Podcast

121 - The Bear Market Gift | Vance Spencer

Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.

Jun 6, 2022 • 1 min read

With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”

Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?

TIMESTAMPS

0:00 Intro

5:00 Vance Returns

7:39 Where Crypto Needs to Be

16:44 Bull Market Lessons

21:38 Alt L1 Blockchains

26:40 The Layer 2 Rotation

32:13 The Future of ETH Killers

41:07 The Future of Layer 2’s

47:30 Optimism vs Arbitrum

49:35 The Ethereum Market

58:30 ETH is Money

1:02:18 Veblen Moneygoods

1:07:19 Who Buys ETH?

1:10:15 Bull Market Timelines

1:16:05 The Future of Tokens

1:21:30 DeFi’s Make or Break

1:28:25 Winners will emerge

1:32:15 The GameFi Rabbit Hole

1:37:18 Lessons from Axie

1:43:15 Metaverse Money

1:47:45 The Bear Market Gift

1:50:30 Closing & Disclaimers

RESOURCES

Vance on Twitter:

https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ

Vance’s Tweets

https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg

https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ

https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA

Rune Christensen’s Endgame

https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456

Crypto Fees

https://cryptofees.info/

Betting the Fund on the Merge

https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details

Bull Case For DeFi

https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w

Bull Case For DeFi II

https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

Published in Bankless

There’s a revolution in the world of money. Ethereum, Bitcoin, crypto, open finance, DeFi—a bankless revolution. And you want part of it.

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