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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...

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Bankless

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32,622 görüntüleme • 1 ay önce •via X (Twitter)

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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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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.

Bankless

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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
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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

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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

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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
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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

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

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Bankless

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

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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
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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

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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.
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10,780 görüntüleme • 7 ay önce

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers
1:14:19

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers

Bankless

78,163 görüntüleme • 1 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

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686,085 görüntüleme • 4 gün önce

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and Bit Digital, Inc. NASDAQ:BTBT is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers
42:50

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and Bit Digital, Inc. NASDAQ:BTBT is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers

Bankless

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LIVE NOW - Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity Joseph Lubin returns to Bankless to break down his latest bold move—launching , a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. -------------- TIMESTAMPS 0:00 Intro 0:38 Getting Sued by The SEC 7:55 $SBET 16:32 The Michael Saylor of ETH 23:25 $SBET (ETH) vs $MSTR (BTC) 27:16 Valuing ETH 28:30 Wall Street Narratives 30:52 ETH’s Performance 36:53 ETH as Collateral 40:07 Onboarding Others 46:52 ETH as SoV 49:18 What ETH Needs 50:52 Joining Forces 53:08 ETH’s Sentiment Shift 56:53 Genius Act 58:44 Closing & Disclaimers
59:59

LIVE NOW - Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity Joseph Lubin returns to Bankless to break down his latest bold move—launching , a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. -------------- TIMESTAMPS 0:00 Intro 0:38 Getting Sued by The SEC 7:55 $SBET 16:32 The Michael Saylor of ETH 23:25 $SBET (ETH) vs $MSTR (BTC) 27:16 Valuing ETH 28:30 Wall Street Narratives 30:52 ETH’s Performance 36:53 ETH as Collateral 40:07 Onboarding Others 46:52 ETH as SoV 49:18 What ETH Needs 50:52 Joining Forces 53:08 ETH’s Sentiment Shift 56:53 Genius Act 58:44 Closing & Disclaimers

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360,892 görüntüleme • 1 yıl önce

NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook
1:07:48

NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook

Bankless

254,187 görüntüleme • 29 gün önce

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
1:31

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road Crypto

289,304 görüntüleme • 3 ay 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

19,502 görüntüleme • 2 ay önce

LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum
1:03:25

LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum

Bankless

655,958 görüntüleme • 1 yıl önce

David Hoffman: Wall Street moving onchain might actually be BAD for $ETH the asset. Wall Street thinks in risk language. They'll love Ethereum's credible neutrality. But they'll also love that "Ethereum charges me basically nothing." "I will put 10 trillion dollars of assets on Ethereum because Ethereum is charging me basically nothing to do that." Great for the network. Great for activity. But if fees stay near zero, what actually pushes $ETH price up? FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
1:40

David Hoffman: Wall Street moving onchain might actually be BAD for $ETH the asset. Wall Street thinks in risk language. They'll love Ethereum's credible neutrality. But they'll also love that "Ethereum charges me basically nothing." "I will put 10 trillion dollars of assets on Ethereum because Ethereum is charging me basically nothing to do that." Great for the network. Great for activity. But if fees stay near zero, what actually pushes $ETH price up? FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road

70,696 görüntüleme • 3 ay önce