Bankless
@BanklessHQ • 324,533 subscribers
Welcome to Bankless: where we explore the frontier of crypto money, tech and finance. Learn how to get started, get better, and front-run the opportunity.
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“I heard Tom Lee ( Thomas (Tom) Lee (not drummer) FSInsight.com ) describe the Circle IPO as the ChatGPT moment. Before, we were spitting in the wind with institutional investors. Now they’re finally studying crypto hard because you cannot miss the equivalent of AI and crypto together.” Cathie Wood of ARK Invest calling crypto's ChatGPT moment:
Bankless317,521 Aufrufe • vor 11 Monaten
The Next Chapter for pump.fun with Co-Founder alon Coming Out Tomorrow 📅
Bankless121,745 Aufrufe • vor 1 Jahr
Blockchains weren’t built for payroll-grade volume. That's why Zach, founder of Bridge, built tempo. Tempo is Layer 1 EVM laser-focused on throughput and reliability. But Tempo is not a Stripe corporate blockchain. It's shared infrastructure. If PayPal wanted to use Tempo, they could so.
Bankless80,277 Aufrufe • vor 9 Monaten
“I don’t think there is a high probability outcome where Bitcoin dies and other cryptocurrencies take over.” Ben Cowen ( Benjamin Cowen ) challenges the flippening thesis. Even if ETH has a better long-term roadmap, Ben argues that BTC’s failure would trigger a broad loss of faith across all of crypto — not a reshuffling of leaders.
Bankless80,230 Aufrufe • vor 10 Monaten
"If alts are down 44% against Ethereum since April… what else do you call it other than Ethereum Season?" Ben Cowen ( Benjamin Cowen ) breaks down the brutal altcoin market and why ETH has quietly dominated since spring. Even Bitcoin is bleeding out to Ether — except for a few outlier alts. Ethereum Season is here.
Bankless78,691 Aufrufe • vor 10 Monaten
LIVE NOW - How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau Jon Charbonneau 🇺🇸 and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken? We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy. This is the definitive conversation on where ETH stands—and where it’s heading. -------------- TIMESTAMPS 0:00 Intro 0:32 Is ETH special? 31:00 How ETH should be valued 49:47 ETH over or undervalued? 1:06:12 Being wrong on ETH 1:09:13 Closing & Disclaimers
Bankless80,762 Aufrufe • vor 11 Monaten
Founder of Bridge Zach tells a Stripe acquisition story: “I walked into Stripe to meet John Collison and Patrick Collison. First thing John says: 'Can I tell you a joke? What’s the difference between a bank and Tether? … One of them is this big institution that holds a ton of money and you have no idea where it is, and if you want your money back you might not be able to… and the other one is a stablecoin.’”
Bankless59,265 Aufrufe • vor 8 Monaten
LIVE NOW - Vitalik Buterin: How Ethereum Becomes The World Ledger Ethereum just turned 10, and vitalik.eth returns to reflect on the last decade—and where it’s headed next. In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again. We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future. -------------- TIMESTAMPS 0:00 Intro 0:52 Ethereum’s First 2 Years 2:25 Ethereum’s Top Contributions 4:18 Biggest Surprises 7:37 What Took Longer than Expected 9:05 Overcoming Challenges 11:03 Lesson for Younger Vitalik 15:53 Bitcoin vs Ethereum 18:49 Ethereum’s Cultural Evolution 32:11 Privacy on Ethereum 37:42 Nation State Resistant Privacy 43:03 Cypherpunk vs Mainstream 56:05 World Ledger 59:09 Ethereum in 2024 1:02:23 Changes in the Ethereum Foundation 1:10:10 Economic Alignment 1:16:38 Scaling the L1 1:31:21 Ethereum’s Barbell Strategy 1:39:28 Ethereum Nationalism 1:48:28 ETH Treasuries 1:55:19 The Next 10 Years for Ethereum 1:59:35 The Next 10 Years for Vitalik 2:01:25 The Next 10 Years for Bankless 2:02:52 Closing & Disclaimers
Bankless56,301 Aufrufe • vor 9 Monaten
STOCK TOKENS! Robinhood is rewiring Wall St at their "To Catch a Token" summit in Cannes. Tokenizing private companies is insane. CEO Vlad Tenev tell us: - 1M OpenAI + 500k SpaceX shares - 24/7/365 Stock Trading - Arbitrum wins 10% of RH Chain Sequencer Fees Full interview 👇
Bankless51,520 Aufrufe • vor 11 Monaten
LIVE NOW - Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian Has Ethereum.org failed to properly define ETH? Frax Finance ¤⛓️¤ founder sam.frax joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value. We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny. -------------- TIMESTAMPS 0:00 Intro 4:43 Classifying ETH 17:50 ETH/BTC Collapse 33:39 ETH Revenues 44:35 Blue-Money Gospel 53:44 What ETH Needs 1:10:08 ETH Internet Bond Narrative 1:19:49 Final Thoughts
Bankless53,050 Aufrufe • vor 1 Jahr
There's THREE reasons to be bullish on ETH Treasuries, according to Thomas (Tom) Lee (not drummer) FSInsight.com 🤔 1. You can stack more ETH per share (ETFs are 1:1) 2. Real income from a native yield-bearing asset 3. Scarcity. That's the formula. Now, $BMNR is as liquid as Uber.
Bankless39,635 Aufrufe • vor 10 Monaten
For months, ETH felt stuck while BTC stole the spotlight. Now big money is stepping in and the market structure is reacting. “When ETH pumps because Thomas (Tom) Lee (not drummer) FSInsight.com's buying it, it’s not a blip.” “Bitcoin dominance is materially falling… It is an actual event. These are big moves of capital.”
Bankless38,704 Aufrufe • vor 9 Monaten
LIVE NOW - Luca Netz 🐧✳️ Explains Why Pudgy Penguins Could Flip Dogecoin In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem. -------------- TIMESTAMPS 0:00 Intro 3:53 Opinion on Pengu token and its competitor 8:03 Reformatting the idea of a memecoin 12:32 Pudgy Penguins aren't just memes 16:09 Solana competitor vs Pengu 20:03 Impact of 30 Billion views on the GIFs on the brand 22:56 How does the GIFs system work? 25:27 GIFs working principle 27:13 Big brands doing SEO on GIFs 28:38 Non-crypto people using Pudgy GIFs 31:59 Physical Products of Pudgy Penguins 36:50 Other components of expanding the brand 38:56 How big is the conglomerate? 39:26 Choosing Solana L1 over L2 45:27 Where does Base stand in the algorithm? 51:26 Some thoughts on Ethereum's current state 55:32 Abstract Chains 1:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers
Bankless54,812 Aufrufe • vor 1 Jahr