The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
In this Bankless podcast episode, Ryan, David, and Jonah Weinstein discuss how to value Layer 1 tokens, noting their importance as the majority share of the crypto market. Jonah critiques traditional valuation methods like Discounted Cash Flow (DCF) and REV (revenue), arguing they don't fully capture the monetary natur...
Ryan and David co-host this week's Bankless Weekly Roll Up, diving into Bitcoin's all-time high and David's concentrated crypto portfolio. They cover key topics such as the Genius Act stablecoin bill and its implications, the tepid demand for U.S. Treasury bonds, and Ethereum's potential ZK miracle for scaling. They al...
In this roundtable discussion, David Hoffman, ZeroXBreadGuy, Jon Charbonneau, and Andy8052 delve into the concept of Real Economic Value (REV) in crypto, sparked by a tweet from Jon comparing ETH and SOL valuations. They explore REV as a metric for network fees and MEV tips, debating whether it's a rational valuation o...
This episode explores the potential shift in global monetary structures, focusing on the implications of a move away from US Treasuries as the world's reserve asset. Against the backdrop of Trump's potential return to the presidency, Arthur Hayes outlines three monetary structures since World War II: Bretton Woods, the...
This episode explores the latest developments in cryptocurrency and traditional finance, highlighting market trends, regulatory shifts, and emerging investment opportunities. The discussion begins with Mayor Eric Adams' continued promotion of cryptocurrency and transitions to macroeconomics, including the US-China tari...
This episode explores the strategic reorientation Ethereum needs to achieve its vision of becoming a dominant, censorship-resistant monetary system and economic hub. Ryan advocates for "ETH maximalism," urging the Ethereum community to actively promote the value of Ether as a programmable, censorship-resistant asset, d...
This episode explores the evolving landscape of crypto meme coins and their potential transition to pseudo-equity, alongside a discussion on Ethereum's recent market surge and its positioning relative to Bitcoin and Solana. The panel analyzes the "Internet Capital Markets" meme, highlighting platforms like Believe and ...
This episode explores the convergence of frontier technologies, particularly hardware and AI, and their potential to reshape manufacturing and various aspects of modern life. Against the backdrop of America's declining manufacturing base, Shaun Maguire emphasizes the importance of revitalizing domestic hardware product...
This episode explores the resurgence of bullish sentiment in the crypto market, marked by Bitcoin surpassing $100,000 and Ethereum experiencing double-digit gains, despite persistent high interest rates and tariff concerns. Against the backdrop of steady Fed rates and Trump's mixed commentary on monetary policy, the ho...
This episode explores the latest developments in AI, focusing on acquisitions, OpenAI's moves, and the implications of AI in various sectors. The hosts discuss OpenAI's acquisition of Windsurf for $3 billion, viewing it as a strategic move to dominate the AI coding assistant market and gain user data, drawing parallels...
This episode explores the contrasting sentiments within the crypto industry, marked by institutional bullishness and retail despair, further examining specific dramas and potential shifts in market dynamics. Against the backdrop of increasing Bitcoin dominance and disillusionment with altcoins, the discussion pivots to...
This episode explores the new leadership and future direction of the Ethereum Foundation (EF) with co-executive directors Tomasz Stanczak and Hsiao-Wei Wang. Against the backdrop of a community eager for operational improvements, the discussion highlights the EF's role as a steward, empowering the ecosystem while maint...
This episode explores significant macro-economic catalysts and their potential impact on the crypto market, specifically focusing on the implications of tariffs, American capital flight, and increasing global money supply. Against the backdrop of a concerning Q1 GDP report, the hosts discuss the probability of a tariff...
This episode explores the rapid advancements in AI, focusing on the capabilities and limitations of frontier models like OpenAI's O3. Against the backdrop of Josh's nine-day technology detox, Ejaaz highlights the release of several new models, including OpenAI's O3 and O4mini, which demonstrate significant improvements...
This episode explores the evolving landscape of Ethereum and the implications of its pivot towards Layer 1 scaling, including the impact on Layer 2 projects. Against the backdrop of Ethereum's new tagline—"scale the Layer 1, scale blobs, improve UX"—the panelists debate whether this strategy inadvertently "rugs" the La...
This episode explores the potential of tokenizing intellectual property (IP) on the blockchain, specifically using the Story Protocol. The discussion begins with a skepticism towards the compatibility of IP, a nation-state construct, with the decentralized nature of blockchains. Against this backdrop, the guest, Jaso...
This episode explores the valuation of Ether (ETH), the native cryptocurrency of the Ethereum blockchain, and how the Ethereum community should position it. Against the backdrop of a declining ETH/BTC ratio, the discussion centers on Sam Kazemian's argument that valuing ETH using a discounted cash flow (DCF) model is ...
This episode explores the state of the cryptocurrency market and the evolving landscape of the industry, as discussed by host David and guest Ryan Sean Adams, who had recently returned from a 90-day hiatus. Against the backdrop of Ryan's personal experience with burnout and subsequent digital detox, the conversation d...
This episode explores the burgeoning relationship between traditional finance (TradFi) and decentralized finance (DeFi), specifically focusing on a Paradigm policy team survey of 300 TradFi professionals. Against the backdrop of increasing pro-crypto regulation, the survey reveals surprisingly high levels of TradFi eng...
This episode explores the evolving Ethereum roadmap and the ongoing debate surrounding Layer 1 versus Layer 2 scaling. Against the backdrop of a recent podcast episode highlighting a potential "strategic pivot" towards prioritizing Layer 1, the discussion features informal researchers 0xBread and Jon Charbonneau, who s...
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