ROLLUP: Crypto Rallies | Gemini vs Barry Silbert | Game of Thrones NFT | Ethereum Liquid Staking | Inflation
Bankless13 Jan 2023

ROLLUP: Crypto Rallies | Gemini vs Barry Silbert | Game of Thrones NFT | Ethereum Liquid Staking | Inflation

2nd Week of January, 2023

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0:00 Intro

3:00 MARKETS
5:40 Ultra Sound Money
https://ultrasound.money/
7:00 ETH BTC Ratio
8:50 Inflation
https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report
11:10 Leverage
https://twitter.com/YoniJMel/status/1612835719768064001
12:20 Have We Bottomed?
https://twitter.com/RyanSAdams/status/1613563998426775552
16:30 Markets since 2020
https://imgur.com/qq58Ac2

22:30 DCG vs Gemini
https://twitter.com/cameron/status/1612806661508567042
25:00 Shutting Down
https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs
26:00 Shareholder Letter
https://dcgupdate.com/

29:00 SBF Continued
Robinhood: https://twitter.com/WatcherGuru/status/1612444676904083457
$5 Billion: https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1
Fraud: https://twitter.com/nic__carter/status/1612458140238225409
Substack: https://sambf.substack.com/p/ftx-pre-mortem-overview

36:10 Coinbase Layoffs
https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html
38:00 Binance Hiring
https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html

41:00 NEWS
41:45 Arbitrum vs Optimism
https://twitter.com/WestieCapital/status/1612837614414880772
43:00 OpenSea Arbitrum Nova
https://twitter.com/opensea/status/1611486589087109124
44:20 L2 Bull Market
https://twitter.com/TrustlessState/status/1612534516094046208
45:20 Coinbase Rocket Pool
https://twitter.com/Jasper_ETH/status/1613318003738697730
47:40 PleasrHouse
https://twitter.com/PleasrDAO/status/1613217260511891460
49:30 Instagram NFT Projects
https://www.coindesk.com/web3/2023/01/11/top-nft-artists-are-launching-projects-on-instagram-and-selling-out-in-seconds/


51:50 Token Gated Lens
https://www.theblock.co/post/200859/lens-protocol-now-lets-creators-issue-token-gated-content
53:40 Rolling Stone PussyRiot
https://twitter.com/RollingStone/status/1613264584646729755
54:48 Moonbirds Signs with UTA
https://cointelegraph.com/news/bluechip-nft-project-moonbirds-signs-with-hollywood-talent-agents-uta
56:00 Vance Spencer Take
https://twitter.com/pythianism/status/1432774112351375360
57:30 Game of Thrones NFT
https://mobile.twitter.com/Niftys/status/1587848208780230657
59:15 Backing USDC
https://twitter.com/jp_koning/status/1612087428369498112
1:01:30 BlockFi Cashout
https://twitter.com/EpsilonTheory/status/1612520398892982282
1:03:30 Nexo Rekt
https://www.bloomberg.com/news/articles/2023-01-12/nexo-office-raided-by-bulgarian-police-probing-alleged-crimes
1:11:45 SEC Investigating Saber
https://twitter.com/CoinDesk/status/1613264554049282089
1:12:50 Lowest Funding in 2Y
https://imgur.com/VWsMSR6

1:13:50 JOBS

1:14:20 QUESTIONS from the Nation
Permissionless
https://blockworks.co/event/permissionless-2023/speakers

1:24:00 TAKES
1:25:00 NFT Brands
http://shorturl.at/aCGX8
1:27:00 Rally with Legs
https://twitter.com/cburniske/status/1612349520234565634
1:28:00 Regretting 2022

1:32:30 What David’s Bullish On
https://twitter.com/TrustlessState/status/1613546998984019973
1:33:30 What Ryan’s Bullish On

1:35:00 MEME of the Week
https://twitter.com/0xGhost_/status/1613550278719987713

1:36:12 Moment of Zen
https://twitter.com/vertical_dream/status/1612504107516047360

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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://www.bankless.com/disclosures

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Episoder(1347)

Why the Near $NRR ETF is Different | Hunter Horsley and Sal Ternullo

Why the Near $NRR ETF is Different | Hunter Horsley and Sal Ternullo

NEAR just got a new institutional gateway, but the ETF may only be the beginning of the story. Bitwise CEO Hunter Horsley and Sovereign’s Sal Ternullo join David to unpack why investors are starting t...

5 Okt 43min

$VVV Community Call | September

$VVV Community Call | September

Venice‘s Head of Strategy Jon, joins David for the September $VVV community call to unpack Venice reaching 250B daily tokens, the latest $VVV emissions cuts and $DIEM supply changes, accelerating burn...

4 Okt 1h 4min

ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ p...

2 Okt 59min

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

What if the next major onchain trading platform looks less like a crypto exchange and more like Robinhood with institutional liquidity underneath? Variational co-founder Lucas Schumann and Head of Pro...

30 Sep 49min

Ben Cowen Says You Have Permission to be Bullish

Ben Cowen Says You Have Permission to be Bullish

Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-...

28 Sep 57min

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackR...

25 Sep 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Sep 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Sep 37min

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