How ETH Wins | Ryan & David
Bankless15 Mai 2025

How ETH Wins | Ryan & David

Ryan and David reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel https://x.com/RyanSAdams/status/1915874994514452763 25:23 Restoring ETH’s Product-Money Feedback Loop https://www.bankless.com/read/restoring-eths-product-money-feedback-loop 46:58 Towards a United Chains of Ethereum https://x.com/RyanSAdams/status/1917298612540739931 https://x.com/Spire_Labs/status/1915430799618564394 https://l2beat.com/scaling/summary 1:05:43 ETH—Commodity Money Backed by an Economy https://x.com/RyanSAdams/status/1918065179725570536 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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Episoder(1270)

MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lei Yang & ...

9 Feb 1h 22min

Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what ...

7 Feb 52min

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chai...

6 Feb 1h 4min

AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis

AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis

AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ry...

5 Feb 1h 37min

Where Do We Go From Here? | Michael Nadeau

Where Do We Go From Here? | Michael Nadeau

Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think t...

3 Feb 59min

Capitalism’s Endgame: The Last Companies That Will Ever Exist

Capitalism’s Endgame: The Last Companies That Will Ever Exist

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars...

2 Feb 1h 29min

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown...

30 Jan 1h 4min

The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski

The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski

Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer use...

29 Jan 1h 12min

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