ROLLUP: First Week of January
Bankless8 Jan 2021

ROLLUP: First Week of January

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MARKET

BTC
- It’s over $40k!
- BTC closes 2020 as the best performing asset of the decade
https://www.newsbtc.com/analysis/btc/bitcoin-closes-2020-as-best-performing-asset-of-the-last-decade/

JP Morgan analyst BTC price target of $146,000
https://insidebitcoins.com/news/jpmorgan-sets-long-term-target-for-btc-price-at-146000

ETH
- ETH breaks market cap high
https://twitter.com/krugman25/status/1347218807849443328?s=20

ETH debt ceiling in MakerDAO increased
https://twitter.com/RuneKek/status/1347091831033655301?s=20

TVL in DeFi
- Up from $14.4B to $22.8B

DPI $117 to $185

Total Market Cap over $1T USD
https://www.coingecko.com/en/global_charts

2020 Asset Class returns
https://twitter.com/CryptoEcon_Li/status/1345508640598405122?s=20

Ethereum King of Fees (40% or revenue)
https://twitter.com/sassal0x/status/1346328797755314176?s=20

Security through Number Go Up
https://twitter.com/lastmjs/status/1346717467196833795?s=21

_______

RELEASES

Shapeshift pivots to a Dex Aggregator
https://www.coindesk.com/shapeshift-going-full-defi-lose-kyc-rules

Bitcoin ETF proposal
https://www.coindesk.com/vaneck-proposes-bitcoin-etf-again

RELEASES

Futureswap V2 is OUT
https://medium.com/futureswap/announcing-futureswap-v2-on-chain-perpetuals-with-live-pricing-e6a440939033

YAM Umbrella protocol
https://medium.com/yam-finance/umbrella-internal-alpha-75f62c58974f

Transaction Builder
https://twitter.com/allemanfredi/status/1346855097742057477?s=21

USDC getting an upgrade
https://blog.coinbase.com/usdc-v2-upgrading-a-multi-billion-dollar-erc-20-token-b57cd9437096

_______

NEWS

OCC - Banks can use Ethereum for payments
- https://www.theblockcrypto.com/linked/90025/occ-regulator-banks-stablecoins-issuance
-https://twitter.com/RyanSAdams/status/1346452770690387969?s=20
-
https://www.forbes.com/sites/haileylennon/2021/01/04/occ-regulator-implements-groundbreaking-cryptocurrency-guidance-for-banks-and-the-future-of-payments/?sh=747151ae27e9

Grayscale $20B AUM before 2021
https://twitter.com/BarrySilbert/status/1344762048585068544?s=19

Biden Admin will halt all midnight regulations from the Trump admin that haven’t finalized yet
https://www.cnn.com/2020/12/30/politics/biden-midnight-regulations-freeze/index.html

Bittrex delisting privacy coins
https://www.coindesk.com/bittrex-to-delist-privacy-coins-monero-dash-and-zcash

Jake tweet: https://twitter.com/jchervinsky/status/1345061984077717504?s=27

Uniswap: $3B in liquidity
https://twitter.com/haydenzadams/status/1346877563428347905?s=20

Uniswap Year in Review
https://uniswap.org/blog/year-in-review/?s=09

Tweet thread: https://twitter.com/UniswapProtocol/status/1344687417891151874

Iran closes down mining operations
https://www.coindesk.com/iranian-authorities-close-1620-illegal-cryptocurrency-mining-farms-report

Loopring l2 Growth
https://twitter.com/finestonematt/status/1346936873776631811?s=20

_______

TAKES

No viable 2nd place to Ethereum
https://twitter.com/antiprosynth/status/1347141517148905474?s=20

ETH same place as BTC in 2017
https://twitter.com/RaoulGMI/status/1347033584234876931?s=20

ETH MC only worth one bank right now
https://twitter.com/iamDCinvestor/status/1347187372337868800?s=20

Fundamentals out, reflexivity in.
https://twitter.com/BanklessHQ/status/1346239577745281024?s=20

Why are you concerned w/ Product Fit? ETH Killers solving something that's not a problem
https://twitter.com/RyanSAdams/status/1346187749976657922?s=20

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https://twitter.com/BanklessHQ

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https://twitter.com/ryansadams

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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)

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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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