ROLLUP: BTC $1T Market Cap | More ETH ETF Filings | $STRK Airdrop Pushback?
Bankless16 Feb 2024

ROLLUP: BTC $1T Market Cap | More ETH ETF Filings | $STRK Airdrop Pushback?

3rd Week of February 2024

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TIMESTAMPS & RESOURCES

0:00 Intro

3:45 Markets
4:10 Quiet Bull Market
https://twitter.com/trustlessstate/status/1756699544195080551
7:55 ETFs sucking up 10x more BTC than miners can produce
https://farside.co.uk/?p=997
11:20 All BTC spot ETF together now hold more than 1% of all BTC that will ever exist
https://x.com/HODL15Capital/status/1757528626252136608
https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/
16:02 Anthony Pompliano shilling BTC on wall street again!
https://x.com/APompliano/status/1757030179489157575
17:44 Gary G
https://twitter.com/BanklessHQ/status/1757818869127737586
https://x.com/robustus/status/1757830024739135994
19:28 The last time BTC was at $50,000:
https://twitter.com/MitchellHODL/status/1757093864173609023
21:40 Franklin Templeton spot ETH ETF
https://twitter.com/JSeyff/status/1757142599016616334
22:40 Franklin and Templeton’s Sandy Kaul
https://youtu.be/HuOH7ZBJ2P4?si=4lFtWcoaoHLrnQIW
23:10 L2 Growth
https://l2beat.com/scaling/summary
23:58 LRT growth
https://warpcast.com/sassal.eth/0x2cca1544
https://defillama.com/protocols/Liquid%20restaking/Ethereum
24:10 Vance FanCam
https://x.com/pythianism/status/1757792341837168927
https://x.com/pythianism/status/1757417847301738676

30:18 Starknet Token $STRK
https://twitter.com/Starknet/status/1757685565669925215
https://tokeninsight.com/en/coins/starknet/tokenomics
https://provisions.starknet.io.
33:55 Positive:
https://x.com/TimBeiko/status/1757788002863255899
https://x.com/DCbuild3r/status/1757757332853756073
https://x.com/TrustlessState/status/1757762433781752205
Bankless Nation: d0wnlore
36:00 Negative:
https://x.com/LefterisJP/status/1757900583632032160
Bankless Nation: Dartanian.eth
https://imgur.com/19poxsT
Bankless Nation: Traunstein
https://imgur.com/Z3XA9Wg
39:24 Backlash regarding tokens unlock for investors and team
https://x.com/Loopifyyy/status/1757755030055112883
https://docs.starknet.io/documentation/architecture_and_concepts/Economics-of-Starknet/
41:50 Starknet is listening:
https://x.com/Dogetoshi/status/1757829203091681667
Check out our episode with Eli and Diego: Starknet Token Launch Is Here! ($STRK)
https://youtu.be/-IYxwKFsTE4

47:30 ETH
Since this week, anyone can deploy mainnet rollups on Conduit!
https://twitter.com/conduitxyz/status/1757812032756224399
48:25 GoFundMe refused processing fundraising for Roman Storm’s legal defense!
https://twitter.com/FreeAlexeyRoman/status/1757873646440186039
51:44 Donate:
https://wewantjusticedao.org/donate

51:55 Regulation / TradFi / Misc
3 Observation about being a crypto native in the U.S.
https://x.com/BanklessHQ/status/1757200445762830388
54:20 Here are 5 things you are asked when you file taxes in the US
https://twitter.com/RyanSAdams/status/1757816696381809020
56:30 Did you know that the US can yoink funds directly from your bank account without court order?
https://twitter.com/RyanSAdams/status/1757843329725690296
1:00:36 Sam Altman seeks $7T for a new AI chip project
https://www.cnbc.com/2024/02/09/openai-ceo-sam-altman-reportedly-seeking-trillions-of-dollars-for-ai-chip-project.html
https://x.com/sama/status/1755294743565930726
Nvidia also surpassed Amazon’s market cap ( $1.75T) this week
https://www.reuters.com/technology/nvidia-market-cap-threatens-alphabet-after-overtaking-amazon-2024-02-13/
1:01:58 Lyn Alden
https://twitter.com/LynAldenContact/status/1757431098655621474
1:02:55 Lyft Woopsies
https://vxtwitter. com/dee_bosa/status/1757526078166306915

1:04:14 Closing & Disclaimers

1:04:46 Moment of Zen
New Coinbase Ad - How’s it feel to be a penny
https://www.youtube.com/watch?v=MP7IhO5cJ14

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1323)

EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze

EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze

EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break down the next version of the product, including tokenized stoc...

14 Aug 42min

ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking

ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking

Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps selling BTC, Robinhood Chain’s breakout, and Fidelity’s push to...

13 Aug 55min

NEAR’s New Token Utility and AI Economy | Illia Polosukhin

NEAR’s New Token Utility and AI Economy | Illia Polosukhin

What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and...

11 Aug 52min

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

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

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

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

Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest e...

5 Aug 1h 5min

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

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

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

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