ROLLUP: Voyager Bankrupt | Solana Phone | ENS Domains | Facebook NFTs | Reddit NFTs | EU Crypto Regulation
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 8 July 2022
⏱️ 89 minutes
🧾️ Download transcript
Summary
First Week of July, 2022
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📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
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BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
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🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
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Topics Covered:
0:00 Intro
3:30 MARKETS
6:50 Macro Sentiments
https://twitter.com/KobeissiLetter/status/1543591588970070016
8:35 Dollar Go Up
https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar
10:35 Oil Go Down
https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html
12:38 USDC Gains on Tether
https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022
17:20 ENS June Numbers
https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg
21:30 Voyager Goes Bust
https://www.investvoyager.com/
24:00 What Happened?
https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management
25:30 The 3ac Plunge
https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital
31:20 Three Arrows Capital Bankruptcy
https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social
34:20 Three Arrows NFTs
37:05 Nexo Eating Vauld
https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition
39:00 FTX Acquires BlockFi
https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/
42:40 Celsius WBTC Vault
https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw
47:00 Sepolia Merge
https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet
50:00 Facebook NFTs
https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles
52:07 Solana Phone
https://solana.com/news/saga-reveal
54:20 Polygon Phone
https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA
56:24 Immutable Off-Ramp
https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw
58:00 Reddit NFT Marketplace
https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/
59:45 Moonbirds Go Up
https://twitter.com/jerrykestel/status/1544016979140427782
1:00:45 Axie Hack Story
https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game
1:02:30 Uprise Big Oof
https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ
1:04:54 Crypto EU Deal
https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council
RELEASES
1:07:00 Aztec Connect
https://twitter.com/aztecnetwork/thread/1545046832597700611
1:08:40 Bankers Going Bankless
https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/
1:09:00 Jobs
https://pallet.xyz/list/bankless/jobs
1:11:00 Questions from the Nation
Post-Merge Fees
https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:14:20 Data Sharding
https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:16:25 TAKES
1:16:40 Leighton Celsius Take
https://twitter.com/lay2000lbs/status/1545033033392193536
1:18:40 Ruled by Adults
https://imgur.com/jutmOmL
1:19:52 No New Narratives
https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q
1:21:47 Bear Market Advice
https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ
1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On
1:27:20 MEME of the Week
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Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The sky is starting to clear, like we, all the trash has already floated up to the surface |
| 0:05.2 | and we've already started to like start doing a lot of that cleaning, I think feeling pretty good. |
| 0:12.1 | Bagel's Nation, it is the second week of July. I hope you were enjoying your Friday morning |
| 0:16.8 | because it's time for the weekly roll-up. I said it this time, not you David, but how you doing man |
| 0:22.9 | on the second week of July, crypto still being kind of crazy, we get some liquidations, we get |
| 0:27.7 | some bank repcies, some consolidation on the market. How are you feeling about things? |
| 0:32.6 | You know, pretty good, I'd say. Successful support via TestNet Merge, two of three TestNats |
| 0:39.6 | ready to go, is goryly next. And like meanwhile, the BlockFi story has, I think concluded, |
| 0:45.5 | that story is over, we're going to recap the conclusion of that story. Voyager goes bust, |
| 0:50.3 | but we already knew that. The final death of three hours capital, we kind of already knew that, |
| 0:55.5 | too. And also Reddit and Facebook doing NFT things and no one really noticed it. And so like, |
| 1:00.7 | Ryan, we're also like a little bit, we're actually more than a little bit green right now. |
| 1:05.9 | Again, positive news on the Merge, no more contagion. I feel pretty good. |
| 1:11.9 | Things are getting cleaned up. I think yeah, the skies are just stuff together. |
| 1:16.6 | The sky is starting to clear. All the trash has already floated up to the surface and we've |
| 1:22.0 | already started to like start doing a lot of that cleaning. I'm feeling pretty good. How are |
| 1:26.4 | you feeling? Yeah, you know what, I think that the contagion might be over at least this first pass |
| 1:31.8 | and this, unless we get another big leg down, right? So I'm always cautious to say that, but we've |
| 1:38.2 | had a lot of crypto banks go under and that's been the story and we're going to continue talking |
| 1:41.8 | about it this week as well as everything else that is going on in crypto, including macros stuff. |
| 1:49.1 | If, as always, if you guys enjoy these weekly rollups and bankless in general, make sure you like |
| 1:54.0 | and subscribe. All right, on the podcast, that means making sure you're subscribed on YouTube, |
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