & Danksharding Explained 7:00 Panelist’s Backgrounds 8:34 How Sharding Has Evolved 15:56 Why Danksharding is Possible 23:40 Proto-Danksharding 27:15 Data Availability 35:40 Data Availability Sampling 48:00 Cryptography for Noncryptographers 56:10 How Does All of This Get Deployed 1:00:05 The Big Open Questions in Sharding Land 1:05:30 Closing Thoughts

------ Resources:

Vitalik https://twitter.com/VitalikButerin 

Dankrad https://twitter.com/dankrad 

Protolambda https://twitter.com/protolambda 

Tim Beiko https://twitter.com/TimBeiko 

Proto-Danksharding https://www.eip4844.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 

3rd Week of May, 2022

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Topics Covered:

0:00 Intro

5:27 MARKETS 5:30 BTC Price 7:00 ETH Price 7:13 BTC Ratio 7:34 Total Crypto Market Cap https://www.coingecko.com/en/global_charts  7:46 $35T in Global Market Value Gone https://twitter.com/cullenroche/status/1524441227931774976 

11:08 PERMISSIONLESS 11:50 Web3 Social Media https://twitter.com/LensProtocol/status/1526918065409216512  https://twitter.com/sabarehmani/status/1527284540045086722  17:44 Robinhood Wallet https://twitter.com/Blockworks_/status/1526618593856823297  https://twitter.com/Blockworks_/status/1526620218352619521  https://youtu.be/pxolJ9ijVVc  19:43 SBF Takes 7.6% Stake in Robinhood https://twitter.com/fintechfrank/status/1524856587206246409  20:27 Coinbase MPC Wallet https://mobile.twitter.com/petejkim/status/1527027583254241280 26:54 Ledger Connect https://twitter.com/Ledger/status/1526638379886161920  27:28 Coinbase Liquid Staking https://blockworks.co/coinbase-cloud-figment-back-new-liquid-staking-protocol/ 

30:08 NEWS 30:10 Terra / Luna Updates 30:15 Do Kwon Called to Attend Parliament https://twitter.com/WatcherGuru/status/1526499355221495810 

31:04 NFTs 31:15 Chainsmokers Album Royalties With Fans https://decrypt.co/100168/chainsmokers-new-album-nft  32:08 Spotify Trialing NFTs?! https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=62a55abfa2&e=29f2240adb 

34:28 JOBS https://pallet.xyz/list/bankless/jobs 

31:15 RELEASES 37:18 a16z 2022 State of Crypto Report https://twitter.com/a16z/status/1526524210927083520  39:37 EY Supply Chain Tracking https://www.theblockcrypto.com/post/147287/ey-unveils-supply-chain-tracking-service-on-polygon-nightfall 

40:30 RAISES 40:33 a16z $600M Gaming Fund + Framework https://www.wsj.com/articles/andreessen-horowitz-debuts-600-million-gaming-fund-to-add-to-web3-bets-11652878800 

43:49 Community Questions https://twitter.com/thefaketomato/status/1527029194336632834 

46:11 TAKES 46:14 Legitimize Price Gouging https://twitter.com/VitalikButerin/status/1525301234516652032  49:34 Long-term Crypto Fundamental Indicator https://twitter.com/matthuang/status/1525871531070435328  50:21 Build the Dip https://twitter.com/RyanSAdams/status/1527278030095147008 

52:46 What David’s Excited About 53:15 What Ryan’s Excited About

Pics from Permissionless Meeting IRL https://twitter.com/0x_Lucas/status/1526237799699169281  Meeting on stage https://twitter.com/mad5/status/1526553782808678400  David + Ryan at DAO event https://twitter.com/JulianPscheid/status/1526756748555694080  https://twitter.com/GrayberJef/status/1526772418118836225  Rosenthal on Stage https://twitter.com/DisruptiveBrain/status/1526662343333138433 The Merge https://twitter.com/BanklessHQ/status/1526954353709531137  First ever Ryan+David pic with a fan https://twitter.com/res_fluid/status/1526910754473000961  Ryan + Dixon https://twitter.com/RyanSAdams/status/1526570918851530754  Getting Green Pilled https://twitter.com/BanklessHQ/status/1526625409214959618  DeFi state of the Union https://twitter.com/mcutler/status/1526914528633552897  Party https://twitter.com/PallerJohn/status/1527152102459461638 

59:07 Moment of Zen ----- 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 

Robinhood's Co-Founder & CEO, Vlad Tenev announced some major news at Permissionless earlier this week. Robinhood is diving deep into crypto and web3!

How so? When's the big roll-out? Hear all about it and so much more in the interview.

P.S. It's Ryan and David's FIRST in-person interview! You don't want to miss it, anon. Trust.

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Timestamps:

0:00 Intro 4:53 Wen Vlad & Robinhood Got Cryptopilled 7:55 Why Self-Custody 9:09 Robinhood 3 12:15 Chromatic Feedback & Other Features 14:03 Why the Crypto Pivot? 20:37 Utility of Robinhood’s Non-Custodian Wallet 26:04 Cannobolization Threat? 27:32 Robinhood’s Seriousness, Culture, & Demand 30:44 Robinhood Crypto Users 32:28 Robinhood 3’s Case for Normies 34:56 What’s Next

------ Resources:

Vlad Tenev https://twitter.com/vladtenev 

Robinhood 3 https://robinhood.com/web3-wallet 

----- 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 

Mike Spain is the Co-Founder of Lyra, an options trading protocol accessing the scalability of Layer 2 Ethereum to provide a robust, lightning-fast, and reliable trading experience.

David and Mike chat about how Lyra got started, the impact of on-chain options, Lyra’s newest launch—Avalon—and so much more.

Avalon is available now to a select group of users and will be available to the public on May 30th!

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Timestamps:

0:00 Intro 3:38 The Genesis of Lyra 6:20 On-Chain Options 11:36 How Lyra Wins 14:46 Pros & Cons of On-Chain Options 16:42 Lyra Limitations & Roadmap 21:47 Composibilty & Avalon 28:39 The Lyra Vision 30:19 Yield & Options 32:00 Lyra $OP Distribution 33:33 Closing

------ Resources:

Mike Spain https://twitter.com/0xmjs 

Lyra https://twitter.com/lyrafinance 

Avalon https://blog.lyra.finance/avalon-upgrade-primer/ 

Discord https://discord.com/invite/Lyra 

----- 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 

Sandeep Nailwal and Mihailo Bjelic are the Co-Founders of Polygon. They’ve been on Bankless in the past, but not during a time like the one we currently find ourselves in.

However, the bear market is not stopping Polygon from building. Polygon is enabling Instagram to bring NFTs to 2.9B people. And that's not all! They're also working with Stripe to allow USDC payments via Polygon.

Hear how exactly they plan on doing this, what they plan on building next, how they're thinking about the bear market, and so much more!

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Topics Covered:

0:00 Intro 8:41 Instagram is Adding NFTs 15:01 Meta’s Crypto Team 17:40 What Instagram NFTs Look Like 21:30 The Potential of NFTs on Instagram 26:31 Is Polygon Ready to Support New Users? 29:58 Stripe to Allow USDC Payments via Polygon 35:35 Addresses, Stripe Wallet & Gas Fees? 41:12 Polygon’s Strategy Going Forward 49:04 Polygon Supernets 53:38 Weathering the Bear Market Storm 58:55 Thoughts on the Market Crash 1:02:24 Closing & Disclaimers

------ Resources:

Sandeep & Mihailo's Previous Bankless Episodes https://youtu.be/Gf2aalPt8-k  https://youtu.be/rCJUBUTFElE 

Sandeep Nailwal https://twitter.com/sandeepnailwal 

Mihailo Bjelic https://twitter.com/MihailoBjelic 

Instagram NFTs https://imgur.com/a/c1vBnM2 

Stripe to Allow USDC Payments via Polygon https://www.coindesk.com/business/2022/04/21/stripe-taps-polygon-to-allow-customers-to-make-payments-in-usdc/ 

Polygon Supernets https://twitter.com/0xPolygon/status/1517502692670640129 

----- 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 

Crypto is a multidisciplinary field. Whether it’s finance, sociology, history, or philosophy—the list goes on. However, what about astrology? Can crypto be predicted using it? Maren makes the case for why. And she's got the track record to prove it.

In this episode, we dive into Maren’s astrological crypto trading methods, her responses to the main critiques, what lies ahead in the coming months and remaining decade, and so much more.

------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix 

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

------ BANKLESS SPONSOR TOOLS:

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

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

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger 

------ Topics Covered:

0:00 Intro 4:20 Who is Maren & Astrology? 8:00 The Method to Predicting 10:06 Critiques of the Method 15:20 Predicting the Collapse of UST 17:34 Maren’s Track Record & Reading 22:21 Gravitating Towards Crypto 27:41 The Maren Community 35:46 Prediction Timeframes & Cycles 37:54 What’s Coming in May, June & Beyond? 46:10 Multidisciplinary Alignment 47:53 Astrace & Other Things Maren’s Working On 57:37 David & Maren’s Signs

------ Resources:

Maren https://www.youtube.com/c/MarenAltman/videos  https://twitter.com/marenaltman  https://www.tiktok.com/@marenaltman 

----- 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