ROLLUP: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 23 February 2024
⏱️ 70 minutes
🧾️ Download transcript
Summary
Last Week of February 2024
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TIMESTAMPS & RESOURCES
0:00 Intro
3:01 Markets
3:23 ETH Price
https://x.com/RyanSAdams/status/1760078604178792728
6:30 Bitcoin observations by Nic Carter
https://twitter.com/nic__carter/status/1758159340886774270
https://youtu.be/acWTaENmYFw?si=da7JbWp_6SrSdtGK
10:18 L2 Update
https://x.com/pseudotheos/status/1760612134189199462
11:30 Movers of the Week
https://x.com/OpenAI/status/1758192960116785459
https://twitter.com/WillSmith2real/status/1759703359727300880
https://coinmarketcap.com/cs/currencies/worldcoin-org/
15:22 BTC ETF FIRST
https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/
https://dune.com/hildobby/btc-etfs
BTC ETFs gained $8.5B on gold ETFs in organic growth since Jan 11 launch!
https://twitter.com/EricBalchunas/status/1760281449373065558
19:54 Coinbase earnings beat the expectations!
https://x.com/coinbase/status/1758239866234839254
https://nft.coinbase.com/mint/coinearnings
21:38 NVDA Earnings
https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html
https://x.com/TrendSpider/status/1760310911213207849
https://companiesmarketcap.com/assets-by-market-cap/#google_vignette
27:10 Starknet token is now live! Was this the Largest airdrop in history?
https://twitter.com/StarknetFndn/status/1759910415335600584
https://www.coingecko.com/en/coins/starknetc
https://token.unlocks.app/starknet
32:23 You can now check your eligibility in Claimables!
https://twitter.com/BanklessApp/status/1760059308077654142
33:33 Pudgy Penguins & Luca Netz
https://x.com/pudgypenguins/status/1760040978281271715
https://twitter.com/LucaNetz/status/1760042076379451693
https://twitter.com/Walmart/status/1760088434549395492
https://www.theblock.co/post/277947/pudgy-penguins-briefly-flips-bored-ape-yacht-club-in-floor-price
40:30 Big investment - A16z Invests 100m into Eigenlayer
https://x.com/eigenlayer/status/1760666731859833048?s=20
https://x.com/TrustlessState/status/1760672144697229352?s=20
43:30 KelpDAO issues synthetic Eigen Points token
https://x.com/KelpDAO/status/1760020436195389561?s=20
44:50 Ethena Mainnet
https://twitter.com/ethena_labs/status/1759546702187696437
https://twitter.com/ConorRyder/status/1759706195709849806
https://x.com/0xngmi/status/1759734299861852372?s=20
https://twitter.com/sassal0x/status/1759772880014069989
48:00 Yuga Labs acquired Proof!
https://twitter.com/yugalabs/status/1758583237964947796?s=20
https://x.com/kevinrose/status/1758586303095177229?s=20
https://twitter.com/HollanderAdam/status/175859548883878343 0?s=20
50:23 The announcement of a large $OP airdrop to builders on February 21.
https://x.com/Optimism/status/1760002821120983200?s=20
51:40 THE PEOPLE VS THE SEC
https://twitter.com/amandatums/status/1760346084323344480?s=46
https://twitter.com/jchervinsky/status/1760349436713050249?s=20
https://x.com/RyanSAdams/status/1760428150863913195?s=20
https://x.com/jchervinsky/status/1760480771444294046?s=20
55:28 Do Kwon is heading to the US!
https://twitter.com/WatcherGuru/status/1760348316288667763
https://twitter.com/RyanSAdams/status/1760354192458232039
59:29 Stablecoin wars are heating up!
https://twitter.com/Pledditor/status/1758243599446089799
https://x.com/circle/status/1760108597218889998
1:04:35 Raises and BVC Investments
INIT Capital raised $3.1M seed investment!
https://twitter.com/InitCapital_/status/1760273773667004620
1:05:40 Reddit “Airdrop”
https://warpcast.com/rsa.eth/0xb4d6eb5c
1:09:10 MEME of the Week
https://warpcast.com/banklesshq/0x8180df86
1:09:44 Closing & Disclaimers
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You can see the story of the AI bubble starting to form. |
| 0:04.4 | Like if you look left and right, like AI crypto tokens are up, |
| 0:08.1 | and video is up, it's holding up the entire stock market. |
| 0:10.6 | Invidia is now the seventh most valuable asset in the world, the fourth |
| 0:14.2 | largest publicly traded company. And then how does that impact the crypto markets? |
| 0:18.1 | Because it does. Bankless Nation, it is a bullish February roll-up, isn't it David? |
| 0:27.0 | How are you doing, man? Oh, we still to be quiet? |
| 0:30.0 | I thought that was last week. |
| 0:32.0 | No, until all-time highs. |
| 0:34.0 | Well, I'm going to have a hard time being quiet because we've got 3K. |
| 0:38.0 | That's fair. |
| 0:39.0 | E-P- this week. |
| 0:40.0 | All right? |
| 0:41.0 | So we've got to get loud about that, at least on the on the roll up I think we got 3 k like three times this week we actually don't have it right now we have 2,990 |
| 0:49.3 | on the eith prize come on that counts that's 3 k just around that one up |
| 0:53.6 | that is not 3 k is the first time eith hit 3 k since April 22 so that's worth |
| 0:59.2 | celebrating David what else we got the stark net token out and live it is trading so where did we end up with the ranks of the Starknet air drop in size and addresses and amount of value distributed to people we We're going to talk about that. |
| 1:12.9 | And then some earnings, some earning reports, |
| 1:14.8 | both coin base and NVIDIA |
| 1:17.1 | have kind of rocked the street, the Wall Street that is, |
| 1:20.1 | and we're going to talk about the implications |
| 1:22.1 | around the broader market. |
... |
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