meme coins

✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-regan-bozman-interview 

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Today we explore the frontier of Venture Capitalists vs Retail Investors, are they at war? That’s exactly what we debate on the show with crypto writer and VC Regan Bozman.

Lots of questions to be asked on this episode:
- Is crypto experiencing an identity crisis?
- Are memecoins a reaction to VCs
- Why is the current wave of Airdrops broken?.
- Is attention more important than fundamentals?
- Where do we go from here?

It’s about time to gain some clarity into what’s really happening in the crypto space.

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TIMESTAMPS

0:00 Intro
6:10 Crypto Identity Crisis
17:15 Stories
25:18 Terminal Liquidity
20:14 VCs vs Retail
38:33 Token Sales
46:22 Airdrops
52:27 The Attention Economy
1:02:03 Solutions
1:09:31 Regulatory Hurdle
1:12:28 The Weirdness of It All
1:14:41 Memecoins
1:16:17 Where do we go from here?

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RESOURCES

Regan on X
https://twitter.com/reganbozman  

Regan on Farcaster
https://warpcast.com/regan  

Regan Thread
https://twitter.com/reganbozman/status/1776293611036197059  

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

On today's episode of Bankless Takes we're exploring the current state of crypto's social layer. Are we in this for the right reasons, or has crypto lost the plot?

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🖼️ Borrow ETH or USDC with an NFT on NFTFi
https://bankless.cc/NFTFi_pod 

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ⁠ 

🔗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 

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

🦄 UNISWAP | SWAP SMARTER
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TIMESTAMPS
00:00 Start
05:16 The Worst Memecoins
10:37 How We Got Here
https://x.com/reganbozman/status/1769775181722190293?s=46 

13:56 Have We Lost The Plot?
https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U 

19:39 Celebrating Criminals
https://x.com/laurashin/status/1772407168760713454?s=20 
https://x.com/TrustlessState/status/1772313252183126314?s=20 
https://x.com/TrustlessState/status/1772428935206183082?s=20 

26:55 Long Term Focus
https://twitter.com/RyanSAdams/status/1772320119504449592?s=20 

31:10 Don't Ignore The Bad, Pursue The Good
https://twitter.com/nic__carter/status/1771980083667861734?s=20 

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

Today on the show we have two guests debating the merits and costs of crypto memecoins. Ledger (Brian Krogsgard) from the UpOnly podcast thinks that memecoins are financial nihilism that creates room for bad actors and grifters. Stephen Cesaro, from the Alfalfa Podcast, thinks memecoins are something to appreciate and celebrate.

Which side are you on?

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ⁠ 

🔗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 

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

🦄 UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap 

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TIMESTAMPS

0:00 Intro
8:35 Ledger’s Memecoin Arc
11:53 Stephen’s Memecoin Arc
13:20 $DOGE vs. $BTC
18:38 Tokenization of Memes
22:28 Memecoin Intent & Transparency 
33:24 Memecoin Theory & Practice 
44:30 Investing in Brands
51:55 Reframing Memecoins
56:27 Memecoins vs. Scams
1:09:01 Closing & Disclaimers

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RESOURCES

Ledger
https://twitter.com/ledgerstatus 

Stephen
https://twitter.com/0xmagiclines 

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See our investment disclosures here:
https://www.bankless.com/disclosures 

Bankless Weekly Rollup
2nd Week of May 2023 

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🚀 TOKEN HUB 🚀
https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1 

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BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALING ETHEREUM
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🧠 AMBIRE | SMART CONTRACT WALLET
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👻 PHANTOM | FRIENDLY MULTICHAIN WALLET
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Topics Covered

0:00 Intro

2:45 MARKETS
5:40 Happy Anniversary
https://twitter.com/trustlessstate/status/1655845355412660228 
5:55 Market Makers
https://twitter.com/thiccythot_/status/1656054917490958336 
https://twitter.com/TrustlessState/status/1656663450825945093 
11:30 Holding and Staking
https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators 
15:10 Staking All Time High
https://twitter.com/sassal0x/status/1656136243271569408 
15:40 State of Staking
https://bankless.cc/3LWtdc9 
17:52 Interest Rates
https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1 
23:40 ETH Price Analysis
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/ 

29:15 Meme Coins
https://twitter.com/BanklessHQ/status/1656315380913123329 
30:20 PEPE Crypto
https://twitter.com/thiccythot_/status/1654775743577038848 
34:50 Pepe Analysis
https://twitter.com/masonversluis/status/1655013413679157248 
https://twitter.com/thiccythot_/status/1654775750657028099 
36:45 MEV Sandwich Attacks
https://eigenphi.substack.com/p/performance-appraisal-of-jaredfromsubway-eth 
39:35 Is this a Bad Thing?

42:10 Bitcoin BRC-20 Boom
https://metaversal.banklesshq.com/p/brc20 
44:40 UniSat Marketplace
https://unisat.io/market 
45:20 BTC Ponzi
https://twitter.com/ercwl/status/1654816512853639168?s=20 
45:55 ORDI Token
https://twitter.com/DefiIgnas/status/1655442270399893504?s=20 
46:30 Bitcoin Fees
https://imgur.com/PX4nlri 
49:10 Binance Halts Withdrawals
https://twitter.com/binance/status/1655227965062672384 

49:30 Bitcoin is Changing
https://twitter.com/ercwl/status/1655412393520889856 
https://twitter.com/ercwl/status/1656069125947506688 
https://twitter.com/ercwl/status/1656274017064558592 
https://twitter.com/ameensol/status/1656088308450205696 
https://twitter.com/LeonidasNFT/status/1656037677630730240 
https://twitter.com/nic__carter/status/1655340472699584514 
https://twitter.com/ercwl/status/1656104399674933249 

57:30 Brad Sherman
https://twitter.com/CoinDesk/status/1656372051035209728 
https://twitter.com/BradSherman/status/1653928972026093569 
https://twitter.com/TrustlessState/status/1656606486217334786 

1:02:10 Lido Withdrawals
https://twitter.com/POTUS/status/1655988502079602690 
1:02:45 Arbitrum Revenue
https://twitter.com/arbitrum/status/1656090360119017472 
https://twitter.com/apolynya/status/1656115057380544514 
1:05:54 Brian Armstrong UAE 
https://imgur.com/n9bSjC5 
1:07:30 PayPal Crypto
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001633917/000163391723000072/pypl-20230331.htm 
1:07:45 Elon Milady NFT
https://twitter.com/elonmusk/status/1656326406618619910 
1:08:10 Su Zhu vs Arthur Hayes
https://downloads.coindesk.com/legal/Zhu_Su_Hayes.pdf 
1:09:55 Stripe Crypto OnRamp
https://stripe.com/en-gb-cz/newsroom/news/fiat-to-crypto-onramp 
1:10:18 Worldcoin Wallet
https://twitter.com/tiagosada/status/1655569631543975937 
1:12:30 David Met the Orb
https://twitter.com/TrustlessState/status/1655861898162864128 
1:14:30 Ethereum Attestation Service
https://twitter.com/eas_eth/status/1654957376473272322 
1:15:00 Bittrex Bankruptcy
https://storage.courtlistener.com/recap/gov.uscourts.deb.189880/gov.uscourts.deb.189880.11.0.pdf 
1:15:15 Blockworks Raise
https://twitter.com/JasonYanowitz/status/1655946975072894978 

1:16:20 JOBS
https://pallet.xyz/list/bankless/jobs 

1:18:00 Questions from the Nation
https://www.galaxy.com/galaxyperspectives/exploring-mev-on-eigenlayer/ 

1:21:30 What David’s Bullish On
https://twitter.com/nocturne_xyz/status/1653425371189227521 
1:23:30 What Ryan’s Bullish On

1:27:30 MEME of the Week
https://www.tiktok.com/@kitbogashow/video/7231353577535474987?lang=en 

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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