solana

Bankless Friday Weekly Rollup
First Week Of May
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🌐 CARTESI | APPLY FOR A GRANT
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🔗CELO | CEL2 COMING SOON
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum  

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TIMESTAMPS & RESOURCES
00:00:00 Start

00:01:04 David's Eye Update
https://x.com/TrustlessState/status/1783846598813814785 

00:05:52 Markets
https://pro.kraken.com/app/trade/btc-usd 
https://pro.kraken.com/app/trade/eth-usd 
https://twitter.com/nicrypto/status/1785607112682246286 

00:11:17 BTC Miners Struggling 
https://twitter.com/RhoRider/status/1784720608691159410 

00:13:55 BTC to $3.8 Million?
https://twitter.com/DeItaone/status/1785695402819207296 

00:18:52 Solana Season Over?
https://x.com/0xGumshoe/status/1784240017017069849 

00:25:31 The $EIGEN StakeDrop
https://twitter.com/eigenfoundation/status/1785000124646572108 

00:30:31 The 2 Token Model
https://imgur.com/YE7PBL3 

00:34:36 Distribution Details
https://imgur.com/y7BEqUu 

00:39:29 Locked Tokens
https://x.com/TrustlessState/status/1785729436895084571 

00:47:33 Eigen Team Perspective
https://twitter.com/jchervinsky/status/1785373696862924997 

00:56:51 Industrial Airdrop Farmers
https://twitter.com/Takuiten/status/1785220889161998635 

01:01:05 CZ Sentenced to Jail
https://x.com/BitcoinMagazine/status/1785384669812273570 
https://x.com/cz_binance/status/1785465555899822488 
https://twitter.com/MikeIppolito_/status/1785388427849961678 

01:08:48 Stripe Crypto Support
https://x.com/collision/status/1783559623511011535 
https://twitter.com/RyanSAdams/status/1783854777622724683 

01:10:55 Visa's Onchain Dashboard
https://twitter.com/cuysheffield/status/1783471909533106610 

01:12:04 USDC overtakes Tether
https://visaonchainanalytics.com/transactions 
https://x.com/paoloardoino/status/1785645617651274040 

01:13:42 Tokenizing Treasuries
https://www.franklintempleton.com/press-releases/news-room/2024/franklin-templeton-announces-availability-of-peer-to-peer-transfers-for-franklin-onchain-u.s.-government-money-fund 

01:14:55 AAVE V4
https://x.com/aave/status/1785749923893223485 

01:17:22 Coinbase Integrates Lightning Network
https://www.coinbase.com/blog/coinbase-integrates-bitcoins-lightning-network-in-partnership-with

01:17:58 The War on Crypto
https://consensys.io/blog/consensys-suing-sec-to-defend-ethereum-ecosystem 
https://www.ic3.gov/Media/Y2024/PSA240425 
https://twitter.com/RyanSAdams/status/1783586883194265820 

01:22:12 Square and Cash App Investigated
https://x.com/RyanSAdams/status/1785751225062809832 

01:22:56 Roger Ver Tax Fraud
https://www.justice.gov/opa/pr/early-bitcoin-investor-charged-tax-fraud 

01:24:37 Etherscan Bankless Partnership!
https://twitter.com/etherscan/status/1785357882181214215 

01:25:42 Meme of The Week
https://x.com/dabit3/status/1785886486165942380 

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

Bankless Friday Weekly Rollup
3rd Week of March
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku   

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Timestamps & Resources:
00:00:00 Welcome to Bonkless
https://twitter.com/RyanSAdams/status/1770089383850312109 
https://twitter.com/RyanSAdams/status/1733256908230775194/photo/1 

00:05:24 MARKETS
https://pro.kraken.com/app/trade/btc-usd 

00:06:39 Why Selloff?
https://twitter.com/tedtalksmacro/status/1770297816138887223 
https://www.coinglass.com/LiquidationData 
https://twitter.com/Jesseeckel/status/1769339678988157077 
https://imgur.com/wAzzwcj 

00:13:14 Solana Memecoin Mania
https://www.theblock.co/post/282993/solana-memecoin-volume-fees-highs 
https://cryptopragmatist.com/p/memecoin-mania-hits-solana 
https://twitter.com/phantom/status/1767610926461538795 
https://x.com/RyanSAdams/status/1769758122929693116?s=20  
https://twitter.com/RyanSAdams/status/1768735643964723427?s=20 

00:20:00 Problems to Solve
https://dune.com/scarn_eth/solana-tx-fail-rate 

00:22:18 $100M in 48 hours 
https://x.com/0xGumshoe/status/1769407082908832193?s=20 
https://twitter.com/zachxbt/status/1769948459266707961?s=20 

00:25:04 Slerf Deleting $10m
https://x.com/Slerfsol/status/1769628588809031864?s=20 

00:29:04 Blobs and Base
https://dune.com/0xRob/blobs 

00:31:19 L2 Fees
https://twitter.com/liamihorne/status/1768979646954008921 
https://www.gasfees.io/ 
https://twitter.com/tokenterminal/status/1769010809479266659 

00:37:41 Fed Meeting
https://twitter.com/NickTimiraos/status/1770510628492284375?s=20 
https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html 
https://twitter.com/LynAldenContact/status/1768669656116593146?s=20 

00:40:33 Blackrock On Chain Fund
https://www.businesswire.com/news/home/20240320771318/en/BlackRock-Launches-Its-First-Tokenized-Fund-BUIDL-on-the-Ethereum-Network 
https://securitize.io/invest 
https://twitter.com/iamDCinvestor/status/1770226356648890491 
https://twitter.com/alexadelman/status/1770480118273581410?s=46&t=iahr7Lh5v08SSM_Ery-bGw 

00:45:46 Blackrock Violating Sanctions
https://twitter.com/Awawat_Trades/status/1770477144990261480/photo/1 

00:47:59 Ethereum Foundation Under Investigation
https://fortune.com/crypto/2024/03/20/sec-gary-gensler-ethereum-security-commodity-crypto-foundation/ 
https://x.com/MikeSeligEsq/status/1770475199609114831?s=20 
https://twitter.com/iampaulgrewal/status/1770594620969501035?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 
https://x.com/BrianQuintenz/status/1770541103667929161?s=20 

00:54:26 ETH ETF Updates
https://www.theblock.co/amp/post/283542/following-fidelitys-lead-grayscale-looks-to-add-staking-for-its-proposed-ethereum-etf 
https://twitter.com/JSeyff/status/1770184966648877511?s=20 

01:00:08 EtherFi Airdrop
https://twitter.com/ether_fi/status/1769002585501962253 
https://twitter.com/TrustlessState/status/1769860129543901654?s=20 

01:04:53 $16.4m Alien Punk Sale
https://x.com/nftnow/status/1770549365016322265?s=20 

01:05:54 SEC Bad Faith
https://twitter.com/eleanorterrett/status/1769840053369327671 
https://twitter.com/CampbellJAustin/status/1769841646789673439 

01:07:55 Bob Gensler
https://twitter.com/jimmyragosa/status/1770425599472902564 

01:08:50 CZ Updates
https://twitter.com/cz_binance/status/1769877743607448029?s=46&t=LKBC7Qtm18FnZ380xCF2pA 

01:10:16 Bankless is Hiring!
https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf 

01:11:15 Meme of The Week
https://twitter.com/AshleyDCan/status/1769791782957564343 

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

In today’s episode, David is joined by Co-Founder and CEO of Tensor, Ilja Moisejevs and CTO of Tensor, Richard Wu. 

The three cover: How the different properties and foundation of Solana impact the product decisions that Richard and Ilja have made at Tensor? What are the first things that someone would notice that's different about Tensor, versus the NFT marketplaces on Ethereum? How did the $JITO airdrop impact the Tensor ecosystem? What about the Tensorians, the native PFP NFT of Tensor…who rocks a tensorian, and why? 

And of course, we had to ask Richard and Ilja whether or not Tensor will be joining in on the Solana airdrop fun…you won’t believe the answer.

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

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

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TIMESTAMPS

0:00 Intro
3:55 Tensor Co-Founder Intros
7:15 Idea For Tensor
9:30 Learning Solana
12:32 How Solana Guided Tensor
16:49 Tensor NFT Marketplace 
21:06 North Star of Tensor
29:00 Network Effects
33:40 Next Tensor Features
35:05 $JITO Airdrop
38:15 Tensorians  
46:20 Solana 2024 
49:38 Tensor Airdrop?
50:12 Resources, Closing & Disclaimers 

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RESOURCES

Ilja Moisejevs 
https://twitter.com/_ilmoi 

Richard Wu 
https://twitter.com/0xrwu 

Tensor
https://twitter.com/tensor_hq 

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

Bankless Weekly Rollup
Last Week of 2023

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⚖️ARBITRUM | SCALING ETHEREUM
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

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

———

0:00 Intro
6:00 Markets 1 Year Ago
8:00 Base
https://help.coinbase.com/en/coinbase/other-topics/other/base
10:00 SVB
https://en.wikipedia.org/wiki/Collapse_of_Silicon_Valley_Bank
12:30 Balaji’s Bitcoin Bet
13:40 Scammers Arrested
15:00 Arbitrum Airdrop
17:00 Bitcoin Ordinals
22:40 Friend.tech
26:20 Pudgy Penguins IP
30:00 SEC Losing in Court
35:20 SEC Suing Exchanges
36:30 Michael Saylor Buying Bitcoin
39:35 CZ Steps Down
43:25 Solana Boom
47:00 Celestia and Jito Airdrop Season
49:45 Where We Are Now
52:30 Looking to 2024

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

In today’s episode, Matthew goes over VanEck’s 15 hottest 2024 crypto predictions report. Matthew Sigel is the Head of Digital Assets Research at VanEck and has been since 2021. 

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

👾GMX | V2 IS NOW LIVE 
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

🦄UNISWAP | ON-CHAIN MARKETPLACE
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TIMESTAMPS

0:00 Intro
4:55 VanEck Predictions Origin
5:53 Recession & Spot BTC ETF
8:06 4th Bitcoin Halving 
11:45 BTC All-Time High
14:15 Ethereum Flip Bitcoin? 
18:38 Post-EIP-4844 L2 Capture
22:26 NFT Activity Rebound
24:33 Binance 
28:05 Stablecoin Market Cap
32:16 DEX’s All-Time Highs
37:17 Bitcoin Yield?
40:49 Blockchain Gaming
43:20 Solana Outperforms ETH    
47:15 DePin
53:05 Corporate Holding Upside
56:24 DeFi & KYC
1:03:31 Closing & Disclaimers

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RESOURCES

Matthew Sigel
https://twitter.com/matthew_sigel  

VanEck Predictions Report
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-15-crypto-predictions-for-2024/#us-recession-arrival-and-debut-of-spot-bitcoin-etfs    

VanEck Solana Report
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/  

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

Someone has to say it. ETH price at $2.2k is hilarious. 
Everyone is out here trading "what ifs" this cycle when Ethereum has fundamentals.

Let us tell you why $2.2k ETH doesn't make any sense.
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⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum   ⁠

👾GMX | V2 IS NOW LIVE 
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

🦄UNISWAP | ON-CHAIN MARKETPLACE
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TIMESTAMPS
00:00 Start
01:33 Ethereum is Underpriced
16:01 Will SOL Flip ETH?
38:12 Hating "Decentralization"
51:18 Changing of The Seasons

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

Bankless Weekly Rollup
Last Week of Nov. 2023

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

👾GMX | V2 IS NOW LIVE 
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

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

------
TIMESTAMPS & RESOURCES

0:00 Intro

3:50 Markets
https://twitter.com/camillionaire_m/status/1729850195012456518 
https://x.com/saylor/status/1730222828270612851 
https://x.com/WClementeIII/status/1730250345291375043 
https://twitter.com/jseyff/status/1728087271084028346 
https://twitter.com/datarade/status/1729416261149340002 

18:32 Jito Launching Governance Token JTO
https://twitter.com/jito_sol/status/1729172532971065626 
https://www.bankless.com/airdrop-hunter 

21:00 Cosmos enters its “Blocksize Wars” era 
https://twitter.com/DefiIgnas/status/1729155760850981130 
https://twitter.com/DefiIgnas/status/1729155760850981130/photo/3 
https://twitter.com/lurkaroundfind/status/1728805585313767528  

29:29 What does Paradigm think about Blast? 
https://dune.com/alec/blast-the-new-eth-l2 
https://x.com/danrobinson/status/1728817674543862023 

39:03 Ethereum blockchain Shenanigans
https://twitter.com/nero_eth/status/1728680630773575956
https://arxiv.org/pdf/2305.09032.pdf 

45:11 KyberSwap Dex aggregator hacked for $54.7M
https://twitter.com/KyberNetwork/status/1728115858889929021
https://x.com/TheDEFIac/status/1730196414154608785?s=20 

48:40 Move-based L2 arrives on the scene
https://twitter.com/movementlabsxyz/status/1727385496953958571?s=20 
Sei Network gets an upgrade
https://twitter.com/jayendra_jog/status/1729865516175798536 

50:47 NFTs
https://twitter.com/coolcats/status/1729281454792929561 

51:35 Regulation
https://www.theblock.co/post/264702/the-sec-is-having-trouble-serving-hex-founder-richard-heart-with-its-lawsuit 
https://blockworks.co/news/binance-changpeng-zhao-us 

53:39 Meme of The Week
https://twitter.com/yugacohler/status/1728892556304625708  

54:44 Closing & Disclosures

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

If Crypto Twitter can't provide a true reality of Solana, what is there left to do besides go to Breakpoint myself and get the vibes straight from the source? 

Bankless Nation, here's everything I learned at Solana Breakpoint 

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⚖️ ARBITRUM | SCALING ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku 

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

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

------
RESOURCES

Full Article:
https://www.bankless.com/everything-i-learned-at-solana-breakpoint 

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

In a brand new format, we discuss everything about Solana.

From David's experience at the Solana Breakpoint conference, Solana vs Ethereum, and a mildly heated exchange with Chris Burniske, we try to wrap our heads around the big question:

What does SOL look like in the upcoming Bull Market? How should we feel about it?

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⚖️ 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 

------
TIMESTAMPS

0:00 Intro 

4:15 David at Solana Breakpoint
https://x.com/TrustlessState/status/1719731518514323487 
10:00 Ethereum vs Bitcoin
13:30 Social Media Distortion

15:30 Solana vs Ethereum
https://x.com/cburniske/status/1720891618709176633 
20:10 Layer 2s vs Solana
https://x.com/RyanSAdams/status/1720437160409502084 
24:30 Ryan Gets Ratio’d
https://twitter.com/RyanSAdams/status/1721702916552065458 
https://twitter.com/mattytay/status/1721886832743604225 
27:45 Solana Value Capture
https://x.com/RyanSAdams/status/1720492407567823345 

29:00 Chris Burniske
https://imgur.com/366zoAA 
https://imgur.com/MozScOa 
32:00 Things Get Heated
https://imgur.com/U38Fgkh 
34:12 Blockchain Agnostic

36:00 The Answer with SOL
https://x.com/TrustlessState/status/1721948544662422013 
38:00 Chain Usage with Polynya
https://polynya.mirror.xyz/BR8SGLdB97fYbyzQU2FP_RrHjLlClgibMJyosL0orl4 

39:45 Bankless’ Final Take
42:55 Closing Remarks

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

David sits down in person at Solana Breakpoint 2023 with Solana’s Founder, Anatoly Yakovenko, and Austin Federa, Solana Foundation’s Head of Strategy. 

The three chat about Breakpoint’s Evolution, Solana vs. Ethereum, and exciting new releases/products coming out of Solana. 

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⁠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 

------
TIMESTAMPS

0:00 Intro
6:00 Breakpoint 2023
6:53 What’s Breakpoint? 
7:49 Breakpoint 1 
12:20 Breakpoint 2 
13:54 Evolution of Breakpoint 
16:13 Aesthetic of Breakpoint 
17:35 Who Attends Breakpoint 
18:30 Solana’s Hardest Year 
20:52 Solana Community Excitement 
23:50 Consumer Solana Apps 
24:48 Up Next For Anatoly
26:00 Anatoly Role Change 
26:44 Solana vs. Ethereum Relationship 
30:44 Solana Dev Mindset 
31:44 Anatoly Cult 
35:17 Firedancer 
42:33 Solana 2.0 
43:11 Runtime v2 
44:18 Confidential Transactions 
46:00 Up Next For Solana 
48:48 Solana L2s & Slow-Lana
52:37 Solana Governance 
56:05 Next For Austin
56:45 Breakpoint 2024 
59:28 Closing & Disclaimers 

-----
RESOURCES

Anatoly Yakovenko
https://twitter.com/aeyakovenko 

Austin Federa
https://twitter.com/Austin_Federa 

Solana Youtube 
https://www.youtube.com/@SolanaFndn/videos  

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

WRU 2nd Week of September

-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT 

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http://app.aave.com/

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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦊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  ⁠

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

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

-----
TIMESTAMPS & RESOURCES

0:00 Intro
3:55 MARKETS
5:25 L2 TLV and Scaling Factor 
https://thedefiant.io/starknet-activity-surges-on-token-speculation 
7:15 Crypto wealth stats - David how many crypto millionaires do you think there are?
https://www.henleyglobal.com/publications/crypto-wealth-report 
9:10 U.S. deficit explodes despite growing economy
https://twitter.com/jasonfurman/status/1698391469881455098 
https://twitter.com/jasonfurman/status/1698391482724442607 
13:40 Wen BTC ETF?
https://twitter.com/EricBalchunas/status/1696887691122548798 
https://twitter.com/JSeyff/status/1697360209453187085 
https://twitter.com/EricBalchunas/status/1699480838868517273 
17:35 Uniswap Spot volume surpassed Coinbase in spot trading volume in 2023
https://twitter.com/RasterlyRock/status/1694039760745152761 

20:25 Maker DAO’s endgame on Solana?
https://twitter.com/RuneKek/status/1697623700013822244 
28:50 Vitalik sold his entire remaining stake of 500 MKRs
https://twitter.com/OnchainDataNerd/status/1697941332826923348 
https://twitter.com/aeyakovenko/status/1698182686568018238  
31:00 Justin Leroux
https://twitter.com/0xMidnight/status/1697634909706215604 
32:00 Foobar
https://twitter.com/0xfoobar/status/1698832035647787513 
38:55 Visa expanded its stablecoin settlement to Solana
https://twitter.com/cuysheffield/status/1699031134229926284 

41:39 Base had a delay in block production
https://twitter.com/buildonbase/status/1699192035553812658  

46:00 Court sides with Uniswap over class action suit
https://twitter.com/eleanorterrett/status/1696918343943340235  
https://www.docdroid.net/APrJolt/risley-v-uniswap-pdf 
https://twitter.com/haydenzadams/status/1696991910370411003  
https://twitter.com/BillHughesDC/status/1696998957526696405 

52:20 Roman Storm Pleads Not Guilty
https://cointelegraph.com/news/tornado-cash-cofounder-pleads-not-guilty 
50:20 Polygon launches their “Supernets” kit for 
https://twitter.com/sandeepnailwal/status/1696618823422529898
54:35 Arbitrum released Stylus
https://twitter.com/OffchainLabs/status/1697232795268177987 
https://twitter.com/CryptoIsCute/status/1697647185561866382 
56:30 StarkWare's Stone Prover now open sourced
https://twitter.com/Starknet/status/1697504345485381652 
57:00 RocketPool two major upcoming upgrades 
https://twitter.com/drjasper_eth/status/1698554983837282750 
57:30 Kevin Owocki is returning to Gitcoin
https://twitter.com/owocki/status/1699056199445221437 
58:14 Justin Bieber is releasing NFT collection 
https://anotherblock.io/drops/justin-bieber-company 
1:00:20 Fidelity released an Investment Thesis for Ethereum
https://twitter.com/RyanSAdams/status/1697364409755029860 
1:03:10 Binance is delisting privacy coins in Belgium 
https://twitter.com/mister_ch0c/status/1699290391168618722 
1:04:00 MetaMask introduced bank and PayPal cash-out options
https://portfolio.metamask.io/ 

1:07:19 Questions From the Nation

1:13:50 Takes of The Week
https://twitter.com/pythianism/status/1699594987892256889 
https://twitter.com/RyanSAdams/status/1696957206116315566 

1:18:30 What Are We Bullish On?
https://twitter.com/ckc12_rb/status/1675159167940587520 
https://twitter.com/cathsimard_/status/1675150596570230785 
https://twitter.com/TrustlessState/status/1675165817569439744 
https://twitter.com/cathsimard_ 
https://twitter.com/mattmedved/status/1697795471803297847  

Ryan: Bankless is releasing Claimables! 
https://imgur.com/a/w9f2r0B 

Meme of The Week & Moment of Zen
https://twitter.com/RyanSAdams/status/1699782057793372342

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

Today we're joined by Mike Ippolito, co-founder at Blockworks, who's here to breakdown his take on the Blockchain trilemma and how Ethereum, Solana, and Cosmos chains all attempt to solve it.

This wide ranging interview asks great questions and shines a light on what a multi-chain future might look like.
------
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-blockchain-trilemma/ 
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
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http://app.aave.com/
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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 ⁠

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

👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
-----
Resources:

On the margin podcast:
https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079 

Mike:
https://twitter.com/mikeippolito_ 
-----

TIMESTAMPS

0:00 Intro
6:13 Intro To Mike
11:16 The Three Frontiers
19:11 Recap and Overview
25:58 Different Approaches to The Scalability Trilemma
31:42 Explaining PEPC
36:13 A Point By Point Walkthrough
45:29 Ethereum Vs The Invisible Hand
56:58 Should The Free Market Be in Control?
1:01:11 Moloch
1:08:13 Solo Validators
1:10:31 Defining Decentralization
1:15:49 Power Law Winners
1:19:03 Roll Apps vs App Chains
1:29:09 Defining Soverign Rollups
1:33:29 Sequencer Incentives
1:36:20 Exploring The Superchain
1:41:31 Price Discovery on Chain
1:44:15 Making Crypto Accessable
1:48:50 Permissionless Panel
1:51:29 Outro and Disclaimers

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

Bankless hasn’t had the most coverage of Solana, the network, and SOL, the asset, but in this episode that changes. Our guest, Austin Federa is Head of Strategy at the Solana Foundation and is the host of the Validated podcast. 

David was recently a guest on Austin’s podcast where they went back and forth on some of the cultural and philosophical differences between the Solana and Ethereum projects. Today is a continuation of that episode. 

Despite some differences in community perspectives, Austin brings a fresh perspective on the design philosophy that relates Solana the network to SOL the asset and so much more.  

-----
🏹 Airdrop Hunter is coming soon! Become a Citizen for full access: 
https://bankless.cc/HuntersGonnaHunt 

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📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader 

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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  ⁠

🛞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 

-----
TIMESTAMPS

0:00 Intro
6:50 Programmable SOL Values
8:10 SOL’s Story Arc
12:25 SOL’s Architecture & Utility 
17:30 SOL’s Economic Sustainability Model  
19:20 SOL’s Triple Point Asset Thesis
25:15 Solana’s LSDs 
28:48 Solana’s MEV Philosophy 
33:56 End Game of Solana MEV
40:00 Ethereum vs. Solana
50:00 Market Cap, Values, & Layers Debate
1:00:15 Closing & Disclaimers  

-----
RESOURCES

Austin Federa
https://twitter.com/Austin_Federa 

157 - Will Solana Make It with Anatoly Yakovenko
https://youtu.be/zlx64JjXlgQ  

Solana is Launching a Phone? | Co-Founders Anatoly & Raj
https://youtube.com/live/9wfNeVTtBz0  

The Philosophy of Ethereum According to Bankless' David Hoffman
https://solana.com/validated/episodes/the-philosophy-of-ethereum-according-to-bankless-david-hoffman  

-----
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. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠ 

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

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

------
In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to ask: is Solana going to make it?

Price is down. A major public backer…SBF is down for the count…will Solana make it? Will it survive the bear market? Anatoly shares his thoughts.

In addition, he also shares the full Solana story, back to its earliest inflection points all the way to the current state of Solana today.

------
📣 MetaMask Learn
https://bankless.cc/metamaskshow 

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

------
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 

------
Topics Covered

0:00 Intro
7:58 2022 & 2023
10:05 Solana Origins
14:40 Passage of Time as Data
25:30 Bandwidth Trade-offs
29:29 SOL as Money?
32:04 Security
36:24 Continuing the Solana Story
44:10 Early Day Solana Vibes
48:20 Solana Growth Acceleration
51:31 2021 Solana Price
53:12 The Crypto VC Narrative
54:37 Solana Haters
59:55 FTX & SBF
1:07:16 Solana Critique
1:09:35 Cultural Debt
1:14:46 The State of the Solana Community
1:19:37 The Future of Solana
1:24:36 Solana VM
1:26:39 Will Solana Make It?
1:31:15 Final Solana Questions
Closing & Disclaimers

------
Resources:

Anatoly
https://twitter.com/aeyakovenko 

Firedancer
https://jumpcrypto.com/firedancer/ 

-----
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 

Solana just released a flagship Android phone for web3 called Saga. And it really begs the question: does a blockchain need to have its own phone? Well, we brought on Co-Founders Anatoly Yakovenko and Raj Gokal to make the case.

Let us know what you think about this release in the comments below or on Twitter @BanklessHQ - bullish or bearish Saga and why?

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

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BANKLESS SPONSOR TOOLS:

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

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

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https://bankless.cc/Across 

🦁BRAVE | THE BROWSER NATIVE WALLET
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🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:15 Bear Market Vibe Check
10:03 Solana’s Bear Market Agenda
14:28 Why Web3 Needs a Phone?
17:30 Solana Mobile Phone Explained
25:52 The Solana Mobile Thesis
30:50 Mobile Hardware Features
33:45 Mobile Wallet Adapter
36:15 Solana dApp Store
41:40 Is Solana Mobile a Distraction?
47:00 Jason Keats & Osom
50:45 Describing the Solana Mobile Device
51:32 Competitors
54:40 Costs to Launch a Phone
56:32 Solana Centralization Critique
1:03:50 Solana Scalability

------
Resources:

Anatoly Yakovenko
https://twitter.com/aeyakovenko 

Raj Gokal
https://twitter.com/rajgokal 

Solana
https://solana.com/ 

Solana Mobile
https://twitter.com/solanamobile 

-----
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 

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

Solana is emerging as a competitive Layer 1 platform, promising scalability and a growing ecosystem. Join community thought leaders Santiago Santos and Konstantin Lomashuck as we assess the Solana Value Proposition.

How important is decentralization? Why build on Solana? Can different L1's coexist? Does it seek to compete with mainnet Ethereum or Layer 2 scaling solutions?

We've been hearing a lot about Solana lately. It's time to dive in.

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge 
------
BANKLESS SPONSOR TOOLS:

GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini 

BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer 

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

UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap 

------
⚽️ SoRare | Collect and Play!
https://bankless.cc/SoRare 
------

Topics Covered:

0:00 Intro
8:00 Santiago and Konstantin
10:05 Why Bullish on Solana?
16:31 Solana is Optimizing
24:05 Decentralization
34:56 Running a Node
55:57 Skeptical ETH Maxi Hat
1:04:40 Initial Sale
1:12:32 Valuing SOL
1:19:08 Developer Activity
1:24:11 Can We Be Friends?

------
Resources

Santiago on Twitter:
https://twitter.com/santiagoroel?s=20 

Konstantin on Twitter:
https://twitter.com/Lomashuk?s=20 

-----
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 

There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, it's still not cutting much into traditional finance business lines. For the most part, trading on blockchains is slow and costly. But some projects don't accept the premise that blockchains have to be slow and inefficient. Solana is an Ethereum competitor whose native token has been soaring. And unlike Ethereum, its transactions are cheap and ultrafast. So what tradeoffs does it make? And what projects are being built on top of it? On this episode, we speak with Solana founder Anatoly Yakovenko and Kanav Kariya of Jump Trading, who is involved with an oracle project called Pyth.

See omnystudio.com/listener for privacy information.