ethereum upgrades

Bankless Friday Weekly Rollup
3rd Week Of April
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🔗CELO | CEL2 COMING SOON
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🔐 SAFE | ATTEND SAFE{CON}
https://bankless.cc/SafeCon 

⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum  

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku   

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TIMESTAMPS
00:00:00 Intro

00:03:37 Bitcoin Halving
https://www.coinwarz.com/bitcoin-halving 

00:07:23 Bitcoin Runes
https://youtu.be/q9RDE8U6CkI 

00:08:56 Markets
https://pro.kraken.com/app/trade/btc-usd
https://twitter.com/dunleavy89/status/1779120479233544261 

00:15:29 ETH Price Updates
https://pro.kraken.com/app/trade/eth-usd
https://twitter.com/dmihal/status/1779244625762394235 

00:19:18 L2 Updates
https://l2beat.com/scaling/summary
https://twitter.com/NTmoney/status/1780998133025226803 

00:24:27 World Chain Announcement
https://twitter.com/worldcoin/status/1780611997396095157 
https://worldcoin.org/blog/announcements/introducing-world-chain 

00:28:19 Dead Internet Theory 
https://x.com/tiagosada/status/1780616673172570532 

00:30:20 OKX X Layer Launch
https://www.okx.com/xlayer 

00:34:45 Kraken Wallet
https://twitter.com/krakenfx/status/1780612343354855625 

00:37:15 Hong Kong ETF Approvals
https://www.cnbc.com/2024/04/15/hong-kong-regulators-approve-spot-bitcoin-and-ether-etfs-.html 
https://twitter.com/EricBalchunas/status/1779867078603718970 

00:42:25 Ethereum Superwallets
https://twitter.com/sassal0x/status/1778616483838669202 
https://twitter.com/0xCygaar/status/1778522744919044442 

00:47:48 Eigenlayer Unpaused Restaking
https://x.com/eigenlayer/status/1778885106960081116 

00:50:06 Alt Restaking
https://twitter.com/nektarnetwork/status/1778082320798380060 
https://twitter.com/Karak_Network/status/1777370872627831019 

00:54:24 Immutable Nexus
https://twitter.com/Immutable/status/1777894966498607146 

00:56:58 Crypto The Game
https://x.com/BanklessHQ/status/1780994358260420807 

01:00:57 HeroGlyphs
https://twitter.com/hero_glyphs 
https://github.com/Finallyt/Heroglyph/blob/main/Heroglyph-Whitepaper.pdf 

01:05:35 Solana Upgrades
https://x.com/SolanaStatus/status/1779727821834686592 
https://twitter.com/rexstjohn/status/1779730912269500836 

01:07:34 Stablecoin Bill
https://www.lummis.senate.gov/press-releases/lummis-gillibrand-introduce-bipartisan-landmark-legislation-to-create-regulatory-framework-for-stablecoins/ 

01:10:40 Raises
https://twitter.com/alignedlayer/status/1779564155327934811?s=46&t=dAxCjT2P_GIrJMvMgWIpfA 
https://x.com/nebrazkp/status/1780633313155457091 

01:13:40 Meme of The Week
https://vxtwitter.com/Timccopeland/status/1781012538911551808 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Bankless Weekly Rollup
2nd Week of March, 2024

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🥩PRIMESTAKED | MINT primeETH NOW
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap  

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo     

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku     

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle     

⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

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TIMESTAMPS & RESOURCES

0:00 Intro

7:48 Markets
9:00 Bitcoin’s market cap surpassed Silver this week
https://companiesmarketcap.com/assets-by-market-cap/ 
https://twitter.com/robustus/status/1767164377969340419 
https://l2beat.com/scaling/data-availability 

18:09 Movers of the Week - Memecoins?
https://twitter.com/econoar/status/1767170724446552159 
https://twitter.com/blknoiz06/status/1766680047547494658 
https://twitter.com/FTI_DA/status/1767969299350610040 
https://x.com/RyanSAdams/status/1766827037149343951 

26:40 U.S. CPI rose faster than expected last month
https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html 
26:58 Why are DeFi rates so high?
https://twitter.com/ErikVoorhees/status/1766326070545162321 
https://twitter.com/haydenzadams/status/1766669255100055866     
https://twitter.com/ethena_labs/status/1768023077932380257 

29:33 ETF Watch!
https://dune.com/hildobby/btc-etfs 
https://dune.com/queries/3382000/5674971     
https://twitter.com/zerohedge/status/1768022702294470855 
https://twitter.com/JSeyff/status/1767206535879389332 
https://twitter.com/jchervinsky/status/1767175990285857006 
https://x.com/jchervinsky/status/1767187618876305628 
https://x.com/orb_land/status/1767278815791722629 

38:28 Blobs arrived to Mainnet, L2 Fees plummet! 
https://x.com/parithosh_j/status/1767973626987606190 
https://x.com/RyanSAdams/status/1767913396777767361 
https://twitter.com/sproule_/status/1767960271853686879 
https://twitter.com/zksync/status/1767983026443579448 
https://twitter.com/argenthq/status/1767917028013224370 
https://x.com/Optimism/status/1768090982862803203 
https://twitter.com/liamihorne/status/1768068293787615288 
https://x.com/brian_armstrong/status/1768091017021116562 
https://twitter.com/jessepollak/status/1768071129854562698 
https://x.com/TrustlessState/status/1768074308482400556 
https://x.com/js_horne/status/1768075186824163698 
https://fees-growthepie.streamlit.app/ 
https://x.com/arbitrum/status/1767912321618505954 
https://dune.com/0xRob/blobs 
https://twitter.com/liamihorne/status/1767962414312521844 
https://x.com/lightclients/status/1767957828969349148 
https://x.com/TrustlessState/status/1768243873430552801 
https://x.com/TrustlessState/status/1762589707756548566 

1:01:59 Swell announced their Restaked Rollup 
https://twitter.com/swellnetworkio/status/1767889656451047505 

1:03:00 Tensor introduced the TNSR token
https://twitter.com/TensorFdn/status/1767616700609171508 

1:03:25 Jito is getting rid of Mempool?! 
https://twitter.com/jito_labs/status/1766228889888514501 
https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/ 
https://twitter.com/smyyguy/status/1766234020076011865 
https://twitter.com/jon_charb/status/1765923336138211353 

1:08:59 Saylor has no chill
https://x.com/MEMECOETH/status/1767690213877252485 

1:10:18 Raises and BVC Investments 
https://twitter.com/EclipseFND/status/1767212277285969979 
https://twitter.com/clique2046/status/1768277734113907127 

1:12:27 David demo signing up for it while RSA highlights
https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn 
We recently celebrated 4 years
https://x.com/RyanSAdams/status/1768269073354231826 

1:14:22 MEME of the Week
Name kids after what you love
https://x.com/abbeyjazzy/status/1767890031824216551 

1:15:27 Moment of Zen
https://www.youtube.com/watch?v=B5if2hthPCs  

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠ 

Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.

He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you.
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🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo    

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku    

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle    

⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum   

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TIMESTAMPS
00:00 Start
04:44 Naming "Dencun"
08:40 Overview on Blobs
11:31 EIP-7514 (Epoch Churn Limit)
14:42 EIP-6780 (Self Destruct)
19:27 EIP-7044 (Signed Voulentary Exits)
20:49 EIP-7045 (Max Attestation Inclusion)
21:49 EIP-4788 (Beacon Block Route)
25:31 Opcode Changes
29:58 What's Next
37:53 Future EIPs
41:37 Max Effective Balance
45:22 Inclusion Lists
50:40 Additional Noteworthy EIPs

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RESOURCES
Tim:
https://twitter.com/TimBeiko 

ETH Magicians:
https://ethereum-magicians.org/u/timbeiko/summary 
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Bankless Weekly Rollup

3rd Week of January, 2024

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BANKLESS SPONSOR TOOLS:

 

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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku 

 

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TIMESTAMPS:

00:00 Start

03:40 Markets
https://twitter.com/growthepie_eth/status/1746883438689341938 

07:07 Celsius Cancer Over?
https://x.com/0xBoboShanti/status/1747697507361071198?s=20 
https://x.com/0xBoboShanti/status/1747697530362560741?s=20 

10:34 2023 Developer Report
https://www.developerreport.com/developer-report 

14:21 First week of the BTC ETF! How’d it do??
https://x.com/EricBalchunas/status/1747591085189128329?s=20 
https://x.com/EricBalchunas/status/1747958701162397745?s=20 
https://x.com/EricBalchunas/status/1747981648686108887?s=20 
https://x.com/EricBalchunas/status/1747635270722183608?s=20 
https://twitter.com/EricBalchunas/status/1747385703971860617 
https://twitter.com/jseyff/status/1746611833098616880?s=46 

21:09 Franklin Templeton To The Moon
https://twitter.com/FTI_US/status/1747703202664112232 

23:03 Vanguards Refusal
https://www.theblock.co/post/272049/vanguard-wont-offer-spot-bitcoin-etfs-says-high-volatility-is-bad-for-generating-long-term-returns 
https://twitter.com/ChainLinkGod/status/1745522402430259354 
https://twitter.com/RyanSAdams/status/1745830835750654108?s=20 

25:59 Jaime Dimon's Take
https://youtu.be/eneB3s9bCdI?si=QkCYvCBgVTfOhSPL&t=144 
https://www.cnbc.com/2024/01/17/jamie-dimon-says-hes-done-talking-about-bitcoin-i-dont-care.html 

28:11 Larry Fink Takes
https://x.com/Cryptik1E/status/1745776244745289934?s=20 
https://twitter.com/AP_Abacus/status/1745806545890234869 
https://twitter.com/econoar/status/1746209199758180753?s=20 

35:41 Davids Take 
https://x.com/TrustlessState/status/1747024019021300092?s=20 

40:13 Blobs Live On Goerli
https://x.com/parithosh_j/status/1747564353467936817?s=20 

42:27 Whats Next After Dencun?
https://x.com/JimmyRagosa/status/1747628330604523568?s=20 
https://www.reddit.com/r/ethereum/comments/191kke6/comment/kh7ekx3/?utm_source=share&utm_medium=web2x&context=3 

46:30 Socket Exploit $3.3M Stolen
https://x.com/SocketDotTech/status/1747349422730813525?s=20 
https://x.com/RevokeCash/status/1747352408022245790?s=20 

49:25 SEC Grilled During Coinbase Hearing
https://www.theblock.co/post/273221/judge-grills-the-sec-with-pointed-questions-as-coinbase-hearing-begins 
https://x.com/BanklessHQ/status/1747728558896676926?s=20 
https://twitter.com/jchervinsky/status/1747702461656174984?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

53:10 Trumps Take on CBDCs
https://twitter.com/watcherguru/status/1747845161638302087?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 

54:02 Solana's New Saga Phone!
https://twitter.com/solanamobile/status/1747302707273089133?s=20 

55:15 Meme Of The Week
https://twitter.com/FTI_US/status/1747713266107724191?s=20 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Bankless Weekly Rollup
2nd Week of June 2023 

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🚀 AIRDROP ALPHA 🚀
https://bankless.cc/Alpha 

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🚀 Asymetrix
Go to https://bankless.cc/asymetrix 
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👾STADER LABS | ETHX LIQUID STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku  

🎮IMMUTABLE | GAMING ECOSYSTEM
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle 

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Topics Covered

1:09 MARKETS

6:29 Are we at a Local High?

9:25 Ethereum Validator Queue

12:52 CEX Volume Stats
https://www.theblock.co/data/crypto-markets/spot/usd-support-exchange-volume-market-share  

17:23 Gary Gensler on CNBC
https://youtu.be/VKxXdUvMqAc?t=277 

19:28 SEC Sues Binance US
https://www.sec.gov/news/press-release/2023-101 
https://www.sec.gov/news/press-release/2023-103 
https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html 

26:13 SEC Sues Coinbase
https://www.sec.gov/news/press-release/2023-102 
https://twitter.com/MikeSeligEsq/status/1666063676145819648?s=20 

31:34 Can Gary Get Away With This?

33:51 Cypherpunks Take
https://twitter.com/udiWertheimer/status/1666077587792166914?s=20 
https://twitter.com/jack/status/1666078896327122946?s=20 

38:39 Optimism Bedrock!
https://twitter.com/optimismFND/status/1666155844776361985?s=20 
https://twitter.com/jessepollak/status/1664349169073414147 

41:47 Arbitrum Ran Out Of Gas
https://www.dlnews.com/articles/defi/arbitrum-came-to-a-halt-as-its-sequencer-ran-out-of-gas/ 

43:42 ETH Validator Proposal
https://ethresear.ch/t/increase-the-max-effective-balance-a-modest-proposal/15801 

49:22 ENS Upgrades
https://twitter.com/nicksdjohnson/status/1666368619876327424 
https://www.my.box/

51:29 Rocketpool on zkSync Era
https://twitter.com/Rocket_Pool/status/1664276628468547587 

52:58 Pooltogether Case Dismissed
https://twitter.com/lay2000lbs/status/1666532463428943875?s=20 

56:12 Questions From The Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1114707321000562738 
https://discord.com/channels/615592155481767941/1058053004705669211/1115619057593495552 

1:03:12 Takes Of The Week
https://twitter.com/zmanian/status/1658152508571697152?s=46 
https://twitter.com/dankrad/status/1664958413829185536?s=46 
https://twitter.com/FEhrsam/status/1665796974346420224?s=20 
https://twitter.com/qaatani9/status/1664292528655413250?s=20 

1:10:28 What Are We Bullish On?

1:14:05 Get More Of Anthony

1:15:29 Meme Of The Week
https://twitter.com/pseudotheos/status/1665730241845944331?s=46 

1:16:15 Risks And Disclaimers

----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video 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:
https://www.bankless.com/disclosures 

In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"

Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments. 

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https://bankless.cc/metamaskshow 

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️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

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Timestamps:

0:00 Intro
5:06 Jon's Argument
11:30 Triple Point Asset Thesis
17:52 ETH
18:53 The Disagreement
22:10 Semantics 
26:40 Profit 
30:00 PoW vs. PoS
33:15 Does Issuance Matter? & L1s & L2s
37:57 Blockchain Sustainability 
42:00 Deflation vs. Inflation Value
47:50 How is Jon's Argument Bullish?
51:35 Alt L1s Issuance
59:20 Jon's Model Spreadsheet
1:17:53 Closing & Disclaimers

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Resources:

Jon Charbonneau
https://twitter.com/jon_charb 

Jon's Essay
https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part 

Jon's Model Spreadsheet
https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video 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:
https://www.bankless.com/disclosures