ROLLUP: 2nd Week of March (Beeple NFTs, EIP1559, Stimulus Checks, GBTC)
Bankless12 Mar 2021

ROLLUP: 2nd Week of March (Beeple NFTs, EIP1559, Stimulus Checks, GBTC)

Download the crypto meta to your brain in this weekly show.
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MARKETS

BTC Price: $55k

ETH Price: Low-Mid 1800s Mostly

TVL in DeFi: $41.2B

$DPI: ~$450

MEV Dashboard
https://explore.flashbots.net/

DeFi Undervalued? Coinbase vs. DeFi
https://twitter.com/StaniKulechov/status/1369314364944244737?s=20

Global Banking $6.2 Trillion, DeFi $85B
https://twitter.com/0x_Lucas/status/1369808216490602498?s=20

$3B valuation BlockFi:
https://twitter.com/BlockFiZac/status/1370012146503929856?s=20

DAOs With Treasury Reports
https://twitter.com/Matthew_Graham_/status/1367521656927838209?s=20

GBTC Trading 15% Below BTC Spot Prices
https://www.coindesk.com/grayscale-halts-new-investments-in-gbtc-after-trading-at-15-below-bitcoin

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RELEASES

Send From Arbitrum to xDAI (Hop Protocol)
https://twitter.com/HopProtocol/status/1367914160483299332?s=20

Optimism Dai Bridge with Fast Withdrawals
https://forum.makerdao.com/t/announcing-the-optimism-dai-bridge-with-fast-withdrawals/6938

Superfluid
https://twitter.com/superfluid_hq/status/1369676939913486337?s=21

FEI Protocol
https://www.coindesk.com/coinbase-naval-framework-ventures-19m-raise-fei-stablecoin

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NEWS

$1.9T Covid Relief Bill and $1400 Stimulus Checks
https://www.nbcnews.com/politics/congress/senate-passes-1-9-trillion-covid-relief-bill-including-1-n1259795

Fed Says Reopening Could Cause Inflation
https://www.cnbc.com/2021/03/04/fed-chairman-powell-says-economic-reopening-could-cause-inflation-to-pick-up-temporarily.html

EIP1559 Approved for London Hard Fork
https://twitter.com/TimBeiko/status/1367858606889037824?s=20

EIP1559 - Front Page of Bloomberg
https://i.redd.it/hdgboaz8xml61.jpg

ETH Miners Protesting EIP-1559
https://cointelegraph.com/news/ethereum-miners-plot-hash-power-show-of-force-against-eip-1559

Meitu Buys $22M ETH, $17.9M BTC
https://twitter.com/TrustlessState/status/1368639534770966537?s=20

Beeple NFT $69M
https://www.telegraph.co.uk/technology/2021/03/11/digital-artwork-snapped-69m-record-sale

NFT Environmentalism
https://joanielemercier.com/the-problem-of-cryptoart/

SuperRare Response
https://medium.com/superrare/no-cryptoartists-arent-harming-the-planet-43182f72fc61

US Lawmakers Introduce Crypto Bill
https://www.coindesk.com/lawmakers-digital-asset-regulation

Wyoming DAO Bill
https://twitter.com/awrigh01/status/1369328856260354051?s=20

NBA Top Shot Freezes Funds
https://defited.medium.com/my-centralized-experience-dapper-3d3e3a99cbd7

New Grayscale Job Postings - ETF?
https://twitter.com/coindesk/status/1369451478428090369?s=21

JPMorgan Crypto Proxy Basket
https://www.coindesk.com/jpmorgan-to-launch-cryptocurrency-exposure-basket-of-bitcoin-proxy-stocks

Logan Paul Sponsored Tweet Paid in SFI
https://twitter.com/Buhlaque/status/1369149498098860041?s=20

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TAKES

Everything is Broken
https://www.zerohedge.com/markets/mauldin-everything-broken

Reinvesting in Crypto
https://twitter.com/ryansadams/status/1368944228382965765?s=21

Steinworld’s Ethspansion from Genesis
https://twitter.com/takenstheorem/status/1351409209305305090?s=20

Today Show Laughing About NFTs
https://twitter.com/econoar/status/1369344244880527361?s=20

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MEME

L2 vs ETH Killers
https://www.instagram.com/p/CMLVE2YAQQ2/

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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 I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

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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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