ROLLUP: 4th Week of November
Bankless26 Nov 2020

ROLLUP: 4th Week of November

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ROLLUP: 4th Week of November 🦃

(MARKET) What’s the Market saying?

BTC Price

- Touched previous ATH
- BTC on Ethereum - Down 200 to 151,700
- Frontpage of Wall Street Journal (https://twitter.com/blockfolio/status/1330887985181679619?s=20)
- Jim Creamer tweets about Bitcoin https://twitter.com/jimcramer/status/1331246721637167108?s=20

ETH Price
- $600
- Almost 734k ETH in the deposit contract https://launchpad.ethereum.org/

TVL in DeFi - 14.1B, up from 13.4B
DPI Price - $104 to $108

Spencer Noon: 8 Signs We’re in a new $ETH Bull Market https://twitter.com/spencernoon/status/1331638662573027333?s=20

(RELEASES) What got released?

Deriswap, From Andre Cronje https://andrecronje.medium.com/deriswap-capital-efficient-swaps-futures-options-and-loans-ea424b24a41c

Daily Gwei Ecosystem from Anthony Sassano https://thedailygwei.substack.com/p/turbocharging-the-daily-gwei-123

Slingshot https://slingshot.finance/

- Rebrand from DEX.AG

DeFi Database https://defidatabase.info/

- Exactly what the title suggests. Database of all DeFi projects/endeavours

Jeff Coleman ETH2 Tweet thread https://twitter.com/technocrypto/status/1330150362427387910

(NEWS) What’s in the news?

BlackRock CIO says Bitcoin will replace gold https://cointelegraph.com/news/blackrock-cio-says-bitcoin-will-take-the-place-of-gold-to-a-large-extent

Coindesk suspending all margin trading due to regulators https://www.coindesk.com/coinbase-ends-margin-trading

Office of Comptroller messaging that banks need to service legal, but unfavorable, industries (thats crypto) https://twitter.com/msantoriESQ/status/1329898854242603012?s=20

Bitcoin Suisse deposited $100k of ETH into the deposit contract (https://www.trustnodes.com/2020/11/21/bitcoin-suisse-to-deposit-nearly-100000-eth-to-ethereum-2-0)

- Demand for staking-as-a-service providers

- Strong signals that the staking industry is going to be BIG

MAP OF STAKING OPTIONS - https://twitter.com/Philiff/status/1331088361579180036/photo/1

(TAKES) What’s on your mind?

David

Bankless wasn’t here in 2017

Ethereum media wasn’t a thing in 2017

Ryan

Retail isn’t here yet (https://twitter.com/RyanSAdams/status/1331233516722528261?s=20) (https://twitter.com/lawmaster/status/1331163575205965824?s=27)

ONRAMPS...our pipe to absorb capital is easily 10x

INSTITUTIONS:

Futures, CME, Options, Custody...

FinTech is going to betray the banks and flood into crypto (top 5 crypto apps)

inTech is going to betray the banks and onboard the world to crypto and the banks don't even see it coming

Venmo, Robinhood, Square, PayPal These have turned into crypto apps

The banks are legacy ledgers Crypto is the future

What are you excited about?

David

This time, it’s different

Ethereum will respond completely differently this bull market. We are all going to be humbled by what Ethereum becomes this bull-cycle.

Rapid change happens in bull markets.

The people that come into this space now are a significantly different co-hort than the people that pay attention to this industry 24/7/365

Ethereum is similarly a different thing than in was in 2017.

DeFi wasn’t a thing in 2017

DeFi hasn’t seen a bull market.

No DeFi app has seen a bull market.

There is about to be some CHURN

(Ryan) The community…

Crypto isn’t a single player game.

Community came together to launch Eth2.

Incredible people

Thank some of those incredible people who helped me

Andreas

Chris Burninske

Karl Floresch

------

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https://twitter.com/TrustlessState

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

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Episoder(1342)

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackR...

25 Sep 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Sep 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Sep 37min

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’...

18 Sep 53min

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpa...

16 Sep 51min

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he...

14 Sep 45min

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI cont...

11 Sep 1h 4min

The New Economics of Crypto Tokens | Austin Barack

The New Economics of Crypto Tokens | Austin Barack

What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a sm...

7 Sep 1h 6min

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