Mar 31, 2021
Introduction (00:00) ETHGlobal “Scaling Ethereum” virtual hackathon details (00:10) Coinbase Wallet app supporting Optimism (01:59) More of Anthony’s thoughts on the L2 ecosystem (04:52) dYdX L2 perpetual dex increase deposit limit to $10k * 25x leverage (09:01) Arbitrum: ‘How does it work’ article for devs (10:02) Loopring: now 30% cheaper to add/remove liquidity from AMM pools (11:33) @protolambda: The Rayonism Project for merging eth1 & eth2 live (12:24) StatefulWorks: Beacon Book on Eth 2 research (14:50) coordinape.com: social graph (wisdom of the crowd) based contributor reward system (16:55) SuperRare (ArtCollection) raise $9m in seed round (19:55) PalmNFT: Consensys based art project built on side-chain (23:47) Perpetual Protocol staking is live on xDai (26:42) @hasufl: “You defend against malicious protocol changes by having a culture of users validating the blockchain, not by [just] having PoW or PoS” (28:41)
Mar 30, 2021
Introduction (00:00) EthHub weekly recap reminder (00:10) PayPal allowing users to pay using crypto w/ online merchants but cap gains tx a barrier (01:08) Dharma direct: instant deposits from US bank accounts; dharmaOS SKD for other apps to use (05:31) @econoar: 21’ POS, fee burn, ~ net 0 issuance, full L2 scalability (10:11) SushiSwap Q1 update: formal verified, BentoBox, Airdrop?, ltd edition swag (14:00) Sigma Prime new Lighthouse release (go 🇦🇺) (17:19) @econoar: Quick turnaround on ’21 Visa Ethereum patent (19:34) DiversiFi’s diagram of Ethereum L2 ecosystem (21:06) @panekkkk: Reminder: Vitalik coined “lego of crypto finance” in ’14 = Ethereum’s narrative is NOT always changing (unlike Bitcoin’s) (24:10)
Mar 29, 2021
��� Introduction (00:00) Visa settling payments in USDC on Ethereum; will they adopt L2? (00:10) Signs of speculation are indistinguishable from adoption. Why does everything have to be a top signal? (09:30) Reminder that Anthony is on Bankless every Friday evening (10:56) 2 years ago: $ETH only $140, 95% DeFi didn’t exist, stablecoins only 3.2b cap: we’ve come a long way (11:32) Integral Protocol pay their Gitcoin matching (17:09) Loopring reminder: 100 Gwen gas = $10 ETH (20:08) Ethereum PoS v DPoS: people are erroneously conflating the two (21:15) Why L2 scaling is critical for Ethereum’s future (26:06) eth1-eth2 merger will place increased focus on PoW’s carbon footprint (26:58) zkSync 2.0 roadmap: main-net Aug 21 (27:51) $ETH’s versatility as an asset: pays fees, SoV, Bond, DeFi collateral, NFTs (29:24) All-core devs update 001: TLDR on Berlin, London, Shanghai upgrades (31:02) SushiSwap Bento Box creating a mini-ecosystem on Sushi (32:02)
Mar 26, 2021
Introduction (00:00) Gitcoin R9: sets new record for donation amount, also ~80% txs on L2 (00:10) Optimism main-net delayed until Jul: frustrating? but they are making sure UX is ready (02:14) @rleshner presents the the Fed & suggests banking system will end up on shared open ledgers (09:08) Loopring L2 exchange now 30% cheaper to add / remove liquidity (11:50) gasnow.org adds estimated costs of common transfers and interactions (13:35) Rainbow Wallet adds “discover” section to explore DeFi (15:11) @CL207: NFTs settling in ETH cement this as the base currency for internet culture (16:41) Ethereum Push Notification Service: 10x oversubscribed extended seed round (19:40) DiversiFi announce their $DVF token (21:24) Immutable X (DEX for NGTs), instant confirmation, zero gas; to launch any day now (23:42)
Mar 25, 2021
Introduction (00:00) Beeple converts his $ETH earnings to $69m USD; expresses mercenary attitude to crypto (00:10) @elonmusk tweets “don’t defy DeFi” (03:55) Sigma Prime (ETH2 Lighthouse client developer) produce first ETH1-ETH2 merger transaction (06:46) Rainbow Wallet teases Optimism logo next to ETH implying L2 UI support (08:38) Loopring signals support for using for multiple L2s (11:04) Aribitrum EVM computable Optimistic Rollup deploys new testnet (12:42) Starkware raise $75m Series B raise from Paradigm (15:06) Handle Finance - new defi protocol w/ non USD stablecoin - announce seed round (17:40) The Block adds ICO treasury dashboard (19:34) Etherscan.io new feature listing projects that have done airdrops w/ details on how to claim (23:30) @TheETHLife podcast (25:10)
Mar 24, 2021
Introduction (00:00) Uniswap v3 launch details & features (00:10) @elonmusk: you can now buy a Tesla w/ $BTC (17:05) @antiprosynth: when fundamentals relative to market cap are literally reversed (18:13) @kaiynne It would be weirded if $ETH was *not* moving sideways given L2, ETH 2.0 execution risk (20:07) Hermez Network live on main net (25:40) @Arthur_0x: if people keep buying worthless L1 tokens this super-cycle might not happen (29:22) Gitcoin Grant Round 9 breaks previous records (34:23)
Mar 23, 2021
Introduction (00:00) ethereum.org shout-out (00:10) Uniswap V3 teaser, hype = any day now (02:37) Alpha Finance Lab: $ALPHA staking & more (05:41) @DocumentingEther: “Ethereum is a potential call option on human creativity and innovation” quote (08:55) HopProtocol - cross L1-L2 solution announce audit, live next month (10:39) Connext Network announce $2.2m seed round (12:10) Ethereum foundation publish Q4 grants (15:11) Justin Drake: ETH fees fuel the ultra sound money thesis (16:39) Etherscan visualise pending Uniswap & Sushiwap txs (21:49) @Arthur_0x: data focused analysis shows ETH use as non-speculative asset (23:09)
Mar 22, 2021
Introduction (00:00) Gitcoin Grants reminder (00:10) Price action: sideways in short-term normal, zoom-out for uptrend (00:52) Anthony’s Gitcoin Grants Moon Indicator™ (08:13) StarkWare 600k NFTs minted on L2 w/ singe STARk proof (08:51) Gods Unchained: link your wallet to Immutable X (11:57) Nick Chong’s Ethereum ecosystem map (12:52) mStable developments (14:49) Spencer Noon & Zach Chao compare NFT platforms (16:51) DCinvestor: ETH on way to becoming most important programmable reserve asset of all time (18:54) Anthony on Bankless: will be doing this once a week (23:30) Uniswap v3 live within 2-3 weeks? (24:40)
Mar 19, 2021
Introduction (00:00) Proposal to prioritise ETH1 & ETH2 merger earlier (within this year) (00:10) OpenSea raises $23M in Series A round; will they also release a token? (03:02) Rari Capital Stage 1 Launch “Fuse”: borrow against crypto collateral (06:38) ETH is ultrasound money: L1 will be generating billions, paid to L2s or burned (11:21) Coingecko starts lists of corporate treasuries w/ ETH on their balance sheet (17:29) Dune Analytics: v2 live; faster & more reliable (20:02) Dan Romero @dwr: Wikipedia should fundraise by selling NFTs for every page (21:20) Arthur @Arthur_0x: Bank of America says DeFi “potentially more disruptive than Bitcoin” (24:13) SuperFluid protocol launches on xDai & Polygon (27:43)
Mar 18, 2021
Introduction (00:00) Gitcoin Grants: BanklessFR & MetaversalFR & The Daily Gwei FR - donate to “The future of France” (00:10) Frank Chaparro from The Block: Morgan Stanley announcing Bitcoin-related funds (01:02) Meitu: double-down and buy more ETH and BTC = more institutional money (04:34) ETH price sideways movement frustrating, but when it moves up its “The teleport coin” (06:19) Stani from Aave: state of the protocol in numbers, crazy-high flash loan volume (12:39) Dan Finlay from Metamask: dramatic major Ethereum upgrade could be bring batch & gas-subsidised txs to ordinary wallets (15:02) Connext Network: Cheap Manic to/from xDai txs (17:51) Ethereum Layer 2 is here, it is just not evenly distributed yet; req. user education (21:04) Anthony on DefI Dad @Yield_TV: ’leaving the fortified walls of L1 for the world beyond’ (24:18) Lamboshi & Justin Drake “ETH is ultrasound money” meme (27:00) Fractional: splits NFTs to enable fractional ownership (30:10) Index Coop: Flexible Leverage Index (FLI) w/ defipulse (31:41)
Mar 17, 2021
Introduction (00:00) Gitcoin grants trust bonus: boost your matching amount by getting verified (00:10) ETH Global: current job openings (02:41) Elon Musk decides not to sell NFT (03:45) Gnosis “Safesnap” combines Snapshot voting tool (04:42) Loopring winning the meme game - and the facts that support these narratives (06:52) Uniswap continues to dominate DEX volume w/o liquidity mining (17:47) UniGrants program (21:36) Compound Grants program too (22:36) Eth2 HardFork spec “Stargazer” (22:47) ZapperFi x Polygon: tease cross-chain L2 integration in Zapper dashboard (23:50) Daniel @d4bba: Tweet joking about being pranked studying trade then entering defi (26:38) Rollups wallet iOS app: claim to use ZKSync; interesting but DYOR (28:59) Ethereum Cat Herders Update 40 (30:09) Scott L𝝣wis @scott_lew_is: Check out the power to @NFTX_ protocol (30:50)
Mar 16, 2021
Introduction (00:00) Aave AMM markets live: use like Maker but with more options (00:10) Metamask update: supports multiple HD wallets, warnings of sending token to contract address (04:31) Colony protocol roadmap: plaform for decentralised communities (07:09) Immutable X: zkRollup scalability solution or NFTs (09:45) Maker polls to add new collateral types (12:24) Aztec: Private L2 zkRollup network live in beta (16:32) Chart of $ETH increasingly leaving CEXs for smart contracts / DeFi (20:55) BarnBridge release SMART yield (23:10) Alpha Finance 40% APY on just $ETH (25:05) Elon Musk sells song about NFTs as an NFT; wen $ETH on Tesla balance sheet (29:51)
Mar 15, 2021
Introduction (00:00) Gitcoin Grants reminder: donate to your favs; or Sassal’s Cart of Love; The Daily Gwei also an option & thx to current donors (00:10) Binance Under CFTC investigation: perhaps CZ will just pay a fine? (01:09) @hasufl: EK of ’15-18 like BTC killers of ’15-18 - think winning is about the tech (04:06) @thetechn)critic gives @AlchemixFi TLDR (12:57) Overlay Protocol @Overlay: protocol for limitless markets, similar to prediction market (15:08) @BigSky_7: $DPI and its moat (16:45) “Metaverse Preppers”: new term to provide for when humanity occupies VR/AR (19:04) @IamDCInvestor: why would anyone launch NFT on platform other than Ethereum (22:08) @MyCrypto summarises hack of personal tokens on Roll platform (26:17) @Stani Kulechov from Aave teases AMM market (29:06) Miner protest planned for April 1: certain miners pulling out but damage done (30:17) Miners propose EIP-3368: bump fee to 3 ETH then drop 0.25 every quarter (31:21) Anthony’s summary: speeding up POW, fee revenue viability inherent to mining (32:51)
Mar 12, 2021
Introduction (00:00) Black Thursday anniversary: arguably the worst day in crypto market history; ETH dropped ~50% in a day; & look where it is a year later (00:10) Beeple’s NFT sells at Christies for $69 million, third highest price for current artist. Whilst arguably a bubble where most NFTs won’t be worth much long-term, a small amount will be worth a lot (09:28) Ryan Watkins from Messari: American dream may be dead in meatspace USA, its alive and well on Ethereum (16:48) Anthony’s model of Ethereum as a Digital Mation, w/ cities = protocols, suburbs = L2 etc (21:09) @PhABCD: Ethereum miners threaten to 51% arrack network, Vitalik and Ethereum respond by saying we’d quick merge ETH 1 & 2 in such instance (22:52) @austingriffith: Optimism App starter pack released for devs (26:24) @dannyryan: ETH2 update; these are rebranded to “Finalised” (27:04) @perugia_v: NFTs only at the start of adoption phase, valuing these is currently difficult (28:56) Argent wallet detail plans to adopt Layer 2, supporting zk rollups w/ zksync (30:28) Hermez Network: Poseidon update, restart public testnet; another L2 going live in March (31:24)
Mar 11, 2021
Introduction (00:00) Gitcoin Grants R9 LIVE: why these campaigns are so valuable to Ethereum & everyone invested in the ecosystem (00:10) David Hoffman’s “The Digital Revolution” article: Millennials & Gen Z disenfranchised from the old world finding refuge in DeFi & the socio-culture institutions native to crypto (07:13) Starkware announce fast, trustless cross-L2 & L2-L1 transfers (17:46) Joseph Delong from Sushiswap: why does Ethereum attract so many prodigies? (21:30) Nick Chong @n2ckchong: When Roblox (w/ only one successful video game) is worth as much as all DeFi projects combined, the market may be underpricing DeFI!? (25:20) Superfluid (protocol for money streaming) have deployed on Polygon and xdai chain; L2 will continue to attract migration for cost & speed (27:17) CryptoPunk NFT sells for $7.5MM & the story behind this (28:10) Loopring’s post on their value proposition as a specialised L2 protocol (31:05)
Mar 10, 2021
Introduction (00:00) Dapp University video recommendation (00:10) MakerDAO: Optimistic Dai Bridge proposed for fast L2 to L1 w/ some trade-offs (01:48) @Web3Coach Ethereum quote: “One teams hits a wall? Other team brings a ladder while the third one is already building a tunnel” (07:42) Arbitrum: another solution for fast tracking ETH transactions from L2 to L1 (10:56) Stani from Aave: $100B Coinbase valuation demonstrates how undervalued DeFi ecosystem is (12:42) Mintable partners with Immutable X (L2) to deliver zero gas NFT minting and trading (16:51) Coinbase Pro listing Matic (Polygon), Skale, Sushi (18:45) @tferriss: well known author speaks with Vitalk (and Naval) on his podcast (22:41) @hasufl: miners (on Reddit anyway) appear to have totally different picture of Ethereum to the community; think devs make all the decisions, reject idea they’re being paid by holder vs Hasu/the community who give greater consideration to holders and users (23:52)
Mar 9, 2021
Introduction (00:00) Berlin testnet live, upgrade if you are running a node; run a node if you aren't! : ) (00:10) Ethereum Foundation looking for front-end developer for ethereum.org (01:30) ETC Group to list Ethereum exchange traded product on a German stock-exchange (03:47) Grayscale: “Valuing Ethereum” report released for increases institutional exposure (06:13) Hasu (Ethereum researcher) provides extensive explanation of EIP-1559 (07:51) @FroggyFrogster: How EIP-1559 will lead many to question Bitcoin’s dominance of the “hard-money” narrative (10:48) “Taco Bell” is now doing NFTs (18:23) $NFTI: a community-based index token including native tokens of NFT platforms (20:17) Yearn Finance: deposit $Link &/or $sLink into Curve Finance LINK pool for lower slippage, no impermanent loss (21:44) Artstation.com announce NFT showcase, receive climate change backlash w/ questionable validity or proportionality; forced to cancel. These are the kinds of battles we will continue to fight (23:40) DCinvestor @iamDCinvestor: great thread on what he expects to happen once L2 is fully mainstream (30:09)
Mar 8, 2021
Introduction (00:00) Reminder of “The Daily Gwei Data Pump” released yesterday/Monthly (00:10) EIP-1559: Finally approved - as part of “London” upgrade ~ July: far more predictable txs, ETH only payment method, fee burn = deflationary (00:46) Gitcoin Grants 9: Launches Wed, $500K matching, quadratic funding method can increase 1 DAI donation by +100X (08:21) Victor Bunin @VictoBunin: all new protocols airdropping tokens should award Gitcoin contributors (10:14) “The March of Ethereum”: NFTs mainstream, Berlin testnet, Optimisms (and other L2s) scaling (17:40) Price action Feb 1300 to 1700 March (20:20) Hot Protocol: L2 bridging protocol just using Metamask (20:56) Feli Protocol (algorithmic stable coin) Genesis Event, Initial token offering (22:44) NFT using Augmented Reality glasses; shows what you can do with these (24:24) Public Co. buys $22.1m ETH & $17.5m BTC. Thesis based on Ethereum’s utility (27:03) Santiago R Santon: Gen 𝝣 open to all, but wealth transfer from Boomers & Gen X to Gen Y & Gen Z may occur according to Anthony (29:51) Lucas from Bankless, @0x_Lucas: good thread on how to evaluate tokens based on fundamentals (33:59)
Mar 5, 2021
Introduction (00:00) Metamask bow listen on Token Terminal revenue tracking site - high growth since adding swap feature (00:10) Barabé from EF: real benefits of EIP-1559 are U/UI (like not getting txs front-run) (04:39) Samyak from Instadapp: Using L1 AMM liquidity for L2; Anthony’s thoughts on how to incentivise (07:02) Yearn Finance Partners: earn 50% from Wrapped Yearn Vault, increase Yearn’s TVL (11:13) Coinbase article on the rise of the Ethereum economy in their learn section (13:47) Tim Kang NFT artist: if you are entering system as middle-man without empowering artists you are rent seeking (16:04) Matthew Graham from Index Coop: treasure report for their DAO; best practice with DAOs (22:40) Vitalik L2 bridging solutions: only requiring only one side to be smart contract capable (25:14) dYdX: 83K users sign-up to waitlist, large Asian demand - comparing Asian vs Western crypto markets (26:40)
Mar 4, 2021
Introduction (00:00) _kitteh @_kittehdesign: World of Ethereum NFTartworks shout-out (00:10) Ethereum Virtual Machine (EVM) was the moat all along, EK killers didn’t count on this (01:17) Metamask enables automatic addition of Layer 2 & other networks (06:09) Georgios from Paradigm: Breaks down Berlin Ethereum network upgrade (07:59) Loopring: Over 50K $ETH now in Loopring L2 (10:00) Arbitrum: another optimistic roll-up standard, remove patent so open-source now (11:28) God Unchained trading cards to roll-out plan on Immutable X L2 for greater accessibility (12:58) Ben from Rare Capital: bootcamp (guide) to Optimistic Rollups (15:00) Go Ethereum “Pangea Expanse” v10: includes many Geth L1 upgrades (16:08) Yam Finance: Release “DAO House” treasury management solution for DAOs (17:39) mStable: Governance update - different DAOs separated from one-another (21:23)
Mar 3, 2021
Introduction (00:00) ETH HODL Waves Chart: 20% ETH supply hasn’t moved on-chain in 3 years (00:10) @Arthur0x: Ethereum now un-forkable thx to DeFi apps (having to follow) (05:30) @Balaji: books can’t be banned on-chain (15:20) SuperRare: CryptoArtists aren’t harming the planet (18:05) @0xRafi: How Optimism ETH layer works, what is means for Ethereum (22:09) @Mihailo Bjelic: Polygon not “side-chain” only - a term we shouldn’t use (22:13) Amazon AWS supporting General Availability of Ethereum: useful service/marketing but centralised (27:18) @jchervinsky: Economic value good/service (like NFTs) what someone will pay; ie signs of froth indisinguishable from signs of bubble (29:40)
Mar 2, 2021
Introduction (00:00) Ryan S Adams: Ethereum will be the fastest growing economy of any ‘nation this decade (00:10) RAC: Grammy winning musician starting NFT agency, harnessing the power of NFTs (07:17) Hudson Jameson: how to get involved in this space reach out to him via DM (08:41) Andre Cronje: “Boardroom” portal for governance (14:08) Uniswap 400K unique users in Feb a new ATH (15:54) Defi Pulse Index / $DPI now holds $Sushi; covers most of the DefI “blue chips” (17:58) Hermez Testnet now live: L2 zk rollout payments protocol (19:38) ZKSync raise from DeFi partners & USV, their plans for EVM-comparable ZK rollup (20:21) Yearn v2 ETh vault live (22:11) MakerDAO: 2x income in Feb; great protocol but MKR undervalued: is different tokenomic model required? (23:35)
Mar 1, 2021
Introduction (00:00) Price Chart: BTC ’17 & ETH ’21 cycles similar (00:10) March ‘optimism’: L2 solutions launching, ETH price consolidation, Berlin HF (04:22) ETH’s pillars: store of value, provides security, powers NFT economy (08:18) Justin Drake: EIP1559 will make ETH ultrasound money (12:56) Gas cheaper recently & how to capitalise when this happens (eg revoke approvals) (15:24) Vitalik proposes removing Gas token minting, possible reason for cheaper txs (18:26) DC Investor compares Optimism & Immutable X L2s (20:47) Antiprosynthesis: compares ETH FUD to criticisms internet circa 1995 (21:29) 100K active eth2 validators (28:11) Alchemix protocol, currently high APY (29:54) EROP-1559 community calls confirmed merits (30:43) Hasu: outlines EIP1559 fee revenue & burning (34:39)
