First Week of July, 2022
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------ Topics Covered:
0:00 Intro
3:30 MARKETS 6:50 Macro Sentiments https://twitter.com/KobeissiLetter/status/1543591588970070016 8:35 Dollar Go Up https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar 10:35 Oil Go Down https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html 12:38 USDC Gains on Tether https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022 17:20 ENS June Numbers https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg
21:30 Voyager Goes Bust https://www.investvoyager.com/ 24:00 What Happened? https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management 25:30 The 3ac Plunge https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital 31:20 Three Arrows Capital Bankruptcy https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social 34:20 Three Arrows NFTs
37:05 Nexo Eating Vauld https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition 39:00 FTX Acquires BlockFi https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/ 42:40 Celsius WBTC Vault https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw
47:00 Sepolia Merge https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet 50:00 Facebook NFTs https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles 52:07 Solana Phone https://solana.com/news/saga-reveal 54:20 Polygon Phone https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA 56:24 Immutable Off-Ramp https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw 58:00 Reddit NFT Marketplace https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/ 59:45 Moonbirds Go Up https://twitter.com/jerrykestel/status/1544016979140427782 1:00:45 Axie Hack Story https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game 1:02:30 Uprise Big Oof https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ 1:04:54 Crypto EU Deal https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council
RELEASES 1:07:00 Aztec Connect https://twitter.com/aztecnetwork/thread/1545046832597700611 1:08:40 Bankers Going Bankless https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/ 1:09:00 Jobs https://pallet.xyz/list/bankless/jobs
1:11:00 Questions from the Nation Post-Merge Fees https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 1:14:20 Data Sharding https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:16:25 TAKES 1:16:40 Leighton Celsius Take https://twitter.com/lay2000lbs/status/1545033033392193536 1:18:40 Ruled by Adults https://imgur.com/jutmOmL 1:19:52 No New Narratives https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q 1:21:47 Bear Market Advice https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ
1:22:10 What David’s Bullish On 1:24:20 What Ryan’s Bullish On
1:27:20 MEME of the Week
----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures