Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Is there a possibility that Bitcoin fails the Quantum challenge, and $ETH takes the #1 spot? nicolas, 30 ans: "Yeah, I think that's possible... The complacency im seeing on the Bitcoin side is only matched by the Ethereum Foundation's proactivity."

Bankless's profile picture

Bankless

372,224 subscribers

16,924 görüntüleme • 4 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame
1:40:50

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

Bankless

518,352 görüntüleme • 4 ay önce

Right now, ETH is being valued mostly by transaction fees.” There's an assumption “Bitcoin has already won store of value.” That framing misses the real upside. Michael McGuiness on Bankless with Vivek Raman from Etherealize: “The core argument of Productive Money is that ETH is actually better money than Bitcoin.” Ethereum should not just be valued as a fee-generating network, but as an asset capable of capturing monetary premium too. That's how ETH gets to $250,000. 🎬
1:30

Right now, ETH is being valued mostly by transaction fees.” There's an assumption “Bitcoin has already won store of value.” That framing misses the real upside. Michael McGuiness on Bankless with Vivek Raman from Etherealize: “The core argument of Productive Money is that ETH is actually better money than Bitcoin.” Ethereum should not just be valued as a fee-generating network, but as an asset capable of capturing monetary premium too. That's how ETH gets to $250,000. 🎬

Bankless

49,269 görüntüleme • 4 ay 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

112,937 görüntüleme • 1 yıl önce

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building
1:44:00

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building

Bankless

50,230 görüntüleme • 5 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t taking a side yet on EIP-8363: “Are we over rewarding the cost of security? And is it unfairly burdening those who aren’t staking? I think it’s a fair question.” “I think that it is unknown where the optimization curve is.” “On the flip side, I understand the argument that there’s the risk of a lot of unintended consequences and volatility.” “If there was no yield on Ethereum, there’s still plenty of ways to generate yield.”
2:59

.Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t taking a side yet on EIP-8363: “Are we over rewarding the cost of security? And is it unfairly burdening those who aren’t staking? I think it’s a fair question.” “I think that it is unknown where the optimization curve is.” “On the flip side, I understand the argument that there’s the risk of a lot of unintended consequences and volatility.” “If there was no yield on Ethereum, there’s still plenty of ways to generate yield.”

Bankless

45,894 görüntüleme • 3 gün önce

Wall Street Billionaire Mike Novogratz: "The narrative of Ethereum is really powerful. There's not a lot of supply of $ETH. I think Ethereum outperforms Bitcoin in the next 6 months."
0:55

Wall Street Billionaire Mike Novogratz: "The narrative of Ethereum is really powerful. There's not a lot of supply of $ETH. I think Ethereum outperforms Bitcoin in the next 6 months."

Altcoin Daily

191,638 görüntüleme • 1 yıl önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”
2:34

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

Bankless

51,894 görüntüleme • 3 gün önce

First, there was Bitcoin. Then Ethereum with programmability. Then Solana with speed and scale. Miden is the logical continuation, and it is private by default and post-quantum.
0:44

First, there was Bitcoin. Then Ethereum with programmability. Then Solana with speed and scale. Miden is the logical continuation, and it is private by default and post-quantum.

Miden

11,571 görüntüleme • 5 ay önce

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work
1:31:19

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

Bankless

16,225 görüntüleme • 4 ay önce

LIVE NOW - Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go? Ethereum has flipped the switch. After years of underperformance, ETH is showing decisive momentum, not just in USD terms, but against Bitcoin and the broader altcoin market. In this episode, Benjamin Cowen returns to break down what’s changed, why ETH may be on a path to new all-time highs, and what its dominance means for the rest of the cycle. -------------- TIMESTAMPS 0:00 Intro 3:40 ETH Coming Home 14:13 Why ETH Outperforms Now 18:51 What ETH Season Actually Looks Like 24:48 ETH/BTC Targets & USD Projections 29:25 Price First, Narrative Later 32:27 Bitcoin Risks & the Flippening Hypothetical 36:17 Ben’s Market Timeline 43:36 ETH Treasury Narrative Flip 48:11 Where’s the Alt Season?
53:22

LIVE NOW - Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go? Ethereum has flipped the switch. After years of underperformance, ETH is showing decisive momentum, not just in USD terms, but against Bitcoin and the broader altcoin market. In this episode, Benjamin Cowen returns to break down what’s changed, why ETH may be on a path to new all-time highs, and what its dominance means for the rest of the cycle. -------------- TIMESTAMPS 0:00 Intro 3:40 ETH Coming Home 14:13 Why ETH Outperforms Now 18:51 What ETH Season Actually Looks Like 24:48 ETH/BTC Targets & USD Projections 29:25 Price First, Narrative Later 32:27 Bitcoin Risks & the Flippening Hypothetical 36:17 Ben’s Market Timeline 43:36 ETH Treasury Narrative Flip 48:11 Where’s the Alt Season?

Bankless

71,588 görüntüleme • 1 yıl 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

🔥BITCOIN IS INVINCIBLE - QUANTUM FUD DESTROYED FOREVER🔥 The quantum doomsday cult is back. But BITCOIN is INVINCIBLE. Don't worry, kids. I am here to lay the biggest SMACKDOWN ever on these STUPID IDIOT CLOWNS who think Bitcoin is ANYTHING but UNDEFEATABLE.
16:46

🔥BITCOIN IS INVINCIBLE - QUANTUM FUD DESTROYED FOREVER🔥 The quantum doomsday cult is back. But BITCOIN is INVINCIBLE. Don't worry, kids. I am here to lay the biggest SMACKDOWN ever on these STUPID IDIOT CLOWNS who think Bitcoin is ANYTHING but UNDEFEATABLE.

Adam Livingston

36,772 görüntüleme • 1 yıl önce

Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"
0:53

Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"

Bankless

117,208 görüntüleme • 1 yıl önce

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.
0:41

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,333 görüntüleme • 1 yıl önce

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."
2:21

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."

CryptosRus

433,921 görüntüleme • 8 ay önce

Bitcoin OGs EXPOSE Billionaires' Lies About Bitcoin and Ethereum Could ETH ever flip BTC? Robert ₿reedlove and Eric V Stacks react to Thomas (Tom) Lee (not drummer) FundstratDirect.com's claim that Ethereum could flip Bitcoin, then watch Matthew R. Kratter #BIP-110's breakdown on why denominating returns in fiat is misleading, why ETH vs toilet paper is a better chart than ETH vs USD, and why Bitcoin remains the only true apex monetary asset.
15:15

Bitcoin OGs EXPOSE Billionaires' Lies About Bitcoin and Ethereum Could ETH ever flip BTC? Robert ₿reedlove and Eric V Stacks react to Thomas (Tom) Lee (not drummer) FundstratDirect.com's claim that Ethereum could flip Bitcoin, then watch Matthew R. Kratter #BIP-110's breakdown on why denominating returns in fiat is misleading, why ETH vs toilet paper is a better chart than ETH vs USD, and why Bitcoin remains the only true apex monetary asset.

The "What is Money?" Show

19,262 görüntüleme • 1 yıl önce