ROLLUP: Macro Bearish Report | Biggest Hack In History | SEC Drops Crypto Cases
Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it? Follow Alex: https://x.com/intangiblecoins ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho ----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0xca607e1fcbdf83f893891742bf2f4933a609a9a2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Intro To Alex 00:01:21 Market Breakdown https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html 00:09:43 Treasuries vs Equities 00:22:12 The Largest Hack In History https://x.com/Bybit_Official/status/1892965292931702929 https://x.com/smyyguy/status/1893007399687958586/photo/1 https://x.com/benbybit/status/1892969284587966869 https://x.com/benbybit/status/1893102137711960486 https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/ https://x.com/StefanDGeorge/status/1894781521803858353 https://x.com/hasufl/status/1894772256179405158 https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg https://x.com/Jesseeckel/status/1893047605133037905 https://x.com/mudit__gupta/status/1893290720603050121 https://x.com/Bybit_Official/status/1893687749229563958 https://x.com/benbybit/status/1893865556840775758 https://x.com/lookonchain/status/1893840256342040727 https://x.com/TimBeiko/status/1893412457567383559 https://x.com/ethena_labs/status/1892971552565805309 00:34:12 Ethereum Hard Fork Backlash 00:43:03 SEC Drops Lawsuits https://x.com/coinbase/status/1892923603814936896 https://x.com/dfinzer/status/1893086281300582772 https://x.com/Uniswap/status/1894452298698358989 https://x.com/econoar/status/1894501626209271973 00:48:32 Hester Peirce Update 00:54:46 Bullish Or Bearish? 01:04:48 A16Z’s Newest Hire https://x.com/patrickmchenry/status/1894735546213171378 01:06:30 Stablecoin Issues 01:12:31 US Treasury Updates https://x.com/Bitcoin_Laws/status/1893399549454229690 https://bitcoinlaws.io/ 01:15:58 Find Alex on Twitter https://x.com/intangiblecoins ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:17:49
AI ROLLUP #13: Crypto AI vs Silicon Valley | Live From ETH Denver
📣RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end. ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 00:00 Start 04:42 Delphi's Interest In The Space 08:20 Initial AI Crypto Use Cases 09:18 The Era's Of AI 13:41 Where Does Value Accrual Come From 20:38 How Do You Choose The Winning Model? 27:08 Silicon Valley AI Vs Crypto AI 37:12 Fracturing Of Frontier Models 41:43 What's Exciting? 46:27 Due Diligence Via Agent 49:02 When To Use What Agent 53:10 A Birthday Surprise ------ RESOURCES Tom Shaughnessy https://x.com/Shaughnessy119 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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55:28
Why This Cycle Feels Broken, Memecoins & Macro | Ben Cowen
Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones. We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics. A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/37?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 00:00 Intro 04:37 Advance Decline Index (ADI) 08:45 Crypto Vibes & Economy 10:26 ETH & BTC Dollar Relation 15:04 Has ETH Gone Home? 20:38 FED & Memecoins 23:58 Take on SOL/BTC Ratio 28:51 Rise of Meme & Alt Coins 31:45 Where the Value Lies in the Market? 39:11 Trump’s Plans with Tenures & Dollar 44:00 Crypto's Bullish Setup vs. Market Vibes 47:35 Meme Coins vs. VC Giants 53:36 Did We Just Skip a Cycle? 59:08 Closing & Disclaimers ------ RESOURCES Ben Cowen https://x.com/intocryptoverse Into the Cryptoverse https://intothecryptoverse.com/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38 ------ TIMESTAMPS & RESOURCES 0:00 Intro, Libra, Memecoins, & ICOs https://x.com/KobeissiLetter/status/1890611964994363769 https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz https://x.com/bubblemaps/status/1890531084221182326 https://x.com/JMilei/status/1890606683291779195 https://x.com/KelsierVentures/status/1890914579493863532 https://x.com/MemeCoin_Track/status/1892324967196569675 https://x.com/JupiterExchange/status/1891181433588470052 https://x.com/hellochow/status/1891341548115149190 https://x.com/stoolpresidente/status/1891285564713836830 https://x.com/KobeissiLetter/status/1890611982320971992 https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform https://x.com/RunnerXBT/status/1891400277535703389 https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399 29:59 Markets https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025 38:51 Kaito Airdrop https://yaps.kaito.ai/ https://x.com/KaitoAI/status/1890379872280682548 https://www.coingecko.com/en/coins/kaito https://x.com/divine_economy/status/1892597817434145113 https://x.com/smyyguy/status/1892585101873033380 53:16 Ethereum’s Pectra Upgrade https://x.com/sassal0x/status/1890534315148132521 1:00:21 Monad launched a public testnet https://x.com/monad_xyz/status/1892227817149997212 1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors https://www.sec.gov/newsroom/press-releases/2025-42 1:06:52 Infinex https://x.com/infinex_app/status/1887028112099283198 1:11:29 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:17:11
AI ROLLUP #12: Kaito's Secret Token Utility | Grok 3 Released | Bittensor Launch | Virtuals Revenue Record
Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper? Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week. ------ 📣 RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36 ------ TIMESTAMPS & RESOURCES 00:00 Intro & Temp Check 04:10 Grok 3 Release https://x.ai/blog/grok-3 12:25 Nous Research https://x.com/NousResearch/status/1890148000204485088 20:17 Date Abby http://dateabby.com 23:22 Replit and Agent On Agent Coding 27:59 Kaito Explained https://x.com/0x_ultra/status/1891353010934358456?s=46 36:47 Kaito Airdrop 41:18 Tracy And Sports Betting AI https://x.com/HeyTracyAI https://x.com/khloekardashian/status/1891552900070908130 45:13 BillyBets https://docs.billybets.ai/ https://x.com/VaderResearch/status/1891699035742011673 50:48 BIttensor Upgrade https://x.com/Old_Samster/status/1890071216645603802 56:03 AI16Z https://x.com/ai16zdao/status/1890473840314315158 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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