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Podcast

ROLLUP: Crypto Rallies | Gemini vs Barry Silbert | Game of Thrones NFT | Ethereum Liquid Staking

2nd Week of January, 2023
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Jan 13, 20232 min read


TIMESTAMPS & RESOURCES

0:00 Intro

3:00 MARKETS

5:40 Ultra Sound Money

https://ultrasound.money/

7:00 ETH BTC Ratio

8:50 Inflation

https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report

11:10 Leverage

https://twitter.com/YoniJMel/status/1612835719768064001

12:20 Have We Bottomed?

https://twitter.com/RyanSAdams/status/1613563998426775552

16:30 Markets since 2020

https://imgur.com/qq58Ac2

22:30 DCG vs Gemini

https://twitter.com/cameron/status/1612806661508567042

25:00 Shutting Down

https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs

26:00 Shareholder Letter

https://dcgupdate.com/

29:00 SBF Continued

Robinhood: https://twitter.com/WatcherGuru/status/1612444676904083457

$5 Billion: https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1

Fraud: https://twitter.com/nic__carter/status/1612458140238225409

Substack: https://sambf.substack.com/p/ftx-pre-mortem-overview

36:10 Coinbase Layoffs

https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html

38:00 Binance Hiring

https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html

41:00 NEWS

41:45 Arbitrum vs Optimism

https://twitter.com/WestieCapital/status/1612837614414880772

43:00 OpenSea Arbitrum Nova

https://twitter.com/opensea/status/1611486589087109124

44:20 L2 Bull Market

https://twitter.com/TrustlessState/status/1612534516094046208

45:20 Coinbase Rocket Pool

https://twitter.com/Jasper_ETH/status/1613318003738697730

47:40 PleasrHouse

https://twitter.com/PleasrDAO/status/1613217260511891460

49:30 Instagram NFT Projects

https://www.coindesk.com/web3/2023/01/11/top-nft-artists-are-launching-projects-on-instagram-and-selling-out-in-seconds/

51:50 Token Gated Lens

https://www.theblock.co/post/200859/lens-protocol-now-lets-creators-issue-token-gated-content

53:40 Rolling Stone PussyRiot

https://twitter.com/RollingStone/status/1613264584646729755

54:48 Moonbirds Signs with UTA

https://cointelegraph.com/news/bluechip-nft-project-moonbirds-signs-with-hollywood-talent-agents-uta

56:00 Vance Spencer Take

https://twitter.com/pythianism/status/1432774112351375360

57:30 Game of Thrones NFT

https://mobile.twitter.com/Niftys/status/1587848208780230657

59:15 Backing USDC

https://twitter.com/jp_koning/status/1612087428369498112

1:01:30 BlockFi Cashout

https://twitter.com/EpsilonTheory/status/1612520398892982282

1:03:30 Nexo Rekt

https://www.bloomberg.com/news/articles/2023-01-12/nexo-office-raided-by-bulgarian-police-probing-alleged-crimes

1:11:45 SEC Investigating Saber

https://twitter.com/CoinDesk/status/1613264554049282089

1:12:50 Lowest Funding in 2Y

https://imgur.com/VWsMSR6

1:13:50 JOBS

1:14:20 QUESTIONS from the Nation

Permissionless

https://blockworks.co/event/permissionless-2023/speakers

1:24:00 TAKES

1:25:00 NFT Brands

http://shorturl.at/aCGX8

1:27:00 Rally with Legs

https://twitter.com/cburniske/status/1612349520234565634

1:28:00 Regretting 2022

1:32:30 What David’s Bullish On

https://twitter.com/TrustlessState/status/1613546998984019973

1:33:30 What Ryan’s Bullish On

1:35:00 MEME of the Week

https://twitter.com/0xGhost_/status/1613550278719987713

1:36:12 Moment of Zen

https://twitter.com/vertical_dream/status/1612504107516047360

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.

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