Bankless podcast

1:05:19

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto. They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform. Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Ethereum Pivot Has a Tagline https://x.com/hosseeb/status/1917052715911549399 https://x.com/0xngmi/status/1916910787936797005 18:49 Ethereum Value Accrual 30:29 Fun Chain Premium 34:00 Memecoin Meta These Days 50:17 HyperLiquid EVM 58:01 1 Gorilla vs 100 Men https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query 1:04:07 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

1
Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao 56:09

1 day ago56:09

56:09

Can Crypto disrupt the IP Market? In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built. This might just be crypto's most ambitious attempt at disrupting the media yet. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 5:48 Why Onchain IP? 16:52 Eliminating Lawyers 24:41 Step One 28:56 Code as Law 38:38 Ownership Protection 45:35 Onchain IP Nuances 53:11 Final Words 56:30 Closing & Disclaimers ------ RESOURCES Jason Zhao https://x.com/jasonjzhao Story Protocol https://x.com/storyprotocol ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

1
Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian 1:13:43

2 days ago1:13:43

1:13:43

Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value. We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 4:43 Classifying ETH 17:50 ETH/BTC Collapse 33:39 ETH Revenues 44:35 Blue-Money Gospel 53:44 What ETH Needs 1:10:08 ETH Internet Bond Narrative 1:19:49 Final Thoughts ------ RESOURCES Sam Kazemian https://x.com/samkazemian Blue-Money Gospel https://x.com/RyanSAdams/status/1915874994514452763 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

1
ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull? 1:19:05

5 days ago1:19:05

1:19:05

This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss. ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:47 Are we still in a bull market? 3:01 Ryan’s unplugging 5:35 Ryan’s last 90-days https://x.com/ryansadams/status/1915115437505049055 24:50 Bankless’s choices moving forward https://x.com/TrustlessState/status/1914312548897219006 32:58 Markets since Ryan’s break 40:35 Trump’s memecoin 48:31 Bitcoin Strategic Reserve 52:34 $LIBRA memecoin 1:03:29 Contentcoins, Zora, & Jesse 1:16:39 Ethereum pivot & Bitcoin decoupling 1:18:18 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

1
66% of Wall Street is Already in DeFi | Paradigm’s 2025 Survey with Dan Robinson & Justin Slaughter 51:12

6 days ago51:12

51:12

In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter. We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 7:10 What Constitutes a TradFi Firm 10:13 TradFi Firms with Defi 12:16 What's Exciting about this Report? 13:53 Stablecoins, Tokenization & More 18:54 Public Blockchains & TradFi? 21:05 “Tokenize The World” Moment? 27:47 TradFi’s Long-Term Outlook 33:19 The Formal Rejection of Private Blockchains 38:31 What’s Left for Regulation &Compliance 45:04 DeFi vs TradFi 48:07 User Value 50:55 Closing & Disclaimers ------ RESOURCES Paradigm Report https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance Dan Robinson https://x.com/danrobinson Justin Slaughter https://x.com/JBSDC Paradigm https://x.com/paradigm ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

1
Is Ethereum Back on Track? | Jon Charbonneau & @0xBreadguy 1:27:32

7 days ago1:27:32

1:27:32

Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1. They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape. Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito https://x.com/TrustlessState/status/1914402754891559253 https://x.com/TrustlessState/status/1914330497905299790 27:56 Unichain or Ethereum L1 is DeFi? https://x.com/TrustlessState/status/1913633500206428201 35:07 Making the L1 competitive while keeping L2s happy 44:38 L2s Parasitic? 48:49 Bitcoin Roadmap Bread vs. Jon 57:09 Decline of the ETH price & all asset prices overpriced? 1:05:02 ETH/BTC growth slowdown reason 1:13:35 The politics side of the conversation 1:19:05 What Bread & Jon are excited about 1:26:49 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

1
Ethereum’s Strategic Pivot: The Plan it Needs to Win 1:20:03

9 days ago1:20:03

1:20:03

Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around. They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 00:00:00 Intro 00:05:42 Top Problems with Ethereum 00:12:33 Lack of Growth in Ethereum Layer 1 00:27:49 Ethereum’s Roadmap Dilemma 00:38:08 Layer 1 Scaling Progress 00:39:08 Ethereum L1’s Value Proposition to L2s 00:48:44 Base and Native Rollups Explained 00:57:25 Canonical EVM in a Rollup World 01:01:26 Vitalik’s Vision for L1 Scaling 01:05:59 ZK Scaling Becomes Real 01:08:12 Fast Block Times and DeFi 01:16:59 The Evolving Ethereum Core Culture 01:22:38 Other Interesting Changes 01:26:41 Ethereum’s Direction Feels Different Now 01:30:09 Closing and Disclosure ------ RESOURCES Dankrad Feist https://x.com/dankrad Ansgar Dietrichs https://x.com/adietrichs Mike Ippolito https://x.com/MikeIppolito_ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

1
ROLLUP: Ethereum L1 Comeback | MegaETH Testnet | Base Token Chaos | OHM Crash | WalletConnect Token 1:05:28

12 days ago1:05:28

1:05:28

This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss. Bread: https://x.com/0xBreadguy MegaETH: https://x.com/megaeth_labs Modern Market: https://x.com/modernmarket_ ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:20 Bread’s Arc 3:17 MegaETH & Testnet 8:46 Noise 13:31 Wen MegaETH Mainnet? 16:59 Ethereum Strategic Pivot? 39:25 Base Tokenized Content Drama 49:59 $OM Mantra Token Dump 59:28 Raydium’s LaunchLab 1:03:38 Bread’s Upcoming Excitement 1:04:31 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

1
AI ROLLUP: This Changes Everything | ChatGPT's Memory Update Just Blew Our Minds 1:12:17

13 days ago1:12:17

1:12:17

OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence. David: https://x.com/TrustlessState Ejaaz: https://x.com/cryptopunk7213 Josh: https://x.com/Josh_Kale ------ 📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEM https://bankless.cc/WalletConnect ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 00:00:00 OpenAI’s HUGE Announcement https://x.com/openai/status/1910378774727623024?s=46 https://x.com/cryptopunk7213/status/1910728919113736380 00:10:23 The Final Data Set https://x.com/theannagat/status/1912209931073433907?s=46 https://x.com/nearcyan/status/1910796767626686951?s=46 https://x.com/dbarabander/status/1910402182589145411 00:16:10 Falling In Love With AI https://www.instagram.com/p/DHwWc6RiH2P/ 00:23:05 Open AI To Replace Apple 00:31:10 The All Knowing Intelligence 00:37:12 Agents Overtake Minecraft https://x.com/kimmonismus/status/1912415676331168147?s=46 00:44:50 Pets As Humans? https://x.com/venturetwins/status/1911113662607315035 00:46:18 We Can Talk To Dolphins https://blog.google/technology/ai/dolphingemma/ 00:48:33 Google Agent To Agent https://x.com/omarsar0/status/1909977142311690320?s=46 https://x.com/i/status/1912123283954389172 01:00:01 GPT 4.1 https://x.com/_mohansolo/status/1911843179898540311 https://x.com/openrouterai/status/1911803671878173114?s=46 https://x.com/kimmonismus/status/1912434791779017083?s=46 01:09:17 A New Model Architecture ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

1
Unraveling of the Global Order? | Rana Foroohar 45:57

15 days ago45:57

45:57

Donald Trump is attempting something no leader has done before—unwind the global economic order. In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market. From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOURSELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 4:20 Trump Unwinding Global Order? 13:39 Emerging Market Paradigm 21:51 All-In Debate 26:22 Manufacturing Jobs 31:55 Trump Vibe Based President? 35:41 90-Day Tariff Pause Signal 38:41 Centralizing U.S. Supply Chain 40:54 Where Rana Finds Signal & Crypto 45:16 Closing & Disclaimers ------ RESOURCES Rana Foroohar https://x.com/RanaForoohar America the Unstable https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23 Stephen Miran’s A User's Guide to Restructuring the Global Trading System https://x.com/SteveMiran/status/1856745675943207362 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

1
Stablecoin Gold Rush: A $200 Trillion Opportunity | Rob Hadick 1:05:06

16 days ago1:05:06

1:05:06

Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution. In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up. From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 0:00 Intro 5:08 Why Stablecoins? 6:50 The Stablecoin Train 20:26 Stablecoin Network Effects 22:55 Stablecoin Payments: Who Actually Wins? 26:51 Orchestration Layers 41:53 Stablecoin Blockchains 52:53 Stablecoin Singularity 56:03 Traditional Banks 59:38 Non-USD Stablecoins 1:02:05 How Many Stablecoins? 1:05:03 Circle IPO 1:09:32 Closing & Disclaimers ------ RESOURCES Rob Hadick https://x.com/hadickm Stablecoin Payments: Who Actually Wins? https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

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ROLLUP: Trump Tariff Whiplash | China Trade War | Inflation Jitters | Paul Atkins New SEC Chair | MegaETH Testnet 1:04:09

19 days ago1:04:09

1:04:09

This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss. Follow Haseeb on X: https://x.com/hosseeb ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:44 What has happened since Liberation Day? https://x.com/tier10k/status/1910020421870637132 https://x.com/Birdyword/status/1910364014825070652 https://polymarket.com/event/us-recession-in-2025 31:17 Inflation https://x.com/intocryptoverse/status/1910311058222227586 41:49 Paul Atkins confirmed as the new SEC chair https://x.com/Cointelegraph/status/1910117967230300613 45:43 ETH/BTC Ratio & Crypto VC Funding https://x.com/pet3rpan_/status/1910345673288958052 58:36 MegaETH released its testnet https://x.com/megaeth_labs/status/1903099481874153880 https://x.com/0xBreadguy/status/1909619744455741709 1:03:05 Closing & Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

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AI ROLLUP: 26 Months Until AGI | Meta's New Top Model Cheated? | $20 Billion To AI Apps 1:12:59

20 days ago1:12:59

1:12:59

Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era. ------ 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 00:00:00 AI Generated Tarriff’s 00:03:58 Meta’s Huge New LLAMA 4 Announcement https://x.com/ahmad_al_dahle/status/1908595680828154198?s=46 https://x.com/alexocheema/status/1908651942777397737?s=46 00:11:54 Did Meta Cheat? https://x.com/Yuchenj_UW/status/1909061004207816960 https://x.com/andrewallenxo/status/1909143884321481157 https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46 https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit 00:20:45 AGI Is Coming in 2027 https://ai-2027.com/ https://situational-awareness.ai/ 00:28:02 What Happens After AGI https://ai-2027.com/ https://situational-awareness.ai/ 00:39:58 Shopify And The Employment Crisis https://x.com/tobi/status/1909251946235437514 00:48:34 The Future Of Education https://www.anthropic.com/news/introducing-claude-for-education https://x.com/jowettbrendan/status/1907695965726978184 https://x.com/cryptopunk7213/status/1907969387958513727 https://x.com/itsPaulAi/status/1907122207136137368 https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country 00:59:55 How Much Does AI Know About You 01:04:58 A16Z’s $30B Fund https://x.com/tkexpress11/status/1909626333711548526 https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures…

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Etherealize: Ethereum is Open for Business | Danny Ryan & Vivek Raman 59:09

23 days ago59:09

59:09

We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum. We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS 00:00:00 Intro 00:07:12 Etherealize & Its Mission 00:15:29 Clients & Finances 00:20:17 Relation Between Ethereum Foundation & Etherealize 00:21:31 Etherealize's Funding 00:22:43 Etherealize's Competitions 00:26:02 Challenges & Roadblocks 00:28:15 What Success Looks Like for Etherealize 00:29:56 Etherealize's Co-Founders 00:31:10 Ethereum’s Upcoming Era 00:40:20 What Makes Ethereum Special 00:46:00 Political Effect on Ethereum 00:51:33 Community Support 00:54:51 Layer 1 & Etherealize 00:58:36 Hypothetical Scenarios with Ethereum 01:01:50 What’s Next for Etherealize 01:04:47 Some Unturned Stones 01:07:32 Closing & Disclosures ------ RESOURCES Etherealize https://www.etherealize.com Vivek Raman https://x.com/VivekVentures Danny Ryan https://x.com/dannyryan ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠…

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