May 31, 2021
Introductory song (00:00) Rock Stars of Ethereum, Ep 4 w/ Anthony (00:09) EF Eth2 AMA June 23 /r/ethereum (00:45) Arbitrum One devnet live, mainnet soon (02:09) SushiSwap deploys to Arbitrum (07:02) Justin Drake’s ultrasound money chart of how much 𝝣 will be burned under EIP-1559 (09:41) Tim Beiko: All -Call devs calls finds bug in EIP-1559, will push launch back a few weeks (13:33) Hayden Adams: USDC/ETH on Uniswap is 12X that of Coinbase, also double on ETH/BTC (16:08) Frank Chaparo (The Block) announce Circle USDC issuer raise $440m in new funding (22:22) SetLabs raise $14m in Series A (24:14) @Fiskantes meme on 2013-19 v 2021 investors (26:54)
May 28, 2021
Introductory song (00:00) Reminder of Anthony’s AMA on TDG Discord this Saturday (00:09) Shout-out re Anthony & Eric’s”Into the Ether” podcast (01:17) Another Ether ETF filed by WisdomTree (02:30) Mariano Conti: ‘It is not too late to lean Solidity’ or anything on ⟠ (Anthony) (06:40) Kwenta derivates trading platform announce their plans for L2 on Optimism (14:28) Etherscan block explorer coming to Arbitrum (16:43) Alex Van de Sande’s graph of “Open Source Congress” on Gitcoin (20:19) HopProtocol” “Polygon to Ethereum withdrawal in 1m30 instead of 3hrs” (23:12) Documenting & Lending $DPI against major crypto assets (25:02) Seb Audet (ZapperFi) teases possible token (26:00) Balancer Labs partnership w/ key investors in $24.25M token purchases (27:39)
May 27, 2021
Introductory song (00:00) Carl Icahn: prominent fund manager ‘Prefers Ethereum, regards ETH as just as good a SOV’ (ZeroHedge) (00:09) Taylor Monahan (MyCrypto): “EIP-1559 does NOT deliver”; Anthony’s counter-argument (03:15) Trent Van Epps (EF):’ cheat-sheet on 1559 for wallets & users (12:22) Polygon release their software SDK (13:02) Hayden Adams (Uniswap)” :”the ommunity has spoken with overwhelming support in favour of a an Arbitrum deployment of Uniswap v3” (16:33) Aribitrum partner with Alchemy developer platform (20:41) Alchemist Coin release MistX providing everyone with protection from front-running (21:57) Martin Köppelman (Gnosis): “Ethereum for the world” as opposed to Pomp’s “Bitcoiners vs the world” (23:44) There is now 5m ETH in the Eth2 deposit contract (Anthony) (27:55)
May 26, 2021
Introductory song (00:00) Gitcoin release GTC governance token (this is big) (00:09) Tokens are like equity w/ most protocols likely to have one eventually (Anthony) (05:05) Ethereum scaling solutions: “the game is about to change forever” (Anthony) (09:15) Andy (Fractional Art): Uniswap proposal to deploy v3 to Arbitrum Mainnet (12:02) MCDEX @MonteCarloDEX have been testing on Arbitrum, consider UX on par with CEXs (15:19) Mark Cuban invests in Polygon (Mihallo Bjelic) (16:31) Matt Huang (Paradigm): “Crypto may look like a speculative from the outside … but the casino is a trojan horse with a new financial system hidden inside” (18:04) Matt Finestone heading-up GameStop division built on Ethereum (24:05) Ryan Watkins (Messari): ETH volumes have now surpasses BTC on trading pair volume; slippage between ETH & BTC now on par (26:06) bloXroute Labs launches service enabling Metamask users to be protected & profit from MEV (30:48) Ribbon Finance announce $RBN token including retro drop for early adopters (31:49) Universe NFT platform release $XYZ which can be yield farmed (33:17)
May 25, 2021
Introductory song (00:00) Elon still speaking for crypto, Michael Saylor’s Council of miners; wtf? (00:09) Anthony: Ethereum’s upgrades (hard forks) are a feature not a bug (03:11) Token Terminal v2 live inc key metrics & revenue sharing charts, source data (09:39) Pete Kim (Coinbase): getting early access to Arbitrum for USDC; Coinbase support for Arbitrum? (Anthony) (11:17) StarkWare metrics for Black Wednesday - only proceed 0.06% of gas fees (13:22) Kyle Davies (Three Arrows): ‘Alt is a boomer term / fractal of 2017’ (15:34) Yearn Community proposal: buying ETH as well as this is the land they operate on (19:31) Stani (Ave): “Most valuable institutions in crypto will be community owned networks powered by DeFI & cryptoeconomics” (22:42) : Ray Ralio: “For efficiency, it seems like Ethereum; Anthony: “Everyone finds their way to Ethereum and ETH eventually” (24:46) Packy McCormick’s “Own the internet: A bull case for Ethereum” good article for uninitiated (27:45) Nethermind hiring (30:43)
May 24, 2021
Introductory song (00:00) Market recap: multiple contributing factors inc reports of 🇨🇳 restricting BTC mining to renewables (00:09) Elephant on beach-ball meme: too many sellers plus not enough liquidity = cascading price drops; derivative markets contributing to volatility (05:27) Anthony: the possibility these are faster bull & bear cycles within a supercycle (14:14) Rick Dudley on the futility of current L2s v side chains terminology & distinctions (15:12) Chris (MakerDAO) discusses positives & drawbacks of Optimism vs Arbitrum (18:59) Aztec bringing privacy, rollups to Ethereum; under-appreciated (Anthony) (19:51) Vitalik blogs on the Limits of Blockchain Scalability (20:40) Yearn-Mini: a workaround for China after they blocked Yearn (23:26) Ben Edgington’s latest What’s new In Eth2: Altair, Rayonism, The Merge, Staking (24:45) mStable currently hiring, reach-out to James (25:26) Bloomberg: ‘ ⟠ closing in on fix to reduce energy use by 99%’ (26:26) Goldman Sachs research paper: ‘ETH beats BTC as store of value’ (28:00) Wharton & World Economic Forum’s report: “DeFi Beyond The Hype: The emerging world of decentralised finance” (30:32) Quantifying decentralisation: Anthony explains why he sees POS as more decentralised & more secure; heads up re his Q&As (31:17)
May 21, 2021
Introductory song (00:00) US fed reserve intends to publish paper on CBDCs; whilst centralised CBDCs legitimise crypto (Anthony) (00:09) The Flippening mentioned in UK pariliament (09:24) Optimism announce collaboration w/ Etherscan; could means apps like Uniswap live on O𝝣 very soon (Anthony) (11:56) Tim Beiko: Baikal’s testnet now shows EIP1559 as it will look in block explorers when live (15:05) zkSync introducing 3-factor approach to security to mitigate rug pulls (17:25) Yearn Finance + Synthetix: SNX staking vault on Yearn, auto claims (19:16) Robert Miller: Flashbot’s daily miner profit hits ATH (20:37) Index Coop: $DPI now available on Kucoin CEX (22:01) MCDEX successfully closes $7m investment, will deploy testnet on Arbitrum May 28 (23:23) Alchemix 1st audit is in, certified secure (24:42)
May 20, 2021
Introductory song (00:00) The Day After: ⟠ ecosystem performed v. well, handled cascading liquidations w/o tradfi circuit breakers (00:09) Chainlink the MVP (03:20) Allan (Yield Protocol): “So, massive dip and not a single protocol blew up? Bullish” (04:36) Index Coop: "flexible Indeed Token didn’t go down for maintenance” (05:32) Sandeep (Polygon): ‘people talked about markets in $ETH prices not BTC’; Anthony: 'BSC by comparison performed poorly' (06:59) Brian (Sorare): their sports NFT platform scaling w/ Starkware Jul 21 (09:36) Hayden (Uniswap): now downtime, unlike most CEXs, insane volume (11:33) John Palmer: launch of fish.vote, an app to make UNI gov more accessible (15:09) Scott Lewis: scammy ecosystems attract scammy cofounders…Ethereum culture attracts authentic founders; why Ethereum’s culture is its most important feature moat (18:35)
May 19, 2021
Introductory song (00:00) Market chaos: highest volume and highest gas fees in 24 hours; faster clear-outs within in longer bull market??? (Anthony) (00:09) Anthony: “In hindsight, the dog tokens were a pretty amazing top signal” (09:34) Ash @investindigital: BTC inflows to Binance largest ever, ETH 2nd largest outflow ever (10:45) Cathie Wood’s (ARK) 639,000 $ETHE shares in Q1 (12:34) EF: Ethereum will use at least 99.95% less energy after merge (13:41) Synthetix update on their L2 & four independent projects spun out from protocol (16:02) @cyber_hokie: “Ethereum is full of people working on these [issues[ not throwing their hands in the air & pivoting to narratives that disregard the issues” (18:14) CL @CL207: ‘the first of many L2s live next week, ETH POS in 6 months… if you can’t see where this is going..’ (24:57) Matt Finestone: “‘L2 means inheriting Ethereum Level security [and] paying Ethereum for that security’ (26:02) Zak Cole looking for a solidity dev for SlingShot Crypto (27:03) Etherscan tx: someone buys 19,919 ETH on a dex yesterday (27:33)
May 18, 2021
Introductory song (00:00) Anthony’s list of ⟠ tech not talked about enough: EIP3074, Altair, Core Dev apprenticeships, DAO grants, Aztec network (00:09) CL @CL207’s Flippening thesis (04:43) Coinbase Wallet browser extension (06:09) Argent: over $1b now stored across their wallets (08:21) DiversiFi announce strategic round, $DVF token inc airdrop (09:12) Connext Network’s virtual AMMs and liquidity auctions (11:05) Scoopy Trooples: ‘ETH killers trying to solve scalability problem w/o enough users to have scalability problem’ (12:41) Vitalik’s post on scaling: eth2/sharding & L2 are complimentary’ (14:53) Mariano @nanexcool: ‘#1 reason I’m bullish on ⟠ b/c I and so many of my friends are building on it’ (16:26) Universe Protocol targetting NFTs inc farming, its own token (17:32) Aave Pro for institutions (19:34) ZapperFi raise $15m Series A (22:35) Anthony on why $MATIC going up in value does NOT take away from $ETH going up (24:12)
May 17, 2021
Introductory song (00:00) Markets: ppl finding reasons for prices going down; longterm it’s noise, not bearish (Anthony) (00:09) James Wang’s “Ethereum Announced 1s Quarter 2021 Results”, summarising Etherum’s growth like a typical earnings report inc: 200x fees, 20 tx volume, dex volumes 76x (09:29) Jeff Lau (ENS domains) on L2 vs side-chains & pragmatic vs arbitrary definitions (13:35) Uri Kolodny (Starkware): ‘Ethereum L1 will become the zip verification layer. Most ppl will use L2’ (20:24) Anish Agnihotri (Polychain Capital): ‘how I successfully 51% attacked the cheapETH minority chain’ (21:38) Vitalik burns most of the remaining SHIB tokens, heralding possible end to dog meme saga (23:01) Samuel Shadrach (Arbitrum) on why they are so far ahead of Optimism (24:24) Elias Simos (Bison Trails) on Dune Analytics’s new dashboard & custodial Eth2 details (26:21) Maple Finance lending protocol for corporate institutional capital live May 19th (28:07) Gitcoin: ‘it is time we decentralised’ (29:19) Vance Spencer (Framework Ventures): raise $100m to invest in D𝝣Fi native startups (30:43) Tim Roughgarden breaks down & refutes Arthur Hayes’ FUD on 1559 ‘deflationary pressure’ (31:42)
May 14, 2021
Introductory song (00:00) Answers to Qs re. fork of ⟠ come POS: updates vs contentious hard forks; how a miner chain would lose compossiblity; a likely pump & dump; @avsa’s “Avoid Evil Twins” (00:10) Trent from EF announceds Core Dev Apprenticeship program (11:22) Justin Drake parodies Elon Musk, Dogecoin; Anthony on the limitations of Doge & mined cryptocurrencies (12:49) Buenos Aires’ BairesDAO (20:25) HandleFi, focusing on Non-US stable-coins, closes strategic funding round (22:58) 1Inch live on Polygon (24:34) Loopring calling all YT creators w/ grants for content (27:05) Alpha Finance relaunching Alpha Homora V2 (27:51) Stani from Aave leaks more alpha, looking for three new product managers: is he deploying to 3 new L2’s o4 creating 3 new Aave protocols? (29:05) Join TDG Discord Channel for a Q&A tomorrow (30:03)
May 13, 2021
Introductory song (00:00) Dog-day Afternoon: meme coins dumped in Vitalik’s add get dumped by V on Uni for $60m going to charity (00:10) Musk ‘rug-pulls’ Bitcoin: Elon suspends purchases of Tesla w/ BTC due to ‘environmentally unfriendly’ mining’; or ‘bc no one is using BTC as money’ (Eric Conner) (06:28) “JP Morgan on why ETH better than BTC” w/ Proof of Stake cited as preferential (ZeroHedge); w/ qualification from Anthony impressing the point Ethereum hasn’t yet made the transition (11:02) : Connexct Network now doing $25m in volume up 35x; L2 bridges will be winners, w/ the multi chain future still up in the air (Anthony) (12:57) ETHGlobal scaling hackathon finalists: Zenith - enabling ⟠ wallets to use L2 w/o ETH; Sorbet, for smoother L2 transition; Raytracing: for tracing MEV (14:07) Maple Finance protocol mainnet launch tomorrow w/ liquidity mining program (15:28) Gnosis Safe’s multi chain rollout; Gnosis’s emerging platform for using apps directly in Safe (16:07) Polygon: Infura and Truffle (plus Gnosis) support announcement (17:06) Slingshot dex agg. live in open beta on Polygon; w/ Curve. mStable, SushiSwap, Quickswap (17:38) Arbitrum opens mainnet to devs on May 28th (18:10) OKEx doing direct CEX to Arbitrum transfers (18:44) Frank Chaparro (The Block): “market underestimating amount of capital sitting on sidelines for Ether by 1 to 2 orders of magnitude”; Anthony asks ‘why the wait?’ (19:53) Ryan Watkins (Messari) can’t think of a better set-up for ETH flipping BTC (21:44) Igor (The Block) covers the xToken hack (23:47) Stani’s (Aave) major alpha leak on private pools for institutions experimenting w/ D𝝣F⟠ a sign of things to come (26:03)
May 12, 2021
Introductory song (00:00) Merge “Nocturne” finalised. Proof of stake (00:10) $Woofy: Yearn experiment w/ dog themed coin pegged to $YFI w/ much high supply making it “cheap” (03:08) Balancer V2 live: gas down 50% & new UI (07:12) Ethereum miner fork ala BSC likely (Anthony) (08:49) Protocol fees today: Ethereum $117m v Bitcoin $4.8m; ~2 months until EIP-1559 stops giving miners all this ETH (12:16) Argent wallet: direct L2 onboarding from wallet, zksync trading live soon (15:21) Dfinity marketing BS echos that of EOS (Anthony) (16:43) Index Coop: next leveraged index product BTC2x-FLI (19:16) Ash @invesindigital: Wallets w/ 10k of ETH up v wallets w/10k BTC down; not a 1:1 comparison though (Anthony) (20:50) Christie’s auction 9 rare CryptoPunks realising $16.9m (22:00) Su Zhu & Kyle Davies on Bankless are now major ETH bulls, believing in $25k ETH & BTC flippening (23:45)
May 11, 2021
Introductory song (00:00) Market craziness: Dog-themed meme-coins; *some* like $SHIB have had massive pumps; but be warned this is crypto as a casino (00:09) Token Terminal’s new dashboard: real-time tracking for protocols like dYdX (12:16) Anthony: “Y’all aren’t ready for a $2.1m ETH” based on Justin Drake’s spreadsheet & most optimistic long-term case for Ether (13:35) Anthony: ‘If EIP-1559 were active ~16,000 ETH would have been burned last 24 hours’. These numbers will hit people hard when live (bullish) (19:23) James Wang: ‘Sushiswap returned more cash to holders in a year than Amazon has in its history’. The inefficient pricing (& early Alpha) incrypto-markets (22:44) Magnet crypto payment aggregator’s beta launch (29:30) Cem @cemozer_: ‘If Ethereum accomplishes mission of becoming base layer of all value txs it could lead to wealth transfer at magnitude & speed never witnessed’ (30:54) Alchemix’s integration with Chainlink oracles (34:34)
May 10, 2021
Introductory song (00:00) 4K ETH, 40% of the way to flippening BTC, still mainly institutional & evidently fundamentals driven but stick to your plans (00:10) VanEck Files for Ethereum ETF (07:09) Frank Chaparo (The Block): flow trajectory of ETH into institution funds up and to the right v BTC (08:20) Anthony’s Jan 2019 article on “Why Ether is Valuable” the piece he’s most proud of given rock-bottom sentiment then (09:31) ETH in CeFi vs DeFi (continuing down vs up respectively) still Anthony’s favourite chart (17:02) Amount of ETH staked in Ethereum 2.0 rising since April (21:17) Uri from Starkware & their $1b in cumulative trading across major deployments (21:40) Ben Edinington’s latest eth2.news: Rayonism, Altair & The Merge (22:40) Rari Capital exploit; Igor (The Block) extrapolates (22:27) Superphiz: lets stop assuming beacon chain validators want to run Linux & offers tools for make staking on Windows accesible (24:56) Element Finance testnet is live: splits principle & yield for seperate use in DeFi (27:08) Meebits bug/exploit; 0xNietzsche summarises (29:25)
May 7, 2021
Introductory song (00:00) Markets: Robinhood users aping into app’s outdated list of crypto coins (00:10) Anthony sad there is only 1 new person he knows interested in learning (07:33) John Syu: working in crypto over-romaticised; Anthony’s counter argument (09:03) EF unveils new fellowship program for developing countries (16:55) Hayden on Uniswap v3: swapping USDC/USDT for less that 1% slippage (20:00) SushiSwap liquidity mining program using Polygon - quite lucrative (21:36) Alex Van de Sande: Ethereum’s modest launch vs Dfinity’s hyped marketing (20:20) Anthony: Chia’s launch also full of mumbo jumbo (25:14) USA’s weak jobs report & how such economic activity actually boosts crypto investing (28:18)
May 6, 2021
Introductory song (00:00) Shout-out re Alex (from Nugget’s News) & Anthony’s latest video (00:10) Uniswap v3 live: a few bumps but excitement re concentrated liquidity w/ positions as NFTs, vaults, competition for Curve? (00:46) Yearn on what you can do w/ $YFI (05:51) Alchemix teasing alETH vault (08:44) GoEthereum on the latest version 1.3 (10:43) Superphiz from ETH staking community on client diversity & asking the right questions (12:48) Aave release stats inc $17b liquidity, near $1b ann. rev, 650k p/w warchest; may kick-start DeFi Summer2 when L2 fully functional (14:24) CryptoFees.info's new website w/ pull down menus (22:37) 2020 meme ETH wouldn’t accrue value already debunked this year (27:23) Sandep from Polygon: "Can someone explain to me how $BTC is a better SoV than $ETH?" (36:02)
May 5, 2021
Introductory song (00:00) Garry Tan on CNBC educating the masses about Ethereum (00:10) Meebits NFTs: 20k unique 3D voxel characters but are they a $ grab? (03:38) Mark Katakowski: Ethereum’s adoption may change 4-year BTC halving cycle (07:23) Anthony’s thoughts on Dogecoin’s pumpamentals (12:03) Ethereum Cat Herders Update #43: Eth 1 & 2 and merge updates (16:25) Loopring: $8m ETH, $6m LRC, $1.1M UNI traded in past 24hrs w/ 20c av fee (17:42) dYdY: $700m in total volume on L2 perpetuals & ATH of $57m in 24hrs (19:11) Mirror: splits for continuous routing of ETH to unlimited no of addresses (20:34) Bankless DAO & airdrop of $BANK to members & Gitcoin donors (22:34)
May 4, 2021
Introductory song (00:00) We’re currently witnessing the culmination of the hard work of 10s of 1000s of people over the last few years (Anthony) (00:10) Daily Ethereum tx fees: May 2020: 55 ETH vs May 2021: 7814 ETH (Justin Drake) (05:04) Uniswap V3 launches tomorrow w/ “fun little surprise” (Hayden Adams) (07:11) Sotheby’s & Coinbase enable the purchase of Banksy image with BTC & ETH (09:22) 1% of total BTC supply now lives on Ethereum (Elias from Bison Trails) (10:51) Take your knowledge to the next level w/ EthCatHerders newsletter (Trent from EF) (14:15) Dopex’s progress report on their decentralised options protocol (14:58) Maker Foundation transfer remained of dev funds to the DAO (16:41) PayPal holds exploratory talks about launching stable coin (The Block) (20:36) ebay CEO exploring how to sell NFTs (CNBC) (22:26) Dex volumes 100x up since last April; what can UNI v3 bring? (Dune Analytics) (24:50)
May 3, 2021
Introductory song (00:00) Deconstructing FUD that’s a new all-time-low for ⟠ attackers (00:10) Protolambda: experimental post-merge Ethereum testnet runs successfully (19:57) Trent from EF announces “Ecosystem readiness” project working with Tim Beiko (21:37) EIP-3529 (London) makes Gas Tokens non-viable (22:18) Aztec private DAI transactions now live (23:10) Balajis: ETH at $3k. Learn solidity today (23:47) Glassnode: NVT ratio (low = tx volumes are high & growing faster than market cap) reaching cycle low (25:41) OKEx first major exchange to enable direct L2 deposits & withdrawals (28:28) Mariano @nanexcool: Even with 𝝣 at $3k gas prices remain low (30:00) Sudoswap: alpha launch of p2p asset swap project form 0x (31:51)
