動画はこちら
動画詳細
First Week of July, 2022
——
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
——
🚀 SUBSCRIBE TO NEWSLETTER: https://www.bankless.com/join
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
——
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
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
——
Topics Covered:
0:00 Intro
3:30 MARKETS
6:50 Macro Sentiments
Economic Update:
1. 58% of Americans now living paycheck to paycheck
2. Consumer confidence lowest since 1950
3. Stock market having its worst year since 1970
4. Mortgage demand lowest since 2001
5. Credit card debt up 20% in 1 month
The recession is just getting started.
— The Kobeissi Letter (@KobeissiLetter) July 3, 2022
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
June 2022 stats for ENS
– 122k new .eth registrations (total ~1.47m names)
– $3.3m in protocol revenue (all goes to the DAO)
– 2,500 ETH in revenue (3rd highest month)
– 25K new eth accounts w/ at least 1 ENS name (total 463K)
– >99% of OpenSea domain vol pic.twitter.com/tJ5pgONbGm— ens.eth (@ensdomains) July 1, 2022
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
🚨🚨 UPDATE: #Celsius has FULLY paid off their #BTC vault (loan). https://t.co/BzJewseOhu pic.twitter.com/VTARhdmjqK
— Josh (@CryptoWorldJosh) July 7, 2022
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
Mass adoption of Web3 will happen on mobile and @0xPolygon is preparing for it.
Our strategy is not to make our own devices. Instead, we will integrate with existing manufacturers.
Today, we are proud to announce the first major integration.
Onwards. 🔥https://t.co/sGCfTm6v7P
— Mihailo Bjelic (@MihailoBjelic) July 4, 2022
56:24 Immutable Off-Ramp
1/ Major update! $ETH offramp is now available to any developer building an @Immutable X powered platform
Developers can enable their users to sell L2 $ETH and have the proceeds deposited directly to their bank accounts. https://t.co/DmiyWV8wYy
Continue below👇 pic.twitter.com/Uhm214oy2E
— Immutable (@Immutable) July 5, 2022
58:00 Reddit NFT Marketplace
Introducing Collectible Avatars
byu/crowd__pleaser inCollectibleAvatars
59:45 Moonbirds Go Up
What do I win 😊 pic.twitter.com/0rlMVTJfz0
— Jerry || Vtopia | BIP-420 😺 (@Jerry_Vtopia) July 4, 2022
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
Uprise lost 99% of client funds while shorting LUNA during its price crashhttps://t.co/E3ICVQ6wib
— The Block (@TheBlock__) July 6, 2022
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
Hi David and Ryan, I would like to ask about post-merge situation. If I understand it correctly, those who stake on the Merge should take a part at transaction fees. But which part of the fees it will be? Base fee or tips?
— Klaudy.eth 🦇🔊 🛡️🐡 (@KristinaKlaudy1) July 6, 2022
1:14:20 Data Sharding
I know how valuable L2s are to the ETH ecosystem. Once complete data sharding happens on @Ethereum way down the line, and transactions are fast and cheap on L1, what use will we have for things like @optimismPBC and @arbitrum ?
— DiscoverCrypto.eth ⟠ (@DiscoverCrypto1) July 7, 2022
1:16:25 TAKES
1:16:40 Leighton Celsius Take
The only lenders Celsius has paid back: @AaveAave @MakerDAO @compoundfinance
Smart contracts have a higher liquidation preference than any paper agreement
DeFi protects you from Celsius https://t.co/lA68IAI4Bp
— Leighton (@lay2000lbs) July 7, 2022
1:18:40 Ruled by Adults
1:19:52 No New Narratives
we don't need any new narratives
we are like .1% of the way the current narratives
we do need the grifters and low effort projects to capitulate
once a wave of those announcements hit, we are close
anyways
how old are you son
— Vance Spencer (@pythianism) July 5, 2022
1:21:47 Bear Market Advice
Top 3 things to do during a bear market:
-Meet people that stick around
-Learn about the technology to gain conviction
-Build something you are passionate about— Nader (@0xNader) July 5, 2022
1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On
1:27:20 MEME of the Week
—–
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
コメント