ROLLUP: Voyager Bankrupt | Solana Phone | ENS Domains | Facebook NFTs | Reddit NFTs | EU Crypto Regulation
Bankless8 Jul 2022

ROLLUP: Voyager Bankrupt | Solana Phone | ENS Domains | Facebook NFTs | Reddit NFTs | EU Crypto Regulation

First Week of July, 2022

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📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless

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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

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Topics Covered:

0:00 Intro

3:30 MARKETS
6:50 Macro Sentiments
https://twitter.com/KobeissiLetter/status/1543591588970070016
8:35 Dollar Go Up
https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar
10:35 Oil Go Down
https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html
12:38 USDC Gains on Tether
https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022
17:20 ENS June Numbers
https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg

21:30 Voyager Goes Bust
https://www.investvoyager.com/
24:00 What Happened?
https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management
25:30 The 3ac Plunge
https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital
31:20 Three Arrows Capital Bankruptcy
https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social
34:20 Three Arrows NFTs

37:05 Nexo Eating Vauld
https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition
39:00 FTX Acquires BlockFi
https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/
42:40 Celsius WBTC Vault
https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw

47:00 Sepolia Merge
https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet
50:00 Facebook NFTs
https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles
52:07 Solana Phone
https://solana.com/news/saga-reveal
54:20 Polygon Phone
https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA
56:24 Immutable Off-Ramp
https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw
58:00 Reddit NFT Marketplace
https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/
59:45 Moonbirds Go Up
https://twitter.com/jerrykestel/status/1544016979140427782
1:00:45 Axie Hack Story
https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game
1:02:30 Uprise Big Oof
https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ
1:04:54 Crypto EU Deal
https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council

RELEASES
1:07:00 Aztec Connect
https://twitter.com/aztecnetwork/thread/1545046832597700611
1:08:40 Bankers Going Bankless
https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/
1:09:00 Jobs
https://pallet.xyz/list/bankless/jobs

1:11:00 Questions from the Nation
Post-Merge Fees
https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:14:20 Data Sharding
https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ

1:16:25 TAKES
1:16:40 Leighton Celsius Take
https://twitter.com/lay2000lbs/status/1545033033392193536
1:18:40 Ruled by Adults
https://imgur.com/jutmOmL
1:19:52 No New Narratives
https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q
1:21:47 Bear Market Advice
https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ

1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On

1:27:20 MEME of the Week

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Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures

Episoder(1265)

Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

What if Bitcoin’s biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat model, why a 2029 migration window could leave Bitco...

6 Apr 1h 13min

ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

Google just dropped a major quantum warning for crypto, claiming a breakthrough that could accelerate the timeline to breaking Bitcoin and Ethereum’s core security. Ryan and David unpack what changed,...

3 Apr 1h 4min

3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain truths" shaping markets for the next two decades: coll...

30 Mar 1h 27min

ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking

ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets.  Highlights incl...

27 Mar 1h

The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini

The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini

MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource in the AI economy is no longer intelligence but ver...

26 Mar 1h 25min

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

NEAR founder and Transformer co-author Illia Polosukhin joins us to break down why today’s AI agents still fall short, what’s missing to make them actually useful, and how IronClaw could unlock secure...

24 Mar 1h 17min

Ethereum’s Quantum Strategy with Justin Drake

Ethereum’s Quantum Strategy with Justin Drake

Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry...

23 Mar 1h 40min

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperfor...

20 Mar 1h 9min

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