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ethereum:native ripped 8% this week while stocks did nothing. RYAN SΞAN ADAMS and David Hoffman point to one driver: "I don't know how else to explain the ETH price other than Robinhood Chain." Uniswap, Ethena and Morpho 🦋 all up double digits too. Ethereum DeFi is bidding.

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Bankless

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14,713 görüntüleme • 2 ay önce •via X (Twitter)

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WEEKLY ROLLUP: David Sold All of His $ETH...Why? Crypto’s old leaders are struggling, but new winners are breaking out. RYAN SΞAN ADAMS and David Hoffman unpack the rise of hyperliquid:native, zcash:native, and $VVV, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ethereum:native may mark a new era for Ethereum and Bankless. [TIMESTAMPS] 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto - The Kobeissi Letter - Barchart - Jesse Cohen - Strategy - Arkham - The Block 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery - Matt Hougan - Geiger Capital - trade.xyz - Yano 🟪 - The Kobeissi Letter 32:43 Wintermute Opens DeFi Vaults on Morpho 🦋 - Wintermute 38:12 Trump’s Quantum Bets and U.S. Industrial Policy & IPO and Ronin Migrates to Ethereum L2 - The Kobeissi Letter 46:34 EF Exodus and Ethereum’s Identity Crisis - David Hoffman - jasperthefriendlyghost.eth - Tomasz K. Stańczak - Josh Stark (0xstark.eth) - trent.eth - Barnabé Monnot | barnabé.eth - timbeiko.eth - carlbeek - Julian - Ignas - joseph.eth - Dankrad Feist - Ethereum Daily - William Mougayar 1:00:04 David Sold His ETH and a New Era for Bankless - David Hoffman - RYAN SΞAN ADAMS Moment of Zen - Ethereum Community Foundation
1:11:24

WEEKLY ROLLUP: David Sold All of His $ETH...Why? Crypto’s old leaders are struggling, but new winners are breaking out. RYAN SΞAN ADAMS and David Hoffman unpack the rise of hyperliquid:native, zcash:native, and $VVV, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ethereum:native may mark a new era for Ethereum and Bankless. [TIMESTAMPS] 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto - The Kobeissi Letter - Barchart - Jesse Cohen - Strategy - Arkham - The Block 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery - Matt Hougan - Geiger Capital - trade.xyz - Yano 🟪 - The Kobeissi Letter 32:43 Wintermute Opens DeFi Vaults on Morpho 🦋 - Wintermute 38:12 Trump’s Quantum Bets and U.S. Industrial Policy & IPO and Ronin Migrates to Ethereum L2 - The Kobeissi Letter 46:34 EF Exodus and Ethereum’s Identity Crisis - David Hoffman - jasperthefriendlyghost.eth - Tomasz K. Stańczak - Josh Stark (0xstark.eth) - trent.eth - Barnabé Monnot | barnabé.eth - timbeiko.eth - carlbeek - Julian - Ignas - joseph.eth - Dankrad Feist - Ethereum Daily - William Mougayar 1:00:04 David Sold His ETH and a New Era for Bankless - David Hoffman - RYAN SΞAN ADAMS Moment of Zen - Ethereum Community Foundation

Bankless

99,813 görüntüleme • 4 ay önce

In July, SPX down 3%, NASDAQ down 10%, and AI traders getting liquidated Meanwhile... - $BTC up 11% - $ETH up 22% - $UNI up 52% RYAN SΞAN ADAMS and David Hoffman talk optimism in ETHBTC, and UNI trading activity shows a healthy Ethereum economy Is ETH in for a resurgence?
2:48

In July, SPX down 3%, NASDAQ down 10%, and AI traders getting liquidated Meanwhile... - $BTC up 11% - $ETH up 22% - $UNI up 52% RYAN SΞAN ADAMS and David Hoffman talk optimism in ETHBTC, and UNI trading activity shows a healthy Ethereum economy Is ETH in for a resurgence?

Bankless

32,622 görüntüleme • 2 ay önce

Ryan disagrees with David Hoffman's analysis behind selling his ETH “They're all money, or nothing,” RYAN SΞAN ADAMS says about smart contract chains David pushes back and says, “in order to be Money, Ethereum needs a stronger monopoly in the market" What do you think about this debate? 🤔
3:13

Ryan disagrees with David Hoffman's analysis behind selling his ETH “They're all money, or nothing,” RYAN SΞAN ADAMS says about smart contract chains David pushes back and says, “in order to be Money, Ethereum needs a stronger monopoly in the market" What do you think about this debate? 🤔

Bankless

34,248 görüntüleme • 4 ay önce

This is RYAN SΞAN ADAMS' 1-minute ETH pitch to Wall Street
0:59

This is RYAN SΞAN ADAMS' 1-minute ETH pitch to Wall Street

Bankless

27,758 görüntüleme • 2 yıl önce

This is what will take for ETH to win - RYAN SΞAN ADAMS
1:11

This is what will take for ETH to win - RYAN SΞAN ADAMS

Bankless

16,661 görüntüleme • 1 yıl önce

NEW EPISODE - How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat Robinhood Crypto's Johann Kerbrat joins David Hoffman to unpack what the new Innovation Exemption could unlock, why stock trading is moving toward 24/7 markets, and how Robinhood is connecting tokenized equities with DeFi, perps, and Ethereum. His bigger prediction: eventually, there won’t be a “traditional market” and a “blockchain market.” There’ll just be one market. CHAPTERS --- 0:00 Bringing Tokenization to the U.S. 2:17 How Robinhood Stock Tokens Actually Work 5:19 TradFi Pushback and Demand for Tokenized Stocks 7:59 Voting Rights, Redemption and DeFi Utility 10:29 What Happens When Stocks Trade on Weekends 13:42 Will Blockchain Become the Primary Market? 18:46 Robinhood Chain’s Early Traction 21:22 Beyond Stocks: Real Estate, Gold and More 24:22 How Robinhood Chooses What to Build 26:36 What U.S. Users Still Can’t Access 29:49 Combining Tokenized Stocks With Perps 32:51 Why Robinhood Chose Ethereum 35:32 AI Agents and the Next Robinhood Products
37:45

NEW EPISODE - How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat Robinhood Crypto's Johann Kerbrat joins David Hoffman to unpack what the new Innovation Exemption could unlock, why stock trading is moving toward 24/7 markets, and how Robinhood is connecting tokenized equities with DeFi, perps, and Ethereum. His bigger prediction: eventually, there won’t be a “traditional market” and a “blockchain market.” There’ll just be one market. CHAPTERS --- 0:00 Bringing Tokenization to the U.S. 2:17 How Robinhood Stock Tokens Actually Work 5:19 TradFi Pushback and Demand for Tokenized Stocks 7:59 Voting Rights, Redemption and DeFi Utility 10:29 What Happens When Stocks Trade on Weekends 13:42 Will Blockchain Become the Primary Market? 18:46 Robinhood Chain’s Early Traction 21:22 Beyond Stocks: Real Estate, Gold and More 24:22 How Robinhood Chooses What to Build 26:36 What U.S. Users Still Can’t Access 29:49 Combining Tokenized Stocks With Perps 32:51 Why Robinhood Chose Ethereum 35:32 AI Agents and the Next Robinhood Products

Bankless

59,819 görüntüleme • 12 gün önce

The ethereum:native thesis starts with Ethereum itself. ansgar.eth says it plainly: “Ethereum and ETH can only win together.” “ETH is the asset that sits at the very core of Ethereum.” But the key point is what comes next: “The effects on ETH is a little bit of an afterthought.” “You really need to codevelop Ethereum and ETH.”
1:57

The ethereum:native thesis starts with Ethereum itself. ansgar.eth says it plainly: “Ethereum and ETH can only win together.” “ETH is the asset that sits at the very core of Ethereum.” But the key point is what comes next: “The effects on ETH is a little bit of an afterthought.” “You really need to codevelop Ethereum and ETH.”

Bankless

19,527 görüntüleme • 3 ay önce

Uniswap has made $50M in fees in the past month... With all the talk of Hyperliquid, BNB Chain and many others, it's easy to forget about the world's #1 DEX. According to DefiLlama data, Uniswap $UNI has generated an eye-watering $53.01M in user fees in the past 30-days alone. This is more than the likes of Aave, Lido and Morpho 🦋. For now, DeFi still lives on Ethereum $ETH ...
0:20

Uniswap has made $50M in fees in the past month... With all the talk of Hyperliquid, BNB Chain and many others, it's easy to forget about the world's #1 DEX. According to DefiLlama data, Uniswap $UNI has generated an eye-watering $53.01M in user fees in the past 30-days alone. This is more than the likes of Aave, Lido and Morpho 🦋. For now, DeFi still lives on Ethereum $ETH ...

BSCN

27,292 görüntüleme • 3 ay önce

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers
1:19:54

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers

Bankless

44,074 görüntüleme • 1 yıl önce

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers
1:36:51

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Bankless

70,135 görüntüleme • 1 yıl önce

"If you want to launch a coin, and you want it on Coinbase 🛡️, and you don't want to risk not actually getting listed: Just launch it on Base, get liquidity on Aerodrome, and then you can buy it on Coinbase. This is so cool. This is the DeFi mullet we talked about in 2021." - RYAN SΞAN ADAMS & David Hoffman
2:12

"If you want to launch a coin, and you want it on Coinbase 🛡️, and you don't want to risk not actually getting listed: Just launch it on Base, get liquidity on Aerodrome, and then you can buy it on Coinbase. This is so cool. This is the DeFi mullet we talked about in 2021." - RYAN SΞAN ADAMS & David Hoffman

Aero

67,453 görüntüleme • 1 yıl önce

What price will Bitcoin hit in 2026? That's the Polymarket RYAN SΞAN ADAMS - rsa.eth 🦄 & David Hoffman break down today. - 52% of $50,000 - 81% chance of $60,000 - 47% chance of $100,000 - 5% chance of $250,000 🙏📈 Just use Polymarket.
1:35

What price will Bitcoin hit in 2026? That's the Polymarket RYAN SΞAN ADAMS - rsa.eth 🦄 & David Hoffman break down today. - 52% of $50,000 - 81% chance of $60,000 - 47% chance of $100,000 - 5% chance of $250,000 🙏📈 Just use Polymarket.

Bankless

10,780 görüntüleme • 7 ay önce

NEW EPISODE - Wall Street Wants Ethereum. Privacy Is the Bottleneck Institutions want to move onchain, but public-by-default finance still exposes too much. EthSystems co-founders Mo and oskarth join David Hoffman to break down why privacy may be Ethereum’s biggest institutional unlock, what banks and asset managers are actually asking for, and how private institutional rails could eventually plug into DeFi. CHAPTERS --- ETH Systems The Founders Institutional Privacy Real-World Use Cases From Bespoke to Scalable Building the Product Institutions Are Coming The Future of Institutional DeFi Privacy vs Transparency What Ethereum Can Do? Cypherpunks and Institutions
53:12

NEW EPISODE - Wall Street Wants Ethereum. Privacy Is the Bottleneck Institutions want to move onchain, but public-by-default finance still exposes too much. EthSystems co-founders Mo and oskarth join David Hoffman to break down why privacy may be Ethereum’s biggest institutional unlock, what banks and asset managers are actually asking for, and how private institutional rails could eventually plug into DeFi. CHAPTERS --- ETH Systems The Founders Institutional Privacy Real-World Use Cases From Bespoke to Scalable Building the Product Institutions Are Coming The Future of Institutional DeFi Privacy vs Transparency What Ethereum Can Do? Cypherpunks and Institutions

Bankless

143,203 görüntüleme • 1 ay önce

Why does David Hoffman feel differently about $ETH today? What changed his mind? "It's what Laura Shin said... Ethereum isn't focused on putting points on the scoreboard.. ...parts of Ethereum leadership is adverse to growth.... and it's prohibitive for growth to happen"
4:51

Why does David Hoffman feel differently about $ETH today? What changed his mind? "It's what Laura Shin said... Ethereum isn't focused on putting points on the scoreboard.. ...parts of Ethereum leadership is adverse to growth.... and it's prohibitive for growth to happen"

Bankless

50,689 görüntüleme • 4 ay önce

LIVE NOW - Unichain is Live! What This Means For The Future of DeFi Hayden Adams 🦄, creator of Uniswap Labs 🦄, introduces Unichain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. We explore Unichain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how Unichain aims to reduce MEV extraction, benefiting users and liquidity providers. A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration! -------------- TIMESTAMPS 0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers
1:14:21

LIVE NOW - Unichain is Live! What This Means For The Future of DeFi Hayden Adams 🦄, creator of Uniswap Labs 🦄, introduces Unichain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency. We explore Unichain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how Unichain aims to reduce MEV extraction, benefiting users and liquidity providers. A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration! -------------- TIMESTAMPS 0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers

Bankless

26,016 görüntüleme • 1 yıl önce

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."
0:51

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."

Kai

43,287 görüntüleme • 4 ay önce

a video I got this morning from the Boggs. Crypto Balenciaga is here and it's contagious! in order to protect you: the Sminem shirt will be airdropped this week to whoever holds a CZ 🔶 BNB David Hoffman RYAN SΞAN ADAMS Cobie Elon Musk Brian Armstrong vitalik.eth fret not! I'm coming to kick the bog out of you! #altcoins #CryptoNews #NFTNYC
0:38

a video I got this morning from the Boggs. Crypto Balenciaga is here and it's contagious! in order to protect you: the Sminem shirt will be airdropped this week to whoever holds a CZ 🔶 BNB David Hoffman RYAN SΞAN ADAMS Cobie Elon Musk Brian Armstrong vitalik.eth fret not! I'm coming to kick the bog out of you! #altcoins #CryptoNews #NFTNYC

Sminem

10,104 görüntüleme • 3 yıl önce

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers
1:18:45

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers

Bankless

91,016 görüntüleme • 2 yıl önce

AI Agents are getting crazier by the day! Ejaaz plays two truths and a lie with RYAN SΞAN ADAMS 👇
0:53

AI Agents are getting crazier by the day! Ejaaz plays two truths and a lie with RYAN SΞAN ADAMS 👇

Bankless

18,617 görüntüleme • 1 yıl önce