1st Week of February 2022
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📣 ZERION | Trade Across 7 Networks and 500+ protocols
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
🍵 MATCHA | SMART ORDER ROUTING
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
🏦 GEMINI | TURN FIAT INTO CRYPTO
🦁 BRAVE | THE BROWSER NATIVE WALLET
🦄 UNISWAP | DECENTRALIZED FUNDING
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Topics Covered:
0:00 Intro
4:20 MARKETS
4:22 BTC Price
4:51 ETH Price
5:14 ETH BTC Ratio
6:21 New ETH Burning Categories
9:21 The Fee Flippening
https://twitter.com/cburniske/status/1488346430271934467?s=20&t=8jnMFEGTcxKL4BUOgak8tA
11:56 DCF Price Forecasts
https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0
16:18 Visa $2B Transaction Volume
https://beincrypto.com/visa-records-over-2b-in-transactions-for-crypto-linked-cards-in-2022-q1
16:55 Stablecoin Big But Still Smol
https://coinmetrics.substack.com/p/state-of-the-network-issue-140
24:00 RELEASES
24:03 Aave v3
https://twitter.com/AaveAave/status/1486793032544493577?s=20&t=gVjc4WzEBdvCemwcOddr0g
25:02 Predicting Hacks on Polymarket
https://twitter.com/PolymarketHQ/status/1486792651567472642?s=20&t=0TAKgnyChvZR8E8fg9JEeQ
26:21 Kuiper Index Protocol
https://thedefiant.io/kuiper-index-protocol-launches/
27:10 RAISES
27:12 Dune $69,420,000 - Nice
https://dune.xyz/blog/series-b
27:53 Solana Wallet Phantom
https://decrypt.co/91574/solana-wallet-phantom-raises-109-million-bringing-valuation-1-2-billion
28:49 MyCrypto MetaMask Merger
https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740
30:14 FTX > Coinbase
https://twitter.com/RyanSAdams/status/1488235646800080904?s=20&t=LthLbxyfyM7Gx_TRS7FGhw
32:23 Castle Island
https://blockworks.co/castle-island-ventures-raises-hundreds-of-millions-for-new-fund
33:40 Jobs
https://pallet.xyz/list/bankless/jobs
35:02 NEWS
35:37 The Bridge Hack
https://twitter.com/RyanSAdams/status/1488979604362649602?s=20&t=ZsCXhj2PyjdtXJv-KUMjvQ
36:26 Wormhole Failure
https://twitter.com/wormholecrypto/status/1489001949881978883?s=20&t=jmTVlJmMtkIo1wYfLXj1jg
38:41 Getting Messy
https://twitter.com/tony_intern/status/1488979589602840581?s=20&t=Yxwn9ebgfQD0H9Z4Es6paA
39:28 Cascading Effects
https://twitter.com/gakonst/status/1488980822568886279?s=20&t=8swuB2G9HV7HnMk6V-Nlzg
40:42 TLDR
https://twitter.com/samczsun/status/1489044999211823107?s=20&t=u8aDeLzUhX9FZ8_kVn5k3g
41:30 Wormhole is Back Up
https://twitter.com/wormholecrypto/status/1489232008521859079?s=20&t=YzMwd8rxxeHYJmAZtxmwsw
42:31 Takeaways
50:34 Follow Up Trouble in Wonderland
https://twitter.com/danielesesta/status/1487826195978899457?s=20&t=4qIFl89g1cjmbeOjOD-IIg
52:53 Sifu Exiting?
https://twitter.com/PeckShieldAlert/status/1488504262443540480?t=Y9hIG9vU2zdIQp3BtWra4Q&s=19
53:18 Directly Managing a DAO
https://twitter.com/genie_trades/status/1488312967716216836?s=20&t=oAxIi76vMcePZPJMYRGUZg
53:48 Governance Sucks
https://twitter.com/fozzydiablo/status/1486724691024756751?t=StLVrY3RJF_3FyYQrGY79Q&s=19
54:31 Take https://twitter.com/0xMoral/status/1488112276343345154?t=1WkzDvDqVfCDARQjDJJdkw&s=19
L222
54:38 Gamestop X Immutable
https://twitter.com/Immutable/status/1489209166010847232?s=20&t=4r04eo5ozPx_LKHn6UHkHw
55:40 Bankless Livestream: https://youtu.be/fne4XMhtVf4
56:13 Arbitrum Drains Binance’s ETH
https://twitter.com/dmihal/status/1486823203632820225?s=20&t=eQcWA4eWW7vcTpLvi8vBqw
57:23 Polygon NFTs on Rainbow
https://twitter.com/rainbowdotme/status/1488966386059776005
58:17 NFTs
58:18 Crypto Down, NFTs Up
https://newsletter.banklesshq.com/p/crypto-down-nfts-up-lite
1:00:30 The Only Trade That Matters
1:01:38 Kat Dennings Crypto Coven
https://twitter.com/OfficialKat?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
1:02:10 Bored Ape New Huge Valuation
https://www.ft.com/content/acc635d6-bb05-4af6-b4da-b8462c06466d
1:03:50 Coachella NFTs
https://www.theblockcrypto.com/linked/132706/coachella-partners-with-ftx-us-to-launch-nfts
1:05:19 Contrarian NFT Take
https://twitter.com/cburniske/status/1487852519610929152?s=21
1:06:58 Regulation
1:06:59 Facebook’s Diem Selling
https://www.coindesk.com/business/2022/01/31/silvergate-bank-confirms-diem-tech-acquisition/
1:08:51 The GMI PAC
1:09:25 SEC vs DeFi
https://twitter.com/RyanSAdams/status/1486818724887805959?s=20&t=zvPKSxtRhj2TahA9Ztwrig
1:10:27 Biden’s Crypto Agenda
https://decrypt.co/91301/federal-reserve-crypto-regulation-plan-stablecoins-big-banks
1:14:39 IRS vs. Staking
https://twitter.com/nohardforks/status/1489222500848484354
https://twitter.com/JTheAccountant/status/1489034212778950656?s=20&t=h07eSeIIkQRkz2_MxrIdSA
India
17:07 Governments Capturing Crypt
https://decrypt.co/91662/india-proposes-30-tax-crypto-income-announces-digital-rupee-launch
1:18:49 Taxing at 30%
https://twitter.com/CryptooIndia/status/1488482797064888322
TAKES
1:21:20 Right-Click-Save
https://twitter.com/cdixon/status/1487258007155232768?s=20&t=Tee_y2QEKF2AMfrR8EjoyQ
https://twitter.com/scott_lew_is/status/1487857870494486529
1:25:21 Blue Chips are L1
https://twitter.com/gabusch/status/1488724132007067648?s=20&t=eauFsFqWMIzpFQ8_YGQtZg
1:26:29 NFTs are a Scam
https://twitter.com/katxlev/status/1488869476707807233?s=20&t=05s3Q_5yxTQGjWKhH-dFvA
1:27:29 DC Investor - Conviction
https://twitter.com/iamDCinvestor/status/1489249513478885376?s=20&t=yekYSfdsYZtnK4-ktEvGlg
1:28:57 Can’t Cancel RSS
https://twitter.com/ryansadams/status/1487965015772733443?s=21
1:31:56 What David’s Excited About
1:32:00 ETH Denver https://twitter.com/TrustlessState/status/1489265843133243393?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:32:41 Brooklyn https://twitter.com/TrustlessState/status/1488373341295501312?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:33:37 What Ryan’s Excited About
1:33:40 DCF Model
1:38:15 MEME of the Week
https://twitter.com/smilinglllama/status/1488256713493032970?s=20&t=-jGsNQ65JnNiKI_EM9OEJw
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Not financial or tax advice. Do your own research. See our investment disclosures here: