Apr 30, 2021
Introductory song (00:00) Shout-out to Thursday’s Bankless podcast joined by DC Investor & Anthony (00:10) Trent Van Epps: miners need to plan conservatively for POW finishing end of 2021 (01:01) Santiago “Daily Gwei” Santos: ‘That sense of being overwhelmed & feeling you are missing things tells you you are in the right place following the right dream' (07:28) Documenting Ethereum: ⟠ is 50% of the way to being in the 10 assets in the world (13:13) $FLI (Flexible Leverage Index) reaches $50m market cap (18:43) Hayden Adams: Lido staked ETH Pool on Uniswap, V3 coming live next week. On L2 as well or 🔜 ? (19:56) dYdX: 1800 new users signup using the $50 bonus (22:12) Tetranode: EIP 1558 tokenomics visual representation (23:21) Coinbase now allows US users to buy crypto with PayPal (25:31) TurboGeth: new release supporting EIP1559 (26:36)
Apr 29, 2021
Introductory song (00:00) Market recap: ‘the fundamental value drivers of this market were set in motion a long time ago’ (00:10) J P Morgan report: “BTC is more of a commodity that competes with gold, whereas ETH is the backbone of the crypto-native economy” (06:36) Ethereum Foundation holds $1.2b worth of ETH (10:15) DiversiFi launch ‘DeFi Pooling’: lending directly in L2 w/ 0 gas (13:52) WisdomTree asset managed lists Ethereum ETF on German & Swiss stock exchanges (16:06) Tom Schmidt: Metamask Swap making ~$400k per day in fees (18:28) Gnosis & Balancer partner to launch COWSwap, helps protecting trades from MEV & saves 90% on fees (20:30) Ali Atila: “Eth is winning bc it’s been focusing on the right things” (23:26) Raul from PryLabs release Eth2 Mainnet incident report (27:45) Polygon announce $150m DeFi Fund promoting accessibility & cost-effectiveness (29:39)
Apr 28, 2021
Introductory song (00:00) Another ETH ATH, but no more top tweeting from Anthony (00:10) “Ethereum: the triple halving” 72 page report on why ETH can go to $180k (00:58) Hasu from Uncommon Core podcast’s bullish take on ETH (03:55) European Investment Bank issuing a €100m 2 year bond on Ethereum (06:18) J P Morgan report on about why ETH is outperforming BTC (07:50) Terrence from Prysmatic Labs: there is now 𝝣4m in deposit contract (11:16) Santiago Santos compares ETH fees to dialup vs broadband growing pains (13:14) Metamask announce 5m monthly active users (17:15) Vasa demonstrates cross-asset swap from ETH to DAI to NFTs (21:21) POAP art's sandbox (23:11) Ryan Watkins: Ethereum ecosystem is so ambitious it may grow larger its GDP surpasses that of leading nation states (24:36) The Graph's migration of 10 apps to their mainnet (28:37) Mariano Conti’s sneak peak of Balancer V2 UI: simpler, slick (29:53) Cellar network’s DeFi L2 allows for batched txs (31:48)
Apr 27, 2021
Introductory song (00:00) Clarification re Eth2.0: Teku & Nimbus also fully support windows. lighthouse will soon (h/t Ben Edington & check out his essential reading Eth 2.0 newsletter) (00:10) Mark Zeller from Aave: “If your blockchain looks like this [Solana], you are not decentralized. Use a spreadsheet” (02:49) Anthony: How to spot early alphas in crypto?: devs, Github repos, Discord/Telegram, big backers (09:05) Justin Drake spreadsheet: 120M ETH peak supply? (15:36) Santiago Santos: ETH Flippening BTC increasingly considering: ETH powers DeFi, Metaverse; ETH issuance slows down/negative w/ 1559; Staked ETH generates cash flow; demand for ETH increases due to 1-3 & becomes reflexive (18:32) Vitalik: some less-appreciated benefits of ETH PoS (22:15) Anthony: EIP-1559’s journey to mainnet (24:21) Aave: AIP-16, created by Parafi Capital, for V2 liquidity mining incentives receives overwhelming yes (26:58) Element Finance, splitting deposits into principle & yield baring parts, goes live on mainnet May 21 (28:28) mStable launch on Polygon: stable coin yield (29:27) Nexus Mutual Protocol Cover live, inc.: economic incentive, oracle & gov. attacks, any chain, L2 (31:39) Index Coop: DeFiPulse BTC2x-FLI passed final vote, prepare for launch (32:52)
Apr 26, 2021
Introductory song (00:00) Shout out to our 5K Daily Gwei subscribers (00:10) Sandeep fro Polygon: call to donate to Covid relief in India (03:03) Prysm client bug first incident on Eth2 beacon chain. Patched but network needs better client diversity (03:55) EIP-1559 tentatively scheduled July 14th (10:49) The Merge targeted for Oct 2021 (16:47) Trent Van Epps tweet on the unprecedented 5 network upgrades occurring in 2021 (22:03) Synthetix FAANG equity Synths and sTSLA live for trading (24:55) Wangerian from Defiance Capital: Aave’s Liquidity Mining might kickstart DeFi summer 2.0 (but needs L2 in Anthony’s op.) (26:50) Santiago from ParaFi can’t think of single finch startup that has reached the scale of DeFi in same time & capital raised (32:37) A few reasons why gas is cheaper: block size increase, flashbots, L2s, market quieter (35:09) Latice released in Australia (36:47)
Apr 23, 2021
Introductory song (00:00) Market recap: potential reasons for volatility (00:10) DC Investor: “there is near-zero chance the tax bill [to double cap gains tax] passes..” (08:19) Ric Burton: “Rich people never sell their capital, they borrow against it..” (10:38) Alchemix now holds 10% of total supply of DAI (12:59) Anthony: There is now $4m ETH in eth2 deposit contract (14:41) Celar Network launch their layer 2 solution on main net (16:05) Immutable has saved GodsUnchained $2.4m gas so far (17:48) Argent tease “Vault” upgrade (20:29) Nexus mutual looking to remove KYC (21:20) Coinbase Pro will support USDt (22:46) Anthony: Ethereum gas limit (block size) is now at 15 million - 20% increase (26:12)
Apr 22, 2021
Introductory song (00:00) Another ETH ATH & highest ETH/BTC ratio since Aug ’18 (00:10) Recap of TDG Refuel’s bull-case for Ethereum - the market is starting price in Ethereum’s fundamentals (03:57) Anthony: “Once EIP-1559 is implemented, every single transaction on Ethereum will burn $ETH” (05:57) Justin Drake: ~$10b of economic security via staked $ETH on Eth 2.0 (10:32) Nethermind & Teku running The Merge spec. together (11:51) Centrifuge enable MakerDAO’s first real world asset backed loan (13:14) Gods Unchained: stage 3 of the Immutable X L2 rollout w/ minting (16:44) The Graph foundation’s “Scalar”: a microtransaction solution built on Connext Network’s Vector for cheap & fast queries (18:31) Zapper Fi unveil “Zapper Learn”, inc. resources, tutorials and alpha-leaks (20:26) All the best to Hudson Jameson who announced his last day at Ethereum Foundation (21:57) StarkEx detail how they are using Chainlink oracle feed on their L2 solution (24:45) Alpha Finance Lab announce Alpha Homora V2 relaunch on Ethereum (25:54)
Apr 21, 2021
Introductory song (00:00) Eric Balchunas: numbers from day 1 of Canada Ether ETF (04:53) Bitfinex supports Tether deposits & withdrawals using Hermez L2 (06:19) Andrew Cronje: “..contracts are there for the bad times not the good times. I feel the same way about decentralization” (08:07) Anthony responds to Q. “What is the role of an analyst in a market where fundamentals don’t matter?” (10:40) Ryan Berckman’s “Ethereum A Store of Value with Cash flow” PDF report for bankers & fund managers (16:17) Synthetix announce new synths that provide exposure to FAANG equities (17:37) Ethport: Loopring product for L1/L2/CEX cross-transfers (19:40) The bull case for ETH - Lamboshi: If EIP-1559 and The Merge were active today, there would have been 839 new ETH issuance and 15,120 burnt (21:41) Cyrus’s 3 reasons to hold ETH: more valuable through burning; staking for validator rewards,; staked ETH earns MEV (23:12) Anthony’s “South Park” joke re. waiting for EIP-1559 (30:37) Instadapp launched first ever L1 to L2 refinancing bridge between Ethereum & Polygon (31:12) Dharma: you can now go from dollars to DeFi in all US states (31:52) Krystal: one app for all DeFi (32:28) Barnabé Monnot blog: “The Road to Ethereum, Visualising a merged, data-sharded, rollup-centric future” (33:55)
Apr 20, 2021
Introductory song (00:00) 11 million ETH locked in DeFi on Ethereum (00:10) CZ’s disingenuous tweet about ‘loving Ethereum but not the gas fees’ (06:48) Geth core dev Peter Szilagyi signals support for raising gas limit to 15M (11:33) Venmo now allows users to buy and sell crypto (17:10) DeFi Saver introduce “Recipe Creator” - an advanced DeFi tx builder (19:12) StakeWise enable trustles staking in pools (20:47) Terrence from Prysmatic: Eth 2 beacon chain passes one millionth slot (22:15) dYdX passes $300m total trading vol. on L2 cross-margined perpetuals (26:47)
Apr 19, 2021
Introductory song (00:00) Recap re. the market dip & assoc. FUD over the weekend (00:10) Canada approves three Ethereum ETFs (05:26) Anthony: “Ethereum is an infinite canvas for infinite ideas” (07:33) Uri from StarkWare: dYdX liquidation-related txs so much cheaper and tech is now battle-tested (11:25) Chris Burniske: “DeFi helps ETH tell its story to the *financial* masses. NFTs help ETH tell its story to the *cultural* masses” (13:11) @SquishChaos: Post merge, ETH sell pressure will drop by the equivalent of 3 BTC halvings (15:30) Justin Drake’s spreadsheet shows v. favourable staking rewards post-merge (17:50) mStable on Polygon: autonomous, non-custodial stablecoin infra / swaps (23:09) Etherscan adds new feature illuminating MEV extraction (29:42) Vitalik on EIP 2929 & Anthony’s explainer (31:00)
Apr 16, 2021
Introductory song (00:00) Shout-out to stealth project looking for technical cofounder (00:10) OpenEthereum client’s Berlin upgrade issue quickly resolved (00:58) CNBC segment provides good summary of DeFi, actually mentions this is built on Ethereum (02:09) Rothschild Investment Corp buys 265,302 shares of the Grayscale Ethereum Trust (09:26) Arthur Hayes is now bullish on Ethereum and ETH (11:07) Binance $600m BNB burn viewed in context of EIP-1559 (14:34) Stani from Aave’s recipe for protocol builders: maths / cryptoeconomics / governance / let it be (20:25) dYdX L2 perp exchange growth demonstrating how Ethereum is scaling (23:30) Immutable X has so far saved $1.3m in gas fees (24:12) Bankless: 7 things you do on Ethereum L2 now (25:09) Chainlink 2.0 whitepaper released (26:39) Santiago R Santos: ATH human capital a preferred discussion-point to ATH price analysis (29:48) Index Coop: Decision Gate 1 vote live (31:23)
Apr 15, 2021
Introductory song (00:00) Berlin upgrade live: one issue w/ OpenEthereum but other clients working as expected (00:10) Coinbase NASDAQ launch: spiked, dumped, and level out; Ark buy 100s of millions in $COIN (06:14) Wall Street Bets allowing crypto discussion on its subreddit for BTC, ETH & DOGE (09:22) Raul Jordan’s Bull signal: the amount of talented engineers applying to work for Eth2 (10:56) Yule on the ETH1 to ETH2 merge: one of the best threads on the subject (15:43) Gitcoin announce $11.2m raise led by Paradigm (17:03) Immutable X will soon host OpenSea, Mintable, and many more NFT projects (18:47) New high for Ethereum txs on given day - of 1.342m (21:08) Ethereum’s infinity stones: DeFi + L2 + EIP-1559, Merge & Sharding 🔜 (24:10) Steven from the Block’s reading material on MEV (28:19) @OKDunc: “To compete with ETH you don’t need a technical solution. You need a cultural solution” (29:18)
Apr 14, 2021
Introductory song (00:00) Coinbase listing on stock-exchange today a watershed moment in crypto (00:10) Vivek’s bullish list for ETH: May: Uni V3; Jul: EIP-1559: & Optimism; Aug: zkPorter, end 21: the merger (07:11) Justin Drake: graph of ETH’s ultra-sound money properties via fee burn etc (09:21) Indexcoop: 82% Unincentivized users, the dominant DeFi asset management platform (12:41) zkSync’s zkPorter EVM roll-up promoted as THE L2 solution; Vitalik’s rebuttal over off-chain data provision; shipping announcements! (14:25) dydX L2 perpetual’s continued growth (19:00) Blocknative Simulation Platform: helping traders profit via access to mempool data (19:36) ConsenSys close $65m round w/ Mastercard, JPMorgan, Protocol Labs, Maker & more (22:50)
Apr 13, 2021
Introductory song (00:00) Berlin Upgrade: final reminder to update your node (00:10) Matthew Finestone (ex Loopring) looking for UX/UI designer on his new project (00:41) Scott Lewis: “Ethereum’s biggest competitive advantage is a community of people that have motivations beyond just making money” (01:20) Anthony: the market is currently hot/volatile & gas is still less than 100 Gwei thx to Flashbots (07:18) Anthony: fee burn awesome but EIP-1559 re-org disincentive, fee predicability more important (08:52) ethereum.org now live in 15 languages (13:37) Ribbon Finance launch Thera Vaults - a new, structured (complex) yield product (15:56) MakerDAO & Centrifuge bridging DeFi & TradFi with Real World Assets (18:47) UNI-USD and AAVE-USD Perpetual Markets now live on L2 (22:10)
Apr 12, 2021
Introductory song (00:00) Bankless rollup shout-out (00:10) Market commentary as $ETH makes two more ATHs (00:42) FUD re. Layer 2: from etHeReUm cAn’t sCAle to eThEReuM L2 iS iNsEcURe (09:49) Instadapp live on Polygon (13:02) Nader Dabit’s “The Complete Guide to Full Stack Ethereum Development” (14:09) L2BEAT site tracks value locked in L2 solutions (15:48) dYdY’s ZK Rollup has Loopring’s 24H trading vol. record in its sights (18:12) “What’s New in Eth2: Edition 66: Altair, the Merge & Rayonism (19:14) Lower gas prices attributed to flashbots created to address problems w/ MEV (20:24) Robert Miller on Sandwich bots & MEV (30:32) Why Uniswap on L2 will be a game-changer for the entire industry (31:27)
Apr 9, 2021
Introduction (00:00) CryptoPunks being auctioned off at Christies (00:10) Ended Co-Op index token proposals inc Bankless’ $BED token (03:37) Class Action lawsuit filed against Ledger+Shopify for data breach (04:47) Crypto Finance TCAP first Total Crypto Market Cap token live (07:22) StarkWare’s StarkNet & Cairo seeking community manager (09:33) Poll on preferred L2 solution more of a popularity contest (12:55) Coinbase joins DeFi Alliance (18:31) Immutable X saves GodsUnchained community $400k+ fees in 24hs (21:28) Cumulative DeFi revenue approaching $1b, $200m in March alone (23:43)
Apr 8, 2021
Introduction (00:00) Jake Chervinsky’s excellent new “Crypto Law & Policy” newsletter (00:10) Berlin upgrade expected Apr 15 (00:57) DiversiFi offers $20 USDT for signing up to their L2 exchange (01:57) Allen Hena’s spreadsheet on everything assoc. w/ NFTs (03:33) Gods Unchained live on Immutable X L2 exchange (06:22) Slingshot Finance live beta on Polygon for first 500 users (08:40) dYdX protocol live on StarkEx L2, does $10M in first day (11:27) The Block's dashboards on TVL in L2 solutions (14:14) Vitalik post on “Why Sharding is great: demystifying the technical properties” (16:46) Index Co-op announce Metaverse Index $MVI token (18:57) Aave propose Direct Deposit Dai Module to more closely join Maker & Aave protocols (21:27) Jason Carver on Syncing Ethereum main net in 80 secs (23:40) Lightclients working w/ EF to audit EIP-3074 to remove seperate “approve token” tax (25:08)
Apr 7, 2021
Introduction (00:00) Coinbase 2020 Q1 earnings: 2-3x revenue, income & volume; IPO could be ~$200b valuation (00:10) Ethereum Cat Herders Update: roadmap for Stateless Ethereum removing state bloat (05:04) @protolambda: first upgrade of ETH 2.0 detailed (06:36) Gnosis Auction: new platform for fair, transparent, decentralised token price discovery on ⟠ is live (07:44) dYdX Layer 2 perpetuals exchange live on mainnet, powered by StarkWare, settled in USDC (09:41) Gods Unchained NFT holders gain access to Immutable X L2 soon (11:28) Set Protocol Set V1 deprecation, how to migrate to Set V2 (16:06) NFTX launch new interface allowing user to create, mint & trade NFT-based tokens (18:54) “Do you care about decentralization” poll: ~83% said yes, but how do we quantity “decentralization” (20:39)
Apr 6, 2021
Introduction (00:00) Reflections on how far Ethereum has come (00:10) Gitcoin payouts enabled (05:45) @samczsun finds a 4-year old bug (presumably now patched) (06:19) Kyber Network β launch next-gen “DMM” (dynamic market maker) dex (07:52) Yearn Finance release summary of yVaults revenue (11:09) Total crypto market cap now $2T; late stage bull market or we’re in a super cycle (13:32) Alchemix “Transmuter” upgrade; arguably the best yield on your $DAI (18:32) Dan from The Block breaks down private funding round numbers in crypto (20:55) TradFi now referring to $ETH as a SoV; leap from BTC to ETH smaller than legacy to crypto (24:38)
Apr 5, 2021
Introduction (00:00) $2,145 ETH new ATH & the broader market pump (00:10) Now 10m ETH now locked in DeFi (08:05) DC Investor launches “The Catalyst” blog (11:19) Justin Drake: majority dev support for “minimum viable” eth1-eth2 merger in '21 (11:21) StarkWare’s “Caspian” L2 powered AMM w/ liquidity remaining on L1 (15:56) Fei Protocol’s $1.2b Genesis raise: 🙊s rent by 🐳s (18:40) RSA’s preferred ⟠ analogy: blockspace is🛢paid for by 𝝣 (28:52) Shopify CEO impressed w/ ETH smart contracts (30:19) ethdotorg chart shows Q1 traffic exploding (31:20) Danny Ryan’s latest “Finalised” blog (32:27) DeFi Pulse March rebalance & growth stats (33:03) David Mihal’s new site tracking DAO balance sheets (33:59)
Apr 2, 2021
Introduction (00:00) ETH above 2K as sentiment starts shifting towards Ethereum’s superior fundamentals (00:10) Dharma ‘Gas-Lite’: drops gas fees by 80% by pooling ETH & locking for 5 days in yield farming (06:02) Hermez Network wallets growing steadily (08:47) Coinbase announce IPO April 14 & the implications of this in the market (11:34) Mark Cuban quote “I own a lot of Ethereum because I think it’s the closest to a true currency” No.1 trending article on CNBC (14:29) Nethermind on eth1-eth2 implementers call: ‘the merger is going to happen sooner than many expect’ (19:03) Ethereum Cat Herders Berlin upgrade livestream community call (22:00) Index Co-Op & the Synthetix Debt Pool Mirror Index (22:41) Charm Finance: Cube tokens live, a way to get 3x lev. On ETH, BTC, select DeFi tokens (24:51) Gitcoin Grants R9 governance brief inc. stats, matching, category winners (28:14)
Apr 1, 2021
Introduction (00:00) April Fools Day: be mindful of any EIPs or trades tweeted about today (00:10) Synthetix staking app now compatable with Optimism L2 (02:07) Aave discuss scaling on Polygon side-chain (04:22) Immutable X partner with OpenSea for gas-free NFT txs (11:22) Alchemix detail plans for what their DAO will look like (13:06) EPNS: Uniswap participating in their pilot project (15:16) Fei Protocol Genesis: swap ETH for FEI stablecoin + TRIBE gov. token (17:22) mStable feeder pools creating a universe of stable-assets (22:01) Element Finance come out of stealth, announce $4.4m raise (24:23) Loopring APYs for round 5 liquidity mining on their L2 AMM (27:45) @gambitvvs: video of NFT displayed on Apple Watch tied to necklace (28:34)
