Ethereum Roadmap: Diverse opinions on Ethereum's roadmap highlight concerns versus confidence. Long-term growth relies on developers creating value, while market performance continues to affect sentiment about its potential as a monetary asset.
Ethereum's future is heavily debated, especially its roll-up centric roadmap. While some believe this approach may hurt Ethereum's main features and value, others, like developer Mike Neuter, argue that it is a strong, long-term plan. Focusing on creating value through developers utilizing Ethereum's resources is crucial for potential growth. If Ethereum continues to cultivate its ecosystem and attract useful applications, it can strengthen its position as a monetary asset. Concerns about its current performance and market confidence reflect the overall sentiment in the crypto space, where prices heavily influence opinions. This conversation showcases the importance of diverse views in shaping the future direction of Ethereum, and whether it ultimately will succeed as a money platform remains an open question as these developments unfold.
Ethereum's Future Priorities: Prioritizing settlement, data availability, and execution is essential for Ethereum's growth and security, focusing on increasing economic activity while preserving decentralization.
To effectively prioritize the future of Ethereum, the community must focus on three key aspects: settlement, data availability (DA), and execution. Settlement is crucial for establishing digital property rights. Following that, attention must be given to DA to support rollups and enhance blockchain usability. Finally, execution is necessary but should not compromise the core values of decentralization and censorship resistance. The main goal is to increase economic activity within the Ethereum ecosystem, ensuring there’s enough block space for growth while maintaining the neutrality and security of the network. This foundational work will allow Ethereum to create more value in the broader digital economy, enabling user growth and retention.
Ethereum Ownership: Ethereum enables true ownership of digital assets through decentralization and self-custody, contrasting with risks from real-world linked assets. Censorship resistance ensures freedom to transact, vital for protecting personal value and rights.
Ethereum uniquely supports property rights through self-custody and decentralization. Unlike traditional assets secured by physical means, Ethereum enables users to maintain ownership of their digital assets at a fundamental level, free from external seizure. However, assets linked to real-world entities, like stablecoins, involve risks tied to counterparties, which can limit property rights. Censorship resistance becomes vital, preserving users' freedom to transact without outside interference. This emphasizes the importance of decentralized ownership and the ability to protect personal value in a digital era, enhancing the security of individual rights against any authoritative control.
Layer 2 Property Rights: Layer 2 solutions for Ethereum strive for stronger user property rights, particularly in achieving Stage 2, ensuring secure asset management and withdrawal despite potential sequencer centralization.
Layer 2 solutions in Ethereum aim to improve property rights for users through a tiered system called stages. Achieving Stage 2 means ensuring that contracts can't be easily upgraded or manipulated and that users can guarantee their withdrawals, even if the sequencer is centralized. While there are doubts about whether Layer 2s will reach Stage 2 due to potential conflicts with profit motives, the focus is on making sure users feel secure about their assets. It’s crucial that while sequencer decentralization isn’t mandatory for Stage 2, the underlying property rights must remain strong, allowing users to confidently utilize Layer 2 while protecting against censorship and arbitrary control over their assets.
Layer 2 Insights: Layer 2 sequencers can remain centralized to enhance speed and user experience while relying on Ethereum for security and property rights. This approach may prioritize efficiency over decentralization without sacrificing user trust.
Layer 2 solutions, like sequencers, are essential as they leverage Ethereum's security while enhancing user experience through faster transaction confirmations. While some argue for decentralized sequencers, there's a case for centralized sequencers offering efficiency without compromising users' property rights. Ultimately, L2s should focus on features and performance rather than strict decentralization, using Ethereum for security and censorship resistance.
Layer 2 Security: Layer 2s benefit from Ethereum's data availability for security, interoperability, and seamless asset movement, ensuring trust and reducing risks from external data providers.
Layer 2 solutions on Ethereum rely on data availability (DA) for strong property rights and security. Using Ethereum for DA ensures trust and interoperability among different rollups, allowing assets to move smoothly between them. This interconnectedness provides advantages like liquidity access and mitigates risks from external DA providers, which could fail or act maliciously. As layers mature, they might seek to decentralize their sequencers to benefit from the shared economy of rollups. The future could include enabling faster transactions across different chains while maintaining the integrity and security that Ethereum offers, ensuring users feel safe holding their assets within this ecosystem.
Ethereum Layer 2 Strategy: Ethereum is enhancing Layer 2 interoperability through ZK rollups and blob space, aiming for faster transactions and cheaper block access, ensuring reliability and value for its asset.
Ethereum aims to enhance the interoperability and composability of its Layer 2 solutions using ZK rollups and blob space. This strategy enables faster transactions and cheaper access to block space, making it easier to bridge assets between different rollups. The focus is on promoting Ethereum as the primary choice for data availability, ensuring safety, and boosting Ethereum's asset value through increased utility and transaction volume. The aim is to create a system where all Layer 2 applications can rely on Ethereum’s infrastructure while maintaining strong property rights and avoiding dependency on external chains. The long-term vision includes scaling Ethereum's capacity significantly, enabling developers to create robust decentralized applications without losing value through over-reliance on third-party services.
Ether's Value: Ethereum's main value stems from its role as money and a store of value, boosted by layer twos using its infrastructure, ensuring Ether remains vital across various platforms, despite potential cash flow changes.
Ethereum's value relies primarily on its roles as money and a store of value, rather than just as a cash flow-generating asset. While layer twos might dominate transaction activities, the overall Ethereum ecosystem still benefits, as these layer twos depend on Ethereum for data availability, making Ether essential across different platforms. This connection can solidify Ether's importance and potentially enhance its value, even if its short-term cash flow dynamics change. Thus, the success of layer twos does not diminish Ether's role as a critical digital asset; instead, they could complement its value as they utilize Ethereum's infrastructure.
In Defense of The Ethereum Roadmap | Mike Neuder
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Recent Episodes from Bankless
Where is Ethereum Headed? | Mike Ippolito & Mike Neuder
The exploration of the Ethereum Roadmap continues.
Today on the show we’re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we’re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.
We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!
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TIMESTAMPS
0:00 Intro
7:29 The Essence of the Argument
17:50 Ethereum and Rollups
33:00 Ethereum’s Schism
40:23 Value Accrual
59:30 Nation State Resistance
1:04:52 The Bull Case for Crypto
1:10:03 What Will Take
1:16:25 Closing & Disclaimers
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RESOURCES
Mike Ippolito
https://x.com/mikeippolito
Mike Neuder
https://x.com/mikeneuder
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Defending Crypto to the Middle-Class American | Austin Campbell
Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system.
Today’s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He’s here to show why the middle class should care about the future of finance.
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------
TIMESTAMPS
0:00 Intro
5:18 Austin’s Tweet Defending Crypto
13:55 How the Banking System Works
23:19 Who Manages Bank Risk?
32:37 Depositor Bailouts
41:36 Stablecoin Solution?
59:51 Stablecoin Impact on Banks
1:06:44 U.S. Payments Outdated?
1:10:15 Global Implications of Crypto Adoption
1:17:46 U.S. Regulatory Stance on Crypto
1:24:55 Anti-crypto Policy Motivation
1:32:13 Austin's Advice to Crypto Community
1:35:22 Closing & Disclaimers
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RESOURCES
Austin Campbell
https://x.com/CampbellJAustin
Must Read Threads
https://x.com/CampbellJAustin/status/1817590780879397114
https://x.com/CampbellJAustin/status/1821591319816581469
https://x.com/campbelljaustin/status/1823362155984388226
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: China's $500B Stimulus | Kamala's Pro-Crypto Pivot? | Gary Gets Grilled | EIGEN Unlock Incoming
This week we break down China’s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets.
Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0’s legal implications. Plus, Eigenlayer’s token unlock is finally here after months of non-transferability. We’ll also dive into the key moments from Solana’s Breakpoint Conference. Buckle up.
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TIMESTAMPS & Resources
00:00:00 Kamala's Pivot?
https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan
https://twitter.com/standwithcrypto/status/1838327263953326469
https://x.com/EleanorTerrett/status/1839041447007342919
https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg
https://x.com/TrustlessState/status/1838578494462189990
https://x.com/mcuban/status/1838667484905578704?s=46
https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men
https://x.com/Zachary/status/1839260651614568845
00:14:17 Markets
https://pro.kraken.com/app/trade/btc-usd
00:16:39 ETH Options Approved
https://x.com/EricBalchunas/status/1837240128588169587
https://x.com/kellyjgreer/status/1824168136637288912
00:19:16 Movers Of The Week
https://www.coingecko.com/en/coins/sei
https://x.com/VitalikButerin/status/1838809754002690403
00:22:10 The Beijing Bazooka
https://x.com/JustDeauIt/status/1839152089718538572
https://finance.yahoo.com/news/what-chinas-biggest-stimulus-since-the-pandemic-means-for-us-investors-morning-brief-100039804.html
https://x.com/deitaone/status/1839235182294913315?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
00:29:55 The Roast Of Gary Gensler
https://x.com/BanklessHQ/status/1838602362841374762
https://x.com/BanklessHQ/status/1838613533061230618
https://x.com/BanklessHQ/status/1838621580546425045
00:38:25 Jail Updates
https://www.reuters.com/world/us/bankman-frieds-ex-girlfriend-ellison-be-sentenced-over-crypto-fraud-2024-09-24/
https://x.com/autismcapital/status/1838661563663945804
00:44:23 Crypto Bank Crackdown Exposed
https://x.com/nic__carter/status/1836858969241100776
00:54:25 EIGEN Unlock
https://x.com/eigenfoundation/status/1838270195246170553
https://x.com/JimmyRagosa/status/1839272870809076003
00:55:55 Solana Breakpoint Recap
https://x.com/solana/status/1837035324587028567
https://x.com/solanamobile/status/1836614409613119632
https://x.com/solanafloor/status/1837038360101007577?s=46
00:59:05 Telegram Founder Updates
https://www.bbc.com/news/articles/cvglp0xny3eo
01:00:32 Raises
https://blog.celestia.org/celestia-foundation-raise/
https://x.com/infinex_app/status/1838730410710446144
01:03:57 David Fight Updates
https://polymarket.com/event/hoffman-vs-warwick
01:08:26 Meme Of The Week
https://x.com/spreekaway/status/1837128008169095172?s=46
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Crypto & The Democrats | Rep. Ro Khanna
Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today’s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward.
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------
TIMESTAMPS
0:00 Intro
6:08 Harris vs. Trump Debate Reaction
8:58 Kamala Admin's Crypto Silence
11:27 Pro-Crypto Meetings with Democrats
17:01 Biden, Warren, & Crypto Stances
21:43 Future of Crypto Under Harris?
24:09 Ideal Democratic Crypto Policy
27:37 Kamala's Plans for Gary Gensler
28:37 Crypto Advocates in the DNC
30:43 Convincing Undecided Democrats on Crypto
33:27 Future of DeFi Regulation
34:58 Explaining DeFi Benefits to Democrats
37:50 Educating on Crypto's Transparency
39:55 Crypto Voter Dilemma: Harris vs. Trump
42:18 Closing & Disclosures
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RESOURCES
Rep. Ro Khanna
https://x.com/reprokhanna
------
Not financial or tax advice. See our investment disclosures here:
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In Defense of The Ethereum Roadmap | Mike Neuder
Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
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------
TIMESTAMPS
0:00 Intro
6:06 Why is the ETH Roadmap Great
12:38 Ethereum’s North Star
17:12 Property Rights
28:14 Rollups
33:20 Rollup Stages
47:38 Data Availability
1:06:25 Value Accrual for ETH
1:15:33 ETH as Money
1:21:35 Closing Thoughts
------
RESOURCES
Mike Neuder
https://x.com/mikeneuder
Mike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesis
Max Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0U
Kyle Samani Pod
https://www.youtube.com/watch?v=7CMMLdVrtFE
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Rate Cuts Price Savior? | Trump’s DeFi Project | Vitalik’s Documentary
The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited?
Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token.
We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street.
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------
TIMESTAMPS & RESOURCES
00:00 Start
02:36 Markets
https://x.com/ledgerstatus/status/1835473538028814667
06:09 RSA Finally Cracks
https://x.com/RyanSAdams/status/1836779556998459436
10:55 Total MKT Cap
https://www.coingecko.com/en/global-charts
11:09 L2 Update
https://www.growthepie.xyz/fundamentals/transaction-count
13:36 Fed Rate Cuts
https://x.com/SpecialSitsNews/status/1835699786785136703
https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html
18:57 Cut Reactions
https://x.com/TimDuy/status/1836154346045870391
https://x.com/coinbase/status/1836470341063053572
https://x.com/RyanSAdams/status/1836795960321585388
https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/
https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/Jamie1Coutts/status/1836192104722370930
https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ
https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz
27:03 Trump's Liberty Financial
https://x.com/EricTrump/status/1834322630721122521
https://x.com/worldlibertyfi/status/1835748701534404945
https://x.com/alexandergrieve/status/1836006655223275904
32:06 Takes On The Project
https://x.com/iamDCinvestor/status/1836006290125987860
https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q
34:42 Trump Pays With Bitcoin
https://x.com/WatcherGuru/status/1836510214482284545
https://x.com/crypto_condom/status/1836512092503077146
36:39 Vitalik Film Premiere
https://ethereumfilm.xyz/streaming
https://x.com/EthereumFilm/status/1828192695095042429
https://x.com/TrustlessState/status/1836737714223210638
https://x.com/dimabuterin/status/1836701356565922006
https://x.com/ViktorBunin/status/1836556640734085478
https://x.com/jessepollak/status/1836607456497275028
https://x.com/jessepollak/status/1836607456497275028
https://x.com/EthereumFilm/status/1835973354995499061
41:36 SEC Sues Rari?
https://www.sec.gov/newsroom/press-releases/2024-138
https://x.com/dcfgod/status/1836488126744924299
43:03 The Flyfish Case
https://www.sec.gov/files/litigation/admin/2024/33-11305.pdf
https://x.com/HesterPeirce/status/1835757603860681141
https://x.com/FinancialCmte/status/1836124400695021654
https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=19
50:41 Token 2049
https://x.com/justinsuntron/status/1836330985706918253
https://unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable/
53:36 New Zora App
https://x.com/RyanSAdams/status/1836399083482742814
56:19 New Fastest Rollup
https://x.com/atlasxyz/status/1833880969251524973
57:39 Permissionless Party
https://lu.ma/yj5pdeqe
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59:26 Moment Of Zen
https://www.youtube.com/watch?v=71DtEk1cFdg
------
Not financial or tax advice. See our investment disclosures here:
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Fed Rate Cut: Is It Too Late? | Macro Alf
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?
We discuss all this and more with Macro Alf, one of the top minds in macro out there.
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------
TIMESTAMPS
0:00 Intro
5:41 The Fed is Behind the Curve
12:28 Why Haven’t Things Broke?
18:57 Bad News are Actually Bad News
24:17 Fed Rate Cut Prediction
30:43 Elizabeth Warren’s Letter
35:06 Market Reaction
42:55 How to Prepare
53:20 Probability of Recession
54:48 Debasement
1:05:06 Monetary Plumbing
1:09:09 Debasement Assets
1:11:46 Closing Thoughts
------
RESOURCES
Maro Alf
https://x.com/MacroAlf
Alf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform
The MacroCompass
https://themacrocompass.org/
Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Refuting L2 Fud & State of Arbitrum | Steven Goldfeder
Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD.
Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.
In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
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TIMESTAMPS
0:00 Intro
4:01 L1 vs. L2 Relationship
10:45 Use Cases of the L1 vs. L2s
18:56 Fastest Blockchain
20:05 Decentralization Priority
25:15 Sequencer Debate
33:06 Arbitrum x Espresso
38:02 Optimistic Rollups Capturing Ethereum Governance?
41:58 What Does Arbitrum Want From the L1
45:21 Increasing Block Times?
49:17 Arbitrum Ecosystem
52:21 How Does Stylus Work?
57:22 Web2 Devs Now Web3 Devs
1:03:02 Arbitrum’s Next 10x
1:08:17 Closing & Disclaimers
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RESOURCES
Steven Goldfeder
https://x.com/sgoldfed
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
What Are BlackRock’s Crypto Plans? | Robbie Mitchnick Head Digital Assets at Blackrock
That’s right, Bankless Nation, BlackRock on the podcast today.
BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.
But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.
We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.
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⚖️ ARBITRUM | SCALING ETHEREUM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku
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TIMESTAMPS
0:00 Intro
5:36 What is BlackRock?
7:33 BlackRock’s Crypto Arc
14:42 Digital Assets Team
17:01 BlackRock Bitcoin ETF
20:33 Investor Education
22:48 Narratives
24:58 Risk Management
34:04 Regulatory Environment
38:27 The Future of ETFs
42:30 Tokenization
51:00 What Needs to be Built
54:26 The State of DeFi
57:03 BlackRock’s Crypto Mission
1:00:44 Closing & Disclaimers
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RESOURCES
Robbie
https://x.com/robbiemitchnick
Blackrock
https://x.com/BlackRock
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: The Debate | 1st DeFi Congress Hearing | ENS joins PayPal/Venmo | Coinbase’s cbBTC
This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go?
Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.
Plus, did we see “war mode” Vitalik this week?
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BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | BROWSER EXTENSION
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⚡️ CARTESI | LINUX-POWERED ROLLUPS
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT
https://bankless.cc/toku
------
✨ Mint the episode on Zora ✨
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TIMESTAMPS & RESOURCES
0:00 Intro
5:21 Markets
https://farside.co.uk/?p=1518
https://x.com/biancoresearch/status/1832806811088638440
https://x.com/matt_hougan/status/1833149076722081906
https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/
https://www.tradingview.c om/symbols/FRED-WALCL/
https://x.com/sonyasunkim/status/1832114732326957274
18:02 House lawmakers ended up divided in 1st Congressional DeFi hearing
https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354
https://x.com/fund_defi/status/1833556632027955694
https://x.com/coinage_media/status/1833593592373243915
https://x.com/NeerajKA/status/1833530974212387228
https://x.com/rohangrey/status/1833543531228762323
https://x.com/jchervinsky/status/1833557017023459526
27:29 The Debate - they didn’t mention crypto!
https://x.com/CNN/status/1833703753179857334
https://x.com/erikvoorhees/status/1833705605045051850
https://polymarket.com/event/who-will-win-the-debate-according-to-polls
https://polymarket.com/event/presidential-election-winner-2024?tid=1726028429396
https://x.com/shayne_coplan/status/1833127734844789106
https://x.com/Polymarket/status/1833679653191512442
https://www.theblock.co/post/315808/presidential-debate-risk-off-crypto
https://x.com/MikeIppolito_/status/1833874331539034448
36:49 War mode vitalik? If its not stage 2, its not a rollup
https://x.com/vitalikbuterin/status/1834061075970683367
39:01 zkSync Stage 1? & New CMO?
https://blog.zknation.io/zksync-governance-system/
https://x.com/the_matter_labs/status/1833894141052494218
42:41 Sony Stable Yen
https://x.com/delzennejc/status/1833243834563650038
43:21 Friend.Tech team renounces control of smart contracts
https://x.com/friendtech/status/1832581118165709140
https://x.com/functi0nZer0/status/1833178200685318213
https://x.com/MacroMate8/status/1833393620407488542
https://x.com/friendtech/status/1833259362711986335
47:06 EigenLayer announced Season 2 Stakedrop!
https://blog.eigenfoundation.org/season-2-stakedrop/
48:55 ENS was integrated with PayPal and Venmo!
https://x.com/ensdomains/status/1833536140529570039
https://x.com/brantlymillegan/status/1833568986547818820?
50:16 Coinbase Bitcoin - cbBTC released!
https://x.com/coinbase/status/1834208544247144949
https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb
55:04 David Fighting at Permissionless
58:01 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures