1st Week of November, 2022
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Topics Covered:
0:00 Intro
3:45 MARKETS
5:25 Fed
https://www.cnn.com/business/live-news/stocks-market-fed-rate-hike/index.html
8:20 Political Will
Ok quickly on the Fed:
No pause coming
Higher terminal (4-handle is off the table sorry bros)
Harder landing likely is what was said among many other things
What was unsaid:
1/— Paulo Macro (@PauloMacro) November 2, 2022
11:30 US Savings
https://fred.stlouisfed.org/graph/?g=VtLo
13:37 Layer 2 Transactions
We have just released another big update to our site: Activity, which is all about transactions https://t.co/NqoXlksCmp
Learn more below 🧵👇— L2BEAT 💗 (@l2beat) October 28, 2022
16:55 Arbitrum Flippens Solana
Arbitrum now has a larger TVL than Solana 👀
And they're just getting started… Want to know what's next on Arbitrum's roadmap?
Tune in to today's episode on @arbitrum with @sgoldfed & @rauljordaneth to find out.
Spotify – https://t.co/Yq7cDiyPRD pic.twitter.com/zphZgqIJh7
— Empire 🟪 (@theempirepod) October 31, 2022
19:40 Elon Twitter Takeover
Elon Musk is now in charge at Twitter. I'm told former CEO @paraga and CFO @nedsegal have left the company's HQ and will not be returning as the Musk era begins.
— David Faber (@davidfaber) October 28, 2022
22:00 The Bird is Freed
the bird is freed
— Elon Musk (@elonmusk) October 28, 2022
22:45 Binance x Twitter
https://archive.ph/3rfZB
24:00 Lords and Peasants
Twitter’s current lords & peasants system for who has or doesn’t have a blue checkmark is bullshit.
Power to the people! Blue for $8/month.
— Elon Musk (@elonmusk) November 1, 2022
28:20 Vitalik’s Take
How well this works depends on exactly how much due diligence is done to make sure blue checks are who they say they are. "Pay $8/month and call yourself whatever" would damage the blue check's anti-scam role. But if there's more actual verification, the result is very different. https://t.co/BsQJCMsmDk
— vitalik.eth (@VitalikButerin) November 1, 2022
29:50 Erik Voorhees Take
Let's remember that @elonmusk charging $8 for premium Twitter experience means Twitter becomes the product again, instead of you.
And if $8 is too much, you're free to remain as the product.
— Erik Voorhees (@ErikVoorhees) November 1, 2022
30:30 Entitled Elite
The entitled elite is not mad that they have to pay $8/month. They’re mad that anyone can pay $8/month.
— David Sacks (@DavidSacks) November 3, 2022
31:00 AOC Ratio
Your feedback is appreciated, now pay $8
— Elon Musk (@elonmusk) November 2, 2022
31:45 Digital Identity
TLDR basically what’s taking so long is that bot farming is profitable, so we need to create containers where real humanity is verified and can’t be farmed (and it should be on a decentralized/soveirgn/privacy protecting substrate)
— Owocki.Ξth (🍄,🟢) (@owocki) November 2, 2022
34:55 Instagram NFTs
Soon you’ll be able to make and sell #NFTs on @instagram, starting with @0xPolygon. You can also now connect to @solana and Phantom wallet, and see information about @opensea collection: https://t.co/aH8035Tk8n
Comment your #NFT below 👇 pic.twitter.com/dvHau9n9Yu
— Meta (@Meta) November 2, 2022
37:55 Polygon
.@instagram influencers, creators, users you can now mint your NFTs.
Previously you could “only display” your NFTs from 4 different blockchains, now you can “mint”.
Minting is only on @0xPolygon
Bringing the world to #Ethereum https://t.co/zhMERJMApf
— Sandeep | AggLayer 👿 (@sandeepnailwal) November 2, 2022
40:20 Arweave
https://www.coingecko.com/en/coins/arweave
41:25 Art Gobblers
https://www.coindesk.com/web3/2022/10/31/rick-and-morty-co-creators-nft-collection-sees-14m-in-trade-volume-hours-after-mint/
42:55 Gobblers Analysis
https://dune.com/pandajackson42/art-gobblershttps://dune.com/pandajackson42/art-gobblers
44:00 How it Works
Art Gobblers is a decentralized art factory owned by aliens.
As artists make cool art, Gobblers gains cultural relevance, making collectors want the art more, incentivizing artists to make cooler art.
It's also an on-chain game.
w @FrankieIsLost @transmissions11 @JustinRoiland pic.twitter.com/XQtZn2E5BB
— Dave White (@_Dave__White_) September 13, 2022
49:30 NEWS
50:50 zkSync Baby Alpha
https://twitter.com/zksync/thread/1586053698672656384
52:40 Google Cloud Node
https://decrypt.co/112954/google-launches-cloud-node-engine-for-ethereum-developers
54:05 RIP Nikolai
https://cointelegraph.com/news/makerdao-co-founder-nikolai-mushegian-dies-at-29-in-puerto-rico
55:50 JPMorgan Using Crypto
WORLD! J.P. Morgan has executed its 1st *LIVE* trade on public blockchain using DeFi, Tokenized Deposits & Verifiable Credentials, part of @MAS_sg Project Guardian 🙌🚀🔥https://t.co/XI212SG4zg Many world 1sts here, & since this is public ⛓ here’s a transparent🧵on what we did:
— Ty Lobban (@TyLobban) November 2, 2022
NFTs
1:01:20 Gamestop x Immutable
Thrilled to finally announce that @GameStopNFT Marketplace is officially LIVE on @immutable.
This is a huge step in making true ownership real for hundreds of millions of gamers.
PTTP
(1/n) pic.twitter.com/f4CJsdGxFe— Robbie Ferguson 🅧 | Immutable (@0xferg) October 31, 2022
1:02:00 NFT Tweet Tiles
Now testing: NFT Tweet Tiles 🚀
Some links to NFTs on @rarible, @MagicEden, @dapperlabs and @Jumptradenft will now show you a larger picture of the NFT alongside details like the title and creator. One more step in our journey to let developers impact the Tweet experience. pic.twitter.com/AkBisciB1i
— Developers (@XDevelopers) October 27, 2022
1:03:15 RTFKT Phygital Luggage
https://thedefiant.io/rtfkt-vuitton-nfts
1:04:55 Budweiser FIFA NFTs
https://nft.budweiser.com/
1:06:25 OPJ in Puerto Rico
1:07:35 Bitcoin 14 Year Anniversary
— Edward Snowden (@Snowden) October 31, 2022
1:08:45 Thanks Gary
Happy 14th birthday to Satoshi Nakamoto’s whitepaper! It has led to innovation and crypto asset investing. Let’s make sure as crypto enters its 15th year that investors get proper protection.
— Gary Gensler (@GaryGensler) October 31, 2022
1:09:43 Miners Blowing Up
All the bitcoin miners blowing up simultaneously seems not great https://t.co/vElyCmHBsr
— Cobie (@cobie) October 31, 2022
1:10:45 Nifty Apes
https://www.niftyapes.money/
1:11:22 Zora Nouns Builder
https://metaversal.banklesshq.com/p/zora-launches-nouns-builder
1:12:45 Jobs
https://pallet.xyz/list/bankless/jobs
1:14:30 TAKES
1:15:30 Talk of the Town
This week in Congress and Crypto: It is not too often a podcast is the talk of the town in DC, but the @BanklessHQ debate between @SBF_FTX and @ErikVoorhees was just that. As a former Hill staffer who worked on crypto legislation and current lobbyist, here are some thoughts…
— Ron Hammond (@RonwHammond) November 1, 2022
1:20:40 Vitalik on Regulation
Should I publicly blab my opinions about crypto regulation more? Feels unfair to let other people get attacked by CT but never actually poke my own head out.
— vitalik.eth (@VitalikButerin) October 30, 2022
1:24:18 Verified Accounts
The future of ‘Verified Accounts✅’ is not going to be a top-down, centrally-permissioned system
The times are changing
Bottom up, community-oriented mechanisms are in.
— DavidHoffman.eth/acc🦇🔊 (@TrustlessState) November 1, 2022
1:24:45 What David’s Bullish On
1:27:30 What Ryan’s Bullish On
https://www.sound.xyz/user/0x3c2027f90b087ec509e533762a917e76e09b1d0c?tab=collection
1:32:35 MEME of the Week
— Jameson Lopp (@lopp) October 22, 2022
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Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
