crypto investing

Bankless Friday Weekly Rollup
2nd Week of April, 2024 

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➡️ Apply to the Cartesi Grants Program here: 
https://bankless.cc/Cartesi 

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📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 
https://bankless.cc/spotify-premium 

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ⁠ 

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS
https://go.coindesk.com/4cBztCA 

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH
https://bankless.cc/Casa 

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku   

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TIMESTAMPS & RESOURCES

0:00 Intro

5:50 MARKET
https://www.coindesk.com/markets/2024/04/11/grayscale-bitcoin-etf-sees-record-lowest-daily-outflow-of-18m 
https://cryptohayes.substack.com/p/heatwave 
https://www.growthepie.xyz/fundamentals/daily-active-addresses 

13:40 Revenue from Base at $40million
https://twitter.com/davidomaraX/status/1777998689874628885 

15:00 4 weeks later, EIP-4844 is still a game-changer 
https://twitter.com/liamihorne/status/1777689828848525607 

16:20 Movers of the Week 
https://www.bankless.com/toncoins-epic-rise 

21:30 Bitcoin Ordinals taking top 10 NFT positions 
https://twitter.com/ercwl/status/1777550883082875095 
https://imgur.com/UnLO0F2 

22:40 Inflation hotter than expected in march - 3.8% up from 3.2% in Feb
https://www.nytimes.com/2024/04/10/business/cpi-inflation-fed.html 

25:30 Gloomy news from ETH ETF frontier
https://twitter.com/NateGeraci/status/1777386609760936183 
https://twitter.com/NateGeraci/status/1777768937943445568 
https://polymarket.com/event/ethereum-spot-etf-approved-by?tid=171284490744 
https://twitter.com/dunleavy89/status/1777751802118631594 
https://twitter.com/jconorgrogan/status/1777016899567604095 

34:04 Uniswap received an enforcement notice from the SEC
https://x.com/Uniswap/status/1778127813138071904 
https://twitter.com/haydenzadams/status/1778126466984575166 
https://x.com/Uniswap/status/1778127815642075219 
https://twitter.com/lex_node/status/1778167441903722768 
https://twitter.com/ammori/status/1778128325996675577 
https://x.com/iampaulgrewal/status/1778149863072670169 
https://x.com/iampaulgrewal/status/1776292735063888374 
https://twitter.com/jchervinsky/status/1778141231190552784 
https://twitter.com/jchervinsky/status/1778455631277572241 

47:58 EigenLayer and EigenDA are going to mainet! 
https://twitter.com/eigenlayer/status/1777757913718899074 
https://twitter.com/sreeramkannan/status/1777791230556119183 
https://x.com/TrustlessState/status/1778463830219092476 
https://x.com/ayyyeandy/status/1778439191010873835 

1:00:40 Solana Tensor’s Airdrop
https://twitter.com/TensorFdn/status/1777350377895043537 
https://x.com/TensorFdn/status/1775193013230489721 

1:02:25 Bankless Airdrop Hunter
https://www.bankless.com/airdrop-hunter 

1:03:25 Circle Announces USDC Smart Contract for Transfers by BlackRock’s BUIDL Fund Investors
https://www.businesswire.com/news/home/20240411966052/en/Circle-Announces-USDC-Smart-Contract-for-Transfers-by-BlackRock’s-BUIDL-Fund-Investors 
https://x.com/RyanSAdams/status/1778430676984897970 
https://x.com/RyanSAdams/status/1778421743977173290 
https://dune.com/steakhouse/tokenized-securities 

1:09:10 Raises and BVC Investments 
MonadLabs raised $225M!  
https://twitter.com/monad_xyz/status/1777687376136982767 

1:17:38 Bankless is hiring! 
https://www.bankless.com/jobs 

1:18:00 MEME of the Week
Nic vs David! 🥊
https://x.com/TrustlessState/status/1775883303268081891 
https://x.com/TrustlessState/status/1774176205190709489 
https://x.com/nic__carter/status/1774070020873535536  

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠ 

Alex Chehade is a trading specialist and the UAE executive director of Binance FZE, the world’s leading crypto exchange platform. With 20 years of experience in finance, and over 12 years in operations and trading, Alex has set out to bring digital assets and trading to the forefront of the global economy. Enjoy the next hour as Alex shares his expertise on all things crypto and tech related, including Bitcoin, virtual assets, AI, the metaverse and more.  

» Topics «
Cryptocurrency
Trading & investing
Bitcoin
NFTs
Brokers & trading platforms
Altcoins
Psychology
Scalability
Risk management
Trends
AI & ML
The Metaverse

» Escape the 9-5 & build your dream life - https://www.digitalplaybook.net/
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Bankless Weekly Rollup
2nd Week of October

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🎁 Check your wallet with our brand new tool: Claimables 
https://bankless.cc/GetClaimables 
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📚 a16z Startup School | Applications are now open!
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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2 

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask 

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

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku 

🦄UNISWAP | ON-CHAIN MARKETPLACE
⁠https://bankless.cc/uniswap 

🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

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TIMESTAMPS & RESOURCES

0:00 Intro

3:30 Markets
6:30 Inflation
https://www.cnbc.com/2023/10/12/cpi-september-2023.html 

11:00 Why Americans Have Crypto
https://twitter.com/jp_koning/status/1711714224664186943 

14:05 ETH Validator Queue
https://www.validatorqueue.com/ 

16:45 Friend.tech Surpassed Bitcoin
https://twitter.com/tokenterminal/status/1710024292992163889 

17:45 Tron vs Bankless
https://www.bankless.com/tron-trx-bull-bear 

22:00 ETH Predictions
https://www.theblock.co/post/255860/ethereum-eth-price-standard-chartered-bank 

27:00 SBF Trial
https://compote.slate.com/images/c8708922-4b13-418c-a8be-af557e45079e.jpeg 

28:20 Gary Wang
https://twitter.com/emilydparker/status/1711797258302243182?s=46 

33:00 Caroline Ellison vs SBF
https://www.nytimes.com/2023/10/10/technology/caroline-ellison-sam-bankman-fried-trial.html 

41:30 Thai Escorts (Not Taiwanese, David!)
 
44:05 SBF’s Ambitions
https://x.com/innercitypress/status/1711806222117027840?s=20 
https://twitter.com/byzgeneral/status/1711864012567093287 

47:45 Hamas Crypto Accounts
https://www.theblock.co/post/255679/israeli-authorities-have-frozen-hamas-linked-crypto-accounts-report 
https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a 

50:22 Critical Context
https://twitter.com/samlyman33/status/1712209368450511162?s=46 

51:33 Getting Drafted
https://twitter.com/AmMuroch/status/1711980124021669941 

52:30 Ray Dali on War
https://www.linkedin.com/pulse/another-step-toward-international-war-ray-dalio/ 

53:30 Farcaster Goes Permissionless
https://twitter.com/dwr/status/1711828728865849505 

54:00 Five Shades of Lido
https://notes.ethereum.org/@mikeneuder/magnitude-and-direction 

58:10 Sam Altman on Joe Rogan
https://ogjre.com/episode/2044-sam-altman 

1:01:05 Trader Joe Getting Sued
https://twitter.com/Blockworks_/status/1711705702287200497?s=20 

1:02:00 Uniswap zkEVM
https://x.com/okutrade/status/1709916468219981977?s=20 

1:04:30 Questions from the Nation
https://bankless.cc/GetClaimables 

1:08:10 When to Sell
https://twitter.com/cburniske/status/1711064578212475360?s=20 

1:10:10 Cars vs Shoes
https://twitter.com/0xMidnight/status/1710409447187632611 

1:10:50 What David’s Bullish On
https://www.bankless.com/vampire-season-diva 
1:15:50 What Ryan’s Bullish On
 
1:21:00 MEME of the Week
https://twitter.com/Crypto_McKenna/status/1711851523657830561 

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Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Today on the Pod, we're discussing Why VCs Suck. And who better to answer that question than VCs themselves?

We're joined by Nick Tomaino and Richard Chen of 1Confirmation to discuss the role of VCs in crypto, the outlook on the markets, and how retail should prepare for the next cycle.

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✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-1conf
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🏹 Airdrop Hunter is launching TOMORROW 
https://bankless.cc/HuntersGonnaHunt 
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2 ⁠ 

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask 

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

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle ⁠ 

👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap 

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku 
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Timestamps

0:00 Intro
6:00 Nick and Richard from 1Conf
7:20 The Price Cycle
11:50 The Signal Cycle
15:55 Tourist vs Purist
20:00 Why Do VCs Suck?
28:15 Raising vs Returning
32:40 How Transparency Shapes Crypto
38:30 VC Report Card
43:45 Holding Retail Accountable
48:30 Advice for Retail
51:15 How to Not Be Exit Liquidity
59:00 Should We End VCs?
1:03:10 How 1Conf Works
1:07:40 Crypto Native VCs
1:12:30 Looking to the Next Cycle
1:17:08 Prediction Markets
1:20:00 Crypto is Ready
1:24:00 Actually Using Crypto
1:28:20 L2s vs Alt L1s

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Resources

Nick Tomaino
https://twitter.com/NTmoney?s=20 

Richard Chen
https://twitter.com/richardchen39?s=20 

1confirmation
https://www.1confirmation.com/ 

Richard's Article
https://showerthoughts.substack.com/p/thoughts-on-the-current-crypto-vc 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

✨ DEBRIEF | Unpacking the episode:
https://shows.banklesshq.com/p/debrief-chris-burniske 

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✨ COLLECTIBLES | Collect this episode:
https://collectibles.bankless.com/mint 

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Chris Burniske is Co-Founder of Placeholder VC, author of “Crypto-Assets,” and mentor to both David and Ryan. This is Chris’s third appearance on Bankless. He was first on three years ago for episode #20!

Investing in waves. Are we talking about surfing? Are we talking about capital deployment? The answer is yes.

In today’s episode, Chris unpacks why he uses the term “trashy” to describe many 2022 projects (and their founders), why crypto is like surfing and how you catch a good wave, his rules for staying sober during bull and bear markets (hint: don’t fall in love with your coconuts), and finally his bull case for Solana.

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📣 Crypto Tax Calculator | Free Crypto Tax Calculator
https://bankless.cc/CTCpodcast 

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🚀 JOIN BANKLESS PREMIUM:
https://newsletter.banklesshq.com/subscribe 

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://bankless.cc/kraken 

🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

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

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
https://bankless.cc/earnifi 

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Topics Covered

0:00 Intro
6:46 Crypto Assets
12:43 Right 2 Years Later
16:00 Wrong 2 Years Later
19:35 What Makes a Project Trashy
22:12 Psychological Perspective
26:33 Thesis Driven
30:00 Super Cycle Narratives
37:20 Market Timing & Advice (NFA)
47:25 Bull Market Indicators
54:30 Is the Bottom In?
57:53 What Ends the Bear Market?
1:01:17 The Crypto Repeat Story
1:08:00 BTC vs. ETH vs. SOL
1:18:54 The Solana Pitch
1:29:34 How to Approach Solana
1:36:51 Predicting SOL Value Accruel
1:41:35 The Solana Opportunity
1:46:18 Is Crypto a Net Good?
1:52:22 Action Items & Disclaimers

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Resources:

Chris Burniske
https://twitter.com/cburniske 

The Ethereum Opportunity
https://youtu.be/oG3CUT9kziE 

Electric Capital Developer Report
https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf 

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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://www.bankless.com/disclosures 

Today's episode of the GaryVee Audio Experience is a fireside chat I did at the NFTNow conference! We talk about how to get out of "crypto winter", how to stay humble, learning from your losses, what it takes to build a business on fundamentals, the future of VeeCon, why you can be kind and still ambitious and so much more!

Enjoy! Let me know what you thought!

Check out my new NFT project: veefriends.com

Join the VeeFriends Discord: https://discord.gg/veefriends

Tweet Me! @garyvee

Text Me! 212-931-5731

My Newsletter: garyvee.com/newsletter

Morgan Housel is a Partner at the Collaborative Fund, financial writer, and New York Times Best Selling author of, “The Psychology of Money.”

He’s an avid student of markets and psychology. And Morgan articulately blends these two perspectives (and all of the many crypto parallels) together to give us timeless lessons on wealth, greed, happiness, and how to invest.

This is another classic Bankless fundamentals episode that you won’t want to miss.

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📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

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BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
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 

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Topics Covered

0:00 Intro
4:49 Morgan’s Background
6:25 Crypto Investing Isn’t Unique
8:31 Psychology of Investing
15:22 Toxic Relationship with Money
22:14 Is it Bad to Talk About Money?
24:34 Nothing is Free in Crypto
34:05 How to Adapt to Volatility
39:45 No One is Crazy
45:52 Luck vs. Risk
51:38 Have Enough
55:25 Freedom
1:00:34 Compounding
1:04:24 Getting vs. Staying Wealthy
1:08:50 Reasonable vs. Rationale
1:13:28 People Change
1:15:33 Pessimism
1:19:33 Closing & Disclaimers

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Resources:

Morgan Housel on Twitter
https://twitter.com/morganhousel 

The Psychology of Money: Timeless lessons on wealth, greed, and happiness
https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681/ 

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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. 

When people think about the market mania we recently experienced, the most glaring thing that comes to mind is the meme stocks. In early 2021, the huge moves in names like AMC and GameStop exemplified this new Robinhood, r/WSB, crypto world. But there were activities much more egregious than some retail traders buying odd lots on Robinhood. Serious, professional investors and traders lost huge sums of money giving out unsecured loans to crypto hedge funds like 3AC, which then proceeded to incinerate their money. In other words, lots of people, with a range of sophistication, threw out some basics of risk management wholesale. On this episode of the podcast, we spoke with Benn Eifrt, founder and CIO at the boutique volatility hedge fund QVR Advisors, about how manias happen, and the big lessons everyone should learn from the market over the last two years.

See omnystudio.com/listener for privacy information.

Today, Jason and Molly speak with Ben Narasin of Tenacity VC about raising a new venture capital fund in the down market (1:30). Then, for this week's segment of OK Boomer, Producer Rachel sits down with Natalie Barbu of Rella (1:00:33).

(0:00) Jason intros today’s show!

(1:30) Jason and Molly speak with Ben Narasin of Tenacity VC

(11:45) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist

(13:07) How do you make a decision to sell a percent of your position?

(26:59) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist 

(29:06) Valuations, 2022

(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(40:47) Crypto is a speculator’s game

(45:25) Are these tokens securities?

(59:19) Producer Rachel tees up this week’s OK Boomer

(1:00:33) OKB: Natalie Barbu of Rella 1:25:16 Outro + Plugs

On this episode of Bankless, we welcome back DCinvestor and Eric Conner to share their multicycle bear market war stories. But that’s not all!

They also unpack why they keep on deciding to stay every cycle, what’s different about this cycle vs. previous cycles, the role leverage and macro conditions have played, and their hard-hitting, gigabrain advice for first-time cyclers and multicyclers alike.

Survive and advance, anon. We’re going to make it.

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📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

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BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

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Topics Covered:

0:00 Intro
4:03 Being a Multicycle Vet
11:31 Market Phases
19:12 Credit to Staying
26:03 High Conviction High Loss
32:37 Regulator Fear
41:31 Lessons From This Cycle
49:00 Leverage
56:34 Macro Conditions
1:30:50 The Merge vs. Macro
1:09:00 Advice for Newcomers

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Resources:

DCinvestor
https://twitter.com/iamDCinvestor 

Eric Conner
https://twitter.com/econoar 

Devil Take the Hindmost: A History of Financial Speculation
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 

-----
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 

Tell us the truth, Jim. Are we doomed?

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 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

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

------
BANKLESS SPONSOR TOOLS: 

️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

 ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

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

 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

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

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Topics Covered:

0:00 Intro
5:30 Why is Inflation Breaking Everything?
9:55 Indicators
12:36 Is inflation a big deal?
16:51 Destroying Wealth
21:13 Bond Markets
27:45 Bonds and Interest Rates
31:51 Volatile Commodities
34:35 Oil
38:45 Reducing Spending
46:00 The Global Markets
54:30 The Meta Black Swan Event
1:00:20 Bankrupting Sovereigns
1:07:45 The Great Reorganization
1:12:00 What Happens Next?
1:15:40 Closing

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Resources:

Jim Bianco:
https://twitter.com/biancoresearch?s=20&t=tFtQalkxjU6PAptGxFkfaQ 

Tweets from the Episode:
https://twitter.com/biancoresearch/status/1536183102506139648?s=20&t=BC9X_HA07wKzkMkPMt4yIQ 
https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter 
https://twitter.com/biancoresearch/status/1536204256801349635?s=20&t=nQxIOLDkCDCR8q_6--wwpw 
https://twitter.com/biancoresearch/status/1536713031849213956?s=20&t=pia3hx_qRgKaxNl0G-LyuA 
https://twitter.com/LukeGromen/status/1534990729042444301?s=20&t=N11OFoW-n62j2CrzrYUiBw 
https://twitter.com/robustus/status/1535645524556230656?s=20&t=oMjZY63pCEofa4VDbWjaaQ 

-----
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 

Mankind has been in a constant struggle to define our own existence. Ben tells us why God is a necessary hypothesis.

—

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📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis 

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

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BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

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

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Topics Covered:

0:00 Intro

3:30 MARKETS
4:00 BTC Price
5:14 ETH Price
6:20 BTC Ratio
7:30 Down Bad
8:20 The Fed
11:30 Alt L1s
https://twitter.com/RyanSAdams/status/1524530815534780418?s=20&t=vizZmVoPrcVxbam1fHBrDw 
18:41 Coinbase Earnings
https://twitter.com/fintechfrank/status/1524128481537400832 

22:30 NEWS
23:00 UST Luna Collapse
https://twitter.com/terra_money/status/1524785058296778752?s=21&t=E7dei4OsxkNXTk1l9K0kaQ 
36:06 Tether Loses Peg
https://www.coindesk.com/markets/2022/05/12/tether-loses-1-peg-bitcoin-drops-to-2020-levels-of-near-24k/ 
38:05 Coinbase Bankruptcy
https://www.wsj.com/articles/coinbase-says-users-crypto-assets-lack-bankruptcy-protections-11652294103 
41:27 Bankless Banned from Youtube
https://twitter.com/BanklessHQ/status/1523317593947353089 
48:58 Optimism Records
https://twitter.com/kelvinfichter/status/1523826091961597953 

51:00 NFTs
51:24 Instagram NFTs
https://twitter.com/BanklessHQ/status/1523404729715359745 
53:49 Doodles Billboard CEO
https://decrypt.co/99660/ethereum-nft-collective-doodles-names-billboard-executive-new-ceo 
54:14 PopeNFT
https://www.entrepreneur.com/article/426931 
54:54 Poolsuite Manor DAO
https://twitter.com/Poolsuite/status/1522311339116539906 

55:15 REGULATION
55:44 BitMEX Fine
https://www.coindesk.com/policy/2022/05/05/us-court-orders-bitmex-founders-to-pay-30m-for-illegal-trading-2/ 
56:51 Germany Tax
https://decrypt.co/100086/germany-wont-tax-bitcoin-ethereum-sold-after-one-year-of-possession 
57:43 JUNO Oops
https://twitter.com/CoinDesk/status/1522290377713192962 

58:30 RELEASES
58:40 Hop Drop
https://twitter.com/HopProtocol/status/1522284534598967300 
1:00:45 Compound Treasury Credit Rating
https://twitter.com/compoundfinance/status/1523655146898661376 
1:01:35 Zapper iOS App
https://twitter.com/zapper_fi/status/1517155336070696961 
1:02:25 Zora $50m Raise
https://twitter.com/stevejang/status/1522287336209362944 
1:03:18 Decrypt Raise
https://www.coindesk.com/business/2022/05/03/decrypt-spins-out-from-consensys-mesh-raises-10m-at-50m-valuation/ 

1:03:40 JOBS
https://pallet.xyz/list/bankless/jobs 

1:08:15 Community Questions
https://twitter.com/ChristopherSc15/status/1524539103412379650?s=20&t=C0zGfY_hr437Uh3oamnkuw 
https://twitter.com/Jasper_ETH/status/1524492344317419520?s=20&t=C0zGfY_hr437Uh3oamnkuw 
https://twitter.com/daniserra/status/1524570148257947648?s=20&t=C0zGfY_hr437Uh3oamnkuw 

1:15:45 TAKES
1:16:10 DAO Culture
https://twitter.com/owocki/status/1524069606855303168 
1:18:35 The Best Investments
https://twitter.com/RyanSAdams/status/1524703484884488192?s=20&t=HrwnaTnEh4GfX6mk8q5Ybg  

1:20:15 What David’s Excited About
1:22:00 What Ryan’s Excited About

1:24:05 MEME of the Week

1:25:00 Moment of Zen

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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 

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/117-jim-debrief 

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Jim O’Shaughnessy is a Wall Street legend and the Founder, Chairman, and Co-CIO of O’Shaughnessy Asset Management, which has over $6 billion in assets under management.

Tap in for timeless investing wisdom to last in crypto for the long-haul. We like playing long-term games, and Jim has decades of investing experience. He’s also a lot of fun to listen to.

Since Jim fell into the world of investing, how has the game changed? What’s stayed the same? And most importantly, what does the crypto investor need to know about staying ahead of the curve?

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📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis 

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

------
BANKLESS SPONSOR TOOLS: 

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

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

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

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Topics Covered:

0:00 Intro
5:45 Jim O’Shaughnessy
11:30 The investing zeitgeist
17:15 How has the narrative changed?
29:28 Are fundamentals dead?
41:08 Picking the right one
54:44 Investing hacks
1:08:10 The age of social media
1:15:00 Anchoring the crypto space
1:22:08 Psychological hacks
1:29:45 Knowing when to sell
1:36:11 Final thoughts
1:41:38 Conclusions & Disclaimers

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Resources:

Jim O’Shaughnessy
https://twitter.com/jposhaughnessy?s=20&t=h5tIizdYwRmThOJTC-03oQ 
Devil Takes the Hindmost
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 
Securities Analysis
https://www.amazon.com/Security-Analysis-Foreword-Buffett-Editions/dp/0071592539/ref=sr_1_3?keywords=securities+analysis&qid=1651919905&s=books&sprefix=securities%2Cstripbooks%2C107&sr=1-3 
The Intelligent Investor
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=10L16SFDNU20V&keywords=the+individual+investor&qid=1651919926&s=books&sprefix=the+individual+investor%2Cstripbooks%2C97&sr=1-1 
The Internet Contrarian
https://www.osam.com/pdfs/The_Internet_Contrarian_-_4-22-99.pdf 
The Simpsons - Sideshow Bob Steps on Rakes
https://youtu.be/aRq1Ksh-32g 

-----
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