Bankless27 Juli 2022

DeFi Didn't Break with Dan Morehead & Joey Krug

Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why.

Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.

Both repeat Bankless guests and both know more than a thing or two about crypto and investing.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Timestamps:

0:00 Intro
6:15 The Past Few Months
10:28 Crypto's 2008 Moment
12:40 The Mainstream Media Story
16:45 CeFi vs. DeFi Confusion
21:45 Media Incentives
24:00 DeFi vs. Wall Street
30:45 DeFi is Too Referential Critique
33:38 DeFi Worked Great
37:05 Transparency Thoughts
43:15 2008 Prevented with DeFi?
49:35 Educating Retail
53:39 Was This Surprising?
55:00 Quick Macro Takes
58:20 Closing & Disclaimers

------
Resources:

Dan Morehead
https://twitter.com/dan_pantera

Joey Krug
https://twitter.com/joeykrug

DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/

Pantera
https://panteracapital.com/

-----
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://newsletter.banklesshq.com/p/bankless-disclosures

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1267)

ROLLUP: Are Record Inflows Good For ETH? | New Crypto & AI Czar | Record Liquidations | Where To Next?

This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwh...

13 Dec 20241h 6min

AI ROLLUP #3: Solana AI Hackathon | Truth Terminal’s Roadmap | Satan & God Automated | Delphi Digital AI Analyst

Ejaaz is back with David to break down the latest in the explosive world of AI Agents. This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai...

12 Dec 20241h 14min

One Billion AI Agents | ai16z's Shaw

What is the role of AI in crypto, and how will it shape the future? AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolu...

11 Dec 20241h 19min

Top 10 Crypto x AI Predictions for 2025 | Bitwise's Matt Hougan & Ryan Rasmussen

2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 50...

10 Dec 20241h 13min

Can Ethereum Compete with Bitcoin, Solana & Celestia? | Mike Ippolito & Jon Charbonneau

What is Ethereum’s North Star, and does it even need one? There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s stor...

9 Dec 20241h 25min

ROLLUP: BTC Shatters $100K, What's Next? | The Debanking Debacle | New SEC Chairman | Biggest Airdrop... Ever?

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin ...

6 Dec 20241h 5min

AI ROLLUP #2: Virtuals $1B | Zerebro LLM | Ai16z Comeback? | Bittensor Tao | Freya $50K Game

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents. This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is lau...

5 Dec 20241h 23min

The ZK Fast Track | Andrew & Uma of Conduit & Succinct

Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zk...

4 Dec 202455min