3rd Week of July, 2022 ------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE  ------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS:  🌱 LENS | ACCESS CODE: STAKING 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  ------ 0:00 Intro 6:00 MARKETS 7:55 Is the Bear Market Over? https://messari.io/screener/bear-market-vibes-C66F0A22  15:45 Inflation https://twitter.com/MacroAlf/status/1549529768185319424  19:55 The DXY https://imgur.com/0oW7kWM  20:40 Arthur Hayes https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d  26:50 Is DeFi Back? https://thedefiant.io/defi-stalwarts-outperform  29:49 NFTs vs Tokens https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA  NEWS 33:00 The Merge Timeline https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q  36:35 zkRollup Season https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA  43:25 EVM Equivalence vs Compatible https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement  46:03 zkSync 2.0 https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ  47:40 Scroll https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw  49:12 3ac Drama Continues https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf  49:50 Genesis Lent 2.3 Billion https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ  52:40 Su Zhu Audacity https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run  55:00 Celsius Debt https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b  57:00 USDC Transparency https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw  59:05 Aave Balancer Swap https://twitter.com/llama/status/1549412411077283842  59:55 Curve Stablecoin https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg  1:00:25 OpenSea Layoffs https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/  1:01:05 PROOF Acquires Divergence https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence  1:02:14 Minecraft Bans NFTs https://www.minecraft.net/en-us/article/minecraft-and-nfts  1:07:15 Nickelodeon Volume https://twitter.com/nickelodeon_nft/status/1549626025134370817  1:08:15 ENS Domains https://twitter.com/wongisrite/status/1549100589396758529  1:10:08 Tesla Sells Bitcoin https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ  1:12:04 Across Token Launch https://twitter.com/AcrossProtocol/status/1549439826038071296  13:36 Optic Raise https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round  1:14:10 Jobs https://pallet.xyz/list/bankless/jobs  1:16:00 Questions of the Week 1:17:30 Rocket Pool Benefits https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg  1:20:35 zk Energy Consumption https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg  1:22:30 Polygon Token Alignment https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg  1:26:30 TAKES 1:27:30 BlockFi vs Celsius https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q  1:28:35 Tech and Social https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ  1:32:55 We are Bitcoiners https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg  1:40:55 The Right Time https://twitter.com/TrustlessState/status/1549691597373194242  1:42:00 What David’s Bullish On 1:44:10 What Ryan’s Bullish On 1:47:55 Moment of Zen https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA  ——- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief  Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco. On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare. The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up. ------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE  ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/  ------ 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 6:08 Scariest Macro Setup In 20+ Years 14:15 Why This is the End 22:10 How’d We Get Here 26:45 Bursting Sovereign Debt Bubble 36:45 Fed Data Interpretation 42:42 How the End Game Plays Out 1:01:21 The Affect on The Average Person 1:07:35 U.S. Middle Class vs. Treasury Holders 1:14:58 The Future of Assets & Currencies 1:20:20 What Happens to Energy Commodities? 1:25:40 Equities, Gold, & Crypto 1:31:46 How to Prepare 1:36:50 Closing & Disclaimers ------ Resources: Luke Gromen https://twitter.com/LukeGromen  Forest Through the Trees https://fftt-treerings.com/  Luke’s Youtube Channel https://www.youtube.com/c/LukeGromenFFTTLLC  Lyn Alden https://youtu.be/XaHuwUDd1C8  Jim Bianco https://youtu.be/VMNmxFzKI64  ----- 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