The Chopping Block: Ethereum's Inflection Point w/ Joe Lubin on DATs, CROPS, AI-Driven Exploits, Quantum Threats, and CFTC's Perps
Joe Lubin makes the bull case for Ethereum amid a sea of bearishness. The panel dissects Saylor selling Bitcoin for the first time in four years, the meaning behind 9 senior EF departures, Justin Drake's Q-Day call (50% by 2032), Manuel Araoz declaring all of DeFi unsafe, the ThorChain hack fallout, the Zama/Overnight Finance USDC freeze saga, and the CFTC greenlighting the first US perpetual futures product.
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week Joe Lubin is stepping in to make the bull case for ETH on what he admits is a tough day to be bullish.
We open on Strategy's first Bitcoin sale in four years and whether the STRC preferred stock structure is "an algorithmic stablecoin with too many steps," as Tarun puts it. Joe pivots to pitching Ether DATs, then we get into the Ethereum Foundation's brain drain -- nine researchers gone, CROPS as the new mandate, and a mysterious new developer organization taking shape behind the scenes. The episode's meatiest block covers DeFi security: Justin Drake warns Q-Day is 50% likely by 2032, Manuel Araoz says all of DeFi is unsafe, ThorChain's been offline for two weeks post-hack, and the panel debates whether we're entering a rough 12-24 months where attackers outrun defenders. We close on Hyperliquid's all-time highs and the CFTC opening the door to US perps.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Show highlights
🔹 Strategy sold 32 BTC for the first time in four years as STRC falls below $100 par – Tarun calls it "an algorithmic stablecoin with too many steps"
🔹 Joe Lubin pitches Ether DATs as a safer model than Strategy – ~3% staking yield, no leverage, and "permanent capital" for the ecosystem
🔹 Nine senior Ethereum Foundation members departed in 2026 including Tim Beiko and Barnabe Monnot as Vitalik reframes EF around CROPS mandate
🔹 Joe reveals SharpLink, BitMine, and ConsenSys in talks to become Ethereum's "decentralized commercialization engines" – "there's only one foundation" but new nodes are forming
🔹 Justin Drake puts Q-Day at 50% by 2032 and calls NIST's 2035 timeline "a joke" after Google's quantum circuit breakthrough
🔹 Crowdsourced reverse engineering of Google's withheld quantum circuit improved results 12-13% using LLMs as a grinding tool
🔹 OpenZeppelin co-founder Manuel Araoz declares all of DeFi unsafe and advises friends and family to exit Aave, MakerDAO, and Compound
🔹 ThorChain remains offline two weeks after $10.8M hack – claims they disclosed the same vulnerability 17 days before the exploit
🔹 Zama's cUSDC contract frozen by Circle via court order in Overnight Finance dispute, highlighting privacy protocol limitations on freezable stablecoins
🔹 Hyperliquid hits $75 and flips Solana in FDV as CFTC approves Kalshi's BTCPERP – the first regulated US perpetual futures product
Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Tarun Chitra, Managing Partner at Robot Ventures
⭐️Tom Schmidt, General Partner at Dragonfly
Guest
⭐️Joe Lubin, Co-Founder of Ethereum, Founder & CEO of ConsenSys
Timestamps
00:00 Intro
01:06 Saylor Sells BTC & Market Panic
05:07 STRC Death Spiral & DAT Risks
07:07 Ethereum Foundation Exodus & CROPS
13:04 The "Not Second Foundation" Debate
17:58 Quantum Q-Day: 50% by 2032
23:47 Is All of DeFi Unsafe?
31:11 ZK Composability & Bridge-Free Architecture
34:19 Security Deployment Lag & AI Arms Race
40:18 Anti-Fragility & Formal Verification
47:36 Zama USDC Freeze & Privacy vs Courts
50:33 CFTC Perps Approval & Hyperliquid at $75
55:53 Hyperliquid's Distribution Flywheel
01:00:46 Joe Lubin's Ethereum Bull Case
Disclosures
Learn more about your ad choices. Visit megaphone.fm/adchoices
Vitalik Buterin on Human Agency in the AI Era
Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from his writings and personal reflections, Buterin discusses how his worldview has evolved over the last decade, from creating Ethereum as a teenager to thinking more deeply about the social and philosophical implications of technology today.
The conversation explores the idea of “sanctuary technology,” systems that provide safety and coordination without removing individual freedom or agency. They also discuss the changing relationship between humans and AI, the risks of over-relying on automated systems, and why actively learning and thinking for yourself may become even more important as AI capabilities improve.
Along the way, Buterin reflects on creativity, community, identity, and the challenge of staying intentional in a world that increasingly pushes people toward autopilot.
Resources:
Follow Vitalik Buterin on X: https://x.com/VitalikButerin
Follow Sophia Dew on X: https://x.com/sodofi_
Follow Binji Pande on X: https://x.com/binji_x
Stay Updated:
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate
Eddy Lazzarin speaks with Vitalik Buterin, founder of Ethereum, and Guillaume Verdon, founder and CEO of Extropic, about whether AI progress can or should be steered, the risks of concentrated power, and what open source and decentralization mean for who benefits from increasingly powerful systems. This episode originally aired on the a16z crypto podcast.
Resources:
Follow Vitalik Buterin on X: https://twitter.com/VitalikButerin
Follow Guillaume Verdon on X: https://twitter.com/GillVerd
Follow Eddy Lazzarin on X: https://twitter.com/eddylazzarin
Follow Shaw Walters on X: https://twitter.com/shawmakesmagic
Stay Updated:
Find a16z on YouTube: YouTube
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Ethereum's Next Decade | Vitalik Buterin
Ethereum just turned 10, and Vitalik Buterin returns to reflect on the last decade—and where it’s headed next.
In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again.
We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-ethereums-next-decade-vitalik-buterin
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------
TIMESTAMPS
0:00 Intro
0:52 Ethereum’s First 2 Years
2:25 Ethereum’s Top Contributions
4:18 Biggest Surprises
7:37 What Took Longer than Expected
9:05 Overcoming Challenges
11:03 Lesson for Younger Vitalik
15:53 Bitcoin vs Ethereum
18:49 Ethereum’s Cultural Evolution
32:11 Privacy on Ethereum
37:42 Nation State Resistant Privacy
43:03 Cypherpunk vs Mainstream
56:05 World Ledger
59:09 Ethereum in 2024
1:02:23 Changes in the Ethereum Foundation
1:10:10 Economic Alignment
1:16:38 Scaling the L1
1:31:21 Ethereum’s Barbell Strategy
1:39:28 Ethereum Nationalism
1:48:28 ETH Treasuries
1:55:19 The Next 10 Years for Ethereum
1:59:35 The Next 10 Years for Vitalik
2:01:25 The Next 10 Years for Bankless
2:02:52 Closing & Disclaimers
------
RESOURCES
Vitalik Buterin
https://x.com/VitalikButerin
2021 Endgame
https://vitalik.eth.limo/general/2021/12/06/endgame.html
Convex and Concave Dispositions
https://vitalik.eth.limo/general/2020/11/08/concave.html
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ethereum Turns 10: Joe Lubin on Revolutionizing the Global Economy
On the 10th anniversary of Ethereum's genesis block, we sit down with Joe Lubin, Ethereum co-founder and CEO of ConsenSys, for an exclusive deep dive into the past, present, and future of the Ethereum ecosystem. From the concept of 'digital oil' to Ethereum's role as the foundation of a decentralized global economy, Joe shares his vision for the next decade of blockchain innovation. Tune in to hear his thoughts on staking strategies, the rise of DeFi, and why Ethereum is poised to become the substrate for the world's financial system.
Chapters
00:00 Introduction – Setting the stage for Ethereum’s 10th anniversary.
01:00 Joe Lubin’s Vision – Ethereum as civilization-scale infrastructure.
02:19 Staking Strategies – Insights into ConsenSys’ ETH accumulation and staking.
05:08 Overcoming Challenges – Scalability, usability, and regulatory hurdles.
10:08 Decentralized Stablecoins – The need for ETH and BTC to support DeFi growth.
15:11 DeFi and TradFi Convergence – How Ethereum is reshaping finance.
22:08 Ethereum’s Role in the Global Economy – Becoming the substrate for trust.
30:00 Multi-Chain Future – Why Ethereum will remain foundational.
40:00 The Next Decade – Joe’s predictions for Ethereum’s growth and impact.
45:00 Closing Thoughts – Celebrating Ethereum’s 10th birthday.
Ethereum's Strategy to Win Over Wall Street | Joe Lubin & Danny Ryan
Recorded live at the Permissionless IV conference, this conversation dives into Ethereum’s strategy to win over Wall Street.
Danny Ryan discusses how Etherealize is advising financial institutions to leverage Ethereum’s decentralization, resilience, and credible neutrality, while Joe Lubin explains why ConsenSys is taking a direct approach by accumulating ETH on Sharplink Gaming’s balance sheet, similar to MicroStrategy with Bitcoin.
Together, they unpack Ethereum’s strengths, institutional adoption strategies, and what it will take for Ethereum to become the foundation of the next-generation financial system.
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------
TIMESTAMPS
0:00 Intro
3:11 Ethereum's Evolution & Challenges
7:54 Regulatory Tensions & SEC Scrutiny
11:02 Ethereum's Resilience Against Regulation
14:47 Bridging TradFi & Decentralization
16:06 Institutional Adoption of Ethereum
17:19 Ethereum's Path Forward
21:51 Building for the Future
23:40 The Call for Problem Solving
24:41 Ethereum's Leadership Dynamics
33:25 Taking Ethereum to Wall Street
35:17 The Future of SBET & Ether
------
RESOURCES
Joe Lubin
https://x.com/ethereumjoseph
Danny Ryan
https://x.com/dannyryan
Permissionless IV
https://blockworks.co/event/permissionless
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity
Joe Lubin returns to Bankless to break down his latest bold move—launching SBET, a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset.
We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. From regulatory wins to Ethereum’s evolving narrative on Wall Street, this episode explores how ETH can become a multi-trillion-dollar asset and a dominant store of value in the next economic supercycle.
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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------
TIMESTAMPS
0:00 Intro
0:38 Getting Sued by The SEC
7:55 $SBET
16:32 The Michael Saylor of ETH
23:25 $SBET (ETH) vs $MSTR (BTC)
27:16 Valuing ETH
28:30 Wall Street Narratives
30:52 ETH’s Performance
36:53 ETH as Collateral
40:07 Onboarding Others
46:52 ETH as SoV
49:18 What ETH Needs
50:52 Joining Forces
53:08 ETH’s Sentiment Shift
56:53 Genius Act
58:44 Closing & Disclaimers
------
RESOURCES
Joe Lubin
https://x.com/ethereumJoseph
SharpLink Gaming ($SBET)
https://www.sharplink.com/
Consensys
https://consensys.io/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ethereum Co-Founder: Why Crypto Has Failed | Gavin Wood
Gm! This week we're joined by Gavin Wood to discuss has the promise of crypto failed? We deep dive into hype vs fundamentals, why crypto needs more utility, why haven't we seen mass adoption, how to fix crypto's product problem & more. Enjoy!
--
Start your day with crypto news, analysis and data from Katherine Ross.
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ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains.
Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available.
To learn more about ZKsync, visit http://www.zksync.io
--
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WalletConnect is the onchain connectivity network . If you’ve connected to a Web3 app, you’ve seen WalletConnect. It’s everywhere—an icon of trust in crypto, as recognizable as Visa at checkout.
The numbers speak for themselves: Over 220 million connections and 35 million users worldwide use WalletConnect to power their Web3 experience. @WalletConnect on X and Telegram or visit https://WalletConnect.Network
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Timestamps:
(00:00) Introduction
(01:16) Has Crypto Failed?
(03:20) Hype vs Fundamentals In Crypto
(09:21) Ads (ZKSync)
(10:26) Does Crypto Need More Utility?
(13:37) Why Still Work In Crypto?
(18:18) Crypto’s Product Problem
(22:16) Ads (ZKSync)
(23:21) Why Haven't We Seen More Adoption?
(26:37) Polkadot Successes & Failures
(29:48) Crypto's Multichain Future
(35:05) Ads (Falcon x, WalletConnect, Token.com)
(37:18) What Is JAM?
(40:19) Does Crypto Have A Marketing Problem?
(46:35) Crypto’s Next Chapter
(51:27) Crypto vs AI
(01:00:25) What’s The Most Important Thing To Work On?
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Building the Future of Ethereum: Joe Lubin on Consensys, Layer 2 Scaling, and Regulatory Challenges
Joe Lubin, co-founder of Ethereum and Consensys, explores the evolution of blockchain technology and the expanding role of the Ethereum ecosystem in this episode. He discusses Consensys' pivotal work in building foundational infrastructure, such as MetaMask and Infura, while outlining the strategic direction for future applications and decentralized technologies. Joe delves into Layer 2 solutions, regulatory challenges with the SEC, and the broader implications for the industry. He offers a forward-looking perspective on the maturation of Ethereum, emphasizing scalability, decentralization, and the development of Web3.
0:00 - Evolution of Consensys
3:00 - Growth of Ethereum Infrastructure
6:30 - Scaling Ethereum & Layer 2 Solutions
9:00 - Joe Lubin's Beliefs
11:00 - Regulatory Challenges & SEC Lawsuit
14:30 - Future of Ethereum & Regulation
18:00 - Decentralizing Consensys and Network States
21:30 - Ethereum's Layer 1 & Layer 2 Architecture
28:00 - Impact of Layer 2 on Ethereum Mainnet
36:00 - Transitioning Products to On-chain Governance
39:00 - Network States and Decentralization
43:00 - Preparing for the Next Wave of Applications
This episode was sponsored by:
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The Case for Authoritarianism | Vitalik Buterin & Noah Smith
What if the information anarchy of the internet spells the downfall of liberalism?
Economist Noah Smith and Ethereum Founder Vitalik Buterin join us for a fascinating discussion on why Authoritarianism might be the answer to the current information warfare. Yes, you heard that right.
We start the episode by defining liberalism, how it has brought excessive polarization and why totalitarianism might be the only solution left. We then steelman the case against this same argument and how blockchains and crypto could play a role in all this.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/20?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS
0:00 Intro 8:53 Defining Liberalism 21:50 Information Warfare 42:17 Summarizing the Argument 55:09 Could the Thesis be Wrong? 1:11:12 Information Leviathans 1:34:13 The Role of Blockchains 1:38:22 Closing & Disclaimers
------ RESOURCES
Vitalik Buterin https://x.com/VitalikButerin
Noah Smith https://x.com/Noahpinion
Noahpinion Blog https://www.noahpinion.blog/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Crypto is Here to Set You Free
Vitalik Buterin explains
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Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
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------
TIMESTAMPS
------
RESOURCES
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
200 - Vitalik Buterin's Philosophy: d/acc
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-vitalik-philosophy
------ This past year there’s been a great societal wide debate: Tech-acceleration (e/acc) vs deacceleration.
Should we continue the path toward AI or are the robots going to kill us? We’ve been hoping Vitalik would weigh in on this debate ever since our episode Elizer Yudkowski —now he has, so what’s Vitalik’s probability of AI doom?
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------
0:00 Intro 3:50 The Technology Conversation 15:30 The Accelerationist View 30:30 The AI Problem 38:30 8 Year Old Child 44:00 AI Doom 51:00 d/acc 1:08:30 Improving the World 1:16:45 e/acc 1:20:30 Crypto Tribes 1:27:00 Direction and Priorities 1:30:50 Closing Optimism
------ Resources:
Vitalik's Techno-Optimism: https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html
Tweet Thread: https://x.com/VitalikButerin/status/1729251808936362327?s=20
Techno-Optimist Manifesto: https://a16z.com/the-techno-optimist-manifesto/
------ More content is waiting for you on Bankless.com 🚀 https://bankless.cc/YouTubeInfo
Vitalik Buterin | Ethereum's Past, Present, Future & Thoughts on Türkiye
This conversation between The Defiant and Vitalik Buterin was recorded during Devconnect 2023 in Istanbul.
Chapters
0:18 First time in Türkiye?
1:20 Significance of crypto in Türkiye
3:40 Key takeaways from Türkiye
4:56 Türkiye as a crypto hub
7:20 Vitalik's favorite Turkish dish
8:25 Ethereum roadmap update
12:03 Can the roadmap be dynamic?
14:25 Dencun upgrade
16:34 Rollup risks & costs
18:25 Scaling rollups
19:30 UX problems
22:27 Ethereum Security
23:25 Solution to centralized servers
26:53 Client centralization
33:18 Scaling with Plasma
39:50 L2 fragmentation
42:02 Sharding / Danksharding
44:40 Future of Ethereum
47:12 Vitalik responds to Anatoly
51:42 Ethereum's core message
56:09 Thoughts on DeFi
✨ Check out our new website ✨
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Vitalik Buterin: Ethereum For The Future
Vitalik live from Permissionless! On this Episode we discuss what's next for Ethereum. What type of use cases can we create because of the unique properties of crypto? What would Vitalik's new startup be? And we explore what it will look like to successfully navigate the next bull market.
This episode was filmed at permissionless. For the full episode in video form, check out the recording here: https://blockworks.co/event/permissionless-2023/livestreams?room=37736
------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS
0:00 Intro
6:12 Improving Existing Things vs Building New
16:55 Has Vitaliks Expectation of Ethereum Changed?
30:44 Where Would Vitalik Start a Startup
36:27 What Fear is Being Missed?
47:20 Navigating the Next Bull Market
----- RESOURCES
Vitalik:
https://twitter.com/VitalikButerin
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Restaking Alignment with Vitalik, Sreeram, Tim Beiko, Justin Drake, Dankrad & Jessy
What are the implications of restaking? Not every Bankless listener will be prepared for this conversation. This one is a hard one. If you want to be adequately equipped for the conversation that awaits, we recommend listening to the Bankless episode we did with Sreeram a few weeks ago. That episode will get you up to speed to understand some of the nuances and problems that are discussed in today’s episode.
Because, today on the show, we have the largest and most gigabrain panel that we’ve ever had on Bankless…Vitalik Buterin, Justin Drake, Dankrad Feist, Jessy (aka 13-year-old VC - that’s her pseudonym), and of course… Sreeram Kannan himself, founder of Eigenlayer and perhaps the creator of restaking…all moderated by Tim Beiko!
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
----------- TIMESTAMPS
0:00 Intro 4:45 Setting the Panel 8:51 Jessy’s Restaking Thoughts 10:20 Justin’s Restaking Perspective 11:40 Dankrad’s Restaking Views 12:30 Sreeram’s Restaking Arguments 14:00 Why Justin is a Restaking Doomer 18:30 EigenLayer’s Restaking Architecture 22:05 Restaking Builder Hooks 25:05 Vitalik’s Restaking Concerns 30:05 EigenLayer’s Acceleration 32:50 Sreeram Addressing Vitalik’s Concerns 37:48 Ensuring Restaking is Aligned 46:04 Reputation Systems & Alignment 51:35 Ethereum Protocol Complexity 59:00 Credible Neutrality 1:03:30 MEV Boost & PBS 1:07:10 One Shot Signatures 1:09:10 Closing Thoughts, Arguments, & Next Steps 1:16:30 Closing & Disclaimers
----------- RESOURCES
Sreeram Kannan https://twitter.com/sreeramkannan https://youtu.be/HcEGXoC57Rw
Vitalik Buterin https://twitter.com/VitalikButerin
Tim Beiko https://twitter.com/TimBeiko
Justin Drake https://twitter.com/drakefjustin
Dankrad Feist https://twitter.com/dankrad
Jessy https://twitter.com/13yearoldvc
----------- 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
Vitalik Buterin Discusses The 2-Month Zuzalu Experiment
Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.
In this first episode with Vitalik, we kick off by discussing the concept of Zuzalu with a birds-eye view. Vitalik helps us unravel the meta-quest of understanding the essence of Zuzalu and its role in curating communities. Discover why Zuzalu was structured in this unique manner, touching upon intriguing elements such as Zupass, zero-knowledge infrastructure, ZuPoll, and Stamps.
Keep an eye out as we roll out the rest of these boundary-pushing episodes!
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum.
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
----- Timestamps:
0:00 Intro 1:20 What is Zuzalu? 4:15 The Content Roadmap 5:12 Ethereum the Sibling 7:20 A Taste of the Future 8:45 Front-Run the Opportunity
12:00 VITALIK BUTERIN 14:00 The Zuzalu Experiment 19:00 Technological Seasons 22:50 ZuPass 25:00 Curating Topics 29:55 Cross-Pollination 33:05 Zuzalu Culture 37:30 The Future of Zuzalu 41:00 What it Means to be a Zuzalian
---- Resources:
Vitalik Buterin https://twitter.com/VitalikButerin?s=20
Zuzalu https://zuzalu.city/
ZuPass https://zupass.org/#/login
---- 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
149 - Ethereum in 2023 with Vitalik Buterin
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief
------ Vitalik Buterin is your friendly neighborhood Ethereum developer, an alfalfa male who thinks we should rename Gas to Mana.
In today’s episode, Vitalik unpacks his recent essay, “What in the Ethereum application ecosystem excites me,” and his thoughts around why crypto villains are getting worse, what Ethereum’s most scalable use case is, why he plans to say ‘Ethereum’ rather than ‘crypto’ in 2023, how Ethereum solves the big bad identity problem, and why he thinks “simple DeFi good, complicated DeFi bad.”
Every episode with Vitalik is a must-listen and this one is no different.
------ 📣 Kraken | The Crypto Exchange for Everyone https://bankless.cc/kraken
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 7:44 Vitalik’s 2022 Crypto Reflections 17:31 Was 2022 More Unusual? 25:58 Esperanto, Linux, & Crypto 34:57 Advice for the Crypto Space 38:31 Permissionless Commons Criticism 45:54 2022 Lessons Learned by Vitalik 52:22 Vitalik’s Recent Blog Post 1:00:00 Why Do We Need Crypto Money? 1:10:29 Where the Opportunity in Crypto is 1:13:52 Identity 1:24:29 DAOs & Governance Innovation 1:31:05 Hybrid Applications 1:36:30 Accelerating the Good Things 1:41:05 Vitalik’s Role in 2023 1:44:48 Action Items & Disclaimers
------ Resources:
Vitalik https://twitter.com/VitalikButerin
What in the Ethereum Application Ecosystem Excites Me - Vitalik https://vitalik.ca/general/2022/12/05/excited.html
Why I’m Less Than Infinitely Hostile to Cryptocurrency - Astral Codex Ten https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile
Vitalik’s Other Bankless Appearances https://www.youtube.com/results?search_query=bankless+vitalik
----- 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
Devcon #1 - Vitalik Buterin | A New Era for Ethereum
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Vitalik Buterin—of course—joins us in the first in a series of interviews we held on location in Bogota, covering the context and magnitude of Devcon, Vitalik’s conference lifestyle, and a new era for Ethereum in a post-merge world.
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------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Timestamps:
0:00 Intro 3:25 What is Devcon? 7:18 Past Devcons 13:17 A New Chapter for Ethereum 16:45 Parallel Development 19:50 Arbitrum x Prysm 24:40 The zkEVM 27:04 Vitalik’s Conference Lifestyle
------ Resources:
Vitalik Buterin https://twitter.com/VitalikButerin
----- 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
138 - What's Next? Vitalik Buterin | Part II
✨ Part I: https://youtu.be/tKjs8bBQ3sk
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-debrief
Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”
In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?
This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
----- Topics Covered
0:00 Intro 4:17 Is Ethereum a Network State? 11:09 What is Ethereum Then? 15:02 World Economic Forum & Globalism 20:16 Is Ethereum a DAO? What Are DAOs? 23:55 DAOs & Corporations 26:30 Ethereum’s End State 32:11 A.I. vs. Crypto 35:42 A.I. Ethics 41:50 AGI vs. Ethereum Progress 42:38 Closing & Vitalik Disclaimers
------ Resources:
Vitalik Roadmap Bankless Episode https://youtu.be/b1m_PTVxD-s
Vitalik’s Vlog https://vitalik.ca/
Vitalik’s New Book https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/
The Ethereum Roadmap https://twitter.com/vitalikbuterin/status/1466411377107558402
Paths to Single Slot Finality https://notes.ethereum.org/@vbuterin/single_slot_finality
MEV Boost https://www.mevboost.org/
DAOs are not corporations https://vitalik.ca/general/2022/09/20/daos.html
-----
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.
138 - What's Next? Vitalik Buterin | Part I
✨ Part II Out Now for Bankless Premium Subscribers: https://shows.banklesshq.com/p/early-access-whats-next-vitalik-buterin
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-debrief
Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”
In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?
This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.
------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord
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🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync
----- Topics Covered
0:00 Intro 10:28 What Will Trolls Focus on Next? 11:34 The Merge From Vitalik’s Perspective 15:10 PoS Energy Reduction 27:09 Why PoS Took So Long 32:03 Truly Optimal PoS 35:12 What Vitalik Would Change 37:30 Where Are We in Ethereum’s Trajectory 52:53 The Economics of Staking 1:02:15 Centralization of Stake Worry 1:11:40 Censorship Resistance Problem 1:15:15 Validator Choices 1:18:30 Have L2s Lived Up to the Hype 1:20:37 The 2023-2024 Ethereum Era 1:25:41 Closing
------ Resources:
Vitalik Roadmap Bankless Episode https://youtu.be/b1m_PTVxD-s
Vitalik’s Vlog https://vitalik.ca/
Vitalik’s New Book https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/
The Ethereum Roadmap https://twitter.com/vitalikbuterin/status/1466411377107558402
Paths to Single Slot Finality https://notes.ethereum.org/@vbuterin/single_slot_finality
MEV Boost https://www.mevboost.org/
DAOs are not corporations https://vitalik.ca/general/2022/09/20/daos.html ----- 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.
EthCC #1 | Vitalik - "The Merge Isn't Priced In"
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.
------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE
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------ BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync
------ Topics Covered:
0:00 Intro 2:30 Vitalik’s New Meta 8:45 Ethereum Builds Faster 14:27 Developer Morale 17:11 Vitalik’s Drip 18:55 The App Layer 28:08 Surviving Conferences 29:45 Improving Communities
------ Resources:
Vitalik on Twitter: https://twitter.com/VitalikButerin
Vitalik’s EthCC Talk: https://youtu.be/kGjFTzRTH3Q
----- 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.
Soulbound: On or off Chain? | Vitalik Buterin and Evin McMullen
A fascinating intellectual debate is emerging in the world of decentralized identity. Today, Vitalik represents Soulbound NFTs, while Disco’s Evin McMullen takes the side of VCs (verifiable credentials).
From your credit history to your college degree, what is it that defines you? What does decentralized, trustless, digital identity look like?
After listening to these two gigabrains hash it out, we’re convinced that the real winner of this debate… is humanity.
------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
------ Topics Covered:
0:00 Intro 4:30 Setting the Stage 7:50 Chains and Identities 11:46 Governance 15:14 The Data Backpack 21:22 Non-transferability 27:52 Token Externalities 34:32 Soulbound Privacy 41:30 Proving Negatives 46:20 Inclusion & Neutrality 50:19 The Disco Pill 56:05 All Directions at Once 1:02:36 A Case Study 1:07:49 Zooming Out 1:12:50 Closing
------ Resources:
Evin on Twitter: https://twitter.com/provenauthority?s=20&t=Y6vQEWWHoUCqnF-wAm81qg Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20&t=Y6vQEWWHoUCqnF-wAm81qg Disco: https://www.disco.xyz/ Soulbound https://vitalik.ca/general/2022/01/26/soulbound.html
----- 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://newsletter.banklesshq.com/p/bankless-disclosures
Do We Need Web3? — With Gavin Wood
Gavin Wood is the co-founder of Ethereum and creator of Polkadot. He joins Big Technology Podcast from Davos for a discussion about whether we need Web3 — a new web built with blockchain technology. Joins us for a broad conversation on what inspired Wood to dedicate himself to the Web3, movement, how the technology works in practice, and whether the economic downturn may actually help the crypto movement.
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119 - Dive into Danksharding | Vitalik, Dankrad, Protolambda, Moderated by Tim Beiko
This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding. Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger
------ Topics Covered:
0:00 Intro & Danksharding Explained 7:00 Panelist’s Backgrounds 8:34 How Sharding Has Evolved 15:56 Why Danksharding is Possible 23:40 Proto-Danksharding 27:15 Data Availability 35:40 Data Availability Sampling 48:00 Cryptography for Noncryptographers 56:10 How Does All of This Get Deployed 1:00:05 The Big Open Questions in Sharding Land 1:05:30 Closing Thoughts
------ Resources:
Vitalik https://twitter.com/VitalikButerin
Dankrad https://twitter.com/dankrad
Protolambda https://twitter.com/protolambda
Tim Beiko https://twitter.com/TimBeiko
Proto-Danksharding https://www.eip4844.com/
----- 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://newsletter.banklesshq.com/p/bankless-disclosures
114 - In Defense of Bitcoin Maximalism | Vitalik Buterin
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/114-vitalik-debrief
---- Vitalik returns to Bankless once again—this time to defend Bitcoin Maximalism of all things. On April Fools Day this year, Vitalik posted an article to his blog titled 'In Defense of Bitcoin Maximalism,' but instead of being a pure troll, the Ethereum Founder approached the piece with truth and crafted a salient & compelling argument.
By steel-manning maximalism, Vitalik lays out a very reasonable case for the merits intolerance and toxicity. Philosophical and contrarian episodes like these help us understand the industry better, encouraging empathy for all sides of the debate.
We explore this in context of Ethereum maximalism as well, and Vitalik offers some sage advice to Bankless. This conversation is far more philosophy-based than tech-based, but as we've seen, Vitalik is as comfortable in this setting as he is discussing the latest EIPs or protocol upgrades.
Also, Vitalik spills the tea on Twitter's new favorite drink—the VB.
------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger
------ Topics Covered:
0:00 Intro 8:30 Green Tea and Twitter Hate 15:47 The April Fools Article 22:35 Crypto Grifters and Security 29:22 Taking Responsibility 37:19 Performative Weirdness 43:33 The Culture Stack 49:14 Value Tradeoffs 53:40 Lessons from BTC Maximalism 57:45 Why Maximalism is Good 1:02:30 Why Maximalism is Ridiculous 1:12:16 The Best of Both Worlds 1:16:10 Bored Weird Vitalik NFTs 1:23:05 Spotlights vs Insults 1:29:30 ETH Maximalism 1:39:41 Advice for Bankless 1:45:15 Composability & Onboarding 1:53:00 The Middle Path
------ Resources:
Vitalik on Twitter: https://twitter.com/VitalikButerin
Vitalik's Blog Post: https://vitalik.ca/general/2022/04/01/maximalist.html
Time Magazine: https://time.com/6158182/vitalik-buterin-ethereum-profile/
Survive, Thrive Theory of the Political Spectrum: https://slatestarcodex.com/2013/03/04/a-thrivesurvive-theory-of-the-political-spectrum/
Bored Weird Vitalik Club: https://weirdvitalik.com/
----- 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://newsletter.banklesshq.com/p/bankless-disclosures
Polkadot's Gavin Wood on Building a Layer 0 to Underpin the Entire Blockchain-Based Economy
Gavin Wood’s crypto journey started with Ethereum – he was one of the eight original founders and the project’s CTO in the early days. Today though, he’s busy building Polkadot, a chain that is attempting to improve where Ethereum falls short. Gavin wants to turn Polkadot into a multichain powerhouse where financial systems and web apps can run and interact seamlessly. To Gavin, Polkadot can be the base infrastructure for a web3 future, a set of technologies that can guarantee privacy, trustlessness and decentralization, which to him, will be crucial if the free world is going to survive.
Zerion Zerion is Mission Control for Web3: an intuitive DeFi portfolio manager, multichain tracking & trading and the best place to show off your NFT collection
Oasis is a leading, scalable, and privacy-enabled, layer-1 blockchain, ideal for DeFi. Learn More
ICHI enables crypto projects to create a sustainable economy that attracts users and keeps value locked in your community
Eden Rocket RPC, providing the fastest private transactions on Ethereum (90%+ hashrate). Trade better anywhere on Ethereum with Eden Rocket RPC.
Vitalik Buterin - Green Pill #1
Vitalik Buterin is the founder of Ethereum and a researcher at the Ethereum Foundation.
As the visionary behind the network, Vitalik's values are embodied within the ethos of Ethereum's community-centric nature.
Exploring quadratic funding, pluralism, and sybil resistance, we dive into why Vitalik cares about public goods and how we can utilize novel mechanisms to fund them elegantly.
Take the Green Pill, anon.
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🟢 Get the GreenPilled Book 🟢 https://greenpill.party/
Apple Show Link: https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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------ Topics Covered:
0:00 Intro 3:30 Vitalik & Quadratic Funding 7:06 Evolution & Problems 12:14 Vitalik GreenPilled 15:00 Crypto’s Endgame 19:54 Pluralism 24:59 Public Goods Mechanisms 28:55 Sybil Resistance in Argentina 33:30 Community Values 38:55 Public vs Private Goods 42:10 Net Positive Impacts 44:09 Closing
------ Resources:
Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ
Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20&t=6oPk84CaEN12Es6e7Nze3A
Schelling Point Conference: https://schellingpoint.gitcoin.co/
-----
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
----- 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://newsletter.banklesshq.com/p/bankless-disclosures
Vitalik Buterin on Building a Base Layer for the Global Economy Without Compromising on Decentralization
Vitalik Buterin wrote the Ethereum white paper when he was just 19. His aim was simple yet comprehensive, to create a ‘world computer’ that was designed to be a flexible base layer for all online applications without the need of any third party. Since its inception in 2015, Ethereum has become the most active and largest smart contracts platform, but has it achieved the ‘world computer’ goal?
Vitalik says yes and no. In the interview, it’s clear that to him, it’s almost a given that Ethereum will achieve this goal. The bigger concern is not whether the network becomes a settlement layer and decentralized engine for smart contracts used globally, but how much value and impact applications running on top of it will bring.
Thanking our podcast sponsors:
Zerion Zerion is Mission Control for Web3: an intuitive DeFi portfolio manager, multichain tracking & trading and the best place to show off your NFT collection
Oasis is a leading, scalable, and privacy-enabled, layer-1 blockchain, ideal for DeFi. Learn More
ICHI enables crypto projects to create a sustainable economy that attracts users and keeps value locked in your community
Eden Rocket RPC, providing the fastest private transactions on Ethereum (90%+ hashrate). Trade better anywhere on Ethereum with Eden Rocket RPC.
99 - Endgame | Vitalik Buterin
Ethereum founder Vitalik Buterin returns to the podcast to discuss his recent article Endgame, as well as the massive year we observed in 2021. From the future of Ethereum to the rise of alternative Layer 1 platforms, it only makes sense to kick off 2022 by exploring how far we’ve come and figuring out where we’re headed.
How far are we along on Ethereum’s roadmap? What challenges lie ahead?
In a recent tweet, Vitalik posted a graphic of the updated progress of the Ethereum roadmap, and there are five throughlines that are progressing in parallel:
• The Merge • The Surge • The Verge • The Purge • The Splurge
We dive into what each of these means, as well as discuss what Ethereum will look like as these milestones are met. Holding this up against conversations of maximalism and alternative L1s, now is the time to start asking the big questions.
✨ WATCH THE DEBRIEF ✨ https://youtu.be/v__0GOC-XYE
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------ Topics Covered:
0:00 Intro
4:09 Debrief
7:27 Vitalik Returns after 2021 11:40 2021 Ethereum Milestones 16:33 Roadmap Progress
19:35 The Merge (Proof of Stake)
24:20 The Surge (Rollups & Sharding) 32:59 Life after Sharding
42:40 The Verge (Verkle Trees)
49:35 The Purge (History Expiry) 57:03 State Expiry & Snake 1:03:40 Snakes & States
1:08:20 The Splurge (Everything Else)
1:15:20 What Makes Vitalik Happy
1:20:17 Rise of Alt Layer 1s 1:26:03 Gas Costs & Decentralization
1:29:11 Maximalism
1:34:03 Endgame 1:40:16 Alt L1s and Rollups 1:44:02 Multi-Rollup World 1:49:21 The Ground Floor
1:53:56 Solving the World’s Problems
1:58:33 Closing & Disclaimers
------ Resources:
VITALIK'S ARTICLES Endgame https://vitalik.ca/general/2021/12/06/endgame.html The Limits to Blockchain Scalability https://vitalik.ca/general/2021/05/23/scaling.html Verkle Trees https://vitalik.ca/general/2021/06/18/verkle.html Pragmatic Destruction of Self-Destruct https://hackmd.io/@vbuterin/selfdestruct Crypto Cities https://vitalik.ca/general/2021/10/31/cities.html Legitimacy https://vitalik.ca/general/2021/03/23/legitimacy.html Moving beyond coin voting governance https://vitalik.ca/general/2021/08/16/voting3.html
VITALIK ON BANKLESS Legitimacy https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin Beyond Coin Voting https://shows.banklesshq.com/p/beyond-coin-voting-vitalik-buterin Vitalik Speaks (Playlist) https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-
MISC. Roadmap Tweet https://twitter.com/VitalikButerin/status/1466411377107558402?s=20 Merge Testnet https://kintsugi.themerge.dev/ ETH TPS https://ethtps.info/
----- 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://newsletter.banklesshq.com/p/bankless-disclosures
83 - Beyond Coin Voting Governance | Vitalik Buterin
Vitalik Buterin returns to the Podcast to discuss his recent article 'Moving Beyond Coin Voting Governance.' As always, Vitalik comes with a birds-eye view of high level challenges facing the crypto space with a moral & philosophical slant.
Building sufficiently decentralized governance mechanisms is a hugely challenging endeavor. Tackling elegant solutions to coin voting, we also cover the benefits of running your own node, the metaverse, and an update on the Ethereum narrative.
When Vitalik comes on Bankless, it's time to listen closely.
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Topics Covered:
0:00 Intro 4:00 Vitalik Returns! 7:26 Decentralized Governance 14:38 Who is Governance For? 19:44 Coordinating Public Goods 26:07 Public Goods & Upgrades 34:52 New Mechanisms 38:28 What is Blockchain Governance? 47:53 Ungovernance for Layer 1 54:00 Why Coin Voting Sucks 1:02:20 Whales 1:12:15 Running Your Own Node 1:22:14 Culture & Technology 1:26:51 Scalability Tradeoffs 1:31:05 The Metaverse & Loot 1:36:55 Update on Ethereum 1:43:15 Closing & Disclaimers
------ Resources:
Vitalik on Twitter https://twitter.com/VitalikButerin?s=20
Moving beyond coin voting governance https://vitalik.ca/general/2021/08/16/voting3.html
----- 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://newsletter.banklesshq.com/p/bankless-disclosures