ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?
This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year. ------ 📣The Rodman Law Group | Best Crypto Law Firm https://bankless.cc/RodmanLaw ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00 Welcome To 2025 04:42 MARKETS https://farside.co.uk/?p=1518 05:55 ETF Flows https://x.com/Cointelegraph/status/1874342291114008989 https://x.com/nategeraci/status/1872415447276257654 10:07 Movers Of The Week https://imgur.com/poIQakM https://x.com/_kaitoai/status/1874830476189565343 12:40 L2 Update https://imgur.com/EC5mjnT https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362 15:57 Blobs Are Burning https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362 17:13 Record DEX Volume https://defillama.com/dexs 21:11 10 Predictions for 2025 https://x.com/pythianism/status/1869522809212543204 https://x.com/EffortCapital/status/1873192369891533193 https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook https://x.com/MikeIppolito_/status/1870938936144761211 https://x.com/galaxyhq/status/1874843463293849712 https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://x.com/shaughnessy119/status/1867675171487986086?s=46 https://x.com/cryptopunk7213/status/1874101935353041056?s=46 https://avc.xyz/what-will-happen-in-2025-1 https://x.com/RyanSAdams/status/1874173947731992810 38:28 New IRS KYC Rules https://home.treasury.gov/news/press-releases/jy2762 https://gordonlaw.com/learn/1099-da-revised-draft/ https://x.com/lex_node/status/1872649212804104254 https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/ https://x.com/TheCryptoCPA/status/1872714549243023830 https://x.com/fund_defi/status/1872694713108545576 https://x.com/KMSmithDC/status/1872869271660818887 https://x.com/jchervinsky/status/1873029020478292346 https://x.com/jchervinsky/status/1873746395137773816 47:30 Ethereum Expectations In 2025 https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE 50:37 Microstrategy Accelerates https://x.com/BitcoinNewsCom/status/1871333716511097151 51:37 Do Kwon’s Extradition https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us 53:05 Vitalik Adopts Moo Deng https://x.com/KhaokheowZoo/status/1872151683700248587 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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57:21
AI ROLLUP #5: T-1 Listings Soon? | Ai16z’s Eliza #1 GitHub | Virtuals Flips Tao | Zerebro’s Creative LLM
Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025. They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation. From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness? ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/5 ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:09 Why Agents Are a Big Deal? https://x.com/defi_monk/status/1874224438146982283 12:19 Truth Terminal Christmas Album https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA 14:06 Agentic Dashboard & Meta https://www.cookie.fun/en/agent/virtual https://x.com/thedefivillain/status/1873857259337638091 19:49 AI Agent Fundamentals https://x.com/thehiddenmaze/status/1872041324876374024 26:13 ai16z Eliza Framework https://x.com/grantblocmates/status/1870387631978406330 https://x.com/m4t_nft/status/1873789231371317355 https://x.com/kelxyz_/status/1873914011701698784 https://x.com/cryptopunk7213/status/1872809091799875592 https://www.coingecko.com/en/coins/ai16z https://x.com/0xwitchy/status/1870752358386536610 https://x.com/jarrodWattsDev/status/1871532146697126238 50:52 Zerebro https://x.com/tintsion/status/1871385480480362610 https://x.com/jyu_eth/status/1873547159993487699 https://x.com/tintsion/status/1870333388105863552 https://x.com/tintsion/status/1869812792091611325 https://x.com/tintsion/status/1869910983604306107 https://x.com/tintsion/status/1874319644703490074 1:03:59 Virtuals https://x.com/s4mmyeth/status/1873012044787794083 https://x.com/ethermage/status/1871456186408866298 https://x.com/jdhyper/status/1872673166969171994 https://x.com/smyyguy/status/1873757142550999083 https://x.com/ethermage/status/1873665044145459442 https://x.com/storyprotocol/status/1870152680045215759 https://x.com/blknoiz06/status/1873215635662225700 1:16:43 Vader Investment DAO https://x.com/vaderresearch/status/1870114485069119888 https://x.com/VaderResearch/status/1873055088727744827 1:18:26 T1 Exchange Listings? https://x.com/s4mmyeth/status/1871148044194095400 1:22:04 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:24:36
“Why I Invested 50% of my Net Worth in Bitcoin” | Anthony Scaramucci
How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset? Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy. With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/3?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 5:30 Election takes 12:14 Why Harris lost the election 16:00 Did democrats learn their lessons? 23:42 Strategic Bitcoin Reserve? 26:38 US Dollar backed by Bitcoin? 30:54 US China Crypto race 37:56 Wall Street & Crypto 49:24 Paul Tudor Jones Story 51:45 Bitcoin's Price prediction for 53:35 Other Crypto Assets 54:26 Thoughts on Ether 54:47 The Book's target audience 57:23 Thoughts on Microstrategy 1:00:42 Hedging Advice 1:03:20 Closing & Disclosure ------ RESOURCES Anthony Scaramucci https://x.com/Scaramucci The Little Book of Bitcoin https://www.amazon.com/dp/1394286643 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:00:02
ROLLUP: Top 5 Biggest Crypto Events Of 2024
The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025! ------ 📣The Rodman Law Group | Best Crypto Law Firm https://bankless.cc/RodmanLaw ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/4?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00 Start 02:16 Markets https://farside.co.uk/?p=1518 05:37 L2 Update https://l2beat.com/scaling/activity 11:46 El Salvador Limits Bitcoin Activities https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf 15:05 Hyperliquid and DPRK https://x.com/tayvano_/status/1870960207842701358 17:47 Mo Shaikh Steps Away From Aptos https://x.com/moshaikhs/status/1869851984129569194 20:13 Hawk Tuah Memecoin https://imgur.com/pJQnQjp 22:55 Stephen Miran https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers 24:21 Microstrategy Joins NASDAQ 100 https://x.com/saylor/status/1871179886036910278 25:58 30% To Raise Gas Limit https://x.com/sassal0x/status/1870638097953968158 30:18 5 - Spot ETH ETFs Approved https://www.theblock.co/post/296304/sec-approves-ethereum-etfs https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec 36:22 4 - Spot BTC ETF Approved https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf https://www.sec.gov/newsroom/speeches-statements/gensler-statement-spot-bitcoin-011023 39:05 3 - Trump To Become Pro-Crypto President https://www.youtube.com/watch?v=IK90OHuamLg 43:43 2 - Memecoins 45:49 1 - Bitcoin Crosses $100,000 https://bravenewcoin.com/wp-content/uploads/2024/11/Bitcoin-Approaching-100k.jpg 48:07 1,000 Episodes, Thank You https://pbs.twimg.com/media/GexkjCFWEAAqMO9?format=jpg&name=small ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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50:23
"Society of AI Agents" | Jansen Teng (Virtuals Protocol)
Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals. We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large. ------ 📣The Rodman Law Group | Best Crypto Law Firm https://bankless.cc/RodmanLaw ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/2?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 3:12 Virtuals Impressive Stats 4:49 Jansen’s Crypto & Virtuals Journey 17:38 Luna 29:40 Agent to Agent Commerce 41:44 Virtuals Country?? 51:13 Agent Policies & Rights 52:57 Base, Infrastructure, & Open-Source Decisions 1:05:17 What Jansen is Most Excited For 1:08:20 How to Get Started 1:11:13 Where Will Value Accrue? 1:14:41 Closing & Disclaimers ------ RESOURCES Jansen Teng https://x.com/ethermage Virtuals https://x.com/Virtuals_io Luna https://x.com/luna_virtuals ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures