Bankless

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto! ------ 📣 AMBIRE | SIGN UP! https://www.ambire.com/legends ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠  🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield  🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/108?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS & RESOURCES 00:00:00 Lets Set The Tone 00:05:27 BTC $100K! https://x.com/ETHbyDre/status/1864550741287030979  https://x.com/BitcoinMagazine/status/1864655677467042013  00:08:40 A Trip Down Memory Lane 00:15:02 Powell - BTC Is Digital Gold https://x.com/BanklessHQ/status/1864392544018166186  00:19:23 ETH Price Analysis 00:22:50 Total Mkt Cap https://x.com/crypto_condom/status/1862658827163758660  00:24:19 The Rise Of Ripple (XRP) https://x.com/RyanSAdams/status/1863702614304518363  https://x.com/WazzCrypto/status/1863306452481253555  00:28:07 Solana ETF? https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  00:32:52 Mainstream Debanking https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/davidmarcus/status/1862654506774810641  https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw  00:42:23 New SEC Chairman https://truthsocial.com/@realDonaldTrump/posts/113595807734621827  https://x.com/HesterPeirce/status/1864428440893735331  00:45:42 Crypto Czar https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump  00:48:54 Hyperliquid Airdrop Was Huge https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f  00:50:36 Hawk Tua Coin https://x.com/WazzCrypto/status/1864433268319293811  00:55:06 Fluid Launch https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985  00:56:56 RTFKT Shut Down https://x.com/RTFKT/status/1863621178532773928  00:58:26 Alex Mashinsky Pleads Guilty https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/  01:00:12 Releases https://x.com/colton_art/status/1864705965016129740  https://x.com/crecimientoar/status/1862557162427310102  01:03:47 Meme Of The Week https://x.com/scrypto_/status/1864603976282591549?s=46  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents.  This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more.  Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond?  ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/107?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:10 Why Ejaaz is Bullish 6:42 Ai16z https://x.com/0xwitchy/status/1863862261573632025   9:52 Virtuals https://www.coingecko.com/en/coins/virtual-protocol   https://www.virtuals.io/   https://fun.virtuals.io/   16:17 aixbt https://www.coingecko.com/en/coins/aixbt-by-virtuals  https://x.com/cryptopunk7213/status/1863584774901666038  https://x.com/aixbt_agent   https://x.com/PixOnChain/status/1863145856301674938   29:12 Freya agent gifts $50K to clever winner https://x.com/jarrodWattsDev/status/1862299845710757980   https://www.freysa.ai/    33:09 Zerebo https://x.com/jyu_eth/status/1864004665891013028   https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8   https://x.com/jyu_eth/status/1861190173196730729   https://x.com/jyu_eth/status/1863012741486616742   50:24 Ai16z https://x.com/markus9x/status/1861242414515777767   https://x.com/0xwitchy/status/1863530135313600980   55:47 God  https://x.com/god   1:00:47 Bittensor Tao https://x.com/cruciblelabs/status/1861154220021260473   1:04:30 NOUS and Prime Intellect leading decentralized training https://x.com/NousResearch/status/1863622813317464157  https://x.com/PrimeIntellect/status/1862607165669900407  1:08:21 Ejaaz’s predictions & where his attention is going    https://x.com/Vader_AI_   https://x.com/0xprismatic/status/1863055816947101845  1:14:25 Solana vs. Base? 1:21:31 Homework for Bankless audience https://x.com/cryptopunk7213   1:22:59 Closing & Disclaimers   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups. In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem? ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless    ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/106?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 2:52 zk Rollups Past vs. OP Succint  5:48 OP to zk Rollups Tradeoffs & Timeline 12:39 Benefits of 1-Hour Challenge Period  15:34 Scaling the Rollups  18:12 Endgame Vision  20:47 Cost of Proving Must Go Down? 21:55 Conduit’s Distribution Role 25:55 AggLayer vs. zk & Adoption  29:57 zk Rollup on ETH L1 Constraints? 35:53 Ethereum’s Negative Sentiment 51:04  Closing & Disclaimers  ------ RESOURCES Uma Roy https://x.com/pumatheuma  Succinct https://www.succinct.xyz/  OP Succinct https://github.com/succinctlabs/op-succinct  Adrew Huang https://x.com/KAndrewHuang  Conduit https://x.com/conduitxyz  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures 

Is the Beam Chain the endgame for Ethereum? At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse. In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin. So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/105?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E   ------ TIMESTAMPS 0:00 Intro 4:29 Beam Chain Reactions 9:43 Is Ethereum Ossifying 18:07 Ethereum’s Three Front War 27:03 Bitcoin Utility Prospects 33:20 The Endgame for Crypto 48:55 Beam Chain 101 54:20 Beam Fork Aftermath 59:51 Pre-Confirmations 1:05:06 L1 Execution Layer 1:12:47 Rollup Design Space 1:26:20 Ethereum’s Midgame 1:32:37 Ethereum 3.0? 1:34:04  Closing & Disclaimers ------ RESOURCES Justin Drake https://x.com/drakefjustin   Beam Chain Announcement  https://youtu.be/rGE_RDumZGg?t=7001   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠