ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?
Bankless3 Jan 2025

ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?

This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.

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✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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TIMESTAMPS & RESOURCES
00:00 Welcome To 2025

04:42 MARKETS
https://farside.co.uk/?p=1518

05:55 ETF Flows
https://x.com/Cointelegraph/status/1874342291114008989
https://x.com/nategeraci/status/1872415447276257654

10:07 Movers Of The Week
https://imgur.com/poIQakM
https://x.com/_kaitoai/status/1874830476189565343

12:40 L2 Update
https://imgur.com/EC5mjnT
https://imgur.com/BsK26dr
https://x.com/smyyguy/status/1873928354661085362

15:57 Blobs Are Burning
https://imgur.com/BsK26dr
https://x.com/smyyguy/status/1873928354661085362

17:13 Record DEX Volume
https://defillama.com/dexs

21:11 10 Predictions for 2025
https://x.com/pythianism/status/1869522809212543204
https://x.com/EffortCapital/status/1873192369891533193
https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook
https://x.com/MikeIppolito_/status/1870938936144761211
https://x.com/galaxyhq/status/1874843463293849712
https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
https://x.com/shaughnessy119/status/1867675171487986086?s=46
https://x.com/cryptopunk7213/status/1874101935353041056?s=46
https://avc.xyz/what-will-happen-in-2025-1
https://x.com/RyanSAdams/status/1874173947731992810

38:28 New IRS KYC Rules
https://home.treasury.gov/news/press-releases/jy2762
https://gordonlaw.com/learn/1099-da-revised-draft/
https://x.com/lex_node/status/1872649212804104254
https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/
https://x.com/TheCryptoCPA/status/1872714549243023830
https://x.com/fund_defi/status/1872694713108545576
https://x.com/KMSmithDC/status/1872869271660818887
https://x.com/jchervinsky/status/1873029020478292346
https://x.com/jchervinsky/status/1873746395137773816

47:30 Ethereum Expectations In 2025
https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE

50:37 Microstrategy Accelerates
https://x.com/BitcoinNewsCom/status/1871333716511097151

51:37 Do Kwon’s Extradition
https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us

53:05 Vitalik Adopts Moo Deng
https://x.com/KhaokheowZoo/status/1872151683700248587

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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(1346)

$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

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’...

18 Sep 53min

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