ROLLUP: ETFs Flop? | BTC on U.S. Balance Sheet? | Polymarket Booming | Japan Tanking Markets
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 26 July 2024
⏱️ 63 minutes
🧾️ Download transcript
Summary
Bankless Friday Weekly Rollup
4th Week of July 2024
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🍵MATCHA | NEW PRICING ENGINE
https://go.0x.org/matcha-v2-pod
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BANKLESS SPONSOR TOOLS:
🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🛞 MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄 UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS
https://bankless.cc/fuel
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
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✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/39?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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TIMESTAMPS & RESOURCES
00:00:00 Intro
00:02:15 Why Did Markets Nuke?
https://x.com/zerohedge/status/1816299674006855821
https://x.com/cburniske/status/1816304411892670769
https://x.com/RyanDetrick/status/1816323820032012345
https://pro.kraken.com/app/trade/btc-usd
https://x.com/BitcoinNewsCom/status/1815478479263043974
https://x.com/DavidLRipley/status/1815880303254323603
https://x.com/TrustlessState/status/1815713932453028059
https://pro.kraken.com/app/trade/eth-usd
https://www.coingecko.com/en/global-charts
00:09:33 L2 Updates
https://x.com/JustDeauIt/status/1813634431804211426
https://x.com/JustDeauIt/status/1813634434782114299
https://x.com/JustDeauIt/status/1813634437885919679
https://x.com/JustDeauIt/status/1813634440809353596
00:11:56 Cycle Phase 2
https://imgur.com/a/UF8pspv
https://imgur.com/a/zGqV0iC
https://x.com/richwgalvin/status/1815174750668542279?s=46
00:19:19 ETH ETF Results
https://x.com/NateGeraci/status/1815545262133399700
https://x.com/EricBalchunas/status/1815728515641213387/photo/1
https://x.com/EricBalchunas/status/1815747485505052950
https://x.com/JSeyff/status/1816061764926087481
https://x.com/JSeyff/status/1815958023317205232
https://x.com/EricBalchunas/status/1816077866208993653
https://x.com/EricBalchunas/status/1815890742457278751
https://x.com/EricBalchunas/status/1816232046249058604
00:24:12 Recap From Issuers
https://farside.co.uk/?p=1518
https://imgur.com/cOK7F61
https://x.com/NateGeraci/status/1815506510564462933?t=jIri_bI8nEwT-ap1UFTWHg&s=19
https://x.com/NateGeraci/status/1815556927918600209
https://x.com/BitwiseInvest/status/1815486131376370002
https://x.com/BitwiseInvest/status/1815716188447482341
https://x.com/EricBalchunas/status/1815775953554932076
Permissionless:
https://blockworks.co/event/permissionless-iii
00:29:33 Kamala Pro Crypto?
https://x.com/jchervinsky/status/1815131074097549776
https://x.com/DeItaone/status/1815813380256719213
https://x.com/RyanSAdams/status/1816125576891031708
https://x.com/RyanSAdams/status/1816213070047519153
00:36:05 Bitcoin Conference Conspiracy
https://x.com/RyanSAdams/status/1816476366021316648
https://www.foxbusiness.com/politics/wyoming-sen-lummis-plans-announce-legislation-strategic-bitcoin-reserve-nashville-conference
https://x.com/Tyler_Did_It/status/1815428108092084254
00:43:43 Nic Carter Fight Night
https://x.com/TrustlessState/status/1816476721153282305
https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1721926760445
https://x.com/AltcoinDailyio/status/1815849283826114586
00:49:17 Is Polymarket Crypto's Killer Use Case?
https://x.com/balajis/status/1815134501171060756?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/yugacohler/status/1807424956529344989?s=46
00:54:19 Coinbase Tokenized Money Market Fund
https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/
00:54:41 Jito Restaking
https://x.com/jito_sol/status/1816488798374830164
00:55:16 Really Interesting Survey Results
https://x.com/thetrocro/status/1815491534550417525
https://x.com/thetrocro/status/1815491549704438090
00:59:26 Proton Wallet Release
https://x.com/ProtonWallet/status/1816090220359475651
01:00:50 Meme Of The Week
https://x.com/RyanSAdams/status/1816194402831982975
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Bankless Nation, it is the last week of July is time for the Bankless Weekly Rollup. |
| 0:08.0 | This was the first week, the first weekly roll-up I should say where we have an Ethereum EDF. |
| 0:14.0 | I gotta say... Just like we said. |
| 0:16.0 | Promises made, promises kept, bankless always delivers every time, except the weeks we don't. |
| 0:21.0 | So after two days of trading of the Ethereum EDFs |
| 0:24.9 | went live on Tuesday this week, what do the numbers say? |
| 0:27.3 | How did the EDFs perform? |
| 0:29.4 | Is it all the buzz in Wall Street, or was it a flop? |
| 0:32.4 | Also, in addition to all of this speculative |
| 0:34.6 | rumors about Trump putting Bitcoin on the Fed balance sheet continue to heat up. |
| 0:39.7 | Bitcoin as a reserve asset not just in theory What's going on with all this? |
| 0:43.4 | Speaking of politics, Kamala Harris is now the de facto Democratic presidential |
| 0:47.8 | nominee after Joe Biden stepped down. So the big question on everyone's mind, |
| 0:51.3 | at least in crypto, on our minds David is what's her |
| 0:54.3 | policy on crypto she's an opportunity to maybe pivot is she going to what if we |
| 0:58.9 | had both presidential nominees that were actually pro-cripto. What if? |
| 1:03.0 | And I think we might be able to actually get that answer from Polymarket, which continues to just penetrate |
| 1:08.1 | into the world of mainstream references. |
| 1:11.3 | Polymarket has some incredible trading volumes even more incredible |
| 1:14.3 | than the ones that we talked about last week so we're gonna talk about them again and |
| 1:16.9 | also some survey results that Ryan wants to talk to me about and I don't know what's |
| 1:20.8 | going on but he's gonna to inform me about something. |
... |
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