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Podcast

ROLLUP: Tesla Sells Bitcoin | Minecraft NFT Ban | Polygon zkRollup | Genesis 3ac | Ethereum Merge

3rd Week of July, 2022
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Jul 22, 20222 min read

TIMESTAMPS & RESOURCES

0:00 Intro

6:00 MARKETS

7:55 Is the Bear Market Over?

https://messari.io/screener/bear-market-vibes-C66F0A22

15:45 Inflation

https://twitter.com/MacroAlf/status/1549529768185319424

19:55 The DXY

https://imgur.com/0oW7kWM

20:40 Arthur Hayes

https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d

26:50 Is DeFi Back?

https://thedefiant.io/defi-stalwarts-outperform

29:49 NFTs vs Tokens

https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA

NEWS

33:00 The Merge Timeline

https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q

36:35 zkRollup Season

https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA

43:25 EVM Equivalence vs Compatible

https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement

46:03 zkSync 2.0

https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ

47:40 Scroll

https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw

49:12 3ac Drama Continues

https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf

49:50 Genesis Lent 2.3 Billion

https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ

52:40 Su Zhu Audacity

https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run

55:00 Celsius Debt

https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b

57:00 USDC Transparency

https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw

59:05 Aave Balancer Swap

https://twitter.com/llama/status/1549412411077283842

59:55 Curve Stablecoin

https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg

1:00:25 OpenSea Layoffs

https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/

1:01:05 PROOF Acquires Divergence

https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence

1:02:14 Minecraft Bans NFTs

https://www.minecraft.net/en-us/article/minecraft-and-nfts

1:07:15 Nickelodeon Volume

https://twitter.com/nickelodeon_nft/status/1549626025134370817

1:08:15 ENS Domains

https://twitter.com/wongisrite/status/1549100589396758529

1:10:08 Tesla Sells Bitcoin

https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ

1:12:04 Across Token Launch

https://twitter.com/AcrossProtocol/status/1549439826038071296

13:36 Optic Raise

https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round

1:14:10 Jobs

https://pallet.xyz/list/bankless/jobs

1:16:00 Questions of the Week

1:17:30 Rocket Pool Benefits

https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg

1:20:35 zk Energy Consumption

https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg

1:22:30 Polygon Token Alignment

https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg

1:26:30 TAKES

1:27:30 BlockFi vs Celsius

https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q

1:28:35 Tech and Social

https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ

1:32:55 We are Bitcoiners

https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg

1:40:55 The Right Time

https://twitter.com/TrustlessState/status/1549691597373194242

1:42:00 What David’s Bullish On

1:44:10 What Ryan’s Bullish On

1:47:55 Moment of Zen

https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA

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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