Feb 26, 2021
Introduction (00:00) Market down - as are stocks which are increasingly correlated; look at macro over local (00:10) Cryptocurrency Jobs: plenty of openings; view site, join & add value (09:32) World first Ethereum ETF maybe coming to Canada (11:21) SushiSwap launches next Onsen round for LPs with (vested) $Sushi rewards (13:04) Kyber network co-founder release paper on new dynamic market making (14:55) Slingshot Crypto: DEX aggregator, sign up & play game to be in beta release (17:04) Loopring addis more assets, growing to accommodate more pairs & liquidity (18:43) Blocknative: gas platform for builders that allows for more accurate gas est. (20:45) Coinbase metrics for their IPO; hold large sums of ETH & BTC; most capital entering market non-retail (22:23) Etherscan release Pending Transaction feature to track tx progress (26:47) Matthew Finestone @finestonematt: EK myth; $ETH / narrative currently less popular; should reprice once L2s scale (28:17)
Feb 25, 2021
Introduction (00:00) Optimism mainnet March (00:10) dYdX Layer 2 perpetual products live in alpha, zero gas-fees (02:47) Chainlink off-chain live, reduces price feeds by 90% (08:30) Anthony on NFTs: use-case has exploded, how to keep track (10:19) Ryan Sean Adams @RyanSAdams: poor experience as Cosmos dPOS validator reinforced his commitment to Etheruem (14:17) Fistakntes @Fiskantes: great deep-dive on challenges of scaling (17:00) Trent @trent_vanepps lists projects in favour of EIP-1559 (18:13) DFX Finance developing stable coins for more fiat currencies (23:25) Alex @AleanderFisher: Now over 100K ETH2 validators (25:03) Larry Cermak: The Block’s new DeFi dashboard (26:04) Ryan Watkins, Mesari: Ethereum settles $1.6 trillion tx in Q1 (27:11)
Feb 24, 2021
Introduction (00:00) Market update: really bullish bounce (00:10) The Ethereum Economy Never sleeps: permissionless, borderless, ~100% network uptime (01:21) Mark Cuban on Bankless & The Defiant: has more knowledge of Ethereum than many users (07:19) UmbraCash: privacy protocol for private payments on testnet (11:47) Dune Analytics: DEX trade vol. $44.2b yesterday vs 3b in total for 2019! (12:49) Gitcoin Grants R9 Mar 10-25; DM Anthony or @owoki to be a matching partner (16:00) Ethereum Name Service @ensdomains: finance report breaks down revenue & expenses (17:30) Balancer Labs (w/ Aave, Curve & Yearn): vaults for earning yield on idle (tokens) capital (18:31) DeFi pulse: adds Cypto Dollar page, tracks stable coin metrics on Ethereum (22:29) Zapper: now tracking NFTs across your addresses (25:28) @AnalyserOver: $DPI rebalance: adding significant sum of $Sushi (26:43) The Block: SEC commissioner Peirce calls for “legal clarity & freedom to experiment & compete! w/ CeFi (28:05)
Feb 23, 2021
Introduction (00:00) Market recap: major price drop, these happen in bull-markets too (00:10) Record high gas prices: extreme volatility attracts arb bots & overleveraged sellers (02:55) Cascading liquidations: 6b highest ever, 2.6b from Binance margin traders (04:01) Binance copypasta of Cryptopunks (06:30) DiversiFi L2: send tokens free AND privately to other users (10:50) Bankless podcast “Building DeFI on Layer 2”: highly recommended (14:17) Token Terminal @tokenterminal: protocol revenue vs liquidity revenue (16:38) Illuvium @Illuviumio: confirms launch on immutableX (19:16) Justin @justinbleich: cross-asset NFT swaps coming on NFTX (20:16) Index Coop @indexcoop: CoinShares Gold & Crypto [ETH & BTC] Index (22:14) Immutable @immutable: onboard epicsGG (23:44) Alex Obadia @ObadiaAlex: Minor Extractable Value (MEV) explorer (25:07) Time Beiko @TimBeiko: How EIP-1559 can benefits miners (28:27) Alpha Finance Lab @AlphaFinanceLab: repaying hack debt via CreamFinance & tokens (33:24)
Feb 22, 2021
Introduction (00:00) Markets: $ETH ATH followed by dip (00:10) Thanks to 2k subs to this channel, need for further education (02:11) Kelvin Fichter @kelvingitcher: Optimism billboard indicating pending release; L2 fast-tracked due to gas-fees (04:00) Tim Beiko @timbeiko: “Berlin” network upgrade on mainnet Apr 14, “London” aiming for Jul/Aug w/ EIP-1559 (08:13) Trent Van Eps @trent_vanepps: simple explanation of base fee / burning in EIP-1559 (12:14) Diversifi @diversifi: migrate assets to L2 and swap gas fee (14:44) Vance Spencer @pythianism: EIP-1559 bringing ETH wealth effect tsunami w/ L2 as gravy (15:23) Scoopy Troopes (anon.) @scupytrooples: introduces Alchemix DAI to alUSD ‘autonomous finance’ yield farm (23:02) Alpha Finance @AlphaFinanceLab: teaming w/ Saffron finance enabling more lendable assets (28:17) Rocket Pool: Decentralised Staking Protocol explainer (30:44)
Feb 19, 2021
Introduction (00:00) BSC drama: ⟠ fee-pain understandable but Binance is misleadingly marketing its chain as a decentralised (rather than centralised) alternative (00:10) Banteg @bantg: Ethereum values vs Binance values (15:40) Matthew Finestone @finestonematt: offers an API for Gemini, Coinbase, Kraken, other CEXs to use for fiat deposits & withdrawals to/from Loopring (16:49) Ether Cards @ether_cards: sale details announced on their website (21:44) Alchemix @AlchemixFi: prologue / teaser on novel DeFi protocol using “alchemical synthetic tokens” (22:24) Andree Cronje @AndreCronjeTech: $200K atomic swaps b/t sBTC & sETH (23:10) Blocknative @blocknative: largest update to their Mempool explorer since launch, lets user explore pending transactions (24:18) beetle @beeple: Christie’s Auction House accepting ETH as payment on his art; ETH is money! (26:23)
Feb 18, 2021
Introduction (00:00) @ki_young_ju: Charts why ETH all-time high [today] is different from 2018 (00:10) @sassal0x: Ethereim addresses with balance of 10K ETH at all time high (03:24) @reflexfinance: $RAI is live; @ameensol why DeFi needs independent stable coin (05:31) @TheBlock_: Zug, Switzerland (aka Crypto Valley) now accepts BTC & ETH for tax payment (08:38) @Instadapp: DeFi Smart Layer - open infrastructure for DeFi governance (12:29) @0xProject: 0x API & matcha & the high amount of demand & supply associated w/ protocol (17:19) @EthGlobal: NFTHack website (2-day hackathon); NFTs following their own market cycle (20:30) @PoolTogether_: POOL token live - details on retro-airdrop; future distribution (25:26)
Feb 17, 2021
Introduction (00:00) @intothecryptoverse charts where ppl whine in bull-market dips. Zoom-out! (00:10) @Coinbase announce ETH2 staking soon™: a centralised service which takes a large cut (04:47) @ether_cards: rebrand to NFT platform; ppl are sleeping on these (08:15) @antiprosynth: ETH better than BTC on 3 key metrics (14:32) @BisonTrails: Global Blockchain Sync offers Ethereum archival node in 12h (19:08) @StarkWareLtd + @BadgerDAO: gas free Layer 2 (22:00) @trent_vanepps lists EIP-1559 benefits (24:14)
Feb 16, 2021
Introduction (00:00) Santiago R Santos: “cheaper” is the last piece to fall into place w/ breakthrough tech like Ethereum (00:10) Emiliano Bonassi: peer reviews instead of audits (07:22) Synthetix partners w/ Illuvium blockchain game company, airdropping ILV tokens to community (09:01) Major YouTuber Marques Brownlee covering crypto: we’re now so mainstream (10:45) Hayden Adams: Uniswap becomes first dex to process over $100b (15:16) Charged Particles: building a more productive NFT standard; pre-seed round announced (16:58) Instadapp releases DeFi simulation for newer users to play w/ gas-free (18:09) Ribbon Finance launch platform for creating structured products (exotic DeFI) on Ethereum (19:29) Alpha Finance recap & roadmap: very professional response to exploit (21:39) Kevin Owocki: Gitcoin passes 2020 numbers in 2020 Q1; Round 9 should be huge (23:13)
Feb 15, 2021
Introduction (00:00) Market update: dip / shake-out, price rebound - “bullish selling” (00:10) Arbitrage bots in volatile markets spike gas; EIP-1559 will help w/ this (02:33) Greyscale ETH price still going up (a lot, at a high rate) - bullish (05:07) Alpha Finance & Cream Finance exploit: need multiple audits, insurance (06:24) Mark Cuban on Camilla’s The Defiant Podcast: really good listen (19:04) Hal Finney called NFTs in ’93! (20:13) Michael Wong interviews @chamath - who’s now talking about NFTs (22:17) NFT economy priced in $ETH: NFT entrants become ETH holders by default (25:01) TM from Coingecko: NFT boom like renaissance trade in Venice (27:24) Synthetix DAO raises $12 million; getting VCs onboard to help (28:59) “I Support EIP-1559” website launched: Tweet your support (30:12) Will Price’s “Ethereum Semantic Web”: visualises how apps are connected (33:20) mStable launch mBTC, wraps RenBTC, wBTC & sBTC to spread risk (34:35) Argent lists Crypto / Ethereum Twitter accounts to follow (36:30) SushiChef: xSushi staking tokens now on Aave (37:05)
Feb 12, 2021
Introduction (00:00) Legendary investor Ray Dalio Consensus keynote speaker (00:10) Josh Stark on Eth2 foundation grants (08:24) Gas often under 100 gwei at 17:00 GMT (09:11) Hayden from Uniswap on the value of traditional investors (10:16) Reflexer: Series A led by Panter, Leminscap (17:29) @DocumentingEther: Grayscale added 𝝣 52,730 in 24 hours (19:41) ETHGlobal Hackathon scalability “War Effort” April 9 - May 14 (22:14) Gitcoin Grants Round 9 start of March (24:33) Danny Ryan update 22 on Eth2 (26:37) Anthony: flash loans may be the most sci-fi thing Ethereum has ever produced (30:06)
Feb 11, 2021
Introduction (00:00) Anthony cautious but still bullish: celebrity shills NOT a top signal; no dead-cat bounces yet, new $ still entering (00:10) @banteg: Ethereum’s credible neutrality is better than other chains when attracting builders (07:41) Mastercard now supporting cryptocurrencies on their network (12:53) ETHGlobal MarketMake comp: typically some of the best new talent in Ethereum (15:05) Loopring getting traction answering the scalability challenge, (17:11) Synthetix Spartan Council approves $Tesla (synthetic) listing (18:55) Frank Chaparo from The Block: $600bn asset manager explaining DeFi to clients (20:07) New Yearn Finance UI (24:20) Hayden Adams: Uniswap never offline, unlike Binance today (25:14) DCInvestor: exchanges need to adopt L2 ASAP (27:22)
Feb 10, 2021
Introduction (00:00) Matic rebrands to “Polygon” interchain for Ethereum L2 etc (00:10) Ashley from Uniswap: “early adoption is clunky…but soon nobody will know what life was like before Ethereum” (05:56) Twitter influencer Kevin from Digg: “mind-blown” by NFTs (13:20) Metamask making big money on their exchange fee (15:29) Red Phone Crypto: charts reflect seed-round growth rather than a bubble (18:30) eric.eth: EIP-1559 is about gas price estimation; burning should be secondary (22:46) ZkSync upgrade - 1% of L1 gas, lower L1⟷L2 fees, 2k tips (24:04) mariano.eth: $DAI nearing 2b (25:32) 3MM now in ⟠² deposit contract (26:36) Fey protocol (new stablecoin design) genesis in March (27:17) Claimable app for checking airdrops in your address (28:46) Fellowship of Ethereum magicians’ “Layer 2 learnings” (29:20) BentoBox Network live on testenet (30:21)
Feb 9, 2021
Introduction (00:00) Telsa buys BTC, sends crypto mainstream (00:10) Su Zu tweet: market euphoria ala ’17 indistinguishable from adoption ala (like now) (04:05) Anthony op ed: broad adoption & market stability still years away (06:28) St. Louis Fed puts out in-depth, throughly researched DeFi explainer (09:51) ETH Futures launch stats (14:12) Transak Finance enables fiat/bank purchases of $DPI (15:26) Looping volume explodes 3x in a week; more txs than Cardano, Avalanche & Polkadot (17:27) @fubuloubu thanks Ethereum community & Gitcoin for enabling Vyperlang to expand (22:28)
Feb 8, 2021
Ethereum “competitors” (00:11) CME Ether Futures (11:53) Debate on raising gas limit (13:36) Will Price: arbitrage bots leading cause of high gas (21:16) Proposal for Aave v2 liquidity mining (23:59) Yearn proposal to make exploited yDAI whole (25:43) Sushiswap Arbitrum L2 proposal (26:57) Lincoln Park NFT tweet (27:53) ETH balance on exchanges at 16 month low (30:18) DCInvestor: governance tokens accrue value! (31:24) Anthony: best ⟠ DeFi protocols will be worth trillions (34:17)
Feb 5, 2021
Anthony: “[Why] I have never been more bullish on Ethereum” (00:10) $ETH CME futures launch Feb 8 (18:46) kain.eth: Optimistic 𝝣 projects are coming & sooner than you might think (19:15) Day from Mechanism Capital: market cap is a meme metric (20:00) The Jiho from Axie: Try sending Pokemon cards to be graded. NFTs a 10x improvement. (24:50) Coinmetrics: ETH daily tx fees yesterday an all-time record for any blockchain (27:03) Will Price: Coinbase used ~25% of ETH blockspace. (28:16) Blocknative partners w/ Curve Finance for better monitoring of Mempool data (29:36) Yearn Finance exploited (31:07)
Feb 4, 2021
Some perspective on high gas-fees (00:12) Eden from The Block: higher ETH price doesn’t necessarily translate to higher gas fee (10:00) EIP-1559 is seriously going to change the entire game - 3 core advantages (17:34) DEX volume $63 billion in Jan more than 2x previous monthly record (23:57) Rarible NFT marketplace funding raise (26:43) Opyn raise, Anthony speculates on token launch (27:40) Grayscale ‘Valuing Ethereum’ report (28:41) DeFi pulse Index outperformed ETH & BTC in Jan (30:25) Anthony Tweet: “This time we have earned it” (31:49)
Feb 3, 2021
New ETH ATH, but this doesn’t feel like 2017/the top (00:10) Chart: smart contracts continue to gobble up ETH from centralised exchanges (07:21) DeFi cross-colloboration - ‘Apes together strong’ (10:15) AAVE credit card on the horizon? (16:45) Ethereum POS economic security flippening (19:30) $30 Billion locked in DeFi AND rate of growth is exponetial (23:14) ETH2 R&D team photo (24:24) Defi Pulse index 10K unique DPI holders (26:04) Connext cross-chain transfers live (27:00)
Feb 2, 2021
Hashmasks: unique NFT variant (00:12) L2 Dexes: Loopring trading vol near UNI’s last year (07:37) zKSync passes 1MM txs (14:00) Axie Infinity: Ronin side-chain scalability solution (15:06) Alpha Homora leverage yield farming V2 launched (20:10) Maple Finance: On-Chain credit w/ TradFi in mind (24:17)
Feb 1, 2021
Elon Musk: adds “Bitcoin” to his Twitter bio, what does it mean? (00:47) Santiago R Santos tweet: Ethereum & DeFi will likely be bigger than Bitcoin (04:34) 0xProject: recent, explosive growth (11:15) dYdX: strong start in ’21 w/ $1.5B volume in Jan, Layer 2 development (14:39) 10 million ETH / 8.8% supply locked in DeFi and Eth2 (17:03) pet3rpan image: how communities & DAOS develop autonomy (22:25) Biconomy Forward: allows end-users to pay gas in E20 tokens & stable coins (25:36) HotProtocol: endeavoring to be another L2 / side-chain bridge (27:39) Ben Edgington: best newsletter for Eth2 updates (29:12) Georgios from Paradigm: how Optimism’s Rollup works (30:34) Vitalik: donates to & promotes GiveDirectly (32:01)
