ROLLUP: Coinbase vs Apple | Crypto Market Bottom Signals | Genesis Fallout | SBF Scandal | Reddit NFTs
Bankless9 Dec 2022

ROLLUP: Coinbase vs Apple | Crypto Market Bottom Signals | Genesis Fallout | SBF Scandal | Reddit NFTs

2nd Week of December 2022

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Topics Covered

0:00 Intro

5:43MARKET
5:50 BTC Price
6:10 ETH
6:25 ETH/BTC
7:45 Total Crypto Market Cap
8:10 Jim Cramer Urges Investors to Exit Crypto
https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html
10:30 8% of Americans Have Positive View of Crypto
https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html
11:51 Record Discount
https://twitter.com/tier10k/status/1600866841366519808
13:15 COIN at Lows
https://imgur.com/VTPMqV0
15:00 Token Bible
16:15 The Stablecoin Bull Thesis
19:30 Last 30 Days $3.4B Moved Off Exchanges
https://twitter.com/WClementeIII/status/1600225887986647040
20:23 Price & Dev Activity
Cosmos https://twitter.com/tokenterminal/status/1600812061663330305
ETH https://twitter.com/tokenterminal/status/1600889990439133184

25:00 Coinbase vs. Apple
Coinbase Wallet vs. Apple—bad apple
https://twitter.com/CoinbaseWallet/status/1598354819735031809

31:55 Genesis Owes $900M to Gemini Customers
https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times
32:50 Genesis Resolution May Take Weeks
https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks

33:30 SBF Cont.
33:35 Nic Carter
https://twitter.com/nic__carter/status/1600213106965086210
33:11 SBF & Maxine Waters WTF
https://twitter.com/RepMaxineWaters/status/1598693811252875264
39:05 Meme
https://twitter.com/owocki/status/1599877959975772160
39:30 Forensic Investigators are on the Case
https://www.coindesk.com/business/2022/12/08/ftx-bankruptcy-managers-hire-forensic-investigators-alixpartners-wsj/
40:09 Taylor Swift Denies SBF
https://www.ft.com/content/2b0601e2-d371-404d-8531- 227f11d4a83f
https://twitter.com/RyanSAdams/status/1600616288757358598
43:10 Kevin O’Leary Got Paid $15M to Shill
https://twitter.com/GRDecter/status/1600858962555179010
44:55 Investigation into the SEC as to how they missed FTX
https://twitter.com/AlexanderGrieve/status/1600492078852603916

48:00 ETH
48:05 Shanghai HF discussion in March
https://www.coindesk.com/tech/2022/12/08/ethereum-developers-target-march-2023-for-release-of-staked-ether/

50:35 Long Tail Contagion
50:40 Orthogonal Trading and Maple Finance
https://www.coindesk.com/markets/2022/12/05/crypto-markets-today-ftx-fallout-hits-maple-finance-bitcoin-declines/
https://www.theblock.co/post/192097/maple-finance-default-orthogonal-trading
53:15 Nexus Mutual Hit with $3M Exposure
https://decrypt.co/116510/nexus-mutual-hit-with-3m-in-ethereum-exposure-to-orthogonal-trading-default

55:10 Gitcoin and Unicef!
https://go.gitcoin.co/blog/gitcoin-unicef-qf-collaboration-pilot
56:35 Aztec @ 50k ETH Shielded
https://twitter.com/aztecnetwork/status/1599882747660509184

59:12 NFTs
59:15 Toys R Us Launching Digital Collectibles
https://twitter.com/ToysRUs/status/1598364984127414273
1:00:00 Reddit Collectibles Minting Hit ATH
https://www.theblock.co/post/191984/reddit-digital-collectible-minting-hits-all-time-high
1:00:50 Cockpunch Trailer & Launch
https://podcasts.apple.com/us/podcast/c%C3%B8ckpunch/id1657210471
https://opensea.io/collection/cockpunch
1:02:30 Bankless Collectibles
https://collectibles.bankless.com/
1:03:55 Tax Loss Harverstooooor
https://nftlossharvestooor.com/

1:06:35 Policy
1:06:40 a16z Taps Former CFTC Commissioner to Run Washington Efforts
https://twitter.com/CoinDesk/status/1600082693127020544
1:07:20 Nexo to Depart U.S.
https://www.coindesk.com/policy/2022/12/05/nexo-to-depart-us-after-regulator-discussions-hit-dead-end/

1:09:25 ChatGPT
https://twitter.com/AltcoinPsycho/status/1598742302050357248
https://twitter.com/GRDecter/status/1599804597090279424
https://pbs.twimg.com/media/FjY033HXwAAbj3E

1:16:25 Releases
1:16:27 New Ledger Just Dropped
https://shop.ledger.com/pages/ledger-stax
1:18:20 PleasrDAO Auction House
https://pleasr.house/

1:19:25 JOBS
https://pallet.xyz/list/bankless/jobs

1:22:11 Questions from the Nation
https://twitter.com/yogofubi/status/1600561157794062336
https://twitter.com/nextalphaa/status/1600583036176896029

1:29:30 TAKES
1:29:35 Enabling Halal Alt-L1s
https://twitter.com/JimmyRagosa/status/1599712746374713344
1:33:44 Alfalfa Leak -Vitalik
https://twitter.com/vitalikbuterin/status/1599780254616547331

1:34:40 What Are We Bullish On?

1:40:55 MEME of the Week
https://twitter.com/WrongNebula/status/1598832120675213312

1:42:34 Closing & Disclosures

Avsnitt(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 Maj 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 Maj 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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