Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052

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Technology, News, Tech News

4.7 • 1.2K Ratings

🗓️ 30 April 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto. They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform. Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Ethereum Pivot Has a Tagline https://x.com/hosseeb/status/1917052715911549399 https://x.com/0xngmi/status/1916910787936797005 18:49 Ethereum Value Accrual 30:29 Fun Chain Premium 34:00 Memecoin Meta These Days 50:17 HyperLiquid EVM 58:01 1 Gorilla vs 100 Men https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query 1:04:07 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcript

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0:00.0	Welcome Bankless Nation to a differently styled podcast on the bankless feed. I want to welcome
0:08.3	three guests onto this podcast as we discuss, deliberate debate, and dissect the topics that we all
0:13.5	find interesting. First up, some people are wary of society's trend towards gambling and
0:18.8	financialization, but where some see moral hazard,
0:21.2	this man sees opportunity.
0:23.2	By day he's on the couch, scrolling crypto-twitter, and by night, well, he's still there.
0:28.3	The only person on crypto-twinter actually having any fun, Andy 805-2, it's good to see you.
0:33.6	Happy to be here. Thanks for having me. Also, sometimes on the day, I am playing golf.
0:38.4	That is learning up the middle. If you haven't seen his ass, you're not in the right circles.
0:44.9	The person that did the impossible, somehow not having a single hater on Twitter, the pink-coated
0:49.9	educator with glutinous glutes, the mega-ass of mega-eath, zero-x bread guy. Welcome back.
0:56.1	Thanks for having me. That intro, I actually thought you were going to go to John, and I just
0:59.1	had to miss his ass picture. So, you know, maybe some kind of the teacher. Yeah, no, you're the
1:03.1	only one with an ass on Twitter right now. And then bringing up the rear, the Crypto's chief
1:07.9	lowercase R researcher, the man who will write a 90-page research paper over the weekend because it was fun.
1:13.5	We've all read his long AF research papers only to conclude that nothing's real and we shall buy Bitcoin.
1:19.0	John Charbonneau, how you doing?
1:20.6	Great to be back on.
1:21.8	How's it going?
1:22.6	Pretty excited for this episode, guys.
1:24.3	So the topics that we've got lined up for this week, the Ethereum Pivot has a tagline, but what about ETH? Is ETH coming along for that? We want to talk about the
1:32.0	death of Longtail layer twos. We're going to talk about a little bit of what Andy's doing in the
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