ROLLUP: The Bull Market is On | Ethereum ETF | Near Layer2
Bankless10 Nov 2023

ROLLUP: The Bull Market is On | Ethereum ETF | Near Layer2

Bankless Weekly Rollup
2nd Week of November

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🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT

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🌎 Linea DeFi Voyage
https://bankless.cc/Linea-defi-voyage

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2 ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
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⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum ⁠

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku

🦄UNISWAP | ON-CHAIN MARKETPLACE
⁠https://bankless.cc/uniswap

🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo

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TIMESTAMPS & RESOURCES

0:00 Intro

2:30 Markets
7:50 Layer 2s
8:40 Illuvium
https://x.com/illuviumio/status/1722235730695799152
10:45 Chainlink
https://x.com/ChainLinkGod/status/1722053266043724107
https://x.com/TrustlessState/status/1722309323894702359
https://x.com/sassal0x/status/1722409371395817670
12:00 Other Big Movers
https://x.com/0xferg/status/1722495714411139335
https://twitter.com/abhishek095/status/1720193061232451722
https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN
https://x.com/punk9059/status/1722577108843528313
14:30 Money Markets
https://twitter.com/EricBalchunas/status/1721919275886166362
17:30 Bitcoin Halving
https://twitter.com/CarpeNoctom/status/1721928615112196347

22:00 Blackrock Spot ETH ETF
https://x.com/BanklessHQ/status/1722633044388147547
https://x.com/EricBalchunas/status/1722632267032613146
https://twitter.com/SummersThings/status/1722630271013675199
24:15 SEC Bitcoin ETF
https://twitter.com/NateGeraci/status/1722368515292733896
https://twitter.com/JSeyff/status/1722321412218638632

26:00 Near L2 Validium
https://twitter.com/sandeepnailwal/status/1722276746077331913

29:22 Kraken Layer 2
https://www.coindesk.com/tech/2023/11/07/kraken-said-to-seek-partner-to-help-build-it-a-layer-2-blockchain-network/

34:00 Elizabeth Warren vs Crypto
https://www.forbes.com/sites/digital-assets/2023/11/08/how-misinformation-on-hamas-and-crypto-fooled-nearly-20-of-congress/?sh=5610dfab8270
https://x.com/brian_armstrong/status/1722312064100909212
37:20 Opensea Layoffs
https://twitter.com/dfinzer/status/1720516605933756514
https://twitter.com/fintechfrank/status/1722030246206034134
https://x.com/openseapro/status/1720125516995346855
43:00 Jump Capital and Terra
https://blockworks.co/news/sec-terraform-labs-ust-depeg
https://twitter.com/FatManTerra/status/1722296209971241250
48:45 US Blocking China
https://www.coindesk.com/policy/2023/11/08/us-bill-proposes-outlawing-government-use-of-china-made-blockchains-and-tethers-usdt/
51:30 SEC Crypto Experts
https://twitter.com/jeffjohnroberts/status/1721543698784419917
53:45 Bankless Takes
https://youtu.be/yN7h88gImHc

55:30 MEME of the Week
https://x.com/0xgaut/status/1722597724418101527

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Episoder(1265)

“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

MegaETH Token Launch with Co-Founders Shuyao and Lei

MegaETH Token Launch with Co-Founders Shuyao and Lei

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and p...

30 Apr 1h 14min

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...

29 Apr 2h 9min

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Apr 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Apr 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

23 Apr 1h 13min

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

21 Apr 1h 24min

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