ROLLUP: 1st In-Person WRU | Permissionless 2022 | Web3 Social | Staking & Wallet Wars
Bankless20 Mai 2022

ROLLUP: 1st In-Person WRU | Permissionless 2022 | Web3 Social | Staking & Wallet Wars

3rd Week of May, 2022

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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

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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

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Episoder(1271)

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s ...

15 Mai 1h 5min

The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it...

14 Mai 44min

Will AI Populism Decide the 2028 Election? | Jasmine Sun

Will AI Populism Decide the 2028 Election? | Jasmine Sun

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13 Mai 1h 22min

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied ...

12 Mai 1h 5min

Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

North Korea isn’t just hacking crypto anymore, it’s studying it, infiltrating it, and turning DeFi’s weakest links into a state-run revenue machine. This time around, Ryan and David sit down with Ari ...

11 Mai 1h 34min

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Stocks and AI are ripping to new highs, and crypto is getting pulled along for the ride. Ryan and David break down whether this rally is real or too frothy, what the CLARITY Act still needs to survive...

8 Mai 1h

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

4 Mai 1h 16min

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

1 Mai 59min

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