✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/121-debrief
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Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.
With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”
Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?
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📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
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❎ ACROSS | BRIDGE TO LAYER 2
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🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
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👻 AAVE V3 | LEND & BORROW CRYPTO
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⚡️ MAKER DAO | THE DAI STABLECOIN
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🦁 BRAVE | THE BROWSER NATIVE WALLET
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Topics Covered:
0:00 Intro
5:00 Vance Returns
7:39 Where Crypto Needs to Be
16:44 Bull Market Lessons
21:38 Alt L1 Blockchains
26:40 The Layer 2 Rotation
32:13 The Future of ETH Killers
41:07 The Future of Layer 2’s
47:30 Optimism vs Arbitrum
49:35 The Ethereum Market
58:30 ETH is Money
1:02:18 Veblen Moneygoods
1:07:19 Who Buys ETH?
1:10:15 Bull Market Timelines
1:16:05 The Future of Tokens
1:21:30 DeFi’s Make or Break
1:28:25 Winners will emerge
1:32:15 The GameFi Rabbit Hole
1:37:18 Lessons from Axie
1:43:15 Metaverse Money
1:47:45 The Bear Market Gift
1:50:30 Closing & Disclaimers
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Resources:
Vance on Twitter:
https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ
Vance’s Tweets
https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg
https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ
https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA
Rune Christensen’s Endgame
https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456
Crypto Fees
https://cryptofees.info/
Betting the Fund on the Merge
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details
Bull Case For DeFi
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w
Bull Case For DeFi II
https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w
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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://newsletter.banklesshq.com/p/bankless-disclosures