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Bankless
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Bankless
@Bankless
Welcome to Bankless: where we explore the frontier of crypto money, tech and finance. Learn how to get started, get better, and front-run the opportunity.
Internet Katılım Şubat 2020
195 Takip Edilen375.1K Takipçiler
AI agents opened the privacy Pandora’s box.
@ilblackdragon:
“Right now, agents accidentally read all your private keys and secrets and passwords…”
“Somewhere in the logs of Anthropic… your keys, all your information, all your tokens…”
“When you use centralized providers, all the data goes there.”
Bankless@Bankless
INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? @NEARProtocol co-founder @ilblackdragon joins @TrustlessState to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode
English
Bankless retweetledi
NEW REPORT: Why does bitcoin:native continue to track the 4-Year Cycle?
Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. @JustDeauIt and @RyanSAdams break down how leverage, credit, stablecoins, DeFi loans, miners, and Strategy drive crypto’s recurring booms and busts, and whether one final domino still needs to fall.
[TIMESTAMPS]
0:00 Intro
5:21 Bitcoin’s Capital Base
15:00 Leverage Drives the Premium
20:07 Stablecoins and VC Flow
23:08 On-Chain Loan Cycles
26:08 Perps and Treasury Leverage
32:14 Deleveraging and Hidden Risks
34:29 Miner Capitulation
37:12 Why Four Years?
40:08 ETH and Solana Positioning
English
INTERVIEW: Fomo’s $75M Bet on Making Crypto Trading Mainstream
Crypto trading is still built for insiders. @fomo's @seyong joins @TrustlessState to explain how the company’s $75 million raise is funding a trading app for everyone else, why the next wave of users will never manage wallets or gas fees, and how Fomo plans to bring tokens, perps, stocks, prediction markets, and more into one seamless experience. They also unpack why the memecoin trenches have become a rigged game, how radical transparency could protect everyday traders, and what it will take to make onchain finance truly mainstream.
[TIMESTAMPS]
0:14 fomo Explained
2:15 Beyond Crypto Apps
5:44 User Growth And Adoption
9:15 Trading More Than Crypto
12:10 Lessons From The Trenches
15:19 What The Raise Funds
20:27 Memecoins And Risk
26:22 Radical Transparency
27:15 fomo Social Features
29:48 Product Priorities Ahead
English
YouTube
youtu.be/5sfbqngDK_M
Spotify
open.spotify.com/episode/3LCw0W…
Apple
podcasts.apple.com/us/podcast/ban…
YouTube
English
INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin
What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? @NEARProtocol co-founder @ilblackdragon joins @TrustlessState to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign.
[TIMESTAMPS]
0:00 Intro
3:47 Pandora’s Box Opens
6:03 AI Meets Government
7:16 Decentralizing the Stack
8:51 Why Ban Fable?
11:18 Internet Balkanization
13:57 KYC for AI?
18:43 Nationalized Models
21:07 Building Private AI
26:30 Agent Marketplace
30:26 User-Owned Alignment
35:28 Winning Against Giants
40:19 Regulation Fuels Crypto
42:24 Global AI Adoption
45:05 Compute Is the Bottleneck
49:00 Enterprise Use Cases
51:39 Confidential TVL Explained
55:25 Full Sovereign Mode
English
"Is near:native bullish the more restrictive governments become?" - @TrustlessState
“The harder it is to get a bank account, the harder it is to transfer money, the more bullish blockchain becomes.” - @ilblackdragon
Private models. Transparent restrictions. Decentralized infrastructure.
“If they don’t want to get nationalized, they will become decentralized.”
Bankless@Bankless
INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? @NEARProtocol co-founder @ilblackdragon joins @TrustlessState to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode
English
.@CryptoHayes thinks AI is in a bubble and the closest historical comp is the railroad buildout.
"humans are always over optimistic at the beginning of any technological build out."
"What happened with the railroad build out?"
"credit grew into railroads and sort of an over indexing about the return that these things could generate."
Now, he says AI has the same problem:
"it's all these circular revenue deals."
"it's all just circular accounting"
"i gotta think about the exit from this thing"
Bankless@Bankless
INTERVIEW: @CryptoHayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why @HyperliquidX can challenge @binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage
English
Bankless retweetledi
Ethlabs is supported by a broad coalition across the Ethereum ecosystem:
DeFi builders, core devs, L2 founders, cypherpunks, investors, institutions, and researchers.
People who care deeply about Ethereum’s future, protecting its core properties, and bringing them to the world.
We are coming together to accelerate the next wave of Ethereum adoption by contributing to critical core R&D and building new infrastructure and products where the ecosystem needs them most.
We are incredibly grateful to be supported by @BitMNR, @Sharplink, @ethereumJoseph, @snzholding, and more than 50 others across Ethereum.
English
INTERVIEW: @CryptoHayes - The AI Crash That Could Send bitcoin:native to $1M
Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks.
Inside the episode:
- AI CapEx mania
- Why ethereum:native looks cheap
- Oil as the macro bear case
- “The Fed can’t print Moore’s Law”
- How an AI credit event could send money back into crypto
- Why @HyperliquidX can challenge @binance
- Why the inventor of perps says not to use leverage
---
TIMESTAMPS
0:00 Why Arthur Sold HYPE, NEAR and ZEC
4:26 The AI Trade Starts to Look Crowded
6:25 How Arthur Is Positioned Now
7:15 Crypto’s Strange Market Dispersion
11:09 Oil, Iran and the Fake-Out Risk
14:16 Why the Iran Deal May Not Be Durable
17:29 Can AI Survive Higher Oil?
21:20 The AI Bubble Thesis
26:11 China’s Cheap AI Threat
30:38 The Credit Event Arthur Is Watching
35:51 The 2028 Perfect Storm
39:45 Why AI Is Draining Crypto’s Bull Market
44:28 Arthur on Inventing Perps
48:11 Why Perps Could Eat Wall Street
51:18 Socialized Loss Explained
53:21 Onshore vs Offshore Perps
55:50 Why Hyperliquid Can Flip Binance
56:30 The Perp Inventor Does Not Use Leverage
English
.@TrustlessState bought tickets to a @FIFAWorldCup game on one condition:
“There’s like an 85% chance that that’s @Argentina versus someone.”
If Argentina doesn’t make it?
“I could hedge it. I could hedge it on @Polymarket .”
English
WEEKLY ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange
Equities are rallying, but bitcoin:native is breaking down. @TrustlessState and @tomhschmidt unpack @saylor's $STRC stress, Warsh’s first FOMC, @SpaceX's mega-IPO, @jito_sol's breakout, @coinbase' Everything Exchange, and why perps may be crypto’s next real growth engine.
[TIMESTAMPS]
0:00 Intro
3:07 Equities Up, Crypto Down: STRC Stress
- @PeterSchiff
- @zackvoell
- @R89Capital
- @jdorman81
11:21 First FOMC with Kevin Warsh
16:35 SpaceX Becomes One of the World’s Most Valuable Companies
25:43 Mover of the Month: JTO
31:01 Coinbase System Update
- @oost_marcel
- @coinbase
37:42 @Anchorage Brings @HyperliquidX to Institutions
- @nathanmccauley
46:23 Blockworks Acquires @MessariCrypto
- @blockworks
50:40 UK Moves to Ban Social Media for Children
- @keir_starmer
57:50 @Polymarket World Cup Trade
59:50 Closing & Disclaimers
English
“The implosion of the AI bubble… is going to dwarf subprime.”
@CryptoHayes thinks the next crypto leg higher won’t come from AI winning.
It comes from AI capital misallocation breaking the system, forcing another wave of money printing, and sending investors back to crypto.
His target?
“ bitcoin:native a million ”
Bankless@Bankless
EARLY ACCESS: "The Fed Can't Print Moore's Law" - @CryptoHayes 🟢 Out now for Bankless Premium subscribers 📅 Out on public feeds Monday, June 22 Sign up for early access & the ad-free version now 👇 bankless.com/podcast/how-th…
English
INTERVIEW: How Re is Rebuilding the $1T Reinsurance Market with Stablecoins | Karn Saroya & Avichal Garg
@re is bringing the $1T reinsurance market onchain. Founder @karnsaroya and @ElectricCapital's @avichal join @TrustlessState to unpack how stablecoins can become a new capital source for insurance, why real-world reinsurance may offer crypto’s missing “real yield,” and how Re is using Ethereum, smart contracts, and AI to compete with legacy giants like Lloyd’s of London, Munich Re, and Swiss Re. They also discuss the $RE token, the future of onchain capital markets, and why stablecoins could become the backbone of a new financial system.
[TIMESTAMPS]
0:00 Intro
2:13 Blockchain Reinsurance Edge
4:12 Stablecoin Capital Markets
9:17 Efficiency Beats Incumbents
13:02 Rewiring Insurance Plumbing
16:24 Durable Startup Advantage
23:26 Reinsurance Market Size
30:09 How Reinsurance Pays
32:42 Capital Stack Mechanics
35:52 Leverage and Yield
40:02 What $RE Tracks
41:34 Tranche Yields
42:36 Productive Capital Returns
44:47 Looping the Receipts
48:01 $RE Token Governance
51:26 Roadmap to a Billion
52:13 Onchain Adoption Ahead
56:02 The DeFi Mullet Future
English
Bankless retweetledi
NEW REPORT: Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem
bitcoin:native may be in the buy zone, but the demand signal still looks weak. @JustDeauIt and @TrustlessState debate whether the bottom is already in, why ETF outflows and muted buyer interest matter, what realized losses and realized cap are signaling, and whether BTC needs one more painful reset before the next real opportunity.
[TIMESTAMPS]
0:00 Intro
2:01 Pain, Patience, & Cycles
5:03 Shallower Drawdowns?
7:22 ETF Flows and Demand
9:34 @saylor's Canary
15:32 Realized Losses Review
23:00 Bitcoin Versus Nasdaq
25:23 AI Bubble Meets Crypto
28:37 Oil, War, & Inflation
33:25 @HyperliquidX Market Split
38:28 $LIT & $WLD Momentum
40:42 Pro Portfolio Playbook
English
NEWS: ILLINOIS PASSES "PRIVILEGE TAX" ON CRYPTO TRANSACTIONS
IL Gov. Pritzker signed SB 3019, creating a 0.2% tax on digital asset business activity starting next year. Taxable activity may include customers sending assets to an exchange or exchanges moving assets.
What remains unclear is whether the law reaches self-custody: transfers between wallets controlled by the same person, transactions through software wallets like MetaMask or Rabby, or DeFi interactions routed through smart contracts.
English
EARLY ACCESS: "The Fed Can't Print Moore's Law" - @CryptoHayes
🟢 Out now for Bankless Premium subscribers
📅 Out on public feeds Monday, June 22
Sign up for early access & the ad-free version now 👇
bankless.com/podcast/how-th…
English
INTERVIEW: MegaETH’s MOSS -- One Wallet for Every App
@megaeth wants crypto apps to stop feeling like crypto. In this episode, @TrustlessState sits down with @yangl1996 and Chris Rivers to unpack MOSS, MegaETH’s new account layer built to collapse wallet fragmentation, reduce approval spam, sponsor gas, enable smarter permissions, and make users “transaction ready” across the ecosystem.
[TIMESTAMPS]
0:00 Intro
3:46 Wallets Compared
6:44 Better User Experience
9:14 Smart Contract Security
17:03 UX Features Unpacked
21:35 Funding Without Friction
24:29 Migration to Moss
26:40 Moss Roadmap
32:43 Reputation Unlocks
English
Coinbase joined Robinhood this week in giving agents access to their platforms, turning buried research and data into usable investing flows for users who rarely have time to read full reports.
Investing is a full time job.
But now, instead of users manually stitching together trading, research, etc. these agents handle the entire investing loop (from research to monitoring), letting users take full advantage of all a platform has to offer.
For the platforms, this drives more volume and more people wanting to access the premium data reserved for paying subscribers which could inform their agents.
Read the full breakdown below.
David Christopher@davewardonline
English
Ad-free
bankless.com/premium
YouTube
youtu.be/WqSe0uSm7Jg
Spotify
open.spotify.com/episode/0b7Euv…
Apple
podcasts.apple.com/us/podcast/per…
YouTube
English
Blockchain technology could replace parts of financial regulation.
@CFTC @ChairmanSelig says onchain data can do what regulators have historically forced markets to report.
“Blockchain technology solves a lot of that using technology instead of the brute force of the regulator.”
Trade reporting. Market surveillance. Transparency. Bad actor detection.
“This technology really will revolutionize our financial markets.”
English