Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ryan and David debate CROPS, self-sovereignty, ETH as money, and whether the EF is protecting Ethereum’s soul or holding it back. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:39 The EF Manifesto https://x.com/ethereumfndn/status/2032460726728573298 https://blog.ethereum.org/2026/03/13/ef-mandate https://ethereum.foundation/ef-mandate.pdf 10:18 Bullish Takes https://x.com/lay2000lbs/status/2033326038122438677 https://x.com/EvgenyGaevoy/status/2033160316079534510 https://x.com/malekanoms/status/2032599584640315706 https://x.com/lex_node/status/2033189653587677343 https://x.com/StaniKulechov/status/2032462574571204924 15:15 Bearish Takes https://x.com/dankrad/status/2032532067527856216 https://x.com/tayvano_/status/2032549549550743925 https://x.com/masonnystrom/status/2032558469786775993 https://x.com/yugacohler/status/2033225486847885758 https://x.com/hosseeb/status/2033603057347616869 https://x.com/divine_economy/status/2033547178803708371 27:43 Bullish Response to Bears https://x.com/divine_economy/status/2033547178803708371 https://x.com/dimabuterin/status/2033548385974735174 35:44 David’s Takes https://x.com/TrustlessState/status/2032832671206748551 47:29 Ryan’s Takes https://x.com/RyanSAdams/status/2032512531856503181 56:32 We Can do Both https://x.com/vibhu/status/2032574444724449605 https://x.com/TrustlessState/status/2033545623345967572 59:51 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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Episoder(1320)

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward ...

10 Aug 54min

ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” S...

7 Aug 1h 6min

$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

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5 Aug 1h 5min

The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the ...

3 Aug 1h 11min

ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, ...

31 Jul 54min

What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how...

30 Jul 1h 4min

Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending...

29 Jul 1h 2min

From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from interna...

27 Jul 1h 5min